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aaronsb

Salesforce MCP Server

analyze

Run analytics on Salesforce objects: group by categorical fields, aggregate numeric fields, and compute custom expressions.

Instructions

Run analytics on any Salesforce object — group by categorical fields, aggregate numeric fields, and compute custom expressions. Uses field-type metadata for validation.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
objectYesSalesforce object API name (e.g., Opportunity, Account, Lead)
filterNoSOQL WHERE clause (e.g., "StageName = 'Closed Won' AND Amount > 100000")
groupByNoField to group by (must be picklist, boolean, or similar categorical field)
computeNoComputed expressions (max 5). Format: name = expr. E.g., ["win_rate = won / total * 100"]
maxGroupsNoMax groups to return (default: 20)
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries full burden. It mentions using field-type metadata for validation, hinting at read-only behavior, but does not explicitly state if the tool is safe, has side effects, or rate limits. For a query-like tool, this is partial transparency.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is two sentences with no fluff. First sentence states purpose and capabilities; second adds validation behavior. Every part earns its place.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite good parameter description, the tool lacks an output schema, and the description does not explain the return format or structure. Given the complexity (5 parameters, grouping, computes), this is a significant gap.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, and the description adds context by specifying that groupBy fields must be categorical and compute expressions are allowed (max 5). This adds value beyond the schema descriptions.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool's action ('Run analytics') and resource ('any Salesforce object'), and specifies capabilities like grouping, aggregation, and custom expressions. This distinguishes it from siblings such as execute_soql (raw SOQL) and batch.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies usage for analytical tasks but does not explicitly state when to use this tool versus alternatives like execute_soql or batch. No exclusion or alternative guidance is provided.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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