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aaronsb

Salesforce MCP Server

find_similar_opportunities

Find opportunities matching a reference deal or custom criteria. Analyze patterns and similarity scores to identify market trends and successful deals.

Instructions

Find opportunities similar to a reference opportunity or based on specific criteria. Includes pattern analysis and similarity scoring to identify market trends and success patterns.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
referenceOpportunityIdNoOptional reference opportunity ID to find similar deals based on its characteristics
industryNoFilter by industry (e.g., "Information Technology & Services")
minAmountNoMinimum opportunity amount
maxAmountNoMaximum opportunity amount
stageNoFilter by opportunity stage (e.g., "Closed Won", "Proposal")
isWonNoFilter by won/lost status
closeDateStartNoStart date for close date range (YYYY-MM-DD)
closeDateEndNoEnd date for close date range (YYYY-MM-DD)
includeAnalysisNoWhether to include pattern analysis and insights (default: true)
limitNoMaximum number of results to return (default: 50)
Behavior3/5

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

No annotations are provided, so the description carries the full burden. It mentions pattern analysis and similarity scoring, but does not clarify read-only nature, permissions, or side effects.

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?

Two succinct sentences: first states core purpose, second adds features. No redundant information.

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

Completeness3/5

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

No output schema; description does not explain return format, behavior with both reference and criteria, or how similarity is computed. Adequate but not comprehensive.

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

Parameters3/5

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

Schema coverage is 100%, so parameters are well-documented in schema. The description adds context about pattern analysis but does not elaborate on individual parameters beyond 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 finds opportunities similar to a reference or by criteria, including pattern analysis. It distinguishes from siblings like search_opportunities which are for standard search.

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 context (similarity search) but does not explicitly contrast with sibling tools like search_opportunities or provide when-to-use guidance.

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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