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aaronsb

Salesforce MCP Server

opportunity_insights

Generate detailed insights and analytics from opportunity data, covering pipeline health, performance metrics, industry trends, and strategic recommendations.

Instructions

Generate detailed insights and analytics from opportunity data including pipeline health, performance metrics, industry trends, and strategic recommendations.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
timeframeNoTime period for analysis
includeStageAnalysisNoInclude stage distribution and conversion analysis (default: true)
includeOwnerPerformanceNoInclude individual owner performance metrics (default: true)
includeIndustryTrendsNoInclude industry-specific performance trends (default: true)
includePipelineHealthNoInclude pipeline health and timing analysis (default: true)
includeConversionRatesNoInclude stage conversion rate analysis (default: true)
minAmountNoMinimum opportunity amount for analysis
maxAmountNoMaximum opportunity amount for analysis
industryNoFilter analysis to specific industry
ownerNoFilter analysis to specific owner
Behavior1/5

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

No annotations exist, so the description must convey behavioral traits. It only states 'generate insights' without mentioning whether the tool is read-only, does it mutate data, require authentication, or has rate limits. Complete lack of transparency.

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

Conciseness4/5

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

The description is a single concise sentence that front-loads the key value proposition. It wastes no words, though it could benefit from bullet points or structured sections for clarity given the tool's complexity.

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?

With 10 parameters and no output schema, the description provides a broad overview of capabilities but misses details like whether results are returned in real-time or stored, and how to optimally combine parameters. Moderately complete for a tool of this complexity.

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% with clear parameter descriptions. The description adds context by grouping parameters into categories (pipeline health, performance metrics, etc.), but does not elaborate on how parameters interact or specific formats. Adequate but not exceptional.

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

Purpose4/5

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

Description clearly states the tool generates insights and analytics from opportunity data, listing specific categories like pipeline health and industry trends. However, it does not differentiate from siblings like 'analyze' or 'analyze_conversation', which may cause confusion.

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

Usage Guidelines2/5

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

No usage guidelines are provided; the description does not indicate when to use this tool versus alternatives such as 'analyze' or 'get_opportunity_details'. The agent receives no context for decision-making.

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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