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aaronsb

Salesforce MCP Server

search_opportunities

Find Salesforce opportunities by name, account name, and stage. Returns results sorted by close date with standard and custom fields.

Instructions

Search for Salesforce opportunities by name, account, and stage. Returns matching opportunities ordered by close date. Results include both standard and custom fields.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
namePatternNoPattern to match in Opportunity Name. Example: "Github" will match "Github Migration" or "My Github Project".
accountNamePatternNoPattern to match in Account Name. Example: "Ford" will match opportunities for "Ford" or "Ford Motor Company".
stageNoExact match for opportunity stage. Common values: "Proposal", "Qualification", "Negotiation", "Closed Won", "Closed Lost".
pageSizeNoNumber of records per page (default: 25)
pageNumberNoPage number to retrieve (default: 1)
detailNoResponse detail level (default: summary)
Behavior3/5

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

No annotations provided; description carries full burden. Mentions ordering by close date and inclusion of standard/custom fields, but lacks details on response format, pagination behavior, or rate limits.

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 concise sentences that front-load purpose and add relevant details without waste.

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

Completeness4/5

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

For a tool with 6 parameters and no output schema, the description effectively covers search criteria, ordering, and field inclusion. Could mention pagination or detail level, but schema covers those.

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 100% achieves baseline 3. Description adds context about results (ordered by close date, includes both field types), but does not deeply explain each parameter beyond schema.

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?

Clearly states verb 'search', resource 'opportunities', and search criteria (name, account, stage). Distinguishes from sibling tools like 'get_opportunity_details' and 'find_similar_opportunities'.

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?

Implies usage for searching by name/account/stage, but lacks explicit guidance on when to use this vs alternative tools like 'find_similar_opportunities' or 'execute_soql'.

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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