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Pipeline Health Score

score_pipeline_health
Read-onlyIdempotent

Assess pipeline health by calculating a 0-100 score based on velocity, conversion rates, and funnel signals. Detect bottlenecks, stalled deals, and test deals against exit criteria to prioritize actions.

Instructions

Analyze pipeline health with velocity metrics, signal detection, and exit criteria testing.

Calculates overall health score (0-100), identifies bottleneck stages, measures stage-to-stage conversion rates, flags stalled deals, detects pipeline signals, and optionally tests deals against exit criteria.

Args: pipeline_id: Optional HubSpot pipeline ID to filter. Default: all pipelines. source: "auto" (uses HubSpot if API key is set, otherwise sample data), "hubspot" for live data, "sample" for built-in demo data. exit_criteria: Optional JSON string with exit criteria to test against. List of objects: [{stage, test_name, required_field, is_blocking}].

Returns: JSON with health score, velocity, conversion rates, at-risk deals, signals, and optional exit criteria test results.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pipeline_idNo
sourceNoauto
exit_criteriaNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Annotations already indicate read-only and idempotent behavior. Description adds details like using HubSpot or sample data, and returning JSON. No contradictions.

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?

Description is well-structured with clear sections (Args, Returns) and front-loaded purpose. Concise but covers all key aspects without redundancy.

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

Completeness5/5

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

Given the presence of an output schema (not shown but referenced), description covers inputs and outputs sufficiently. Lists return fields: health score, velocity, conversion rates, etc.

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

Parameters5/5

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

With 0% schema coverage, description comprehensively explains all three parameters: pipeline_id (optional, filter), source (hubspot/sample/auto), and exit_criteria (optional JSON). Adds meaning beyond basic types.

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 analyzes pipeline health with velocity metrics, signal detection, and exit criteria testing. It distinguishes from siblings like analyze_engine or qualify by focusing on health scoring.

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?

Description explains what the tool does but does not explicitly state when to use it over siblings or provide exclusions. Usage context is implied through functionality.

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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