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boejucci

Salesforce MCP Server (Extended)

by boejucci

salesforce_list_reports

List reports in Salesforce folders. Specify a folder name to view its reports, or let the tool check common folders like Public and Private Reports.

Instructions

List reports in Salesforce folders.

IMPORTANT: Reports in Salesforce are organized in folders. This tool will:

  • If folder is specified: List reports in that specific folder

  • If no folder specified: Check common folders ("unfiled$public" and "Private Reports")

  • Cannot list ALL reports across all folders in one call (Salesforce API limitation)

TIP: Use salesforce_list_report_folders first to discover available folders, then call this tool with specific folder names.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
folderNoFolder name to list reports from (e.g., "unfiled$public", "Private Reports"). If not specified, will check common folders.
searchPatternNoOptional search pattern to filter reports by name
Behavior4/5

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

With no annotations, description fully discloses key behaviors: default folder checking ('unfiled$public' and 'Private Reports'), inability to list all reports across all folders, and the organizational structure (reports in folders). Could add more about potential rate limits or response format, but overall strong.

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?

Every sentence provides value, organized with clear headers and bullet points. Properly front-loaded with the core purpose. No redundant or unnecessary text.

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 tool's simplicity (2 params, no output schema, no annotations), the description comprehensively covers purpose, behavior with examples, limitations, and complementary tools. Leaves no significant gaps for an agent to misuse.

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% with descriptions for both parameters. Description adds value by explaining the default behavior of the folder parameter (checks common folders if not specified) and reiterating the optional nature of searchPattern. This goes beyond the schema's 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?

Clearly states it lists reports in Salesforce folders and distinguishes from siblings by suggesting using salesforce_list_report_folders first. The verb 'list' and resource 'reports in folders' are specific and unambiguous.

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

Usage Guidelines5/5

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

Provides explicit when-to-use: suggests listing folders first, explains behavior with and without folder parameter, and mentions the Salesforce API limitation that prevents listing all reports across folders in one call.

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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