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boejucci

Salesforce MCP Server (Extended)

by boejucci

salesforce_read_report

Inspect the structure of a Salesforce report by reading its metadata, including columns, filters, groupings, and chart configuration.

Instructions

Read detailed metadata for a Salesforce report including columns, filters, groupings, and chart configuration. Use this to inspect existing reports and understand their structure.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
reportNameYesFull name of the report (e.g., "unfiled$public/Report_Name" or just "Report_Name")
Behavior2/5

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

With no annotations provided, the description carries full burden for behavioral disclosure. It describes a read-only operation but lacks details on authentication, rate limits, error handling, or what happens if the report does not exist. This is minimal transparency.

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 sentences, front-loaded with the main action and purpose. Every sentence adds value with no redundant or wasted words.

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?

Given the tool has one parameter, no output schema, and no annotations, the description covers the purpose and what metadata it retrieves. It is reasonably complete for a simple read tool, though it could briefly mention the return format.

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?

The single parameter 'reportName' has full schema description coverage (100%), providing an example format. The description does not add additional meaning beyond what the schema already provides, so baseline 3 is appropriate.

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 verb 'Read' and the resource 'detailed metadata for a Salesforce report', listing specific details like columns, filters, groupings, and chart configuration. This distinguishes it from sibling tools like salesforce_list_reports (which lists report names) and salesforce_create_report (which creates reports).

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 says 'Use this to inspect existing reports and understand their structure', implying when to use it, but does not explicitly state when not to use it or provide alternatives among sibling tools. Guidance is implied but not explicit.

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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