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christianclaudio

mcp-server-sigma

Workbooks Save Template From Workbook

workbooks_save_template_from_workbook

Save a Sigma workbook as a reusable template in a chosen folder, so teams can standardize report layouts and reuse them without rebuilding from scratch.

Instructions

Save a workbook as a reusable template.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNo
folder_idYes
workbook_idYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Addedv2.0.4

TDQS

C2.6/5.0
Behavior2/5

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

Annotations already declare this is a non-read-only, non-destructive, open-world mutation. The description adds nothing beyond the name: it does not say whether the source workbook is altered, what happens if a template of the same name exists, what permissions are required, or where the resulting template lives. For a creation operation with 0% schema coverage, that is a real gap.

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

Conciseness3/5

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

A single clean sentence with no filler, appropriately front-loaded. However, the brevity crosses into under-specification for a mutating tool rather than being disciplined conciseness.

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

Completeness2/5

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

An output schema exists, so return values need not be described, but everything else is missing: no usage context, no parameter meaning, no behavioral notes for a non-read-only operation. The definition is not complete enough for an agent to call it confidently without trial and error.

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

Parameters2/5

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

Schema description coverage is 0% and the description never mentions any parameter. It does not explain that workbook_id is the source, that folder_id determines where the template is created, or that name is optional and defaults to null (implying the workbook's name is reused). With three undocumented parameters, the description fails to compensate.

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?

A specific verb ('save') and resource ('workbook as a reusable template') make the operation unmistakable, and it is clearly distinct from the reverse-direction sibling workbooks_create_workbook_from_template. It does not explicitly name or contrast with those siblings, so it stops short of a 5.

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 statement of when to use this tool versus alternatives such as workbooks_duplicate_workbook, workbooks_promote_workbook, or workbooks_deploy_template_to_folder, all of which move workbooks/templates between locations. There are also no prerequisites (permissions, whether the workbook must be published/verified first).

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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