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boondmanager-mcp-server

Reporting plans de production

boond_reporting_production_plans
Read-onlyIdempotent

Get aggregated production-plan KPIs (revenue, margin, rate, volumes) by scope and date range to analyze availability and positioning totals without listing individual records.

Instructions

Reporting des plans de production (disponibilités, positionnements...).

Quand : pour obtenir des agrégats (CA, marge, taux, volumes) sur un périmètre et une période. Plutôt que : boond_positionings_search pour la liste des enregistrements eux-mêmes : ce reporting renvoie des totaux calculés, pas les lignes qui les composent.

Filtres clés : périmètre (perimeterDynamic / perimeterManagers / perimeterAgencies…), période (period, periodDynamic), resourceTypes, resourceStates, positioningStates, positioningPeriod, showContracts, projects/contacts/companies.

  • ⚠️ startDate + endDate (YYYY-MM-DD) sont REQUIS : l'API répond 422 sans eux.

  • Sans filtre de périmètre, l'agrégation porte sur tout le périmètre autorisé du compte — un total « entreprise » là où l'utilisateur attendait souvent son équipe.

  • Les états et types sont des ID entiers du dictionnaire (boond_application_dictionary), pas des libellés.

  • Une agrégation large peut durer plusieurs dizaines de secondes ; l'avancement est signalé via notifications/progress quand le client fournit un progressToken.

Returns : tableau d'indicateurs agrégés, rendu en texte. Lecture seule.

  • Pagination : pageSize 1–500 (défaut 30), page 1–100 — au-delà : refus, affiner les filtres.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoNuméro de page (défaut: 1, max: 100)
endDateYesDate de fin (YYYY-MM-DD). Requis par l'API.
contactsNoFiltrer sur ces IDs de contacts.
keywordsNoMots-clés.
pageSizeNoNombre de résultats par page (max: 500, défaut: 30)
projectsNoFiltrer sur ces IDs de projets.
useCacheNoCache de reporting : 'withCache' (valeurs mises en cache) ou 'withoutCache' (recalcul, défaut).
companiesNoFiltrer sur ces IDs de sociétés.
startDateYesDate de début (YYYY-MM-DD). Requis par l'API.
scorecardsNoIDs des scorecards (indicateurs) à retourner.
periodDynamicNoPériode dynamique relative à aujourd'hui (avec period='dynamicPeriod') : today, thisWeek, thisMonth, thisTrimester, thisSemester, thisYear, thisFiscalYear, yesterday, lastWeek, lastMonth, lastTrimester, lastSemester, lastYear, lastFiscalYear, tomorrow, nextWeek, nextMonth, nextTrimester, nextSemester, nextYear, nextFiscalYear, lastCustomPeriod, nextCustomPeriod.
resourceTypesNoIDs de types de ressources (dictionnaire setting.typeOf.resource).
showContractsNoAfficher les contrats associés.
perimeterPolesNoIDs de pôles. Conserve les entités dont le responsable appartient à ces pôles.
resourceStatesNoIDs d'états de ressources (dictionnaire setting.state.resource).
narrowPerimeterNoSi true, jointure ET entre les filtres `perimeter*` (au lieu de OU par défaut).
perimeterDynamicNoPérimètre dynamique relatif à l'utilisateur courant (raccourci sans avoir à connaître son propre ID). Valeurs : 'data' (mes propres données), 'managers' (mon équipe / mes N-1), 'agencies' (mes agences), 'poles' (mes pôles), 'businessUnits' (mes BU). Combinable.
perimeterAgenciesNoIDs d'agences. Conserve les entités dont le responsable appartient à ces agences.
perimeterManagersNoIDs des managers (ressources). Conserve les entités dont le responsable est l'un de ces managers. Pour 'mon équipe / N-1 d'une personne X', passer [X_id]. Obtenir son propre ID via boond_application_current_user.
positioningPeriodNo'created' (positionnements créés entre les dates, défaut) ou 'running' (en cours sur la période).
positioningStatesNoIDs d'états de positionnement (dictionnaire setting.state.positioning).
perimeterBusinessUnitsNoIDs de business units. Conserve les entités dont le responsable appartient à ces BU.
periodDynamicParametersNoParamètres de la période personnalisée (utilisé avec periodDynamic=lastCustomPeriod/nextCustomPeriod).

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changedv2.12.2
    • removedInput schema / $schema
      Removed value: -"http://json-schema.org/draft-07/schema#"
  2. Changed21 schema fields changedv2.7.0
    • addedInput schema / properties / companies
      Added value: +{
      +  "description": "Filtrer sur ces IDs de sociétés.",
      +  "items": {
      +    "maximum": 9007199254740991,
      +    "minimum": -9007199254740991,
      +    "type": "integer"
      +  },
      +  "type": "array"
      +}
    • addedInput schema / properties / contacts
      Added value: +{
      +  "description": "Filtrer sur ces IDs de contacts.",
      +  "items": {
      +    "maximum": 9007199254740991,
      +    "minimum": -9007199254740991,
      +    "type": "integer"
      +  },
      +  "type": "array"
      +}
    • changedInput schema / properties / endDate / description
      Previous value: -"Date de fin YYYY-MM-DD. Requis."New value: +"Date de fin (YYYY-MM-DD). Requis par l'API."
    • addedInput schema / properties / narrowPerimeter
      Added value: +{
      +  "description": "Si true, jointure ET entre les filtres `perimeter*` (au lieu de OU par défaut).",
      +  "type": "boolean"
      +}
    • changedInput schema / properties / page / description
      Previous value: -"Numéro de page (max: 100)"New value: +"Numéro de page (défaut: 1, max: 100)"
    • addedInput schema / properties / perimeterAgencies
      Added value: +{
      +  "description": "IDs d'agences. Conserve les entités dont le responsable appartient à ces agences.",
      +  "items": {
      +    "maximum": 9007199254740991,
      +    "minimum": -9007199254740991,
      +    "type": "integer"
      +  },
      +  "type": "array"
      +}
    • addedInput schema / properties / perimeterBusinessUnits
      Added value: +{
      +  "description": "IDs de business units. Conserve les entités dont le responsable appartient à ces BU.",
      +  "items": {
      +    "maximum": 9007199254740991,
      +    "minimum": -9007199254740991,
      +    "type": "integer"
      +  },
      +  "type": "array"
      +}
    • addedInput schema / properties / perimeterDynamic
      Added value: +{
      +  "description": "Périmètre dynamique relatif à l'utilisateur courant (raccourci sans avoir à connaître son propre ID). Valeurs : 'data' (mes propres données), 'managers' (mon équipe / mes N-1), 'agencies' (mes agences), 'poles' (mes pôles), 'businessUnits' (mes BU). Combinable.",
      +  "items": {
      +    "enum": [
      +      "data",
      +      "agencies",
      +      "poles",
      +      "businessUnits",
      +      "managers"
      +    ],
      +    "type": "string"
      +  },
      +  "type": "array"
      +}
    • addedInput schema / properties / perimeterManagers
      Added value: +{
      +  "description": "IDs des managers (ressources). Conserve les entités dont le responsable est l'un de ces managers. Pour 'mon équipe / N-1 d'une personne X', passer [X_id]. Obtenir son propre ID via boond_application_current_user.",
      +  "items": {
      +    "maximum": 9007199254740991,
      +    "minimum": -9007199254740991,
      +    "type": "integer"
      +  },
      +  "type": "array"
      +}
    • addedInput schema / properties / perimeterPoles
      Added value: +{
      +  "description": "IDs de pôles. Conserve les entités dont le responsable appartient à ces pôles.",
      +  "items": {
      +    "maximum": 9007199254740991,
      +    "minimum": -9007199254740991,
      +    "type": "integer"
      +  },
      +  "type": "array"
      +}
    • addedInput schema / properties / periodDynamic
      Added value: +{
      +  "description": "Période dynamique relative à aujourd'hui (avec period='dynamicPeriod') : today, thisWeek, thisMonth, thisTrimester, thisSemester, thisYear, thisFiscalYear, yesterday, lastWeek, lastMonth, lastTrimester, lastSemester, lastYear, lastFiscalYear, tomorrow, nextWeek, nextMonth, nextTrimester, nextSemester, nextYear, nextFiscalYear, lastCustomPeriod, nextCustomPeriod.",
      +  "type": "string"
      +}
    • addedInput schema / properties / periodDynamicParameters
      Added value: +{
      +  "description": "Paramètres de la période personnalisée (utilisé avec periodDynamic=lastCustomPeriod/nextCustomPeriod).",
      +  "type": "string"
      +}
    • addedInput schema / properties / positioningPeriod
      Added value: +{
      +  "description": "'created' (positionnements créés entre les dates, défaut) ou 'running' (en cours sur la période).",
      +  "enum": [
      +    "created",
      +    "running"
      +  ],
      +  "type": "string"
      +}
    • addedInput schema / properties / positioningStates
      Added value: +{
      +  "description": "IDs d'états de positionnement (dictionnaire setting.state.positioning).",
      +  "items": {
      +    "maximum": 9007199254740991,
      +    "minimum": -9007199254740991,
      +    "type": "integer"
      +  },
      +  "type": "array"
      +}
    • addedInput schema / properties / projects
      Added value: +{
      +  "description": "Filtrer sur ces IDs de projets.",
      +  "items": {
      +    "maximum": 9007199254740991,
      +    "minimum": -9007199254740991,
      +    "type": "integer"
      +  },
      +  "type": "array"
      +}
    • addedInput schema / properties / resourceStates
      Added value: +{
      +  "description": "IDs d'états de ressources (dictionnaire setting.state.resource).",
      +  "items": {
      +    "maximum": 9007199254740991,
      +    "minimum": -9007199254740991,
      +    "type": "integer"
      +  },
      +  "type": "array"
      +}
    • addedInput schema / properties / resourceTypes
      Added value: +{
      +  "description": "IDs de types de ressources (dictionnaire setting.typeOf.resource).",
      +  "items": {
      +    "maximum": 9007199254740991,
      +    "minimum": -9007199254740991,
      +    "type": "integer"
      +  },
      +  "type": "array"
      +}
    • addedInput schema / properties / scorecards
      Added value: +{
      +  "description": "IDs des scorecards (indicateurs) à retourner.",
      +  "items": {
      +    "type": "string"
      +  },
      +  "type": "array"
      +}
    • addedInput schema / properties / showContracts
      Added value: +{
      +  "description": "Afficher les contrats associés.",
      +  "type": "boolean"
      +}
    • changedInput schema / properties / startDate / description
      Previous value: -"Date de début YYYY-MM-DD. Requis."New value: +"Date de début (YYYY-MM-DD). Requis par l'API."
    • addedInput schema / properties / useCache
      Added value: +{
      +  "description": "Cache de reporting : 'withCache' (valeurs mises en cache) ou 'withoutCache' (recalcul, défaut).",
      +  "enum": [
      +    "withCache",
      +    "withoutCache"
      +  ],
      +  "type": "string"
      +}
  3. First observedv2.1.0

TDQS

A4.8/5.0
Behavior5/5

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

Annotations already signal read-only and non-destructive behavior. The description goes well beyond that: it warns that missing startDate/endDate triggers a 422, that omitting perimeter filters aggregates over the entire account, that states/types are dictionary integer IDs, and that large aggregations can take tens of seconds with progress signaled via notifications/progress. These are rich behavioral disclosures not present in the annotations.

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?

The description is long but tightly organized: purpose, when/alternative, key filters, then bullet-pointed caveats and return/pagination details. Every sentence adds a distinct piece of information, and the critical warnings (required dates, perimeter default) are front-loaded. There is no filler.

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 23 parameters and no output schema, this description covers nearly everything an agent needs: purpose, usage, required params, default perimeter behavior, dictionary IDs, performance, progress, return type, and pagination. It falls short slightly because the return value is described only vaguely as 'tableau d'indicateurs agrégés, rendu en texte', and the phantom 'period' reference introduces ambiguity about which parameter is actually used.

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 description coverage is 100%, so the baseline is 3. The description adds real meaning on top: the critical 'no perimeter = whole account' semantic, the dictionary-ID requirement for state/type parameters, and pagination limits. It loses a point because it references a 'period' parameter that does not exist in the schema, potentially leading an agent to send an unknown property.

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 states a specific verb and resource: it reports production plans and returns aggregates (CA, marge, taux, volumes) for a perimeter and period. It also distinguishes itself from boond_positionings_search by explicitly noting this tool returns calculated totals, not the underlying lines, which separates it from the most likely sibling confusion.

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?

The 'Quand' clause clearly defines when to use this tool (for aggregates) and the 'Plutôt que' clause explicitly names the alternative boond_positionings_search and the condition that selects it (wanting the records themselves vs. totals). This is direct, actionable guidance with no inference required.

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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