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bitrix24_generate_sales_report

Generate customizable sales reports from Bitrix24 CRM with specific metrics, date ranges, and performance analysis to track revenue, conversion rates, and team activities.

Instructions

Generate comprehensive sales report with customizable metrics and date ranges

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
reportTypeYesType of report to generate
startDateYesStart date in YYYY-MM-DD format
endDateNoEnd date in YYYY-MM-DD format (optional - defaults to today)
userIdsNoSpecific user IDs to include (optional)
includeMetricsNoSpecific metrics to include in report
includeTrendAnalysisNoInclude trend analysis
includeComparisonsNoInclude performance comparisons
Behavior2/5

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

With no annotations provided, the description carries full burden but offers minimal behavioral insight. It mentions 'comprehensive' and 'customizable' but doesn't disclose whether this is a read-only operation, what permissions might be required, whether it's resource-intensive, or what format the report takes. For a 7-parameter tool with no annotation coverage, this is insufficient.

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 a single, efficient sentence that communicates the core purpose without unnecessary words. It's appropriately sized and front-loaded with the main action, making it easy to understand at a glance.

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?

For a 7-parameter tool with no annotations and no output schema, the description is inadequate. It doesn't explain what kind of output to expect (format, structure, size), doesn't mention any constraints or limitations, and provides minimal guidance on parameter usage. The high parameter count and lack of structured metadata require more descriptive context.

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?

Schema description coverage is 100%, providing complete parameter documentation. The description adds minimal value beyond the schema by mentioning 'customizable metrics and date ranges' which aligns with parameters like 'includeMetrics', 'startDate', and 'endDate'. However, it doesn't provide additional context about parameter interactions or usage patterns.

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?

The description clearly states the action ('generate') and resource ('comprehensive sales report') with additional context about customizable metrics and date ranges. It distinguishes from siblings like 'bitrix24_get_user_performance_summary' by emphasizing report generation rather than data retrieval, though it doesn't explicitly name alternatives.

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 guidance is provided on when to use this tool versus alternatives like 'bitrix24_get_user_performance_summary' or 'bitrix24_compare_user_performance'. The description mentions customizable metrics and date ranges but doesn't specify appropriate contexts or exclusions for this report generation tool.

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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