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deals_get_archived_deals_timeline

Retrieve archived deals grouped by time intervals to analyze historical performance and identify trends.

Instructions

Get archived deals timeline grouped by intervals.

Returns archived deals grouped by a defined interval of time set in a date-type field.

Workflow tips:

  • Analyze historical deal patterns

  • Same parameters as deals/get_deals_timeline

  • Useful for understanding past performance trends

  • Can help identify seasonal patterns

Common use cases:

  • Historical analysis: { "start_date": "2023-01-01", "interval": "month", "amount": 12, "field_key": "close_time" }

  • Archived deals by quarter: { "start_date": "2023-01-01", "interval": "quarter", "amount": 4, "field_key": "archive_time" }

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateYesThe date when the first interval starts (YYYY-MM-DD)
intervalYesThe type of interval
amountYesThe number of intervals to fetch
field_keyYesThe date field key to retrieve deals from
user_idNoFilter by user ID
pipeline_idNoFilter by pipeline ID
filter_idNoFilter by filter ID
exclude_dealsNoWhether to exclude deals list (1) or not (0)
totals_convert_currencyNo3-letter currency code for converted totals
Behavior3/5

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

No annotations exist, so description must cover behavioral traits. It explains the function (returns grouped archived deals) but does not mention safety, side effects, or prerequisites. It implies a read operation, but lacks explicit disclosure.

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

Conciseness4/5

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

The description is front-loaded with the main purpose and uses bullet points for workflow tips and examples. However, some bullet points are redundant (e.g., 'Analyze historical deal patterns' and 'Useful for understanding past performance trends'), making it slightly verbose.

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 no output schema and 9 parameters, the description provides enough context through examples and tips to understand how to use the tool. It covers common use cases but does not explain response structure, which is acceptable since no output schema exists.

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%, so baseline is 3. The description adds examples that illustrate parameter combinations but does not add significant meaning beyond the schema. The mention of 'same parameters as deals/get_deals_timeline' provides some additional context.

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 it retrieves archived deals grouped by time intervals, with a specific verb 'Get' and resource 'archived deals timeline'. It distinguishes from siblings like deals_list_archived and mentions deals_get_deals_timeline, which provides differentiation.

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

Usage Guidelines4/5

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

Workflow tips and common use cases with example JSON provide context for when to use this tool (historical analysis, seasonal patterns). However, it does not explicitly exclude alternatives or state when not to use it, but the examples guide appropriate usage.

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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