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conduyt_create_report

Creates a saved custom report from contacts, deals, or other records with chosen columns, filters, groupings, charts, and pivots so teams can analyze and share recurring data views.

Instructions

Create a saved custom report. contacts/deals bases support rollup columns, cf: custom fields, a Smart View population and groupBy2 (see conduyt_report_fields).

Input Schema

NameRequiredDescriptionDefault
nameYes
pivotNoPivot table on the report (contacts / deals): every cell, row totals, column totals and the grand total come from the same filtered rows as the table; XLSX exports and deliveries add a Pivot sheet
entityYes
sortByNo
columnsYesField names in display order
filtersNo
groupByNoA groupable field (chart dimension)
sortDirNo
groupBy2Nocontacts/deals only: a second grouping dimension (rows = groupBy × groupBy2)
isSharedNoVisible to the whole account (default false = only you and admins)
aggregateNo
chartTypeNo
isPrivateNoOnly the creator and admins can open it, even when shared to a dashboard (default false)
timeGrainNoWhen groupBy is a date
populationNocontacts/deals only: { smartViewId } runs the report over the contacts in that Smart View
descriptionNo
measureFieldNoA numeric field for sum/avg/min/max (a rollup or cf:<key> works)

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv4.71.0

TDQS

B3.1/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full burden. What it offers ('contacts/deals support rollup columns, cf:<key>, Smart View population, groupBy2') largely restates constraints already written in the groupBy2 and population parameter descriptions; it says nothing about required permissions, sharing/visibility consequences of isShared/isPrivate, duplicate-name handling, or creation failure modes.

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?

Two tight sentences, front-loaded with the core action and followed by capability notes. Every clause carries information, though the feature list reads slightly like a schema summary rather than guidance.

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?

This is a 17-parameter mutation with a nested pivot object, no annotations, and no output schema. The description never explains the apparently dual modeling paths (legacy aggregate/measureField/groupBy/timeGrain/chartType versus the newer pivot object) or how they interact, which is the single biggest ambiguity an agent faces when calling this tool.

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 coverage is only 53% across 17 parameters, so the description ideally should compensate more. It does add real value by pointing to conduyt_report_fields as the source of valid field names, which applies to columns, filters, groupBy, and sortBy, and by naming the rollup/cf:<key> field classes.

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?

States a specific verb and resource ('Create a saved custom report'), which is clearly distinct from run/preview/update report siblings. However, it does not explicitly contrast with the closely-related conduyt_create_report_schedule or conduyt_create_dashboard, so sibling differentiation is left to inference.

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 'see conduyt_report_fields' pointer gives a usable prerequisite for discovering valid column/field names, implying the intended call sequence. But there is no explicit statement of when to use this versus conduyt_update_report, conduyt_preview_report, or conduyt_create_report_schedule, and no exclusions.

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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