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hubspot_get_sales_analytics

Retrieve aggregated sales analytics data from HubSpot CRM for specific time periods. Analyze sales performance by filtering pipelines, deal stages, and owners to track revenue metrics and identify trends.

Instructions

Get aggregated sales analytics data for specific time periods

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dealOwnerNoDeal owner ID to filter by
dealStageNoDeal stage ID to filter by
endDateNoEnd date for analysis in ISO format (YYYY-MM-DD)
periodYesTime period to group analytics data by
pipelineNoPipeline ID to filter by
startDateYesStart date for analysis in ISO format (YYYY-MM-DD)
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It states 'Get aggregated sales analytics data' which implies a read-only operation, but doesn't specify authentication needs, rate limits, data freshness, or what 'aggregated' entails (e.g., summary metrics vs. raw data). This is a significant gap for a tool with multiple parameters and no output schema.

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 front-loads the core purpose without unnecessary words. It directly communicates the tool's function and scope, making it easy for an agent to parse quickly.

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?

Given the tool's complexity (6 parameters, no output schema, and no annotations), the description is inadequate. It doesn't explain what 'aggregated sales analytics data' includes, how results are structured, or behavioral aspects like error handling. For a data retrieval tool with filtering options, more context is needed to guide effective use.

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?

The description adds minimal value beyond the input schema, which has 100% coverage. It mentions 'specific time periods' which aligns with the period, startDate, and endDate parameters, but doesn't explain the relationship between these or provide additional context like default behaviors or constraints. With high schema coverage, the baseline is 3.

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 ('Get aggregated sales analytics data') and resource ('sales analytics data'), with specificity about time periods. It distinguishes from siblings like hubspot_get_forecast_analytics or hubspot_get_pipeline_analytics by focusing on general sales analytics rather than specific forecast or pipeline metrics, though it doesn't explicitly name these distinctions.

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?

The description provides no guidance on when to use this tool versus alternatives like hubspot_get_forecast_analytics or hubspot_get_sales_performance. It mentions 'specific time periods' but doesn't clarify use cases, prerequisites, or exclusions, leaving the agent to infer from the tool name and parameters alone.

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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