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semwalajay83-sem

salesforce-metadata-mcp

Create Case Escalation Rule

sf_create_escalation_rule
Idempotent

Create an escalation rule to automatically reassign unresolved Salesforce cases to users or queues and send notifications after a specified time.

Instructions

Creates an Escalation Rule for Cases. Escalation rules automatically escalate cases that haven't been closed within a specified time, reassigning them to other users or queues and optionally sending notifications. Based on business hours and a configurable start date (creation time or last modification).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
labelYesDisplay label
activeNoSet as the active escalation rule
ruleNameYesEscalation rule developer name
ruleEntriesYesRule entries
Behavior3/5

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

The description's 'Creates' is consistent with readOnlyHint=false, and no contradiction exists with the idempotentHint. It adds useful context about escalation rule behavior (reassignment, notifications, business hours) but does not detail operational side effects like uniqueness requirements or validation errors, which are left to the annotations and 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 two sentences with no filler, front-loading the core purpose in the first words. The second sentence adds relevant behavioral context without redundant repetition.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complex nested schema (ruleEntries, escalationActions, criteriaItems), the description provides a useful high-level overview but does not explain how to structure rule entries or the relationship between formula and criteriaItems. However, the schema itself is fully self-documented, so the description is adequate though not enriched with examples.

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 schema covers 100% of parameters with descriptions, meeting the baseline for this dimension. The description's mention of 'business hours' and 'configurable start date' merely echoes schemas descriptions for businessHours and escalationStartDate, adding no new semantic value.

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 opens with 'Creates an Escalation Rule for Cases,' clearly stating the verb, resource, and scope. It further explains the rule's behavior (auto-escalating unclosed cases with reassignment and notifications), which distinguishes it from sibling rule-creation tools like assignment or workflow rules.

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 description explains what escalation rules do, implying when to use this tool (when time-based case escalation is needed), but it does not explicitly name alternatives or exclusion criteria. There is no guidance such as 'use sf_create_assignment_rule for criteria-based assignment,' so usage context is only implied.

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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