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semwalajay83-sem

salesforce-metadata-mcp

Create Forecast Hierarchy Configuration

sf_create_forecast_hierarchy

Assign a forecast manager to a user to create a forecasting hierarchy, enabling managers to view and adjust forecasts for their reports.

Instructions

Configures a Collaborative Forecasting hierarchy entry by assigning a user as a forecast manager for another user. Forecast managers can view and adjust forecasts for their reports.

managerUsername: username of the forecast manager reporteeUsername: username of the user being managed forecastingType: the forecasting type DeveloperName (e.g. 'OpportunityRevenue')

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
isActiveNoEnable this forecasting type
roleNameNoRole name (informational)
displayCurrencyNoCurrency code for display (e.g. 'USD', 'EUR')USD
forecastingTypeNoForecasting typeOpportunityRevenue
Behavior3/5

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

Annotations provide readOnlyHint=false and destructiveHint=false, so the write nature is understood. The description adds the behavioral context of managers viewing/adjusting forecasts, but does not disclose side effects like overwriting existing assignments or permission requirements. Not contradictory, but minimal added transparency.

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

Conciseness2/5

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

The opening sentence is concise and useful, but the subsequent parameter list is redundant with schema descriptions and contains inaccurate parameter names, wasting space and causing confusion. The structure is front-loaded but undermined by incorrect details.

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?

The description does not align with the actual schema, omitting the real parameters and behavior around existing entries. It also lacks details on what happens if the hierarchy relationship already exists or how the forecastingType relates to the schema options. Incomplete for a configuration tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The description introduces managerUsername and reporteeUsername parameters that do not exist in the schema, while omitting actual schema parameters (isActive, roleName, displayCurrency). This is actively misleading and could cause agents to invoke the tool incorrectly despite the schema having 100% description coverage.

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 a specific action ('Configures a Collaborative Forecasting hierarchy entry') and resource, and distinguishes this tool from siblings like role hierarchy tools by focusing on forecast managers and reportees. The purpose is unambiguous.

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 implies its use for setting up forecast manager relationships but does not explicitly state when to use it vs. alternatives or any exclusions. It provides context but lacks direct usage guidance.

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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