Tools provided
Tools the agent exposes — your AI client calls them automatically when it needs them.
- run_full — Run the full reconciliation end-to-end: collect opportunities, calculate win rates, compute adjusted forecast, score findings, synthesize narrative, optionally publish to Sheets + Slack.
- get_pipeline_summary — Fetch the current active Salesforce pipeline and return a summary: total amount, deal count, stage breakdown, overdue deals.
- calculate_win_rates — Calculate stage-level win rates from historical closed opportunities with reliability flags.
- reconcile_forecast — Given active + historical opportunities, compute the full forecast reconciliation deterministically.
- score_findings — Given a ForecastReconciliation object, compute threshold-based findings (delta, high-risk deals, overdue deals, pipeline coverage).
- list_capabilities — List the agent's capabilities, credential slots, and guardrails.
- plan_inputs — Plan the inputs for a tool: returns questions, schema and a ready-to-edit example.
- discover_intent — Proactively clarify the user's goal before running any tool.
