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Forecast categories are the columns of your forecast grid (Commit, Best Case, Pipeline, etc). Each category defines how it contributes to the forecast total, where it sits in the grid, and whether it’s computed from the CRM or driven by user input. System-managed categories (like CRM-derived totals) only allow updates to their description and inclusion flag — the rest is computed.

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Tools

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get_forecast_config

Scope: mcp:read. No parameters.
Get the forecast categories configured for your organization, including column types, display order, and visibility settings. Returns: Markdown list of forecast categories with label, ID, column key, type, display order, color, visibility, and whether they’re system-managed.

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create_forecast_category

Scope: mcp:write. Requires admin role.
Create a new forecast category column.
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column_key
string
required
Unique column key identifier (e.g. commit, upside).
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label
string
required
Display label for the category.
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description
string
Description or tooltip text.
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column_type
string
Column type: system, call, or deal_rollup (default: deal_rollup).
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display_order
integer
Display order position.
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color
string
UI accent color (e.g. #00FF00).
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include_in_call
boolean
Whether this category contributes to the forecast total.

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update_forecast_category

Scope: mcp:write. Requires admin role.
Update an existing forecast category. System-managed categories only accept updates to description and include_in_call.
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category_id
string
required
The UUID of the forecast category to update.
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label
string
New display label.
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description
string
New description.
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include_in_call
boolean
Whether this contributes to the forecast total.
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display_order
integer
New display order position.
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color
string
New UI accent color.
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is_visible
boolean
Whether this category is visible in the forecast grid.