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.Documentation Index
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Tools
get_forecast_config
Scope:
mcp:read. No parameters.create_forecast_category
Create a new forecast category column.Unique column key identifier (e.g.
commit, upside).Display label for the category.
Description or tooltip text.
Column type:
system, call, or deal_rollup (default: deal_rollup).Display order position.
UI accent color (e.g.
#00FF00).Whether this category contributes to the forecast total.
update_forecast_category
Update an existing forecast category. System-managed categories only accept updates todescription and include_in_call.
The UUID of the forecast category to update.
New display label.
New description.
Whether this contributes to the forecast total.
New display order position.
New UI accent color.
Whether this category is visible in the forecast grid.