> ## Documentation Index
> Fetch the complete documentation index at: https://docs.attention.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Forecasting

> Read and configure forecast categories — the columns that make up your forecast grid.

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.

## Tools

### get\_forecast\_config

<Note>Scope: `mcp:read`. No parameters.</Note>

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.

***

### create\_forecast\_category

<Warning>Scope: `mcp:write`. Requires admin role.</Warning>

Create a new forecast category column.

<ParamField query="column_key" type="string" required>
  Unique column key identifier (e.g. `commit`, `upside`).
</ParamField>

<ParamField query="label" type="string" required>
  Display label for the category.
</ParamField>

<ParamField query="description" type="string">
  Description or tooltip text.
</ParamField>

<ParamField query="column_type" type="string">
  Column type: `system`, `call`, or `deal_rollup` (default: `deal_rollup`).
</ParamField>

<ParamField query="display_order" type="integer">
  Display order position.
</ParamField>

<ParamField query="color" type="string">
  UI accent color (e.g. `#00FF00`).
</ParamField>

<ParamField query="include_in_call" type="boolean">
  Whether this category contributes to the forecast total.
</ParamField>

***

### update\_forecast\_category

<Warning>Scope: `mcp:write`. Requires admin role.</Warning>

Update an existing forecast category. System-managed categories only accept updates to `description` and `include_in_call`.

<ParamField query="category_id" type="string" required>
  The UUID of the forecast category to update.
</ParamField>

<ParamField query="label" type="string">
  New display label.
</ParamField>

<ParamField query="description" type="string">
  New description.
</ParamField>

<ParamField query="include_in_call" type="boolean">
  Whether this contributes to the forecast total.
</ParamField>

<ParamField query="display_order" type="integer">
  New display order position.
</ParamField>

<ParamField query="color" type="string">
  New UI accent color.
</ParamField>

<ParamField query="is_visible" type="boolean">
  Whether this category is visible in the forecast grid.
</ParamField>