Build a weekly executive status report from Jira totals, boards, sprints, project versions and Confluence pages, with every number traced to a query. Use when asked for a weekly status, executive summary, program or project update, progress against milestones, or risks and blockers.
Triage a support problem or incident by finding similar and known Jira issues, reading their comments and history, and matching Confluence knowledge-base articles, then recommending the next step with sources. Use when asked to triage, diagnose, or find similar cases, known issues, workarounds or fixes for an error or…
Help draft a technical design by retrieving Confluence engineering guidelines, templates and prior designs, then producing a sourced draft that follows them. Use when asked to write, outline or review a technical design, find design guidelines or prior art, or prepare a design page.
Surface signals from Jira worklogs and recent issue activity to help the user reconstruct their own work for time entry. Optional; only the signed-in user's own activity unless they are authorized to see more. Use when asked what they worked on, to prepare timesheet suggestions, or to list logged time and recent…
Required guardrails before any Jira or Confluence write - preview, explicit confirmation, a duplicate check with a run marker, an audit note, and draft-only defaults. Use before creating, editing, commenting on, linking or transitioning Jira issues or creating or updating Confluence content.
Answer a business question from governed Tableau Next data by finding the right semantic model and asking the Analytics Agent. Use when asked for numbers, trends or drivers such as win rate by region, revenue trend, or what drove churn.
Explain how a Tableau Next metric or KPI is defined and calculated - formula, source data, targets - and list the measures and dimensions behind a semantic model. Use when asked what a metric means, how a number is computed, or what a model contains.
Find and describe Salesforce analytics dashboards, visualizations, lenses and workspaces across Tableau Next and CRM Analytics. Use when asked what dashboards exist, to find one by topic, or to see what a dashboard tracks.
Run a SAQL query against a CRM Analytics dataset by first inspecting its schema, then returning structured results. Use when asked for numbers from a CRM Analytics dataset such as top accounts by revenue, pipeline by region, or rep performance versus quota.
Check the health of Salesforce Backup and Recover - recent backups and status, current backup policy, retention rules and recent audit events. Use when asked whether backups are running, what the policy is, or to review backup coverage.
Compare two Salesforce backups, review what changed or was deleted, select records for restore and confirm counts - stopping before the restore itself, which runs outside MCP. Use when asked to find what changed between backups or to prepare a data recovery.
Review the outcome of a Salesforce restore or compare - activity status, per-object inserted, updated and failed counts, per-record results and hierarchy results. Use when asked how a restore went, what failed to restore, or what happened to a specific record.
Start an on-demand Salesforce backup of the configured policy and track it to completion. Use when asked to take a backup now, for example before a risky data change or deployment.
Review who can access Salesforce CMS content - workspaces, folder sharing and which channels deliver content publicly. Use when asked who has access to a workspace or folder, what is exposed publicly, or to check CMS permissions before a change.
Draft a Salesforce CMS content item from source material, creating it as unpublished content in the right workspace or folder, and optionally adding translated variants. Use when asked to write up an article or create content in Salesforce CMS.
Find approved brand media in Salesforce CMS and connected digital asset systems - images, video, documents, audio - and retrieve brand application instructions. Use when asked for a logo, hero image or other brand asset, or how to apply the brand to an app or page.
Search and read Salesforce CMS content - workspaces, channels, folders, content items, translated variants and published content. Use when asked to find an article or asset, see what is published where, or read a content item in another language.
Publish approved Salesforce CMS content to its channels or unpublish it, with explicit confirmation and a summary of exactly what becomes public or goes offline. Use when asked to publish, go live with, unpublish or take down CMS content.
Set up Salesforce CMS structure - a new enhanced workspace, channels, folders and folder sharing - from a short brief, confirming each change. Use when asked to create a workspace for a campaign or team, add a channel, or organize and share content folders.
Revise existing Salesforce CMS content, add translated variants, or clone an item - showing the current body and the proposed change first and confirming before saving. Use when asked to edit, rewrite, translate or duplicate CMS content.
Design and create a Data 360 segment from a plain-language audience description, checking the data model first and confirming before creating or publishing. Use when asked to create, size, update or publish a customer segment.
Set up or review Data 360 activations that publish a segment to a target such as a marketing or ad platform, with the audience, attributes and refresh confirmed first. Use when asked to activate a segment, list activations or targets, or change an activation.
Explore customer data in Salesforce Data 360 - find unified profiles, run Data Cloud SQL and summarize engagement. Use when asked what Data 360 knows about a customer, to query unified individuals, or to rank accounts by usage or engagement.
Inventory what is configured in Salesforce Data 360 - data lake objects, data model objects, data streams, mappings, calculated insights, segments and data spaces. Use when asked what exists in Data 360, how data flows, or to document the data model.
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