create_pivot_report

1. use_cases: - Create a pivot table report in the specified workspace and table in Zoho Analytics. - Use this when you need multidimensional data summaries by defining rows, columns, and data fields. 2. Important Notes: - All pivot details (row, column, data) are optional individually but at least one of them must be provided and valid. - Allowed operations: - String columns: actual, count, distinctCount - Number columns: measure, dimension, sum, average, min, max, count - Date columns: year, month, week, day - Data fields require aggregate operations like sum, count, etc. - Lookup fields from other tables can be used if lookup is already defined. - For row and column fields, prefer non-aggregate operations like actual, measure or dimension depending on the data type. For data fields, prefer aggregate operations like sum, count, etc. 3. arguments: - workspace_id (str): ID of the workspace to create the report in. - table_name (str): Base table name for the report. - report_name (str): Desired name of the pivot report. - pivot_details (dict): Contains: - row (optional(list[dict])): Each dict must have 'columnName' and 'tableName' and 'operation'. - column (optional(list[dict])): Same structure as row. - data (optional(list[dict])): same structure as row. - filters (list[dict] | None): Optional filters to restrict data scope. Filter definitions per <filters_args>. - org_id (str | None): The ID of the organization to which the workspace belongs to. If not provided, it defaults to the organization ID from the configuration. 3.1. filters_args: - tableName (str): The name of the table containing the column to filter. - columnName (str): The name of the column to filter. - operation (str): Specifies the function applied to the specified column used in the filter. The accepted functions differ based on the data type of the column. Date: actual, seasonal, relative String: actual, count, distinctCount Number: sum, average, min, max - filterType (str): The type of filter to apply. Accepted values: individualValues, range, ranking, rankingPct, dateRange, year, quarterYear, monthYear, weekYear, quarter, month, week, weekDay, day, hour, dateTime - values (list): The values to filter on. Example: - For individualValues: "value1", "value2" - For range: "10 to 20" - For ranking: "top 10", "bottom 5" - exclude (bool): Whether to exclude or include the filtered values. Default is False. It is categorised as a Write tool in the Zoho Analytics MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

create_pivot_report accepts 6 parameters: orgId, filters, tableName, reportName, workspaceId, pivotDetails. Required: tableName, reportName, workspaceId, pivotDetails. The full parameter table on this page comes from the server's own tool schema.

Register the Zoho Analytics MCP server in PolicyLayer and add a rule for create_pivot_report: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Zoho Analytics. Nothing to install.

create_pivot_report is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Yes. Add a rate_limit block to the create_pivot_report rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

Set action: deny in the PolicyLayer policy for create_pivot_report. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

create_pivot_report is provided by the Zoho Analytics MCP server (zoho-analytics-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.