create_summary_report

1. use_case: - Create a summary report in the specified workspace and table in Zoho Analytics. - Use this to generate grouped aggregate reports, ideal for quick summaries with group-by and aggregate logic. - Creates a summary table that groups data by specified columns and applies aggregate functions. 2. important_notes: - Do NOT use "actual" operation for numeric columns in aggregate. Use "sum" instead. - You can use lookup columns from other tables if relationships are already defined. 3. arguments: - workspace_id (str): The ID of the workspace to create the Summary report in. - table_name (str): The name of the base table for the summary report. - report_name (str): The name for the Summary to be created. - summary_details (dict): Contains: - group_by (list[dict]): Each dict must have: - columnName (str) - tableName (str) - operation (str): Below are the valid operation types based on datatypes Date: year, quarterYear, monthYear, weekYear, fullDate, dateTime, range, quarter, month, week, weekDay, day, hour, count, distinctCount String: actual, count, distinctCount Number: measure, dimension, sum, average, min, max, count, distinctCount - aggregate (list[dict]): Each dict must have: - columnName (str) - operation (str): sum, average, count, min, max, etc. - tableName (str): Need to be provided if the column belongs to another table with which a lookup is defined. - filters (list[dict] | None): Optional filters. See <filters_args> in create_chart tool. - 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. filter_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: measure, dimension, sum, average, min, max, count, distinctCount - 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", "50 and above" - For ranking: "top 10", "bottom 5" - exclude (bool): Whether to exclude or include the filtered values. Default is False. 4.returns: - str: Chart creation status or error message. 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_summary_report accepts 6 parameters: orgId, filters, tableName, reportName, workspaceId, summaryDetails. Required: tableName, reportName, workspaceId, summaryDetails. 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_summary_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_summary_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_summary_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_summary_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_summary_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.