> ## 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.

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.

Create a new forecast category column.

**column\_key** `string` *required*

Unique column key identifier (e.g. `commit`, `upside`).

**label** `string` *required*

Display label for the category.

**description** `string`

Description or tooltip text.

**column\_type** `string`

Column type: `system`, `call`, or `deal_rollup` (default: `deal_rollup`).

**display\_order** `integer`

Display order position.

**color** `string`

UI accent color (e.g. `#00FF00`).

**include\_in\_call** `boolean`

Whether this category contributes to the forecast total.

***

### update\_forecast\_category

> [!WARNING]
>
> Scope: `mcp:write`. Requires admin role.

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

**category\_id** `string` *required*

The UUID of the forecast category to update.

**label** `string`

New display label.

**description** `string`

New description.

**include\_in\_call** `boolean`

Whether this contributes to the forecast total.

**display\_order** `integer`

New display order position.

**color** `string`

New UI accent color.

**is\_visible** `boolean`

Whether this category is visible in the forecast grid.


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