What the data for this category looks like
Data for advertising and marketing financial report analysis mainly comes from internal enterprise marketing campaign middleware and third-party ad monitoring data sources. There are two types of data update rhythms: single-channel delivery details are updated on a calendar monthly basis, and quarterly summary financial report data is updated within 10 business days after the end of each quarter. Data documents are in structured table format, with each row corresponding to a single channel delivery record. Fields include delivery channel type, delivery cycle, delivery cost, total impressions, total clicks, total conversions and other fields. The unit of delivery cost is Renminbi yuan, and the units for total impressions, clicks and conversions are counts.
What constraints these characteristics impose on the "tool calling and plugins" workflow
Mixed access to multiple data sources requires tool calling to support both internal API calls and external file parsing. The quarterly data update rhythm requires plugins to trigger scheduled tasks that match the quarterly cycle to avoid invalid calls. The structured field system requires plugin inputs to support multi-dimensional filter parameters, and outputs to follow a fixed field format. Data compliance requirements require adding field validity checks during tool calling to filter abnormal delivery data. Additionally, advertising and marketing financial report data involves cross-channel summary calculations, so tool calling needs to support basic aggregation operations such as calculating total delivery cost and total conversions.
How to configure the settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
plugin_trigger_cron | 0 0 10 1,4,7,10 * | Matches the update cycle of advertising and marketing quarterly financial report data, triggers data pulling at the beginning of each quarter |
sql_query_timeout | 300 seconds | Covers the time consumption requirements of multi-table associated queries, adapts to financial report data association scenarios across data sources |
plugin_input_json_schema | {"type": "object", "properties": {"channel": {"type": "string"}, "start_date": {"type": "string", "format": "date"}, "end_date": {"type": "string", "format": "date"}}, "required": ["start_date", "end_date"]} | Adapts to the multi-condition filtering requirements of advertising and marketing financial reports, clarifies the format and required items of input parameters |
max_return_data_rows | 500 rows | Covers the typical number of rows of single-quarter advertising and marketing financial report data, avoids timeouts caused by excessive returned data |
plugin_api_auth_type | api_key | Adapts to the authentication methods of most third-party ad monitoring platforms, ensures the security of cross-data source calls |
file_parse_enable_header | true | Adapts to the header format of structured tables for advertising and marketing financial reports, correctly identifies the correspondence between field names and data |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require individual analysis, and it is recommended to test on your own samples before finalizing settings.
Three common configuration errors
- Phenomenon: An "unknown column" error is returned when executing a custom SQL query. Cause: The actual field naming rules of advertising and marketing financial report data are not matched. For example, "delivery cost" is mistakenly written as a non-standard field name, and the data source's field definition is not followed.
- Phenomenon: When tool calling mode is not enabled, the large language model does not return ad industry data obtained via web search, and the web search endpoint status shows normal. Cause: The system-level tool calling permission switch is not enabled, preventing the large language model from triggering external search and data acquisition interfaces.
- Phenomenon: Predefined business variables cannot be selected in the JSON input box. Cause: The plugin input box is not configured to support variable binding, or the type of the predefined variable does not match the schema definition of the JSON input box.
How to verify a complete configuration
- Execute a test SQL query targeting advertising and marketing financial report data, check that the returned fields match the predefined business fields, and confirm that field naming is correct.
- After configuring the plugin's scheduled trigger task, manually trigger a tool call, check that the time range of the returned data matches the predefined quarterly cycle.
- Test the JSON input box on the plugin editing page, try binding predefined date and channel variables, confirm that the input box can normally recognize and load variable options.
- After completing the full process tool calling test, check that the returned result format conforms to the predefined JSON schema, with no abnormal fields or format errors.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.