Predictika · Cloud database cluster orders

An AI sales agent's Atlas cluster order, checked before it goes out

An AI sales agent prepares an order for a managed database cluster: a cluster tier, replica set or sharded cluster, backup, networking and security options, expected load and where it sits in the customer's project. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the documented tier and limit rules and returns a verdict, every reason and the figures it computed.

Scope: MongoDB Atlas cluster orders: Free, Flex and dedicated M10 to M60 tiers, replica sets and sharded clusters, backup, networking, security options, load limits and project limits. See everything this validator covers

This validator models Atlas cluster configurations, not just the scenarios shown below.

  • Tier and cluster type — Free and Flex clusters are replica sets only; sharded clusters need M30 or higher; multi-region and multi-cloud clusters need M10 or higher; each replica set or shard has 3, 5 or 7 electable nodes, and a Free cluster is a fixed 3-node replica set.
  • Backup, networking and security — Free clusters cannot be backed up, Flex clusters have no Continuous Backup or Point-in-Time Restore, and Free and Flex clusters have no private endpoints, network peering, customer key management or database auditing.
  • Load and project limits — data size and operations per second on Free (0.5 GB, 100) and Flex (5 GB, 500) clusters, connections per node on each tier (Free and Flex 500, M10 1,500, M20 3,000, M30 6,000, M40 12,000, M50 20,000, M60 30,000), one Free cluster per project and at most 25 clusters per project. The stated node count is compared with the shards and nodes on the order.

Any Atlas cluster order that touches these rules is in scope — not only the scenarios pictured here. Not covered: prices and consumption rates (the validator produces no price build-up or line-item quote), tiers above M60, regions and cloud-provider availability, Atlas Search and other add-ons, Enterprise Advanced licenses, commit discounts and support plans.

The AI sales agentBuilds the cluster order from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

7 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      
Waiting for the call.

Where rules-based CPQ gets it wrong

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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

What the validator caughtTypical rules-based CPQPredictika
Features that exist only from a certain tier upOnly with care
A product rule per feature and tier. It works, but every new tier or feature is another set of rules to keep in step with the documentation.
Tier, cluster type, backup, networking and security choices arrive in one request and every combination is checked together.
Limits that change with the tierOnly with care
Data size, operations and connection limits differ by tier, so each limit needs its own table or rule and a comparison with the planned load.
Each limit is looked up from the selected tier on every call and compared with the planned load.
Node counts for replica sets and shardsOnly with workarounds
The data-bearing node total depends on the cluster type, shard count and nodes per shard, and a stated total is a free-entry field.
The total is computed from the shards and nodes on every call and compared with the figure the order states.
Limits across the whole projectOnly with workarounds
Rules usually see one order at a time; limits on how many clusters a project holds need the project count passed in and compared.
The project counts travel with the order and are checked together with the cluster settings.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the order is saved or a step is completed, so a rep often fixes one error and meets the next.
All findings come back together, whatever order the choices arrived in.

What this validator catches: findings from its test cases

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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

1A sharded cluster needs cluster tier M30 or higher; Atlas does not offer sharding on the selected tier.
2Backups cannot be enabled on a Free cluster.
3Flex clusters do not support Continuous Backup or Point-in-Time Restore.
4Free and Flex clusters do not support private endpoints or network peering; private networking needs M10 or higher.
5Free and Flex clusters do not support encryption at rest with customer key management.
6Free and Flex clusters do not support database auditing.
7Multi-region and multi-cloud clusters are not available on Free or Flex clusters; they need M10 or higher.
8Each replica set or shard needs 3, 5 or 7 electable nodes; the order asks for 4.
9Each replica set or shard needs 3, 5 or 7 electable nodes; the order asks for 9.
10A Free cluster is a 3-node replica set and the node count cannot be changed; the order asks for 5.
11A project can have only one Free cluster; the project would have 2.
12An Atlas project can hold at most 25 clusters; the project would have 26.
13A Free cluster stores at most 0.5 GB of data; the order plans 600 MB.
14A Flex cluster stores at most 5 GB of data; the order plans 6,144 MB.
15A Free cluster is limited to 100 operations per second; the order plans 150.
16A Flex cluster is limited to 500 operations per second (reads and writes combined); the order plans 600.
17The order plans 2,000 simultaneous connections per node, but the selected tier allows 1,500.
18The order plans 600 simultaneous connections per node, but the selected tier allows 500.
19The order states 5 data-bearing nodes, but the cluster settings give 3.
20The order states 3 data-bearing nodes, but the cluster settings give 12.
21A Free cluster is a 3-node replica set and the node count cannot be changed; the order asks for 4.
22A Free cluster stores at most 0.5 GB of data; the order plans 2,000 MB.
23A Free cluster is limited to 100 operations per second; the order plans 900.
24The order plans 900 simultaneous connections per node, but the selected tier allows 500.
25The order states 6 data-bearing nodes, but the cluster settings give 8.

Scenarios and results

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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

1. Starter cluster: A Free cluster asked to carry production features

The agent's request. Please quote a replica set cluster on the Free tier with 3 nodes, Cloud Backup and a private endpoint, with customer key management. It will hold about 2,000 MB of data, serve 250 operations per second and open up to 400 connections per node, in a project that would have 3 clusters. The order states 3 data-bearing nodes in total. It is ready to send.

Verdict: Blocked.

  • Free clusters cannot be backed up. Backups cannot be enabled on a Free cluster.
  • Private networking needs M10 or higher. Free and Flex clusters do not support private endpoints or network peering; private networking needs M10 or higher.
  • No customer key management on Free or Flex. Free and Flex clusters do not support encryption at rest with customer key management.
  • Data exceeds the Free cluster limit. A Free cluster stores at most 0.5 GB of data; the order plans 2,000 MB.
  • Operations exceed the Free cluster limit. A Free cluster is limited to 100 operations per second; the order plans 250.

2. Starter cluster: The agent resubmits after fixing the errors

The agent's request. Please quote a replica set cluster on the M10 tier with 3 nodes, Cloud Backup and a private endpoint, with customer key management. It will hold about 2,000 MB of data, serve 250 operations per second and open up to 400 connections per node, in a project that would have 3 clusters. The order states 3 data-bearing nodes in total. It is ready to send.

Verdict: Allowed.

  • Order summary. The cluster has 3 data-bearing nodes in total.

3. Sharded cluster: A sharded cluster on a small dedicated tier with 4 nodes per shard

The agent's request. Please quote a sharded cluster on the M20 tier with 4 shards of 4 nodes each, Cloud Backup and a private endpoint, with database auditing. It will hold about 1,500,000 MB of data, serve 15,000 operations per second and open up to 8,000 connections per node, in a project that would have 9 clusters. The order states 12 data-bearing nodes in total. It is ready to send.

Verdict: Blocked.

  • Sharding needs M30 or higher. A sharded cluster needs cluster tier M30 or higher; Atlas does not offer sharding on the selected tier.
  • Electable nodes must be 3, 5 or 7. Each replica set or shard needs 3, 5 or 7 electable nodes; the order asks for 4.
  • Connections exceed the tier limit. The order plans 8,000 simultaneous connections per node, but the selected tier allows 3,000.
  • Stated node count differs from the order. The order states 12 data-bearing nodes, but the cluster settings give 16.

4. Sharded cluster: The agent resubmits after fixing the errors

The agent's request. Please quote a sharded cluster on the M30 tier with 4 shards of 5 nodes each, Cloud Backup and a private endpoint, with database auditing. It will hold about 1,500,000 MB of data, serve 15,000 operations per second and open up to 8,000 connections per node, in a project that would have 9 clusters. The order states 12 data-bearing nodes in total. It is ready to send.

Verdict: Blocked.

  • Connections exceed the tier limit. The order plans 8,000 simultaneous connections per node, but the selected tier allows 6,000.
  • Stated node count differs from the order. The order states 12 data-bearing nodes, but the cluster settings give 20.

5. Sharded cluster: The agent resubmits after fixing the errors

The agent's request. Please quote a sharded cluster on the M40 tier with 4 shards of 3 nodes each, Cloud Backup and a private endpoint, with database auditing. It will hold about 1,500,000 MB of data, serve 15,000 operations per second and open up to 8,000 connections per node, in a project that would have 9 clusters. The order states 12 data-bearing nodes in total. It is ready to send.

Verdict: Allowed.

  • Order summary. The cluster has 12 data-bearing nodes in total.

6. Project and tier limits: A Flex cluster with continuous backup and peering in a crowded project

The agent's request. Please quote a replica set cluster on the Flex tier with 3 nodes, spread over 2 regions, Continuous Backup and VPC peering. It will hold about 4,000 MB of data, serve 800 operations per second and open up to 300 connections per node, in a project that would have 27 clusters. The order states 3 data-bearing nodes in total. It is ready to send.

Verdict: Blocked.

  • No continuous backup on Flex. Flex clusters do not support Continuous Backup or Point-in-Time Restore.
  • Private networking needs M10 or higher. Free and Flex clusters do not support private endpoints or network peering; private networking needs M10 or higher.
  • Multi-region needs M10 or higher. Multi-region and multi-cloud clusters are not available on Free or Flex clusters; they need M10 or higher.
  • Too many clusters in the project. An Atlas project can hold at most 25 clusters; the project would have 27.
  • Operations exceed the Flex cluster limit. A Flex cluster is limited to 500 operations per second (reads and writes combined); the order plans 800.

7. Project and tier limits: The agent resubmits after fixing the errors

The agent's request. Please quote a replica set cluster on the M20 tier with 3 nodes, Continuous Backup and VPC peering. It will hold about 4,000 MB of data, serve 800 operations per second and open up to 1,500 connections per node, in a project that would have 24 clusters. The order states 3 data-bearing nodes in total. It is ready to send.

Verdict: Allowed.

  • Order summary. The cluster has 3 data-bearing nodes in total.

Narration transcript

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The text of the narrated walkthrough, step by step.

  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares an order for a managed database cluster: a cluster tier, replica set or sharded cluster, backup, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the documented tier and limit rules and returns a verdict, every reason and the figures it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote a replica set cluster on the Free tier with 3 nodes, Cloud Backup and a private endpoint, with customer key management. It will hold about 2,000 MB of data, serve 250 operations per second and open up to 400 connections per node, in a project that would have 3 clusters. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with five findings, all in one answer. Backups cannot be enabled on a Free cluster. Free and Flex clusters do not support private endpoints or network peering; private networking needs M10 or higher. Free and Flex clusters do not support encryption at rest with customer key management. The other two are on screen.
  6. The validator returned five blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
  7. What this shows: for limits that change with the tier, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the cluster tier to M10.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. All five earlier findings are cleared, and the validator's figure matches the quote.
  13. Five problems caught in one call, fixed in one pass, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer.