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Add document line

add_document_line

Add a line item to a document (invoice, quote, bill, etc.).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idNoLine item id. Required on update_document_item; omit on add_document_line.
costNoUnit cost (for margin / cost-of-sales), in :costcurrency.
nameNoLine item name / title.
sortNoDisplay order of the line within the document (ascending).
unitNoUnit label for the quantity (e.g. "hours", "kg").
priceNoUnit price (per-unit selling price) in the document currency.
amountNoLine total (unit price × quantity), usually derived from :price × :quantity. Accepts a number or a numeric string.
productNoId of a catalog product to link this line to.
variantNoId of a catalog product variant to link this line to.
quantityNoNumber of units. Accepts a number or a numeric string.
accountidNoPer-line chart-of-accounts / expense-category id; bills split cost by category at accrual (see list_accounts).
quinvoiceNoId of the parent document (invoice, quote, bill, etc.) this line belongs to.
responseidNoInternal: correlation id used to return the updated entity to the frontend; omit.
descriptionNoLine item description.
costcurrencyNoISO 4217 currency of :cost, when it differs from the document currency.
baseupdatedatNoOptimistic-concurrency token: the line's last-known updatedat (epoch number or ISO string). A stale value is rejected; omit to skip the check.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed16 schema fields changed
    • addedInput schema / properties / accountid / description
      Added value: +"Per-line chart-of-accounts / expense-category id; bills split cost by category at accrual (see list_accounts)."
    • addedInput schema / properties / amount / description
      Added value: +"Line total (unit price × quantity), usually derived from :price × :quantity. Accepts a number or a numeric string."
    • addedInput schema / properties / baseupdatedat / description
      Added value: +"Optimistic-concurrency token: the line's last-known updatedat (epoch number or ISO string). A stale value is rejected; omit to skip the check."
    • addedInput schema / properties / cost / description
      Added value: +"Unit cost (for margin / cost-of-sales), in :costcurrency."
    • addedInput schema / properties / costcurrency / description
      Added value: +"ISO 4217 currency of :cost, when it differs from the document currency."
    • addedInput schema / properties / description / description
      Added value: +"Line item description."
    • addedInput schema / properties / id / description
      Added value: +"Line item id. Required on update_document_item; omit on add_document_line."
    • addedInput schema / properties / name / description
      Added value: +"Line item name / title."
    • addedInput schema / properties / price / description
      Added value: +"Unit price (per-unit selling price) in the document currency."
    • addedInput schema / properties / product / description
      Added value: +"Id of a catalog product to link this line to."
    • addedInput schema / properties / quantity / description
      Added value: +"Number of units. Accepts a number or a numeric string."
    • addedInput schema / properties / quinvoice / description
      Added value: +"Id of the parent document (invoice, quote, bill, etc.) this line belongs to."
    • addedInput schema / properties / responseid / description
      Added value: +"Internal: correlation id used to return the updated entity to the frontend; omit."
    • addedInput schema / properties / sort / description
      Added value: +"Display order of the line within the document (ascending)."
    • addedInput schema / properties / unit / description
      Added value: +"Unit label for the quantity (e.g. \"hours\", \"kg\")."
    • addedInput schema / properties / variant / description
      Added value: +"Id of a catalog product variant to link this line to."
  2. First observed

TDQS

A3.7/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

The annotations already indicate readOnly=false and destructive=false, and the description confirms this is a mutating 'Add' operation. However, the description does not disclose additional behavioral traits such as optimistic-concurrency behavior, validation rules, or whether a parent document must already exist.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single, clear sentence with no filler. It includes useful examples of document types in parentheses, making it concise and scannable.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The description is minimal and relies heavily on the input schema for context. It does not mention key operational constraints—such as the need for a parent quinvoice, how line totals are derived, or interaction with tax/cost fields—so despite the rich schema, the high-level description leaves some contextual gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema has 100% coverage with detailed per-parameter descriptions, so the baseline is 3. The main description does not add extra meaning to the parameters; it only labels the operation generically, while the schema carries the semantic weight.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool's function: adding a line item to a document, with explicit document types (invoice, quote, bill). The verb 'Add' and the resource 'line item' are specific enough to distinguish this from update or delete operations.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies usage—it says 'Add' and targets line items—but it does not explicitly contrast with sibling tools like update_document_item or delete_document_line. The parameter description for 'id' mentions 'Required on update_document_item; omit on add_document_line,' which provides indirect guidance but not a full when-to-use statement.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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