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Get Estimates

get_estimates
Read-onlyIdempotent

Get estimates/quotes sent to clients.

Input Schema

NameRequiredDescriptionDefault
limitNoMax results (default 50)
statusNoFilter: draft, sent, accepted, declined, all
companyNoWhich company to read, by name or id, when the account has more than one (see list_companies). Leave it out to use the only company, or the default.
contact_idNoFilter by client contact ID

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

C2.6/5.0
Behavior2/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true and destructiveHint=false, so safety is fully covered elsewhere. The description adds nothing beyond that – no pagination behavior, no ordering, no note on how large the default result set is – and 'sent to clients' mildly misleads given drafts are retrievable.

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

Conciseness4/5

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

A single front-loaded sentence with no filler. It is efficient, though it is arguably too terse for a tool with filterable status values and multi-company scoping.

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

Completeness2/5

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

No output schema exists, so the description is the only place to learn what an estimate record contains or how results are shaped, and it says nothing about return fields. For a read tool whose schema is otherwise solid, this is the main remaining gap.

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?

Schema coverage is 100% and the schema itself explains each parameter, including the cross-reference to list_companies for the multi-company case. The description contributes no additional parameter meaning, so the baseline 3 applies.

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

Purpose3/5

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

States a specific verb and resource ('Get estimates/quotes'), which separates it from list/invoice siblings at a glance. However, the qualifier 'sent to clients' narrows the scope in a way that conflicts with its own status filter (draft, accepted, declined, all), so the stated purpose is only partially accurate.

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

Usage Guidelines2/5

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

No when-to-use guidance and no mention of alternatives, despite obvious overlap with get_invoices, get_recurring_invoices and list_opportunities. The agent gets no signal about when estimates should be pulled instead of invoices.

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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