Skip to main content
Glama

workflows.quote_to_invoice

Convert an accepted quote into a full invoice pipeline: create/update job → sync invoice to accounting (Xero/QB/MYOB) → generate Stripe payment link → notify customer → alert team. Handles the entire quote-accepted → paid lifecycle.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
quoteIdYesQuote ID to convert. Required.
discountNoPercentage discount to apply (0-100). Optional.
customDueDateNoCustom due date in ISO 8601 format. Defaults to 14 days from today.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
jobIdNo
successNo
paymentUrlNo
invoiceTotalNo
accountingSyncedNoNumber of accounting platforms synced to

TDQS

A4.2/5.0
Behavior4/5

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

The description discloses behavioral traits beyond annotations: it creates/updates jobs, syncs to accounting, generates payment links, and sends notifications. Annotations show destructiveHint=false and readOnlyHint=false, consistent with mutation without destruction. No contradictions.

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 paragraph of three sentences, front-loading the main purpose and listing actions efficiently. Every sentence adds value; no filler.

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

Completeness4/5

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

Given the complexity of a multi-step pipeline, the description summarizes the end-to-end process well. Output schema exists, so return values are covered. Lacks details on prerequisites (e.g., quote must be in 'accepted' status) and error conditions, but overall sufficient for an agent to understand scope.

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%, so baseline is 3. The description only mentions the parameters by name in context ('quoteId,' 'discount,' 'customDueDate') without adding semantics beyond the schema. No added value.

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 purpose: converting an accepted quote into a full invoice pipeline. It enumerates specific steps (create/update job, sync to accounting, generate payment link, notify customer, alert team), which distinguishes it from sibling tools like invoicing.generate or workflows.trigger_invoice that perform subparts of this workflow.

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

Usage Guidelines4/5

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

The description implies the quote must be accepted ('Convert an accepted quote') and that the tool handles the full 'quote-accepted → paid lifecycle.' It does not explicitly state when not to use alternatives, but the sibling tools provide context. Without explicit exclusions, it loses one point.

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

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

TDQS

A3.8/5.0
Disambiguation4/5

Most tools have distinct resource+action naming (e.g., leads.create, jobs.list), but some overlap exists in analytics tools (dashboard, detailed, financials) and workflow automations (process_lead vs google_ads_pipeline). Descriptions clarify purposes, so slight confusion is possible but limited.

Naming Consistency5/5

All tools follow a consistent `domain.action` pattern (e.g., leads.create, billing.status). No mixing of camelCase or snake_case. Even complex names like lifecycle.assess or scaling.readiness_score adhere to the convention.

Tool Count1/5

95 tools is far beyond typical well-scoped servers (3-15). While the server aims to cover an entire business management platform, this volume is overwhelming for an agent, making selection and memory difficult.

Completeness5/5

The tool surface is exceptionally comprehensive, covering formation, hiring, compliance, funding, leads, quotes, jobs, invoicing, payments, marketing, analytics, integrations, webhooks, workflows, and more. Almost no obvious gaps in the lifecycle of running a trade business.

Resources