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Preview Case (Pricing & Eligibility)

preview_case
Read-onlyIdempotent

Dry-run a collection case BEFORE creating it: returns eligibility, the assigned collection partner, pricing (success fee), and any contracts that would need signing. Nothing is persisted. ALWAYS call this before create_case and show the user the pricing and requirements.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dueDateNoInvoice due date (ISO 8601) — used to compute debt age for pricing
claimLinesNoUnpaid invoices making up the claim. Use instead of amountToRecover and age buckets; Debitura derives the total and aging.
debtorTypeYesCompany (B2B) or Private individual (B2C)
currencyCodeYesISO 4217 currency code, e.g. "EUR", "USD", "DKK"
amountToRecoverNoTotal principal amount. Omit when sending claimLines
debtorStateAlpha2NoUS state code, e.g. "CA" — REQUIRED when the debtor is in the United States
debtorCountryAlpha2YesDebtor country, ISO 3166-1 alpha-2, e.g. "DE", "US"
amountToRecoverOver6MonthsNoCumulative principal more than 180 days overdue
amountToRecoverOver12MonthsNoCumulative principal more than 365 days overdue
amountToRecoverOver24MonthsNoCumulative principal more than 730 days overdue

TDQS

A4.6/5.0
Behavior5/5

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

Even though annotations already declare readOnlyHint and idempotentHint, the description adds valuable behavioral context: 'Nothing is persisted' and what the tool returns (eligibility, partner, pricing, contracts). This goes beyond the structured annotations.

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?

Two sentences, zero filler. The critical action ('Dry-run') leads, and the imperative instruction is direct. Every phrase adds value.

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?

For a 10-parameter tool, the description is compact but sufficient. It explains the output ('returns eligibility, pricing, contracts') and the no-persistence behavior, while the schema covers parameter details. It could mention parameter alternatives (claimLines vs. amountToRecover), but that's a minor 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 description coverage is 100%, so the baseline is 3. The description adds no parameter-specific semantics beyond what the schema already provides, which is acceptable given the schema's thoroughness.

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 uses a specific verb ('Dry-run') and resource ('a collection case'), clearly stating what it returns (eligibility, assigned partner, pricing, contracts). It distinguishes from create_case by emphasizing 'BEFORE creating it' and 'Nothing is persisted.'

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

Usage Guidelines5/5

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

It explicitly instructs 'ALWAYS call this before create_case' and tells the agent what to do with the results ('show the user the pricing and requirements'). This provides clear when-to-use guidance and implicitly contrasts with the create flow.

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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TDQS

A4.1/5.0
Disambiguation5/5

Each tool targets a distinct resource or action—creation, preview, listing, detail, and case-specific sub-resources (activity, contracts, messages, payments, tasks, files). The potentially overlapping task tools (list_tasks vs get_case_tasks) are explicitly cross-referenced and scoped differently.

Naming Consistency5/5

Consistent verb_noun pattern throughout: create_, get_, list_, send_, upload_, preview_. Case-specific reads use get_case_* suffix pattern, and ping is the only utility exception.

Tool Count4/5

16 tools is slightly above the ideal 3-15 range, but each tool earns its place in a comprehensive case-management API; no redundant tools.

Completeness4/5

Core lifecycle is covered (preview, create, list, get, sub-resources, messaging, file upload). Minor gaps include no case update/withdraw and no direct resolution for task types like SelectQuoteWinner, but these are mostly platform-controlled or handled via solutionUrl.

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