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MyDataHub

Quote an order

quote_order
Read-onlyIdempotent

Creates a machine quote for a count: the records you would receive after removing ones already held and suppressed, the credits and GBP price, the licence, the warranty and any blockers. The quote_id lasts 24 hours and is bound to the dataset version; it is not a human sales quote, which is a 14 day PDF made in the app. Free and needs no account, and nothing is charged. Show the credits and price to the user, then call create_order with the quote_id. Lawful basis is UK GDPR Article 6(1)(f) legitimate interests; email audiences include corporate subscribers only by default (PECR), so sole traders and ordinary partnerships are left out unless the toggle is changed.

Input Schema

NameRequiredDescriptionDefault
limitNoRecords to buy; left out, the whole count.
licenceNomulti_use_12m (12 month multi-use, every plan) or outright (1.8 credits a record, proposed).multi_use_12m
count_idYesA count id from POST /v1/counts or count_audience. Either case is accepted; responses use upper case.
field_setYesA field set id from GET /v1/field-sets, such as standard.
connection_idNoThe CRM connection to check, only with dedupe_against crm or previous_orders_and_crm.
dedupe_againstNoRemove records you already hold: from earlier orders, from a connected CRM, or both. Default previous_orders when signed in. crm and previous_orders_and_crm need connection_id.previous_orders

Output Schema

NameRequiredDescriptionDefault
idYesFormat: a quote id: qte_ followed by a 26 character ULID in upper case Crockford base32, such as qte_01JB4M2R6T1Y5W8ZAK8Q2V7XN3.
kindYes
datasetNoThe dataset an audience draws from. uk_contacts is live; ie_contacts and global_contacts are listed but not yet served.
licenceYes
recordsYesRecords after overlap and suppression; what you would receive.
removedYesRecords left out and never charged.
blockersYes
count_idYesThe count the quote was priced from.
purchaseYes
warrantyYes
field_setNo
signatureYes
created_atNo
expires_atYes24 hours after creation.
gbp_ex_vatYesWhat credits_required cost bought the cheapest way, at the per-contact scale or with credit packs, excluding VAT. The same for every caller; purchase says what this caller needs to buy.
balance_afterYescredits_available less credits_required; negative means a top-up is needed; null when signed out.
dataset_versionYesThe immutable weekly build a count is bound to, such as 2026-W39. The last 52 stay queryable.
organisation_idYesThe organisation the quote belongs to; create_order settles it only there. null for a quote made without an account, which the first organisation to confirm it takes.
credits_requiredYesrecords times credits_per_record (creditsFor).
credits_availableYesYour balance; null when signed out.
credits_per_recordYes1 for a complete UK record; 1.8 outright (proposed).

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.2/5.0
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint and destructiveHint=false, so the safety profile is covered upstream. The description still adds real value beyond them: quote_id lasts 24 hours and is bound to the dataset version, and nothing is charged. The PECR/GDPR paragraph is genuine behavioral context about what the quote excludes (sole traders and ordinary partnerships by default), though the "unless the toggle is changed" reference is unactionable because no such parameter exists in the schema.

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?

Purpose and cost/expiry facts are front-loaded in the first two sentences, and the next-step instruction follows logically. The final sentence is a dense, comma-spliced legal disclaimer (Article 6(1)(f), PECR, subscriber categories) that is informative but heavier than the rest and slightly slows scanning.

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

Completeness5/5

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

The tool has an output schema, so return values need not be described. What remains that an agent needs before calling is all present: cost (free), account requirement (none), quote lifetime and version binding, the correct follow-up call, and the audience-composition caveat that affects what the quote counts.

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 every parameter is already documented in the schema, which sets the baseline at 3. The description adds conceptual framing ("removing ones already held and suppressed" maps to dedupe_against, and it lists licence and warranty as quote components) but no syntax, defaults or format detail beyond what the schema supplies.

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 opening clause names the verb and the resource precisely ("Creates a machine quote for a count") and immediately enumerates what the quote contains: deduped record counts, credits and GBP price, licence, warranty, blockers. It also explicitly separates itself from the similarly named human sales quote ("a 14 day PDF made in the app"), so an agent can tell the two apart without inspecting schemas.

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?

The description gives an explicit workflow: "Show the credits and price to the user, then call create_order with the quote_id", which names the sibling and the condition that selects it. It also states a when-not (do not expect a human sales quote) and clarifies no account or payment is required, removing the main hesitation an agent might have before calling a pricing tool.

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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