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Create document from scratch

create-document-from-scratch

Create a new, empty document from scratch (not based on a template), optionally assigning teams, tags, and an account party.

Use this tool when:

  • The user wants to start a new blank document that is not based on a template

The document is created in the draft stage with no content. To create a document based on a template instead, use create-document-from-template.

The team_uuids, tag_uuids, and account_party_uuid arguments expect UUIDs, which can be discovered via list-account-teams, list-account-tags, and list-account-parties respectively.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "name": "<name>"
    },
    "name": "create-document-from-scratch"
  }
}

Input Schema

NameRequiredDescriptionDefault
nameYesThe name of the new document
tag_uuidsNoOptional UUIDs of the tags to apply to the document. UUIDs can be obtained from list-account-tags
team_uuidsNoUUIDs of the teams to assign the document to. May be required if the account enforces team assignment. UUIDs can be obtained from list-account-teams
account_party_uuidNoOptional UUID of the account party to add to the document as the internal party. UUID can be obtained from list-account-parties

Output Schema

NameRequiredDescriptionDefault
urlNoURL to open the document in fynk
nameNoName of the document
tagsNoThe tags on the document. Tags are the account's own classification labels (e.g. relationship type, commercial significance, region), so they show which categories this account uses and can be filtered on with filter_tags.
uuidNoUnique identifier for the document. Do not show to the user unless they ask for it
stageNoWhat stage the document is in currently
teamsNoThe teams the document is assigned to.
localeNoLocale code, e.g. en-GB, de-AT. Absent when the document has none set. Prefer describing the locale in natural language (e.g. 'British English') rather than showing the raw code.
originNoHow the document was created.
partiesNoThe contracting entities on the document.
conditionsNoThe document's conditions: rules over its dynamic fields deciding whether a passage of the document applies, and whether each currently holds. Use them to explain why a clause is or is not part of the document, and what would have to change to flip it.
created_atNoWhen the document was created.
updated_atNoWhen the document was last updated.
archived_atNoWhen the document was archived. Absent when the document is not archived.
attachmentsNoThe files attached to the document. Attachments are part of the document itself and visible to external parties.
signatoriesNoThe individual people who sign the document. Distinct from parties: a signatory often signs on behalf of a party (e.g. a business), so a person may be a signatory without appearing as a party.
_entity_typeNoOnly relevant for tooling. Do not show to the user
stored_filesNoThe files in the document's internal file storage, as opposed to its attachments. It includes files uploaded in the document's comments. The app shows these files as "Internal file storage": call them that when talking to the user, never "stored files".
summary_textNoA summary of the document content. Absent when the document has no summary.
document_typeNoIf present, indicates what kind of document this is. Absent when the document has no type assigned
dynamic_fieldsNoThe document's dynamic fields and their values.
signature_typeNoeIDAS assurance level used when signing the document. Absent when none has been chosen.
workflow_stateNoGives an indication of which stage transitions, etc are possible to perform on this document. This object is technical state, not display content: when relaying it to the user, always render it as natural-language prose and never echo raw field names or snake_case values (e.g. say 'signing cannot be started yet because not every signature block has been assigned to a signatory' instead of mentioning 'can_start_signing' or 'signature_block_signatory').
metadata_valuesNoThe document's metadata fields and their values.
signature_blocksNoThe places in the document that are signed. A block is bound either to a single signatory or to a party, in which case every signatory of that party signs it. Every signatory needs a block covering them before signing can be started.
sequential_signingNoWhen true, signatories sign one at a time, in ascending order of their signing_order.
source_template_uuidNoUUID of the template the document was created from. Absent when it was not created from a template.
external_signatory_invitation_messageNoText shown in the email inviting external signatories to sign. Absent when no message is set.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed5 schema fields changed
    • addedOutput schema / properties / attachments
      Added value: +{
      +  "description": "The files attached to the document. Attachments are part of the document itself and visible to external parties.",
      +  "items": {
      +    "properties": {
      +      "_entity_type": {
      +        "description": "Only relevant for tooling. Do not show to the user",
      +        "enum": [
      +          "attachment"
      +        ],
      +        "type": "string"
      +      },
      +      "file_size": {
      +        "description": "Size of the file in bytes. Use file_size_display when telling the user the size",
      +        "type": "integer"
      +      },
      +      "file_size_display": {
      +        "description": "Size of the file formatted for display, e.g. \"2.4 MB\"",
      +        "type": "string"
      +      },
      +      "filename": {
      +        "description": "Name of the file",
      +        "type": "string"
      +      },
      +      "sha256": {
      +        "description": "SHA-256 digest of the file's bytes, as lowercase hex. Equal digests mean byte-identical files. Do not show to the user unless they ask for it",
      +        "type": "string"
      +      },
      +      "uuid": {
      +        "description": "Identifier for the attachment. Do not show to the user unless they ask for it",
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  "type": "array"
      +}
    • addedOutput schema / properties / stored_files
      Added value: +{
      +  "description": "The files in the document's internal file storage, as opposed to its attachments. It includes files uploaded in the document's comments. The app shows these files as \"Internal file storage\": call them that when talking to the user, never \"stored files\".",
      +  "items": {
      +    "properties": {
      +      "_entity_type": {
      +        "description": "Only relevant for tooling. Do not show to the user",
      +        "enum": [
      +          "stored_file"
      +        ],
      +        "type": "string"
      +      },
      +      "file_size": {
      +        "description": "Size of the file in bytes. Use file_size_display when telling the user the size",
      +        "type": "integer"
      +      },
      +      "file_size_display": {
      +        "description": "Size of the file formatted for display, e.g. \"2.4 MB\"",
      +        "type": "string"
      +      },
      +      "filename": {
      +        "description": "Name of the file",
      +        "type": "string"
      +      },
      +      "sha256": {
      +        "description": "SHA-256 digest of the file's bytes, as lowercase hex. Equal digests mean byte-identical files. Do not show to the user unless they ask for it",
      +        "type": "string"
      +      },
      +      "uuid": {
      +        "description": "Identifier for the stored file. Do not show to the user unless they ask for it",
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  "type": "array"
      +}
    • changedOutput schema / properties / workflow_state / properties / stage_transitions / properties / done / properties / blockers / items / properties / records / items / properties / _entity_type / enum
      Previous value: -[
      -  "account",
      -  "account_party",
      -  "account_profile",
      -  "account_user",
      -  "automation",
      -  "condition",
      -  "custom_widget",
      -  "dashboard",
      -  "document",
      -  "document_type",
      -  "document_user",
      -  "document_user_suggestion",
      -  "dynamic_field",
      -  "import",
      -  "metadata",
      -  "metadata_value",
      -  "party",
      -  "party_suggestion",
      -  "playbook",
      -  "signature_block",
      -  "stored_file",
      -  "tag",
      -  "team",
      -  "template",
      -  "user"
      -]New value: +[
      +  "account",
      +  "account_party",
      +  "account_profile",
      +  "account_user",
      +  "attachment",
      +  "automation",
      +  "condition",
      +  "custom_widget",
      +  "dashboard",
      +  "document",
      +  "document_type",
      +  "document_user",
      +  "document_user_suggestion",
      +  "dynamic_field",
      +  "import",
      +  "metadata",
      +  "metadata_value",
      +  "party",
      +  "party_suggestion",
      +  "playbook",
      +  "signature_block",
      +  "stored_file",
      +  "tag",
      +  "team",
      +  "template",
      +  "user"
      +]
    • changedOutput schema / properties / workflow_state / properties / stage_transitions / properties / review / properties / blockers / items / properties / records / items / properties / _entity_type / enum
      Previous value: -[
      -  "account",
      -  "account_party",
      -  "account_profile",
      -  "account_user",
      -  "automation",
      -  "condition",
      -  "custom_widget",
      -  "dashboard",
      -  "document",
      -  "document_type",
      -  "document_user",
      -  "document_user_suggestion",
      -  "dynamic_field",
      -  "import",
      -  "metadata",
      -  "metadata_value",
      -  "party",
      -  "party_suggestion",
      -  "playbook",
      -  "signature_block",
      -  "stored_file",
      -  "tag",
      -  "team",
      -  "template",
      -  "user"
      -]New value: +[
      +  "account",
      +  "account_party",
      +  "account_profile",
      +  "account_user",
      +  "attachment",
      +  "automation",
      +  "condition",
      +  "custom_widget",
      +  "dashboard",
      +  "document",
      +  "document_type",
      +  "document_user",
      +  "document_user_suggestion",
      +  "dynamic_field",
      +  "import",
      +  "metadata",
      +  "metadata_value",
      +  "party",
      +  "party_suggestion",
      +  "playbook",
      +  "signature_block",
      +  "stored_file",
      +  "tag",
      +  "team",
      +  "template",
      +  "user"
      +]
    • changedOutput schema / properties / workflow_state / properties / stage_transitions / properties / signing / properties / blockers / items / properties / records / items / properties / _entity_type / enum
      Previous value: -[
      -  "account",
      -  "account_party",
      -  "account_profile",
      -  "account_user",
      -  "automation",
      -  "condition",
      -  "custom_widget",
      -  "dashboard",
      -  "document",
      -  "document_type",
      -  "document_user",
      -  "document_user_suggestion",
      -  "dynamic_field",
      -  "import",
      -  "metadata",
      -  "metadata_value",
      -  "party",
      -  "party_suggestion",
      -  "playbook",
      -  "signature_block",
      -  "stored_file",
      -  "tag",
      -  "team",
      -  "template",
      -  "user"
      -]New value: +[
      +  "account",
      +  "account_party",
      +  "account_profile",
      +  "account_user",
      +  "attachment",
      +  "automation",
      +  "condition",
      +  "custom_widget",
      +  "dashboard",
      +  "document",
      +  "document_type",
      +  "document_user",
      +  "document_user_suggestion",
      +  "dynamic_field",
      +  "import",
      +  "metadata",
      +  "metadata_value",
      +  "party",
      +  "party_suggestion",
      +  "playbook",
      +  "signature_block",
      +  "stored_file",
      +  "tag",
      +  "team",
      +  "template",
      +  "user"
      +]
  2. First observed

TDQS

A4.3/5.0
Behavior4/5

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

Beyond the annotations (readOnlyHint=false, destructiveHint=false, idempotentHint=false, openWorldHint=false), the description discloses that the created document lands in the draft stage with no content, which is meaningful post-call state. It also warns that team_uuids may be required when the account enforces team assignment — a conditional constraint not expressed in the schema's 'optional' framing. Auth/permission requirements and failure modes are still unstated.

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?

Front-loads the core definition, then alternates the sibling, then lists the UUID discovery helpers — a sensible order. The 'Use this tool when:' heading carries a single bullet, which is slightly ceremonious for one condition, but nothing is genuinely wasteful.

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?

With an output schema present, return values need no explanation, and all four parameters plus their lookup tools are covered. The draft-stage outcome and the template alternative are stated. What remains thin is guidance on what to do after creation (e.g., adding content or advancing stage), which a create tool of this type could reasonably hint at.

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 schema already documents all four parameters, including the discovery route for each UUID. The description only restates that the UUID arguments expect UUIDs and repeats the list-* helpers already cited in the schema, adding no new syntax, format, or constraint detail. Baseline 3 applies.

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?

Names a specific verb and resource ('Create a new, empty document from scratch') and immediately scopes it with '(not based on a template)', which is exactly the axis that separates it from the sibling create-document-from-template. An agent can pick this tool without opening either schema.

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?

Provides an explicit 'Use this tool when' clause plus a named alternative ('To create a document based on a template instead, use create-document-from-template'). The selection condition and the exclusion are both stated outright.

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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