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Update template party

update-template-party
DestructiveIdempotent

Update an existing party on a template.

Use this tool when:

  • The user wants to change a party's role label, entity details, or scope

  • The user wants to link an existing external party to a saved account party, or unlink it again

Only send the fields you want to change. reference is the party's role label on the template (e.g. "Employer").

Account party linkage:

  • Send account_party_uuid (from list-account-parties) to link the party to a saved account party. While linked, only reference may be changed; entity_name, address, and scope cannot be sent.

  • Send account_party_uuid as null to unlink the party, turning it back into an external party whose entity details and scope you can then set.

Use get-template-info to discover the parties on a template and their UUIDs.

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": {
      "template_uuid": "<template_uuid>",
      "party_uuid": "<party_uuid>"
    },
    "name": "update-template-party"
  }
}

Input Schema

NameRequiredDescriptionDefault
scopeNoWhen internal_and_external, collaborators from this party may change the party's information. Only for external (non account-linked) parties.
addressNoParty's address. Only for external (non account-linked) parties.
referenceNoGeneric reference for the party's role on the template. e.g. "Counterparty", "Customer", "Employer"
party_uuidYesUUID of the party to update (use get-template-info to find it)
entity_nameNoActual name of the party. Only for external (non account-linked) parties.
template_uuidYesUUID of the template the party belongs to
account_party_uuidNoUUID of a saved account party (from list-account-parties) to link this party to. Send null to unlink. While linked, only reference may be changed.

Output Schema

NameRequiredDescriptionDefault
uuidNoIdentifier for the party - unique to the specific instance of the party. Do not show to the user unless they ask for it
addressNoThe party's address. Absent when not yet known
ref_uuidNoA static reference identifier, allowing parties in documents to be matched their corresponding party in the document's source template. Do not show to the user unless they ask for it
referenceNoA generic reference for the party. e.g. "Customer", "Employee", etc
entity_nameNoThe actual name of the party. Absent when not yet known
is_internalNoTrue if the party belongs to this account
_entity_typeNoOnly relevant for tooling. Do not show to the user

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.7/5.0
Behavior4/5

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

The description adds valuable behavioral context beyond annotations: it says only fields being changed should be sent, explains that linking restricts updates to reference only, and clarifies that null account_party_uuid unlinks the party. Annotations already disclose destructive and idempotent behavior, so the remaining gap is minor—mainly that null-clearing semantics for individual fields are not explicitly described.

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 front-loaded with the action, followed by tightly scoped usage bullets and account-linkage rules. It is structured and free of filler while still covering the important edge cases.

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?

With an output schema present, the description does not need to explain return values. It covers the mutation context, partial-update expectation, linkage constraints, unlink behavior, and discovery tools needed to use the tool correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so the baseline is 3. The description still adds operational meaning: reference is the role label, account_party_uuid links to a saved account party, null unlinks it, and while linked only reference may be changed.

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 states a specific verb and resource: 'Update an existing party on a template.' This clearly distinguishes it from create-template-party, delete-template-party, and update-document-party by identifying both the operation and the template-party scope.

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 gives explicit when-to-use criteria: changing a party's role label, entity details, or scope, and linking/unlinking account parties. It also names get-template-info and list-account-parties as discovery alternatives, leaving little ambiguity about when and how to use this 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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