savi-tools

Invoice details

get_invoice_details

Read-only

Full detail for one invoice — status, amounts, line items, payments, and balance due — found by invoice number or client name. Answers "what is on invoice 1042?" or "what does the Acme invoice still owe?"

Input Schema

TableJSON Schema

Name	Required	Description	Default
`number_or_client`	Yes	Invoice number or client name to look up.

Output Schema

TableJSON Schema

Name	Required	Description	Default
`notes`	Yes
`total`	Yes
`paidAt`	Yes
`status`	Yes
`dueDate`	Yes
`currency`	Yes
`payments`	Yes
`subtotal`	Yes
`issueDate`	Yes
`lineItems`	Yes
`taxAmount`	Yes
`amountPaid`	Yes
`balanceDue`	Yes
`clientName`	Yes
`invoiceNumber`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedJul 16, 2026

changedOutput schema / (root)

Previous value: -nullNew value: +{
+  "properties": {
+    "amountPaid": {
+      "type": "number"
+    },
+    "balanceDue": {
+      "type": "number"
+    },
+    "clientName": {
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "currency": {
+      "type": "string"
+    },
+    "dueDate": {
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "invoiceNumber": {
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "issueDate": {
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "lineItems": {
+      "items": {
+        "properties": {
+          "amount": {
+            "type": "number"
+          },
+          "description": {
+            "type": "string"
+          },
+          "quantity": {
+            "type": "number"
+          },
+          "rate": {
+            "type": "number"
+          }
+        },
+        "required": [
+          "description",
+          "quantity",
+          "rate",
+          "amount"
+        ],
+        "type": "object"
+      },
+      "type": "array"
+    },
+    "notes": {
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "paidAt": {
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "payments": {
+      "items": {
+        "properties": {
+          "amount": {
+            "type": "number"
+          },
+          "method": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "paymentDate": {
+            "type": "string"
+          },
+          "reference": {
+            "type": [
+              "string",
+              "null"
+            ]
+          }
+        },
+        "required": [
+          "amount",
+          "paymentDate",
+          "method",
+          "reference"
+        ],
+        "type": "object"
+      },
+      "type": "array"
+    },
+    "status": {
+      "type": "string"
+    },
+    "subtotal": {
+      "type": "number"
+    },
+    "taxAmount": {
+      "type": "number"
+    },
+    "total": {
+      "type": "number"
+    }
+  },
+  "required": [
+    "invoiceNumber",
+    "clientName",
+    "status",
+    "issueDate",
+    "dueDate",
+    "paidAt",
+    "subtotal",
+    "taxAmount",
+    "total",
+    "amountPaid",
+    "balanceDue",
+    "currency",
+    "notes",
+    "lineItems",
+    "payments"
+  ],
+  "type": "object"
+}

First observedJul 15, 2026

TDQS

A4.5/5.0

Behavior4/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false, so the tool is clearly safe and read-only. The description adds behavioral context by specifying lookup methods (by invoice number or client name) and return contents.

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 two sentences long, with the first sentence stating the core purpose and the second providing concrete examples. No wasted words.

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?

Given the simple parameter and existence of an output schema, the description adequately covers what the tool does, how to use it, and what it returns. It includes high-level return fields and lookup options.

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?

The schema already describes the parameter, but the description adds value by clarifying that either invoice number or client name is accepted and by providing example queries. This goes beyond the schema's description.

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 'Full detail for one invoice' and lists specific components (status, amounts, line items, payments, balance due). It distinguishes from sibling summary tools like get_cash_summary and list_outstanding_invoices.

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 provides example queries ('what is on invoice 1042?', 'what does the Acme invoice still owe?') that illustrate when to use the tool. It does not explicitly mention alternatives or when not to use, but the context of siblings makes it clear.

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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