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InvoiceVista Invoice Maker

InvoiceVista Invoice Maker

open_invoicevista
Read-onlyIdempotent

Use this when someone wants to open InvoiceVista and browse their businesses, billing overview, revenue, receivables and quote pipeline in an interactive sidebar. Returns up to 100 businesses to start from (no customer or individual financial records). Not for creating invoices or recording payments.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
itemsYes
truncatedYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A4.7/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and openWorldHint=false, so the safety profile is covered. The description adds useful scope context: the interactive sidebar nature, the 100-business cap, and the explicit exclusion of customer or individual financial records, which tells the agent what this tool will not surface. Minor gap: no mention of how the interactive session terminates or refreshes, but that is marginal. No contradiction with 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, front-loaded with the primary trigger ('when someone wants to open InvoiceVista'), followed by scope and exclusions. Every phrase earns its place; no filler or repetition of annotation data.

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 an output schema exists, the description rightly avoids explaining return values and instead focuses on trigger, scope cap, and exclusions. Combined with annotations that cover safety and idempotency, an agent has everything needed to call this 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?

Zero parameters, so schema coverage is effectively complete and there is nothing to document. The baseline for 0 params is 4, and the description appropriately does not invent or confuse any parameter semantics.

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?

States a specific verb+resource ('open InvoiceVista') and enumerates exactly what surfaces appear (businesses, billing overview, revenue, receivables, quote pipeline). It also distinguishes from siblings by clarifying it returns up to 100 businesses rather than the focused summaries that get_receivables_summary or get_quote_pipeline_summary provide.

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?

Explicitly states when to use it ('when someone wants to open InvoiceVista and browse') and when not to ('Not for creating invoices or recording payments'). This gives a clear routing decision against the sibling read-only summary tools.

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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