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InvoiceVista Invoice Maker

Show business overview

show_business_overview
Read-onlyIdempotent

Use this when someone wants a quick overview or dashboard of one business in InvoiceVista. Returns an overview card with the business details, counts of customers, invoices, payments and quotes with status mixes (each capped at 100), and up to 12 catalog products (no customer or invoice details). Not for revenue over a period.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
businessIdYesBusiness id: 24 lowercase hexadecimal characters

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
businessYesNull when not found. Individual customer or financial records, identifiers, numbers, exact dates or amounts, contacts, tax ids, addresses, notes, line descriptions, PCI or bank data, processor data, credentials and payment actions are never returned.
productsYes
quoteCountYes
invoiceCountYes
paymentCountYes
productCountYes
customerCountYes
quoteStatusBreakdownYes
invoiceStatusBreakdownYes
quoteCountIsLowerBoundYes
invoiceCountIsLowerBoundYes
paymentCountIsLowerBoundYes
productCountIsLowerBoundYes
customerCountIsLowerBoundYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changed
    • changedInput schema / properties / businessId / description
      Previous value: -"Tenant-owned InvoiceVista business id"New value: +"Business id: 24 lowercase hexadecimal characters"
    • addedOutput schema / properties / business / description
      Added value: +"Null when not found. Individual customer or financial records, identifiers, numbers, exact dates or amounts, contacts, tax ids, addresses, notes, line descriptions, PCI or bank data, processor data, credentials and payment actions are never returned."
  2. First observed

TDQS

A4.2/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint, non-destructive and closed-world, so the safety profile is covered. The description adds genuine behavioral detail beyond them: per-status counts are capped at 100 and only up to 12 catalog products are returned, and it explicitly excludes customer/invoice details.

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?

Three tight sentences that front-load the use case and then the payload shape; every clause carries information. 'quick overview or dashboard' is mildly redundant but overall there is little waste.

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?

For a single-parameter read tool with full annotations and an output schema, nothing needed to invoke it correctly is missing. The description goes beyond the minimum by describing caps, product limits, and excluded data.

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% and the single businessId parameter is fully documented (24 lowercase hex chars), so the schema does the work. The description adds no syntax or format detail for the parameter, which is the expected baseline when the schema is complete.

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 and resource (shows a business overview card) and enumerates the exact payload: business details, counts of customers/invoices/payments/quotes with status mixes, and up to 12 catalog products. It also carves itself away from a sibling with 'Not for revenue over a period', so an agent can distinguish it from get_revenue_summary without opening schemas.

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?

Gives a clear use condition ('when someone wants a quick overview or dashboard of one business') and an explicit exclusion ('Not for revenue over a period'). It stops short of naming the alternative sibling tool by name, leaving the agent to infer get_revenue_summary from the sibling list.

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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