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Dubsado: Create invoice

dubsado_create_invoice

Dubsado: Draft an invoice in a project from your packages or line items. Not emailed yet. Creates an invoice in a project from saved packages, line items, or both. Dubsado numbers it automatically. The invoice date is the issue date; due_date adds a payment plan with one payment on that date. An invoice worth more than $0 appears in the client portal before it is emailed, so this call needs your OK. Email it with send_invoice. By default you confirm each call; you can switch that off for this tool. Reaches other people: confirm with the user before each call. Needs the user's Cotlet API key with access to this app.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
due_dateNoAdds a payment plan with one payment due on this date.
line_itemsNoList of { name, quantity, price, description }.
project_idYesProject ID from list_projects.
package_idsNoIDs of your saved packages to add.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.8/5.0
Behavior5/5

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

Annotations only declare write/openWorld/non-destructive, but the description adds real behavioral context: the invoice is drafted not sent, Dubsado auto-numbers it, the issue date is the invoice date, due_date spawns a one-payment plan, and a >$0 invoice appears in the client portal before emailing. This is well beyond the annotation payload and consistent with it.

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-loaded with the core action and the 'Not emailed yet' constraint, and each sentence carries information. There is mild redundancy between 'Draft an invoice in a project from your packages or line items' and 'Creates an invoice in a project from saved packages, line items, or both'.

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 4-param write tool with no output schema, it covers creation, sourcing, numbering, date semantics, portal visibility, confirmation behavior, and the follow-up tool. Nothing an agent needs to call it correctly is missing.

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, but the description clarifies semantics the schema only hints at: due_date creates a payment plan (not just a date field) and the invoice date equals the issue date. It adds genuine meaning over the structured fields.

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 ('Draft an invoice in a project') plus the source of line content ('from your packages or line items'). It explicitly separates itself from the send_invoice sibling, so an agent can route without inspecting schemas.

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?

Names the alternative ('Email it with send_invoice') and the condition that selects it ('Not emailed yet'). It also states the confirmation policy ('you confirm each call; you can switch that off') and the user-confirmation requirement for a tool that reaches other people.

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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