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Joist: Export documents

joist_export_documents
Read-only

Joist: Joist's monthly CSV of estimates or invoices, as a download link. Runs the same export as Joist's website, for one month: number, client name, subtotal, tax, total, date issued, date created and payment received less refunds. Line items are not in the export; use get_document for those. Returns a download link and the row count. Needs the user's Cotlet API key with access to this app.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
typeYesestimates or invoices.
monthYesMonth as YYYY-MM.

Schema Changelog

Changes observed during successful MCP inspections.

  1. 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=true, destructiveHint=false and openWorldHint=true, so the safety profile is covered. The description adds genuine value beyond that: the exact columns returned, that line items are excluded, the return shape (download link + row count), and the Cotlet API key requirement with app access.

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 purpose, then scope, exclusions, and return value. Mostly efficient, though the enumeration of columns and the API-key sentence make it slightly longer than strictly needed for selection.

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 no output schema, the description compensates by stating the return (download link and row count) and the exact data included. Combined with the annotations, an agent has everything needed to call it correctly and interpret the result.

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 coverage is 100%, so the schema already documents both parameters including the enum and the YYYY-MM format. The description echoes 'estimates or invoices' and 'one month' but adds no syntax or constraint detail beyond the schema, so the baseline 3 applies.

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 (export) and resource (monthly CSV of estimates or invoices), plus the exact scope (one month) and the columns produced. It clearly distinguishes itself from get_document by noting line items are not in the export.

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?

Explicitly routes the agent to get_document for line items and frames the tool as running 'the same export as Joist's website, for one month,' giving clear context for when it applies. It doesn't spell out broader when-not conditions, but the exclusion of get_document covers the main alternative.

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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