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Service Fusion: Create estimate

service-fusion_create_estimate

Service Fusion: New estimate for a customer with products and services. Nothing is sent until send_estimate. Creates the estimate under an existing customer and returns its estimate_id. The customer receives nothing; send_estimate does that. An estimate can hold up to five options, each with its own line items. Needs the user's Cotlet API key with access to this app.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
itemsNoProducts and services, each with name, quantity and rate.
descriptionYesWhat the estimate is for.
customer_nameYesExisting customer name from list_customers.
note_to_customerNoShown on the estimate.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already cover the safety profile (readOnly=false, destructive=false), and the description adds real value on top: it discloses the customer receives nothing, the return value is estimate_id, the five-option limit, and an API-key access requirement. This is solid disclosure beyond structured data.

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?

The purpose is front-loaded and each sentence is short. There is mild redundancy: 'Nothing is sent until send_estimate' and 'The customer receives nothing; send_estimate does that' say largely the same thing, costing a little efficiency.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With no output schema, the description usefully states that it returns estimate_id and that the estimate is created under an existing customer. Covers what an agent needs to invoke it, though it could clarify what happens when the customer does not exist.

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%, so the schema already documents all four parameters, setting the baseline at 3. The description adds domain context about five options with line items, but gives no syntax or format depth for items, customer_name, or note_to_customer.

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 (create) and resource (estimate) for an existing customer with products/services. It explicitly distinguishes itself from the sibling send_estimate, so an agent can route correctly without opening either schema.

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?

Establishes the key condition that nothing is sent until send_estimate is called, which tells the agent this is the draft-creation step versus the sending step. It does not use explicit when/when-not phrasing or name other alternatives, but the send_estimate routing is 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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