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Yardbook: Create estimate

yardbook_create_estimate

Yardbook: Draft estimate for a customer or prospect. Nothing is sent until you call send_estimate. Saves a draft estimate with your line items. The total is the sum of quantity times unit_price over all lines. Nothing is sent to the customer until send_estimate, so the draft runs without asking for your OK. Needs the user's Cotlet API key with access to this app.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
line_itemsYesList of { service, description, quantity, unit_price }.
customer_idYesCustomer ID from list_customers.
descriptionNoScope of work shown on the estimate.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already declare non-read-only, non-destructive, open-world. The description adds meaningful context beyond them: the draft is inert until send_estimate, it can run without user OK, and it requires a Cotlet API key with app access. Return format is not described, but that is minor here.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Front-loaded and short, but the central constraint ('nothing sent until send_estimate') is stated twice in different words, so not every sentence earns its place. The trailing API-key sentence is useful but appended after the duplicated point.

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 create tool with no output schema, annotations covering the safety profile, and full schema coverage, the description supplies everything an agent needs: what it creates, that it is a no-op until sent, and the auth requirement.

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 baseline is 3, but the description adds semantics not in the schema: the total is computed as sum of quantity times unit_price over all lines. That meaningfully clarifies how line_items are interpreted.

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 (draft/create) and resource (estimate) with scope (for a customer or prospect), and explicitly positions it against the sibling send_estimate. An agent can distinguish it from yardbook_send_estimate 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 Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly names the alternative (send_estimate) and the condition that selects it: nothing is sent until that call. It also clarifies the draft requires no user confirmation, giving clear when-to-use guidance.

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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