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Housecall Pro MCP Server and API by Cotlet

Create progress invoice

create_progress_invoice
Destructive

Invoice part of a job (an amount or a percent of its total); the rest stays to invoice later. Adds an invoice to the job as Invoice > Add invoice does with progressive invoicing on. Without amount or percent it bills everything left. Sends nothing: email it with send_invoice.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "job_id": "<job_id>"
    },
    "name": "create_progress_invoice"
  }
}

Input Schema

NameRequiredDescriptionDefault
dueNoPayment terms: upon receipt, or net_days after the invoice date. Default: upon_receipt.
amountNoAmount to bill in dollars.
job_idYesjob_id from list_jobs.
percentNoOr a percent of the job total. Default (neither): all that is left to invoice.
net_daysNoDays for net. Default: 30.
invoice_dateNoYYYY-MM-DD. Default: today.
reference_numberNoCustomer reference (PO) number.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already declare destructiveHint=true, idempotentHint=false and openWorldHint=true, so the safety profile is covered. The description adds genuinely useful context beyond that: no notification is sent, the remaining balance persists, and the no-argument default bills the entire remaining total (a consequential default for a destructive tool). It does not address retry/duplicate behavior, which matters given idempotentHint=false.

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 short sentences, front-loaded with the scope-defining clause, then behavior, then the 'sends nothing' caveat. The parentheticals are dense but every clause carries information; the UI analogy ('as Invoice > Add invoice does') is a small cost for readers without the product.

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?

For a 7-parameter mutation with no output schema, the description covers scope, defaults, non-delivery, and the follow-up tool. It stops short of stating permission requirements or what happens when the requested amount exceeds the remaining balance, but that is a minor gap against otherwise solid coverage.

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 each parameter including amount, percent, and the net/due coupling is already documented, establishing a baseline of 3. The description reinforces the amount/percent/default relationship but adds no syntax or format detail the schema lacks.

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 ('Invoice part of a job') plus the partial-billing scope ('an amount or a percent of its total; the rest stays to invoice later'). It also distinguishes itself from send_invoice by declaring 'Sends nothing', so an agent can separate creation from delivery 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?

Gives explicit conditional behavior: partial billing when amount/percent are supplied, 'bills everything left' when neither is. It names the follow-up alternative and the condition that selects it ('email it with send_invoice'), leaving nothing to inference.

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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