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Create an invoice, quote or receipt PDF

create_invoice
Read-onlyIdempotent

Use this when the user wants to make, create, generate or send an invoice, bill, quote, estimate or receipt, or asks for an "invoice PDF" or "invoice template filled in". Calculates line totals, tax, discount and shipping and returns a download link to a print-ready PDF plus the totals. Ask for missing essentials (who it is for and the items with prices) before calling; the seller details are optional.

Input Schema

NameRequiredDescriptionDefault
toNoThe customer
dateNoIssue date YYYY-MM-DD (default today)
fromNoThe seller (the user's business)
typeNoinvoice
itemsYes
notesNoThank-you note, bank details or terms
styleNo
numberNoDocument number, e.g. INV-0042
dueDateNoExact due date YYYY-MM-DD, if given
currencyNoISO code, e.g. USD, EUR, GBP, CAD, AUDUSD
shippingNo
taxLabelNoTax, VAT, GST, Sales tax…
dueInDaysNoPayment terms in days (0 = due on receipt). Default 14.
paperSizeNo
paymentLinkNoAn https payment link to print on the PDF (optional)
paymentMethodNoReceipts only: how it was paid
discountPercentNoDiscount on the whole document

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • addedInput schema / properties / items / examples
      Added value: +[
      +  [
      +    {
      +      "description": "Web design (hours)",
      +      "quantity": 12,
      +      "unitPrice": 85
      +    }
      +  ]
      +]
  2. First observed

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already establish the safety profile (readOnlyHint=true, idempotentHint=true, destructiveHint=false), and the description usefully adds that this is a stateless generator returning a download link rather than persisting a record. It also discloses that totals, tax, discount and shipping are computed. It stops short of noting the 60-item cap or whether generated documents are retrievable later.

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?

Two sentences plus a short clause, with the trigger condition and output described up front. The synonym list is long but serves recall; there is no filler or repetition, though the first sentence is dense enough that it could be split for scannability.

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 17-parameter tool with nested objects and no output schema, the description carries the important missing pieces: what the tool returns (link + totals) and the prerequisite inputs. It omits operational limits (max 60 items) and defaults, which are the only notable gaps.

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 71%, just under the high-coverage threshold, and the description only touches the most important parameters: required 'items' with prices and the optional 'to'/'from' seller details. It adds no meaning for the other 14 parameters (tax, shipping, currency, style, dueInDays, paperSize, paymentLink, etc.) beyond what the schema already documents.

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 (make/create/generate/send) and resource (invoice, bill, quote, estimate, receipt) and explicitly covers user phrasings like 'invoice PDF'. It also declares the output artifact (print-ready PDF download link plus totals), so an agent knows exactly what the tool produces without opening the 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?

Explicit trigger conditions are given ('when the user wants to make, create, generate or send...'), plus a behavioral precondition: ask for missing essentials (recipient and priced items) before calling, with seller details marked optional. No sibling tools exist, so no alternative routing is needed.

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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