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record_invoice_payment

Record a manual payment against an invoice (cash, bank transfer, cheque, card terminal). Updates invoice status to PARTIAL or PAID based on the running total.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
noteNoInternal note about this payment
amountYesPayment amount as decimal string, e.g. "100.00"
methodYesPayment method
invoiceIdYesInvoice ID to record payment against
referenceNoExternal reference (cheque number, bank transfer ID)

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYesTool result payload — shape varies per tool, see the tool description
summaryYesOne-line human-readable summary of the action
renderTypeYesUI rendering hint for the result

TDQS

A4.2/5.0
Behavior4/5

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

Annotations already indicate this is a non-read-only, non-destructive operation. The description adds valuable behavioral context by stating that it updates invoice status to PARTIAL or PAID based on the running total, which is not captured in annotations.

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

Conciseness5/5

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

The description is two sentences, front-loads the main purpose, and includes only essential information without redundancy. Every phrase adds value.

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 tool with 5 parameters and an output schema, the description covers the key side effect (status update) and the context (manual payment). It does not discuss edge cases like overpayment, but the output schema and annotations fill most gaps, making this adequate.

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?

The input schema has 100% coverage with descriptive parameter texts, so the baseline is 3. The description does not add new parameter-level details beyond what the schema provides, but it reinforces the meaning of 'amount' via 'running total'.

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?

The description clearly states the verb 'Record' and the resource 'manual payment against an invoice', listing payment methods and the resulting invoice status update. This distinguishes it from sibling tools like create_invoice or void_invoice.

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?

The phrase 'manual payment' establishes a clear context for when to use this tool. It does not explicitly exclude alternatives, but the specific focus on manual payment methods (cash, bank transfer, cheque, card terminal) implies when this tool is appropriate.

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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TDQS

B3.3/5.0
Disambiguation2/5

Many tools have overlapping boundaries, such as generate_post_cover/attach_post_cover_from_job/upload_post_cover_from_url, update_deal/update_deal_stage/mark_deal_won/mark_deal_lost, and booking status transitions (confirm/cancel/complete/mark_no_show). The catch-all execute_tool adds further ambiguity.

Naming Consistency4/5

Nearly all tools follow a consistent verb_noun snake_case convention (create_*, list_*, get_*, update_*, delete_*, restore_*). Minor exceptions like 'clone' and 'execute_tool' are still readable and do not significantly break the pattern.

Tool Count1/5

With 223 tools, the server is extremely over-scoped. Even for a full CRM platform, this many tools overwhelms context windows and makes tool selection impractical. It far exceeds the reasonable range for an MCP server.

Completeness3/5

The surface is broad but has notable gaps: no update_booking/delete_booking, no delete_product, no send_message/send_campaign (referenced but absent), and no delete_staff/resource. Some workflows dead-end or require manual approval steps.