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Create Sales Credit Note

brc_create_sales_credit_note
Destructive

Creates a sales credit note with a caller-supplied reference and reconciled negative document amounts. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placeholder tokens are invalid. A routeToken does not bypass preview or explicit-confirmation requirements. A call without confirmWrite: true returns confirmation_required and a payload preview. confirmWrite: true applies the previewed change after explicit confirmation. Passing preflight is not confirmation. Requires confirmCounterpartyExplicit: true; confirmation is scoped to the counterparty selected for the current preview.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
noteYes
acCodeYes
procDateYes
quantityYes
entryDateYes
netAmountYes
productIdYes
referenceNo
saleRepIdYesSales rep id from brc_list_sales_reps.
unitPriceYes
vatRateIdYes
customerIdYes
routeTokenYesOpaque routeToken from brc_route_request for this action workflow. Required for transactional tools. Routing permission only — does not replace preview-before-posting or confirmWrite.
accountCodeYes
companyNameYesCompany context name, for example YOUR-COMPANY-NAME.
descriptionYes
productCodeYes
saleRepCodeYesSales rep code from brc_list_sales_reps.
confirmWriteNoMust be true only after a plain-English preview before posting has been shown in the current conversation and the user explicitly confirmed posting (for example yes, create it / post it now / confirm). Never set true on the first call or because the user initially asked to create something. Nothing is written to Big Red Cloud until you confirm.
connectionRefNoOpaque Red connection reference returned by brc_confirm_company_connection. Pass this exact value on every later tool call when the MCP client rotates session ids (for example Vibe/Mistral). Keep reusing the same connectionRef after successful tool calls — do not start a new connection because a lookup returned empty or partial data. It is not an API key and does not contain credentials.
vatPercentageYes
bookTranTypeIdYes
analysisCategoryIdYes
confirmCrAnalysisCategoryNoSet true only after the user confirms a CR sales analysis account code is intentional for this product line.
confirmCounterpartyExplicitNoMust be true only after the user explicitly named or confirmed the customer, supplier, or other counterparty in the current conversation. Never set true because a customer or supplier appeared in an earlier preview, was inferred from context, or was filled in without the user's explicit choice in this conversation.

TDQS

B3.4/5.0
Behavior5/5

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

The description extensively discloses behavioral requirements beyond the annotations: the routeToken flow, its validity, that it does not bypass preview/confirmation, the confirmWrite semantics, and the confirmCounterpartyExplicit requirement. It also clarifies that passing preflight is not confirmation and that nothing is written until confirmWrite. This is rich, non-obvious context that greatly helps the agent.

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 description is detailed but well-structured, front-loading the core purpose and then logically progressing through token, preview, and confirmation requirements. Each sentence adds meaningful information; it is not padded. It could be slightly more compact, but given the complexity of the workflow, the length is justified.

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

Completeness3/5

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

Given 25 parameters, 20 required, and no output schema, the description covers the critical confirmation workflow and routeToken handling well. However, it does not describe the success response format, error scenarios beyond confirmation_required, or date/format constraints. An agent may still be uncertain about what a successful confirmWrite returns or how to handle validation errors, leaving incomplete guidance for a complex mutation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is only 32%, and the description does not compensate by explaining most parameters. It mentions 'caller-supplied reference' and 'negative document amounts' at a high level, but does not describe key fields like companyName, customerId, acCode, dates, product, etc. The description adds little semantic value beyond what the schema already provides for the few covered parameters.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the action (creates a sales credit note) and adds specific characteristics (caller-supplied reference, reconciled negative document amounts). It does not explicitly mention sibling alternatives like brc_create_sales_credit_note_gen_ref or brc_update_sales_credit_note, so it lacks explicit differentiation, but the verb and resource are unambiguous.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

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

There is no explicit guidance on when to use this tool versus alternatives such as batch creation or gen_ref tools. It discusses prerequisites (routeToken, confirmation) but not the situational context for choosing this tool over others. An agent would have to infer that this is the single-document create path.

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

B3.2/5.0
Disambiguation4/5

Most tools have a clear single resource-and-action focus, and the systematic naming helps an agent separate create/get/update/delete/list operations. The main confusion risks are the help/search cluster (red_help, find_help_resources, get_help_resource_details) and the payment/cash-payment/batch-payment variants, which require careful reading of the descriptions to avoid misselection.

Naming Consistency4/5

The brc_ prefix with snake_case verb_noun naming is used consistently across the vast majority of tools, e.g. brc_list_customers, brc_create_sales_invoice, brc_delete_purchase. A few noun-style names like brc_company_readiness_check, brc_grouped_nominal_accounts_report, and brc_red_help break the pattern, but these are minor deviations.

Tool Count1/5

159 tools is an extreme count for an MCP server, well beyond the 50+ threshold described as an extreme mismatch. While the accounting domain is broad, the surface is inflated by batch variants, generated-reference variants, and without-dormant list variants that could be consolidated.

Completeness4/5

Core accounting entities have strong lifecycle coverage: customers, suppliers, products, sales reps, bank accounts, quotes, sales invoices/entries/credit notes, purchases, payments, cash receipts, accruals, prepayments, and nominal journal batches all support relevant CRUD and batch operations. Minor gaps include the quote update being limited to the reference only, no update/create tools for VAT categories or company settings, and email sending being limited to quotes, invoices, and statements.