Skip to main content
Glama

Red by Big Red Cloud

Create Sales Invoice with Generated Reference

brc_create_sales_invoice_gen_ref
Destructive

Creates a sales invoice using generated references and reconciled product, VAT and Sales-analysis lines. Missing customer contact values remain absent. 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
payloadYesRaw BRC payloads for multi-line sales invoices must use `productTrans[]` (one object per product line). Each product line must include its own nested `acEntries[]` for Sales analysis posting — do not send a top-level `acEntries` array on the invoice. Required header fields include customerId, acCode, entryDate, procDate, saleRepId, saleRepCode, bookTranTypeId, totalNet, totalVAT, total, and unpaid. Red validates line amounts, nested analysis values, qty × unit price (using useTaxInclusiveUnitPrice), and header totals before posting, and returns all validation issues together when the payload does not reconcile. Preview-before-posting still shows what Red will post and waits for confirmation before anything is written to Big Red Cloud.
priceBasisNoRequired when Gross Price Entry is enabled. Use `gross` when unit prices are VAT-inclusive/gross. Use `net` when unit prices are VAT-exclusive/net.
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.
companyNameYesCompany context name, for example YOUR-COMPANY-NAME.
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.
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

A3.9/5.0
Behavior5/5

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

Annotations only expose destructiveHint=true/readOnlyHint=false, so the description carries the burden and carries it exceptionally well: it discloses token validity scope, that placeholder tokens are invalid, that a token does not bypass preview/confirmation, the exact two-phase confirmWrite behavior, that preflight is not confirmation, and the counterparty-confirmation scoping. It also reveals the side effect that missing customer contact values remain absent. No contradiction with annotations.

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 a dense single paragraph but well ordered: purpose first, then token lifecycle, then preview/confirm protocol, then counterparty scoping. Nearly every sentence earns its place. Minor redundancy exists with the schema's routeToken and confirmWrite parameter text, but the description stands alone appropriately for a tool this complex.

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?

This is a complex transactional tool (8 parameters, deep nested payload, destructive, confirmation-gated) with no output schema, so the description must cover the operational protocol — and it does, thoroughly: token requirements, the non-confirmed return shape, the preflight caveat, and counterparty confirmation scoping. The one gap is that the success-path return (what confirmWrite true ultimately yields, e.g. the created invoice identifier) is never stated.

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 the baseline is 3. The description mostly reinforces what the schema already states about routeToken, confirmWrite, and confirmCounterpartyExplicit rather than adding new per-parameter meaning. It does add one behavioral detail — that a non-confirmed call returns confirmation_required with a payload preview — but does not elaborate on formats, dates, or success-path outputs.

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 opening sentence states a specific verb and resource: 'Creates a sales invoice using generated references and reconciled product, VAT and Sales-analysis lines.' The 'generated references' qualifier captures the distinguishing trait of the gen_ref variant. However, it never names or contrasts the siblings brc_create_sales_invoice (non-generated reference) or brc_generate_sales_invoice_from_quote, leaving the agent to infer the difference.

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

Usage Guidelines3/5

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

There is dense operational guidance: a valid routeToken is required, calls without confirmWrite true return confirmation_required plus a preview, preflight is not confirmation, and confirmCounterpartyExplicit must be true. But the description gives zero guidance on when to choose this tool over brc_create_sales_invoice or brc_generate_sales_invoice_from_quote, which are the key selection decisions an agent faces.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

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.