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Generate Sales Invoice from Quote

brc_generate_sales_invoice_from_quote
Destructive

Generates a sales invoice from a BRC quote. Preview-before-posting shows the exact POST /v1/quotes/generateSaleInvoice body (quoteId and optional entryDate/procDate only). Nothing is written until you confirm. 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.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
quoteIdYesQuote id.
procDateNoOptional invoice processing date in ISO format.
entryDateNoOptional invoice entry date in ISO format.
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.

TDQS

A4.4/5.0
Behavior5/5

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

Annotations only flag destructiveHint=true and readOnlyHint=false; the description carries the real behavioral burden and does so thoroughly. It discloses that nothing is written until explicit confirmation, that routeToken does not bypass preview or confirmation, that a call without confirmWrite returns confirmation_required with a payload preview, and that confirmWrite applies the previewed change. This far exceeds what the annotations provide and aligns with the destructive/write nature of the tool.

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 dense — roughly nine sentences — but every sentence earns its place for a destructive transactional tool. The key safety fact ('Nothing is written until you confirm') is front-loaded early, and the structure flows logically from purpose to preview behavior to token requirements to confirmation protocol without repetition.

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

Completeness5/5

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

For a complex destructive tool with no output schema, the description is unusually complete. It explains the return behavior (confirmation_required plus payload preview), the token dependency on brc_route_request, and the exact confirmation sequence. Remaining parameters like connectionRef and companyName are fully covered by the schema, so nothing essential is missing.

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 every parameter (routeToken, confirmWrite, quoteId, procDate, entryDate, companyName, connectionRef) is already documented in the schema. The description reinforces the workflow semantics of routeToken and confirmWrite but does not add new per-parameter meaning beyond what the schema already states, so the baseline score of 3 is appropriate.

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 opening sentence 'Generates a sales invoice from a BRC quote' pairs a specific verb with a concrete resource and a distinct provenance. The 'from a quote' scoping clearly separates this tool from siblings like brc_create_sales_invoice (which creates invoices without a quote source), so an agent can tell them apart 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 Guidelines4/5

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

The description gives a concrete call flow: call without confirmWrite to receive a preview, show it to the user, then call with confirmWrite only after explicit confirmation. It also states exclusions — placeholder tokens are invalid and preflight is not confirmation. It does not explicitly name the alternative for quote-less invoicing, but the workflow guidance is specific enough to route correct usage.

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.