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complete_setup

Destructive

Preview explicit setup answers, never infer. Show changes/access/recipients; approval then proposalId+confirm:true only. Owner/revision-bound; rejects changed state. Lost reply: proposalId+status:true; never resend blindly. Re-read get_setup_status. Personal Rules need validation/activation; invites are not client access. OAuth/bank/reviews use screens. No financial writes/client acting.

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "complete_setup"
  }
}

Input Schema

NameRequiredDescriptionDefault
statusNoRead outcome; do not replay.
answersNoExplicit answers for one operation.
confirmNoApprove exact preview.
operationNoPreview operation.
proposalIdNoReturned setup proposal ID.

Output Schema

NameRequiredDescriptionDefault
resultNoVerified save/invitation/learning outcomes.
statusNoAuthoritative stage; pending is not saved.
messageNoOutcome or next action.
successYesOperation succeeded.
proposedNoExact proposed changes; show before approval.
revisionNoBound readiness revision.
operationNoSetup operation.
handoffUrlNoRequired screen; navigation is not completion.
proposalIdNoSetup proposal ID for confirm/status.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedInput schema / properties / answers / oneOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "minProperties": 1,
      -    "properties": {
      -      "businessName": {
      -        "description": "Business name.",
      -        "maxLength": 200,
      -        "type": "string"
      -      },
      -      "fiscalYearEnd": {
      -        "description": "Incorporated owner only: MM-DD.",
      -        "pattern": "^\\d{2}-\\d{2}$",
      -        "type": "string"
      -      },
      -      "homeCountry": {
      -        "description": "Supported canonical country code, e.g. USA/CA/UK.",
      -        "type": "string"
      -      },
      -      "homeCurrency": {
      -        "description": "Supported reporting currency code.",
      -        "type": "string"
      -      }
      -    },
      -    "required": [],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "ambiguousFallback": {
      -        "description": "Treatment of ambiguous items.",
      -        "oneOf": [
      -          {
      -            "enum": [
      -              "business",
      -              "personal",
      -              "untagged",
      -              "ask"
      -            ],
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "mixedUseCardLast4": {
      -        "description": "Mixed-use cards.",
      -        "items": {
      -          "description": "Last four digits.",
      -          "pattern": "^\\d{4}$",
      -          "type": "string"
      -        },
      -        "maxItems": 5,
      -        "type": "array"
      -      },
      -      "personalAmazonCategories": {
      -        "description": "Personal Amazon categories.",
      -        "items": {
      -          "description": "Category.",
      -          "enum": [
      -            "kids/baby",
      -            "pet supplies",
      -            "clothing",
      -            "home & kitchen",
      -            "food & snacks",
      -            "hobby/gaming",
      -            "health & beauty"
      -          ],
      -          "type": "string"
      -        },
      -        "type": "array"
      -      },
      -      "personalCardLast4": {
      -        "description": "Personal cards.",
      -        "items": {
      -          "description": "Last four digits.",
      -          "pattern": "^\\d{4}$",
      -          "type": "string"
      -        },
      -        "maxItems": 5,
      -        "type": "array"
      -      },
      -      "personalLifeSignals": {
      -        "description": "Personal life signals.",
      -        "items": {
      -          "description": "Signal.",
      -          "enum": [
      -            "kids",
      -            "pets",
      -            "household",
      -            "clothing"
      -          ],
      -          "type": "string"
      -        },
      -        "type": "array"
      -      },
      -      "personalSubscriptions": {
      -        "description": "Personal subscriptions.",
      -        "items": {
      -          "description": "Subscription.",
      -          "enum": [
      -            "streaming"
      -          ],
      -          "type": "string"
      -        },
      -        "type": "array"
      -      }
      -    },
      -    "required": [],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "action": {
      -        "description": "Decision.",
      -        "enum": [
      -          "skip",
      -          "no_other_inbox",
      -          "use_other_inbox",
      -          "finish",
      -          "dismiss",
      -          "resume",
      -          "visit"
      -        ],
      -        "type": "string"
      -      },
      -      "nextStep": {
      -        "description": "Optional next step.",
      -        "enum": [
      -          "personal_rules",
      -          "connect_gmail",
      -          "other_inbox",
      -          "business_name",
      -          "fiscal_year",
      -          "review_report"
      -        ],
      -        "type": "string"
      -      },
      -      "step": {
      -        "description": "Checklist step.",
      -        "enum": [
      -          "personal_rules",
      -          "connect_gmail",
      -          "other_inbox",
      -          "business_name",
      -          "fiscal_year",
      -          "review_report"
      -        ],
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "step",
      -      "action"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "answer": {
      -        "description": "User answer.",
      -        "enum": [
      -          "personal",
      -          "business",
      -          "mixed",
      -          "not_sure",
      -          "not_now"
      -        ],
      -        "type": "string"
      -      },
      -      "changeId": {
      -        "description": "Returned change ID for Undo.",
      -        "type": "string"
      -      },
      -      "distinction": {
      -        "description": "User business/personal distinction.",
      -        "type": "string"
      -      },
      -      "exceptions": {
      -        "description": "User exceptions.",
      -        "items": {
      -          "description": "Exception.",
      -          "type": "string"
      -        },
      -        "maxItems": 5,
      -        "type": "array"
      -      },
      -      "optIn": {
      -        "description": "Explicit learning consent.",
      -        "type": "boolean"
      -      },
      -      "proposalId": {
      -        "description": "Returned learning proposal ID.",
      -        "type": "string"
      -      },
      -      "questionId": {
      -        "description": "Returned question ID.",
      -        "type": "string"
      -      },
      -      "revision": {
      -        "description": "Returned learning revision.",
      -        "type": "integer"
      -      },
      -      "ruleId": {
      -        "description": "Returned rule ID.",
      -        "type": "string"
      -      },
      -      "stage": {
      -        "description": "Learning stage.",
      -        "enum": [
      -          "get",
      -          "discover",
      -          "answer",
      -          "evaluate",
      -          "activate",
      -          "refine",
      -          "undo",
      -          "remove",
      -          "dismiss"
      -        ],
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "stage"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "recipients": {
      -        "description": "Recipients to preview; sending requires confirmation.",
      -        "items": {
      -          "additionalProperties": false,
      -          "description": "Recipient.",
      -          "properties": {
      -            "email": {
      -              "description": "Recipient email.",
      -              "format": "email",
      -              "type": "string"
      -            },
      -            "name": {
      -              "description": "Recipient name.",
      -              "type": "string"
      -            }
      -          },
      -          "required": [
      -            "name",
      -            "email"
      -          ],
      -          "type": "object"
      -        },
      -        "maxItems": 10,
      -        "minItems": 1,
      -        "type": "array"
      -      }
      -    },
      -    "required": [
      -      "recipients"
      -    ],
      -    "type": "object"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "minProperties": 1,
      +    "properties": {
      +      "businessName": {
      +        "description": "Business name.",
      +        "maxLength": 200,
      +        "type": "string"
      +      },
      +      "fiscalYearEnd": {
      +        "description": "Incorporated owner only: MM-DD.",
      +        "pattern": "^\\d{2}-\\d{2}$",
      +        "type": "string"
      +      },
      +      "homeCountry": {
      +        "description": "Supported canonical country code, e.g. USA/CA/UK.",
      +        "type": "string"
      +      },
      +      "homeCurrency": {
      +        "description": "Supported reporting currency code.",
      +        "type": "string"
      +      },
      +      "homeProvince": {
      +        "description": "Explicit CA province; never infer.",
      +        "enum": [
      +          "AB",
      +          "BC",
      +          "MB",
      +          "NB",
      +          "NL",
      +          "NS",
      +          "NT",
      +          "NU",
      +          "ON",
      +          "PE",
      +          "QC",
      +          "SK",
      +          "YT"
      +        ],
      +        "type": "string"
      +      }
      +    },
      +    "required": [],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "ambiguousFallback": {
      +        "description": "Treatment of ambiguous items.",
      +        "oneOf": [
      +          {
      +            "enum": [
      +              "business",
      +              "personal",
      +              "untagged",
      +              "ask"
      +            ],
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "mixedUseCardLast4": {
      +        "description": "Mixed-use cards.",
      +        "items": {
      +          "description": "Last four digits.",
      +          "pattern": "^\\d{4}$",
      +          "type": "string"
      +        },
      +        "maxItems": 5,
      +        "type": "array"
      +      },
      +      "personalAmazonCategories": {
      +        "description": "Personal Amazon categories.",
      +        "items": {
      +          "description": "Category.",
      +          "enum": [
      +            "kids/baby",
      +            "pet supplies",
      +            "clothing",
      +            "home & kitchen",
      +            "food & snacks",
      +            "hobby/gaming",
      +            "health & beauty"
      +          ],
      +          "type": "string"
      +        },
      +        "type": "array"
      +      },
      +      "personalCardLast4": {
      +        "description": "Personal cards.",
      +        "items": {
      +          "description": "Last four digits.",
      +          "pattern": "^\\d{4}$",
      +          "type": "string"
      +        },
      +        "maxItems": 5,
      +        "type": "array"
      +      },
      +      "personalLifeSignals": {
      +        "description": "Personal life signals.",
      +        "items": {
      +          "description": "Signal.",
      +          "enum": [
      +            "kids",
      +            "pets",
      +            "household",
      +            "clothing"
      +          ],
      +          "type": "string"
      +        },
      +        "type": "array"
      +      },
      +      "personalSubscriptions": {
      +        "description": "Personal subscriptions.",
      +        "items": {
      +          "description": "Subscription.",
      +          "enum": [
      +            "streaming"
      +          ],
      +          "type": "string"
      +        },
      +        "type": "array"
      +      }
      +    },
      +    "required": [],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "action": {
      +        "description": "Decision.",
      +        "enum": [
      +          "skip",
      +          "no_other_inbox",
      +          "use_other_inbox",
      +          "finish",
      +          "dismiss",
      +          "resume",
      +          "visit"
      +        ],
      +        "type": "string"
      +      },
      +      "nextStep": {
      +        "description": "Optional next step.",
      +        "enum": [
      +          "personal_rules",
      +          "connect_gmail",
      +          "other_inbox",
      +          "business_name",
      +          "fiscal_year",
      +          "review_report"
      +        ],
      +        "type": "string"
      +      },
      +      "step": {
      +        "description": "Checklist step.",
      +        "enum": [
      +          "personal_rules",
      +          "connect_gmail",
      +          "other_inbox",
      +          "business_name",
      +          "fiscal_year",
      +          "review_report"
      +        ],
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "step",
      +      "action"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "answer": {
      +        "description": "User answer.",
      +        "enum": [
      +          "personal",
      +          "business",
      +          "mixed",
      +          "not_sure",
      +          "not_now"
      +        ],
      +        "type": "string"
      +      },
      +      "changeId": {
      +        "description": "Returned change ID for Undo.",
      +        "type": "string"
      +      },
      +      "distinction": {
      +        "description": "User business/personal distinction.",
      +        "type": "string"
      +      },
      +      "exceptions": {
      +        "description": "User exceptions.",
      +        "items": {
      +          "description": "Exception.",
      +          "type": "string"
      +        },
      +        "maxItems": 5,
      +        "type": "array"
      +      },
      +      "optIn": {
      +        "description": "Explicit learning consent.",
      +        "type": "boolean"
      +      },
      +      "proposalId": {
      +        "description": "Returned learning proposal ID.",
      +        "type": "string"
      +      },
      +      "questionId": {
      +        "description": "Returned question ID.",
      +        "type": "string"
      +      },
      +      "revision": {
      +        "description": "Returned learning revision.",
      +        "type": "integer"
      +      },
      +      "ruleId": {
      +        "description": "Returned rule ID.",
      +        "type": "string"
      +      },
      +      "stage": {
      +        "description": "Learning stage.",
      +        "enum": [
      +          "get",
      +          "discover",
      +          "answer",
      +          "evaluate",
      +          "activate",
      +          "refine",
      +          "undo",
      +          "remove",
      +          "dismiss"
      +        ],
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "stage"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "recipients": {
      +        "description": "Recipients to preview; sending requires confirmation.",
      +        "items": {
      +          "additionalProperties": false,
      +          "description": "Recipient.",
      +          "properties": {
      +            "email": {
      +              "description": "Recipient email.",
      +              "format": "email",
      +              "type": "string"
      +            },
      +            "name": {
      +              "description": "Recipient name.",
      +              "type": "string"
      +            }
      +          },
      +          "required": [
      +            "name",
      +            "email"
      +          ],
      +          "type": "object"
      +        },
      +        "maxItems": 10,
      +        "minItems": 1,
      +        "type": "array"
      +      }
      +    },
      +    "required": [
      +      "recipients"
      +    ],
      +    "type": "object"
      +  }
      +]
  2. Added

TDQS

A4.1/5.0
Behavior4/5

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

Annotations only say destructive/openWorld; the description adds the critical two-phase preview-then-confirm contract, owner/revision binding with rejection of changed state, and idempotent recovery via status:true. It does not spell out side effects of a confirmed invite (real emails sent) beyond the generic 'Show changes/access/recipients', which keeps it short of a 5.

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?

Very short and front-loads the preview-then-confirm rule before recovery and escape-hatch guidance. The telegraphic fragment style ('Owner/revision-bound; rejects changed state') packs information but is harder to parse than full sentences, so it stops just short of ideal.

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?

An output schema exists, so return values needn't be explained, and the high-risk behaviors (confirmation, state binding, retry, exclusions) are all covered. What is missing is per-operation semantics for personal_learning and setup_decision, which the agent must infer from the schema enums alone.

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 coverage is 100% and every parameter is documented inline, so the baseline is 3. The description reinforces the two allowed call shapes (proposalId+confirm:true, proposalId+status:true) and the 'never infer' rule for answers, adding some meaning beyond the schema but not detailing the answers union or stage enum values.

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 'Preview explicit setup answers, never infer' states a specific action (preview setup answers) and a key constraint (no inference). It differentiates from the read-only sibling by pointing to get_setup_status for status re-reads, though it never enumerates the five operations (general_settings, personal_rules, setup_decision, personal_learning, invite_clients) that the schema lists.

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 routing is given for each mode: approval path is 'proposalId+confirm:true only', lost-reply path is 'proposalId+status:true; never resend blindly', and status polling should go to get_setup_status. It also carves out exclusions — OAuth/bank/reviews use screens, no financial writes or client acting — so an agent knows when this tool is the wrong choice.

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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