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Draft a quotation or invoice

build_document
Read-onlyIdempotent

Builds a complete quotation or invoice from line items, optionally starting from a template, and totals it. Returns a url that opens this document, filled in, on QuoteBill; nothing is saved to any account. Give them that url exactly as returned. When the document is in a language other than the one the person is writing to you in, pass that one as interfaceLanguage, so the page opens in their language.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
toNoWho the document is for.
fromNoWho is issuing the document.
notesNoNotes shown on the document.
termsNoPayment or acceptance terms.
regionNoCanadian province or territory code (for example QC, ON). Only accepted when country is CA.
countryYesTwo-letter ISO country code of the place of supply, for example KR, JP, DE, GB.
docTypeNoDefaults to the template's type, or quotation.
dueDateNoDate written as YYYY-MM-DD that an invoice is payable by.
taxRateNoTax rate as a percentage, for example 10 for 10%. Overrides the published rate. Use it where the country has no single rate, such as the United States.
languageNoLanguage the document is written in — its headings, labels and dates — usually the customer's. Any of the 33 languages QuoteBill is written in, as a two-letter code such as en, ko, ja, zh, de, fr, es, ar or th. When left out: the template's own language, else interfaceLanguage, else en.
issueDateNoDate written as YYYY-MM-DD. Defaults to today.
lineItemsYesLine items. A row with type "header" is a section heading and is not charged.
validUntilNoDate written as YYYY-MM-DD that a quotation is good until.
templateSlugNoOptional template to take the layout from.
documentNumberNoYour reference for this document.
interfaceLanguageNoLanguage the person reads QuoteBill in: the page the url opens is in this language. Usually the language they are writing to you in. Any of the 33 languages QuoteBill is written in, as a two-letter code such as en, ko, ja, zh, de, fr, es, ar or th. When left out: language, else en.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
taxYes
urlYesOpens this document, filled in, on QuoteBill. The part after # is the document itself and never leaves the person's browser; pass the url on whole.
nextYesWhat to tell the person next.
totalsYes
documentYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true and idempotentHint=true, and the description reinforces this with "nothing is saved to any account." It also adds useful behavior beyond annotations: the tool returns a URL, the agent should "Give them that url exactly as returned," and interfaceLanguage controls the page's language.

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 compact and front-loaded: the first sentence states the core action, the second explains the return value and side-effect-free behavior, the third gives a direct instruction, and the fourth adds a parameter-use rule. Every sentence earns its place with no filler.

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 16-parameter tool with nested objects and an output schema, the description is complete: it covers what is built, what is returned, that nothing persists, how to handle the returned URL, and how to handle language mismatches. The schema and output schema cover the remaining parameter details.

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

Parameters4/5

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

Schema coverage is 100%, so the baseline is 3. The description adds meaningful parameter-level guidance by explaining when to set interfaceLanguage: when the document language differs from the language the person is writing in. This goes beyond the schema's generic description and helps the agent choose the correct value.

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 states a specific verb and resource: "Builds a complete quotation or invoice from line items," optionally starting from a template and totaling it. This clearly distinguishes it from sibling tools like calculate_totals, get_template, and search_templates by emphasizing the end-to-end document-building behavior and the returned URL.

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 clear context for when to use the tool: when building a complete quotation or invoice, and it adds operational guidance such as passing interfaceLanguage when the document language differs from the user's language. It does not explicitly name alternatives or say when not to use it, but the context is strong enough for an agent to route correctly.

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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