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Prepare a form from documents

prepare_form

Prepare a form from documents: a proposal of every answer with its source, what is missing, and where documents disagree, before writing, plus attachments for a package. Same inputs as fill_form_from_context (form_id for a form already in the library, or pdf_url/pdf_base64 for a new one, plus context_text and/or context_urls), but nothing is written into the PDF: read the proposal, answer what is missing, then commit. policy is safe (write high and medium confidence) or strict (high only). Returns a job_id and a proposal_id; poll get_job about every 20 seconds. Billed as one context fill; the first 5 each month are free. Optional retention: ephemeral or account_default (default: the account's own setting). Ephemeral processing: source and output documents are deleted 60 to 70 minutes after the last activity on a form.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
policyNosafe
form_idNo
libraryNo
pdf_urlNo
retentionNo
pdf_base64No
context_textNo
context_urlsNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

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 declare readOnlyHint=false, but the description adds critical behavioral context: it creates a proposal (job_id/proposal_id), does not modify the PDF, discloses billing ('first 5 each month are free'), and specifies ephemeral retention with deletion timing (60-70 minutes after last activity). 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 dense but not wasteful; each sentence contributes (purpose, inputs, behavior, billing, retention). It front-loads the core purpose and usage distinction. Slightly long but appropriate given the tool's complexity.

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?

It covers the essential operational details: inputs, proposal contents, policy, output (job_id/proposal_id), polling interval, billing, and retention. The only gap is the unexplained 'library' parameter. Given the output schema exists and other details are thorough, it is nearly complete.

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?

With schema description coverage at 0%, the description carries the burden. It explains form_id vs pdf_url/pdf_base64, context_text/context_urls, policy (safe/strict), and retention (ephemeral/account_default). However, it does not explain the 'library' parameter, leaving one parameter undocumented. Still, it adds substantial meaning beyond raw schema.

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+resource: 'Prepare a form from documents' and clarifies it produces a proposal (answers with sources, missing items, disagreements) before writing. It explicitly distinguishes itself from fill_form_from_context (which writes) and commit_proposal (which commits), making its purpose unambiguous.

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?

It directly says 'Same inputs as fill_form_from_context ... but nothing is written into the PDF: read the proposal, answer what is missing, then commit.' This names the alternative tool and provides a clear when-to-use condition. It also explains policy options and the follow-up action.

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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