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QuoteBuild

Create quote draft

create_quote_draft

Creates an unsent quote from an owned, versioned estimate and recalculates every monetary total inside QuoteBuild.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "idempotencyKey": "<idempotencyKey>",
      "jobId": "<jobId>",
      "expectedVersion": "<expectedVersion>",
      "quoteNumber": "<quoteNumber>"
    },
    "name": "create_quote_draft"
  }
}

Input Schema

NameRequiredDescriptionDefault
jobIdYes
notesNo
validUntilNo
quoteNumberYes
idempotencyKeyYes
expectedVersionYes
estimateVersionNumberNo

Output Schema

NameRequiredDescriptionDefault
okYes
dataNo
errorNo
warningsYes
provenanceNo
assumptionsYes
nextActionsYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.5/5.0
Behavior4/5

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

Annotations only declare it is a non-destructive, closed write; the description adds real context: the output is unsent, the source must be an owned and versioned estimate, and all monetary totals are recalculated in QuoteBuild as a side effect. It stops short of disclosing failure modes (stale version, idempotency replay, insufficient ownership), which are exactly the risks this write tool carries.

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?

A single front-loaded sentence with no filler; the verb, source, and consequence appear in order of importance.

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

Completeness3/5

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 need not be explained, and the description covers preconditions and the recalculation side effect. But with 7 parameters at 0% schema coverage, an agent cannot tell from the definition what idempotencyKey or expectedVersion must contain, leaving a real gap for a mutation tool.

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

Parameters2/5

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

Schema description coverage is 0% across 7 parameters, so the description carries the full burden for explaining them and does not. Only the general notion of 'owned, versioned estimate' gestures at expectedVersion/estimateVersionNumber; idempotencyKey, quoteNumber, validUntil, notes, and jobId get no meaning added.

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?

States a specific verb and resource ('Creates an unsent quote') plus its source ('from an owned, versioned estimate') and a side effect ('recalculates every monetary total inside QuoteBuild'). It is clear what the tool does, though it never names a sibling like create_invoice_draft or send_quote to sharpen the distinction.

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?

The word 'unsent' implies this is a pre-send step, indirectly pointing at send_quote / prepare_quote_send later in the workflow, and 'from an owned, versioned estimate' implies a prior estimate must exist. However, no explicit when-to-use vs when-not guidance or named alternative is given.

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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