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Proposal Templates

estimate_templates
Read-only

The business's proposal templates and the lines each one starts with. Call before create_estimate when the owner names a template.

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": "estimate_templates"
  }
}

Input Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already cover the safety profile (readOnlyHint=true, openWorldHint=false), so the bar is lower; the description adds useful substance by revealing that the result includes each template's starting line items, not just template names. It says nothing about ordering, volume, or what an empty result means when no templates exist.

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?

Two sentences with no filler: the resource description first, then the call-site guidance. Every clause carries information an agent needs.

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?

With no parameters and no output schema, the description compensates by describing the return content and the sequencing relative to create_estimate. Minor gap: it does not clarify output shape beyond 'lines each one starts with', which could leave an agent guessing how to hand those lines to create_estimate.

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?

The tool takes zero parameters, so there is no parameter semantics to explain and the baseline is 4. The description correctly implies no arguments are needed to enumerate templates.

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 description names a specific resource (the business's proposal templates) and even the payload it returns (the lines each template starts with), which an agent can distinguish from siblings like create_estimate. It lacks an explicit retrieval verb, but the read intent is unambiguous.

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?

It gives a concrete trigger condition ('when the owner names a template') and points at the sibling it relates to (create_estimate) along with ordering ('call before'). It stops short of stating when not to call or what to do if the named template is absent, so the exclusions are only implied.

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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