Quotaline Commissions
Server Details
Commission payouts, statements
- Status
- Healthy
- Last Tested
- Transport
- Streamable HTTP · MCP 2025-11-25
- URL
TDQS
Scored across 3 tools
Each tool targets a clearly distinct scenario: single-rep commission calculation, two-plan comparison, and multi-rep commission statements. The descriptions include explicit 'do not use' clauses that further prevent misselection.
All three tools follow a consistent snake_case verb_noun pattern: calculate_commission, compare_comp_plans, generate_commission_statements. The naming is predictable and readable.
Three tools are well-scoped for a commission-calculation server: one for single calculations, one for plan comparison, and one for batch statements. Each tool earns its place without redundancy.
The surface covers the core workflows: single-rep payout, plan comparison, and multi-rep statement generation with CSV/Excel import. Minor gaps exist around plan management or validation, but the stated calculation domain is well covered.
Available Tools
3 toolscalculate_commissionCalculate commissionARead-onlyIdempotentInspect
Use this when the user wants to calculate sales commission for one rep: a flat rate, a tiered commission ("5% up to 50k then 8% above"), quota attainment with accelerators or decelerators, a cap, a draw against commission, split deals ("split commission 60/40"), SPIFFs, clawbacks for refunded or cancelled deals, gross-margin commission, or OTE/target variable pay. Give either a sales_total or the deals. Returns the commission per deal with the tier applied, the tier breakdown, marginal and retroactive results when the plan does not say which, the draw recovery, the amount payable now, and a PDF commission statement plus an Excel file. Does not compute taxes or take-home pay. Do not use for a whole team or an uploaded deals file (use generate_commission_statements) or for commission-free trading.
| Name | Required | Description | Default |
|---|---|---|---|
| plan | Yes | The commission plan terms: rate or tiers, quota, cap, draw, clawback rules, e.g. {"tiers":[{"up_to":50000,"rate":5},{"up_to":null,"rate":8}]}. | |
| deals | No | The rep's deals for the period, e.g. [{"deal":"Acme","amount":24000,"close_date":"2026-09-14"},{"deal":"Globex","amount":18000,"split_percent":60}]. | |
| currency | No | ISO currency code, default USD, e.g. CAD or EUR. | |
| rep_name | No | Rep name for the statement, e.g. "Maria Lopez". | |
| period_end | No | Last day of the period, e.g. 2026-09-30. | |
| sales_total | No | Total credited sales for the period when there are no individual deals, e.g. 72000. | |
| company_name | No | Company name printed on the statement, e.g. "Acme Corp". | |
| period_label | No | Label printed on statements, e.g. "September 2026" or "Q3 2026". | |
| period_start | No | First day of the commission period, e.g. 2026-09-01. Deals closed outside the period are not counted. | |
| prior_balance | No | Unrecovered draw or clawback balance owed from earlier periods, e.g. 1500. |
Output Schema
| Name | Required | Description |
|---|---|---|
| rep | Yes | |
| mode | Yes | |
| notes | Yes | |
| period | Yes | |
| currency | Yes | |
| downloads | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnly/idempotent/non-destructive, and the description goes well beyond them: it discloses the mutual-exclusivity rule for sales_total vs deals, the fallback behavior of showing both marginal and retroactive results when the plan is silent, and the returned artifacts (per-deal commission, tier breakdown, draw recovery, payable-now, PDF statement, Excel file). That is substantive behavior an agent cannot infer from structured fields.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Long, but front-loaded with the trigger and the input rule, with exclusions last. The enumerated plan-feature list is somewhat dense yet each item corresponds to a real capability (tiers, draw, cap, SPIFF, clawback, OTE), so little is wasted.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given a 10-parameter nested-schema tool with an output schema, the description covers the trigger, required input combination, notable defaults (marginal vs retroactive both shown, bonuses outside cap), what is out of scope, and what is returned. Nothing an agent needs to select or call it correctly is missing.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
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 earns above baseline by surfacing the input-combination rule ('Give either a sales_total or the deals') and by naming the natural-language plan phrasings (e.g. "5% up to 50k then 8% above", "split commission 60/40") that map onto the tier/split parameters, adding meaning beyond per-field docs.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Opens with a specific verb and resource ('calculate sales commission for one rep') and enumerates the plan shapes it handles (flat, tiered, quota attainment, draw, split, SPIFF, clawback, gross-margin, OTE). It explicitly contrasts itself with generate_commission_statements for team/uploaded-file cases, so an agent can distinguish it from siblings without opening any schema.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
States when to use it ('when the user wants to calculate sales commission for one rep') and when not ('Do not use for a whole team or an uploaded deals file (use generate_commission_statements)', 'Does not compute taxes or take-home pay', 'not for commission-free trading'). The exclusion plus a named alternative satisfies the highest bar.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
compare_comp_plansCompare comp plansARead-onlyIdempotentInspect
Use this when the user wants to compare two commission plans or comp plans ("compare these two comp plans", "which plan pays more at 120% of quota"): computes the commission each plan pays at several sales levels, the difference, and where one plan overtakes the other, with tiers, accelerators, quota percentages and caps applied, computed in cents. Does not handle draws, deal lists or taxes, and does not judge which plan is fair. Do not use for a single plan's payout (use calculate_commission).
| Name | Required | Description | Default |
|---|---|---|---|
| plan_a | Yes | First plan, e.g. {"name":"Flat 10%","rate":10}. | |
| plan_b | Yes | Second plan, e.g. {"name":"Accelerated","quota":100000,"tier_unit":"quota_percent","tiers":[{"up_to":100,"rate":8},{"up_to":null,"rate":14}]}. | |
| currency | No | ISO currency code, default USD, e.g. CAD or EUR. | |
| sales_levels | No | Sales totals to compare at, e.g. [50000, 100000, 150000]. Default: 50% to 200% of the quota. |
Output Schema
| Name | Required | Description |
|---|---|---|
| mode | Yes | |
| rows | Yes | |
| plans | Yes | |
| summary | Yes | |
| currency | Yes | |
| crossovers | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
The annotations already state that this is a read-only, idempotent, closed-world, non-destructive computation. The description usefully adds that tiers, accelerators, quota percentages and caps are applied, that results are computed in cents, and that it won't judge fairness. However, it claims "Does not handle draws", but the schema exposes draw_amount and draw_type on both plans, so it contradicts the structured data and could mislead an agent about whether draws are respected.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
One long but well-structured sentence with the trigger, the computed outputs and the scope limits, followed by two short exclusion sentences; it is reasonably front-loaded. A small amount of density could be trimmed, and the incorrect draws clause is wasted text, but overall there is little padding.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a complex nested-schema tool, the description covers the purpose, the outputs and routing, and an output schema exists so return values need not be explained. But the "does not handle draws" statement conflicts with the plan schema and leaves the agent unsure whether draw parameters matter, which is a completeness gap on a non-trivial input field.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so both the plan objects and the sales_levels/currency parameters are already well documented (defaults, examples and formats included). The description only alludes to "several sales levels" and adds no syntax or default information beyond the schema, so the baseline of 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description gives a specific verb and resource (compare two commission/comp plans) and states exactly what the output contains: payouts at several sales levels, the difference, and the crossover point. It distinguishes itself from the sibling calculate_commission by scoping itself to two plans, so an agent can separate the two without opening the schema.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
It includes concrete trigger phrases ("compare these two comp plans", "which plan pays more at 120% of quota"), an explicit exclusion ("Do not use for a single plan's payout"), and names the alternative (calculate_commission). This is the when-to-use / when-not-to-use / alternative pattern done properly.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
generate_commission_statementsGenerate commission statementsARead-onlyIdempotentInspect
Use this when the user wants commission statements for several reps, asks "how much commission did each rep earn this month", or attaches a deals export (CSV or Excel from a CRM or spreadsheet with rep, deal, amount, margin, close date, status columns; columns are matched automatically). Applies one plan to all reps (with per-rep quota, draw and prior balance overrides), handles split deals, SPIFFs, clawbacks, caps and draws, and returns a team summary, a commission statement PDF with one section per rep, and an Excel workbook listing each deal line. Does not compute taxes, withholding or take-home pay, and does not read PDF or image files. Do not use for a single quick commission question (use calculate_commission).
| Name | Required | Description | Default |
|---|---|---|---|
| file | No | The deals export to read, CSV or Excel (.xlsx), e.g. september-deals.csv, with one deal per row. | |
| plan | Yes | One plan applied to all reps (per-rep quota, draw and balance go in rep_overrides), e.g. {"rate":8,"clawback_window_days":90}. | |
| deals | No | Typed deals when there is no file, each with rep (or splits), e.g. [{"rep":"Ana","deal":"Acme","amount":30000},{"deal":"Globex","amount":20000,"splits":[{"rep":"Ana","percent":60},{"rep":"Ben","percent":40}]}]. | |
| currency | No | ISO currency code, default USD, e.g. CAD or EUR. | |
| rep_name | No | Rep to credit when the file has no rep column, e.g. "Maria Lopez". | |
| column_map | No | Only if automatic matching picks the wrong column: file header per field, e.g. {"amount":"Net Revenue","rep":"Opportunity Owner"}. | |
| period_end | No | Last day of the period, e.g. 2026-09-30. | |
| sheet_name | No | Excel sheet to read, e.g. "Closed Won". Default: the first sheet with an amount column. | |
| company_name | No | Company name printed on the statements, e.g. "Acme Corp". | |
| period_label | No | Label printed on statements, e.g. "September 2026" or "Q3 2026". | |
| period_start | No | First day of the commission period, e.g. 2026-09-01. Deals closed outside the period are not counted. | |
| rep_overrides | No | Per-rep quota, target variable, draw or prior balance, e.g. [{"rep":"Ana","quota":120000,"draw_amount":2000}]. |
Output Schema
| Name | Required | Description |
|---|---|---|
| mode | Yes | |
| reps | Yes | |
| team | Yes | |
| notes | Yes | |
| period | Yes | |
| source | Yes | |
| currency | Yes | |
| downloads | Yes | |
| reps_total | Yes | |
| columns_used | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With annotations already declaring readOnly/idempotent/non-destructive, the description still adds substantial behavioral context: which pay elements are handled (splits, SPIFFs, clawbacks, caps, draws), what is explicitly out of scope, and which three output artifacts are produced. This is well beyond what the annotations convey.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Information is front-loaded: usage triggers first, then returned artifacts, then exclusions and sibling routing. It is dense but each sentence carries weight; the only cost is that it reads as one long paragraph rather than being segmented.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a complex 12-parameter tool with nested plan/deal objects and an output schema, the description covers input formats, output artifacts, scope exclusions, and the correct sibling alternative. An agent has everything needed to decide and invoke correctly.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so the schema already documents all 12 parameters in depth. The description adds only light supplemental meaning (automatic column matching, one plan with per-rep overrides), which is honest but not needed to compensate for any gap.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description names a specific verb and resource (generate commission statements) and states the scope (several reps, one plan applied to all). It explicitly distinguishes itself from the sibling calculate_commission, so an agent can route without opening either schema.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
It gives concrete triggers (multiple reps, 'how much commission did each rep earn this month', attached deals export), names the alternative for a single quick question, and lists explicit exclusions (taxes, withholding, take-home pay, PDF/image files). Nothing is left to inference.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
3 tool updates
- First observed
calculate_commission - First observed
compare_comp_plans - First observed
generate_commission_statements
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