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Invoice payload for accepted milestones

milestone_payload

Build the delivered-and-accepted deliverables as invoice_create-ready items in MAJOR units and quote_create-ready items in MINOR units, with VAT at the shared profile rate. Writes nothing. Pro.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_ofNoBill what had been accepted by this date, YYYY-MM-DD. Defaults to today
scheduleYesThe schedule id, e.g. DS-2026-0001, the reference it delivers, e.g. WO-2026-0001, or its title
tax_rateNoVAT percent for deliverables with no rate of their own, overriding the shared business profile's default
issue_dateNoThe invoice issue date, YYYY-MM-DD. Default today

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.6/5.0
Behavior3/5

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

With no annotations, the description carries the burden, and it does disclose the important read-only trait ('Writes nothing') and the profile-rate VAT behavior. It does not describe the return shape, error behavior, or whether any external lookup happens, so transparency is adequate but incomplete.

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 core purpose is front-loaded in a single dense sentence and the read-only note is a useful second beat. Minor deduction for the unexplained 'Pro.' fragment, which adds no information.

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?

The definition is adequate for selecting and invoking the tool because inputs are fully documented and the output target is clear. Without an output schema, though, the description should say more about the returned payload shape, and it also does not explain what happens when no accepted milestones exist.

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

Parameters3/5

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 four parameters. The description adds context that the result is prepared for invoice/quote and uses the shared profile VAT rate, but it does not add details about how as_of, schedule, tax_rate, or issue_date map into the output beyond the 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?

States a specific verb ('Build') and a specific resource ('delivered-and-accepted deliverables'), and precisely defines the output as invoice_create-ready items in MAJOR units and quote_create-ready items in MINOR units with VAT. This clearly distinguishes it from sibling schedule/deliverable management tools.

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 description implies the tool is for turning accepted milestones into invoice/quote payload items, and the 'Writes nothing' note signals a read-only utility. However, it never explicitly says when to prefer it over sibling tools or when not to use it, leaving the agent to infer the decision.

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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