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milestone-schedule

Open a delivery schedule

delivery_schedule_create

Open a delivery schedule against a quote, work order or change order and return its DS-YYYY-NNNN number: the reference, its own date, the client, a title and the currency. Free tier: 3 open.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
noteNo
titleYesWhat the job is, in one line, e.g. Website rebuild, phase one
clientYesThe client the work is delivered to, as named on the reference document
currencyNoISO code the deliverables are priced in. Defaults to the shared business profile's currency
referenceYesThe quote, work order or change order this schedule delivers, by its id, e.g. WO-2026-0001, Q-2026-0003 or CO-2026-0001
reference_dateYesThe date on the reference document itself, YYYY-MM-DD. No due date and no delivery may fall before it
reference_kindNoWhat the reference is. Inferred from the id when omitted: WO- is a work order, CO- a change order, anything else a quote

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

B3.3/5.0
Behavior3/5

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

The description adds useful behavioral context by stating the tool returns a DS-YYYY-NNNN number and listing the returned fields, as well as noting the free-tier limit of 3 open schedules. However, annotations are all false and provide no safety profile, so the description still does the heavy lifting; it does not disclose side effects, duplicate behavior, or what 'open' fully implies.

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 tight sentences with no filler. The core action and return value are front-loaded, and the free-tier constraint is a concise, relevant addendum. Every part of the description earns its place.

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?

Together with the rich schema, the description covers the inputs and the primary return shape reasonably well. But it omits explicit creation semantics, idempotency or duplicate handling, and any error or limit behavior beyond the free-tier cap, so an agent still has to infer some call-time behavior. Adequate for a moderately simple create tool, but not complete.

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 description coverage is 86%, so the input schema already documents most parameters well. The description restates the reference types and return fields, but adds little beyond the schema; the free-tier note is not parameter-specific. This is an adequate baseline case where the schema carries the semantic weight.

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 clearly states the action ('Open a delivery schedule'), the resource types it applies to (quote, work order, change order), and the key output (the DS-YYYY-NNNN number). It is clear about what the tool does, and the resource-scope helps set it apart from generic schedule tools, though it does not explicitly contrast with sibling get/list tools.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

There is no guidance about when to use this tool versus alternatives such as delivery_schedule_get or delivery_schedule_list. The description implies it is used for creating a schedule against an existing reference, but it does not state prerequisites, exclusions, or when a sibling tool would be more appropriate.

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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