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Plutio MCP by usefulapi

Create draft invoice

plutio_create_invoice

WRITE: create a DRAFT invoice for a person or company. The client cannot pay it and nothing is emailed. Add line items with plutio_add_invoice_items. Returns the new record. POST /invoices.

Input Schema

NameRequiredDescriptionDefault
nameYesA name for the invoice.
dueDateNoDefaults to the due date in your invoice settings.
clientIdYes_id of the person or company to bill.
currencyYesCurrency code, e.g. USD.
clientTypeYesWhether clientId is a person or a company.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.2/5.0
Behavior4/5

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

Goes beyond the annotations by disclosing the critical behavioral guarantees: the client cannot pay it and nothing is emailed — which is exactly the reassurance needed for a write operation that is flagged non-destructive. It also discloses the return ('Returns the new record') and the underlying POST /invoices. It stops short of warning that non-idempotent calls may create duplicate invoices.

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?

Four short sentences, front-loaded with the WRITE marker and the draft constraint, with zero filler. Every clause (draft state, no payment, no email, next-step sibling, return, endpoint) carries distinct information.

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?

For a 5-param mutation tool with no output schema, the description covers the safety profile, the return value, and the follow-up tool. The only minor gap is whether duplicate invocations create duplicate invoices, given idempotentHint=false.

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 100%, so every parameter including the clientType enum is already documented in the schema. The description only echoes the person/company distinction and adds no format, default, or validation detail beyond what the schema provides. Baseline 3 applies.

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 + resource + state ('create a DRAFT invoice for a person or company'), which cleanly separates it from plutio_list_invoices and plutio_add_invoice_items. The 'WRITE:' prefix and explicit draft qualifier make the operation 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?

Explicitly routes the agent to plutio_add_invoice_items for line items, establishing this as the create-then-populate first step. It does not explicitly say when not to use it (e.g. for existing invoices or subscriptions), so it stops short of full when/when-not guidance.

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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