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SOS Inventory MCP by usefulapi

List other transactions

sosinventory_list_transactions
Read-only

List any SOS transaction type: invoices, estimates, sales receipts, item receipts, shipments, pick tickets, work orders, builds, adjustments, transfers, RMAs, returns, returns to vendor, rentals, rental returns and processes. Filters: query, date range, updated_since; status (open/closed; invoices voided/notvoided; estimates accepted/pending/closed/rejected; not available for transfers, shipments, builds, returns, item receipts, processes); location (transfers, rentals and rental returns take from_location/to_location instead). GET /api/v2/{type}.

Input Schema

NameRequiredDescriptionDefault
toNoTransaction date on or before this (YYYY-MM-DDTHH:MM:SS). `from` is optional.
fromNoTransaction date on or after this (YYYY-MM-DDTHH:MM:SS). `to` is optional.
typeYesTransaction type (the API endpoint name).
queryNoFree-text search over number, customer/vendor name, reference fields and similar.
startNo1-based row number to start at (default 1). Pass next_start from the previous reply to read the next page.
statusNoStatus filter; the allowed values depend on the type (see the tool description).
summaryNotrue (default) = summary records without line items and long sub-lists; false = full records.
locationNoLocation name.
max_resultsNoRows per call, 1-200 (default 50).
to_locationNoTransfers, rentals, rental returns: the destination location name.
from_locationNoTransfers, rentals, rental returns: the source location name.
updated_sinceNoOnly transactions created or updated since this local date-time (YYYY-MM-DDTHH:MM:SS).

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.8/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false, openWorldHint=true. The description adds behavior the annotations cannot: which types reject the status filter and which types swap location for from/to_location. It does not describe pagination or response shape, but the schema covers the paging contract.

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?

Two sentences, the resource and type enumeration are front-loaded, and the filter caveats follow. The long type list is dense but necessary for an 18-value enum; little waste overall.

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 12 parameters, no output schema, and read-only annotations, the description covers all filter dimensions and the type-specific exceptions. It omits return shape, pagination behavior, and explicit sibling routing, which are modest gaps for an already well-annotated read tool.

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?

Schema coverage is 100%, so baseline is 3. The description earns above baseline because the status enum's schema text defers to the description ('see the tool description') for per-type validity, and the description actually supplies that mapping, plus the location substitution rule, which the schema only half-states.

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?

States a specific verb ('List') and resource ('any SOS transaction type'), then enumerates all 18 supported types and names the backing endpoint GET /api/v2/{type}. It is clear apart from the more specialized list_sales_orders and list_purchase_orders siblings, though it never explicitly says 'use this for mixed/other types, use the specific list tools for a single document type'.

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?

Explains filter semantics (status allowed values per type, location vs from_location/to_location for transfers/rentals) which is real when-to-use context. However, it gives no guidance on when to prefer this generic lister over the sibling list_sales_orders / list_purchase_orders / list_items tools, leaving that routing to inference.

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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