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Taokeh MCP server

File quote draft

create_quote_draft

File a quotation DRAFT into Taokeh from a request you've read or been told. A quote is an ESTIMATE — it does NOT post to the books or move stock; it creates a pending draft the user reviews and approves in Taokeh, which posts a real quotation they can then convert to an invoice or delivery order. Shape the fields with resolve_customer + resolve_product first. The server re-computes every line quantity from the tally and the grand total (with SST) — so present your working, but the server's figures are authoritative. A quote may have no customer (a walk-in estimate). Set needsReview and add a SHORT reviewer note in notes (one or two sentences naming what to double-check — not lengthy reasoning) for any doubt. If you read the request off a document, attach the original document you extracted from — the owner sees it beside the draft at review (s.82 record-keeping) and it lands on the posted quote automatically on approval. Small files: attachmentBase64 + attachmentMediaType inline. Send attachmentBytes (the original file’s decoded size) with it so a truncated base64 is rejected instead of filed. Anything bigger: request_attachment_upload → PUT the bytes → pass the returned attachmentToken — unless your shell cannot reach taokeh.my (a sandboxed client behind a network allowlist), in which case inline it anyway, with attachmentBytes; never both. ⛔ LINE KEYS ARE STRICT (2026-09-09): a key this schema does not list is REFUSED BY NAME — with the key it probably meant — and NOTHING is filed. Unknown keys used to be dropped in silence, which let a line through with its price or its tax code missing.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
termNoPayment term carried onto the quote, e.g. 'Net 30'. Defaults to 'Due on Receipt'.
linesYes
notesNoA SHORT reviewer note: one or two plain sentences, written in the reviewer's language, flagging what the human should double-check before approving — a smudged or ambiguous total, a vendor/customer you weren't sure of, a judgment call you made. The reviewer reads this on a small approval card, so keep it brief and human. This is NOT a place to dump lengthy reasoning, your working, or boilerplate — just the one thing to check. Leave it empty when there is nothing to flag.
customerNo
quoteDateYes
referenceNo
customerIdNo
validUntilNoOptional "valid until" date for the quotation (YYYY-MM-DD).
needsReviewNo
printedTotalNo
attachmentBytesNoThe decoded byte size of the ORIGINAL file on disk — send it alongside attachmentBase64 and the server rejects a truncated paste instead of filing a corrupt file.
attachmentTokenNoThe token from request_attachment_upload, AFTER you have PUT the file bytes to its uploadUrl. Use this instead of attachmentBase64 for any real photo/PDF — it carries the file out-of-band (no base64 in this call). Mutually exclusive with attachmentBase64. The uploaded file rides the draft and lands on the posted quote on approval, exactly as an inline one does.
attachmentBase64NoThe ORIGINAL request/quote document as base64 — SMALL files only (a few KB). For a real photo or multi-page PDF use request_attachment_upload instead (attachmentToken). Rides the draft and lands on the posted quote on approval — no re-upload. A bad type/oversize file is rejected and NOTHING is filed.
attachmentSha256NoThe SHA-256 of the ORIGINAL file as 64 hex chars — optional second check alongside attachmentBase64, so corrupted bytes are rejected instead of filed.
attachmentFilenameNoOptional original filename for the attachment, e.g. rfq.pdf.
confirmNewCustomerNoSet to true ONLY after the user has EXPLICITLY confirmed this customer is genuinely new. It skips the near-miss guard (which rejects a name that looks like shorthand for an existing customer). Never set it to push a near-miss through — ask the user first.
attachmentMediaTypeNoThe attachment's MIME type, e.g. 'image/jpeg' or 'application/pdf'. Required when attachmentBase64 is given. It must match the file's bytes — a mismatch is refused and nothing is filed.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedInput schema / properties / attachmentMediaType / description
      Previous value: -"The attachment's MIME type, e.g. 'image/jpeg' or 'application/pdf'. Required when attachmentBase64 is given."New value: +"The attachment's MIME type, e.g. 'image/jpeg' or 'application/pdf'. Required when attachmentBase64 is given. It must match the file's bytes — a mismatch is refused and nothing is filed."
  2. Changed1 schema field changed
    • changedInput schema / properties / lines / items / properties / quantity / description
      Previous value: -"The line quantity. On a measurement-profile company (see intake_contract's `measureProfile`) OMIT it whenever you give thickness/width/tally, or write the measure detail into the description ('2x2 = 10/10 12/14') — the server derives the authoritative quantity from those, and a quantity sent alongside a parseable tally is NOT used to compute: it is kept as your advisory figure and shown to the reviewer beside the server's. On the default passthrough company nothing is derived, so this IS the quantity — send it."New value: +"The line quantity. On a measurement-profile company (see intake_contract's `measureProfile`) OMIT it whenever you give thickness/width/tally, or write the measure detail into the description ('2x2 = 10/10 12/14') — the server derives the authoritative quantity from those, and a quantity sent alongside a parseable tally is NOT used to compute: it is kept as your advisory figure and shown to the reviewer beside the server's. On the default passthrough company nothing is derived, so this IS the quantity — send it. On a timber company, for an item kept in tons, a per-ton quantity MORE than the tons a description's size and total feet give ('2x2 = 400'' is 0.2222 ton) is refused, naming the tons — send the tons, never the feet."
  3. Changed1 schema field changed
    • addedInput schema / properties / lines / items / properties / unitPrice / description
      Added value: +"Two decimals at most (whole sen, or whole cents in another currency); put a discount or tax in its own field, never folded into the price."
  4. Changed2 schema fields changed
    • changedInput schema / properties / lines / items / properties / tally / description
      Previous value: -"The piece tally as pieces/length_ft pairs — '10/10 12/14' is 10 pieces of 10 ft and 12 of 14 ft. With thickness and width this is what the quantity is derived FROM."New value: +"The tally as pieces/length_ft pairs — '10/10 12/14' is 10 pieces of 10 ft and 12 of 14 ft — OR the total running feet like 400' when the paper gives no cut list. Never invent a cut list (no '1/400'). With thickness and width this is what the quantity is derived FROM. Every token must be a pieces/length pair — a tally with anything else in it (a grade word, a stray number, '=') is refused; put grade words in the description. A total-feet tally needs thickness and width (or a named size) to work out the tons, and has no pieces, so it cannot carry a per-piece price — both are refused."
    • addedInput schema / properties / lines / items / properties / unit / description
      Added value: +"The unit the PRICE is quoted in. On a timber company: 'feet' = per running foot, 'pcs' = per piece, 'ton' or omitted = per ton. A per-foot/per-piece price is converted to the per-ton rate from thickness/width/tally, or from a cut list in the description ('2x2 = 10/10 12/14'); a description cut list the server cannot read cleanly is refused — send thickness/width/tally instead."
  5. Changed2 schema fields changed
    • addedInput schema / properties / lines / items / additionalProperties
      Added value: +false
    • addedInput schema / properties / lines / items / properties / description / description
      Added value: +"The line text as PRINTED on the document, when it says more than the product name does — a size, a grade, a job reference, a period covered. It rides onto the posted line and prints on the customer's copy, so send what the paper says rather than a tidier phrasing of your own. Leave it out when the product name already says it. This is TEXT, not a field: Taokeh has no column for a dimension, a grade or a variant, so anything of that kind belongs here."
  6. Changed2 schema fields changed
    • changedInput schema / properties / lines / items / properties / quantity / description
      Previous value: -"The line quantity. On a measurement-profile workspace (see intake_contract's `measureProfile`) OMIT it whenever you give thickness/width/tally, or write the measure detail into the description ('2x2 = 10/10 12/14') — the server derives the authoritative quantity from those, and a quantity sent alongside a parseable tally is NOT used to compute: it is kept as your advisory figure and shown to the reviewer beside the server's. On the default passthrough workspace nothing is derived, so this IS the quantity — send it."New value: +"The line quantity. On a measurement-profile company (see intake_contract's `measureProfile`) OMIT it whenever you give thickness/width/tally, or write the measure detail into the description ('2x2 = 10/10 12/14') — the server derives the authoritative quantity from those, and a quantity sent alongside a parseable tally is NOT used to compute: it is kept as your advisory figure and shown to the reviewer beside the server's. On the default passthrough company nothing is derived, so this IS the quantity — send it."
    • changedInput schema / properties / lines / items / properties / thickness / description
      Previous value: -"Thickness in inches on a dimensional line — measurement-profile workspaces only (intake_contract shows this workspace's `measureProfile`). Give thickness + width + tally INSTEAD of a quantity and the server computes the authoritative quantity from them."New value: +"Thickness in inches on a dimensional line — measurement-profile companies only (intake_contract shows this company's `measureProfile`). Give thickness + width + tally INSTEAD of a quantity and the server computes the authoritative quantity from them."
  7. Changed4 schema fields changed
    • addedInput schema / properties / lines / items / properties / quantity / description
      Added value: +"The line quantity. On a measurement-profile workspace (see intake_contract's `measureProfile`) OMIT it whenever you give thickness/width/tally, or write the measure detail into the description ('2x2 = 10/10 12/14') — the server derives the authoritative quantity from those, and a quantity sent alongside a parseable tally is NOT used to compute: it is kept as your advisory figure and shown to the reviewer beside the server's. On the default passthrough workspace nothing is derived, so this IS the quantity — send it."
    • addedInput schema / properties / lines / items / properties / tally / description
      Added value: +"The piece tally as pieces/length_ft pairs — '10/10 12/14' is 10 pieces of 10 ft and 12 of 14 ft. With thickness and width this is what the quantity is derived FROM."
    • addedInput schema / properties / lines / items / properties / thickness / description
      Added value: +"Thickness in inches on a dimensional line — measurement-profile workspaces only (intake_contract shows this workspace's `measureProfile`). Give thickness + width + tally INSTEAD of a quantity and the server computes the authoritative quantity from them."
    • addedInput schema / properties / lines / items / properties / width / description
      Added value: +"Width in inches on a dimensional line. Goes with thickness and tally."
  8. Changed2 schema fields changed
    • addedInput schema / properties / attachmentBytes
      Added value: +{
      +  "description": "The decoded byte size of the ORIGINAL file on disk — send it alongside attachmentBase64 and the server rejects a truncated paste instead of filing a corrupt file.",
      +  "exclusiveMinimum": 0,
      +  "maximum": 9007199254740991,
      +  "type": "integer"
      +}
    • addedInput schema / properties / attachmentSha256
      Added value: +{
      +  "description": "The SHA-256 of the ORIGINAL file as 64 hex chars — optional second check alongside attachmentBase64, so corrupted bytes are rejected instead of filed.",
      +  "type": "string"
      +}
  9. First observed

TDQS

A4.5/5.0
Behavior5/5

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

Annotations declare write/non-destructive/non-idempotent, and the description adds substantial context beyond them: the tool creates a pending draft that only posts on human approval, the server re-computes quantities and grand total so server figures are authoritative, review-time document visibility (s.82), and strict line-key rejection with named errors. This is precisely the extra behavioral detail annotations cannot carry.

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?

Front-loaded with purpose and draft semantics before mechanics, and nearly every sentence carries operational information (attachment rules, key strictness, server authority). It is dense and long, with a few heavily nested sentences, but little is filler.

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 17-parameter mutation tool with no output schema, the description covers the core call path, the attachment strategy, and the failure modes an agent must avoid. It stops short of explaining a handful of remaining fields, so it is strong but not exhaustive.

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 59%, so the description is expected to compensate. It does add meaning for notes, needsReview, and the attachment precedence rules, but several parameters (taxCode, working, discount, printedTotal, reference, customerId, term) are neither described in the schema nor mentioned in the description, leaving real gaps.

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 ('File a quotation DRAFT into Taokeh') and immediately scopes it: an estimate that does NOT post to the books or move stock, creating a pending draft the user approves. This cleanly separates it from create_invoice_draft and the other create_*_draft siblings.

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

Usage Guidelines5/5

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

Explicit workflow ordering ('Shape the fields with resolve_customer + resolve_product first'), when to set needsReview and write a note, when a customer may be omitted, and a clear attachment decision tree (inline vs request_attachment_upload vs the sandboxed-shell exception). Alternatives and their selecting conditions are named.

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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