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Approveit

Create a workflow from a template

create_workflow_from_template

Create a new workflow in the team by copying a prebuilt template. The workflow is created inactive; call activate_workflow to publish it. Prefer this over building a workflow field by field.

Input Schema

NameRequiredDescriptionDefault
nameNoOptional workflow name (max 75 chars). Defaults to the template name.
stepsNoOptional. Approval steps to wire into the clone. Omit or pass an empty array to leave approvers blank — that is a supported setup, and the person submitting picks the approver on the form. Resolve every approver to a TeamUser id with `search_team_users` BEFORE calling — never pass names or emails. For sequential approvals (e.g. manager → finance) pass multiple steps in order. For value-based routing ('under $1,000 to Julia, $1,000+ to Serge') give each branch its own step and put the rule in that step's `conditions`.
add_fieldsNoExtra fields to append beyond the template's (plain fields, no OCR binding).
template_idYesTemplate id from `list_workflow_templates`.
remove_fieldsNoLabels (or bindings) of template fields to drop, e.g. 'Cost center'. On OCR templates, removing the invoice-file field disables extraction.
rename_fieldsNoRename template fields while keeping their bindings (so OCR survives).
template_nameNoThe template's name exactly as `list_workflow_templates` returned it, e.g. 'Bill Approval'. ALWAYS pass this alongside `template_id` — the name is what the user said, and if the two disagree the name wins. Passing the id alone has created the wrong workflow when the id was misremembered across turns.

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?

Annotations only supply the safety profile (readOnly=false, destructive=false, idempotent=false); the description adds the crucial non-obvious state fact that the workflow is created inactive and needs activate_workflow to publish. It does not warn that repeat calls create duplicate workflows despite idempotentHint=false, which is the one meaningful gap.

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?

Three short sentences, front-loaded with the core action, then the state consequence, then the preference. Every sentence carries distinct decision-relevant information with no repetition.

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?

Given the self-documenting schema and annotations, the description covers what an agent needs: creating a clone, the inactive state, and the activation follow-up. Only the duplicate-creation risk on retry is left unaddressed.

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% and the per-parameter text is unusually rich (template_name precedence, approver_ids resolution via search_team_users, step conditions and fallback semantics), so the schema carries the load. The description itself adds no parameter-level meaning beyond what the schema already states, making baseline 3 correct.

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 and resource ("Create a new workflow") plus the mechanism ("by copying a prebuilt template"), which cleanly separates it from list_workflow_templates and describe_workflow_template in the sibling set. The final sentence contrasts it with an alternate construction path an agent might otherwise attempt.

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?

Gives a clear preference rule ("Prefer this over building a workflow field by field") and names the required follow-up, activate_workflow, since the result is inactive. It stops short of explicit when-not conditions, but the alternative and the sequencing are both spelled out.

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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