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AIWerk

@aiwerk/mcp-server-bexio

by AIWerk

create_quote

Create quotes in Bexio with customizable positions, contact details, and tax settings. Use this tool to generate professional quotes directly from your application.

Instructions

Create quote

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleNo
footerNo
headerNo
user_idNoReferences a [user object](#operation/v3ListUsers)
mwst_typeNo| value | description | |-----|------| | 0 | including taxes | | 1 | excluding taxes | | 2 | exempt from taxes |
positionsNoPlease note that you can combine multiple positions. This means that an array containing `KbPositionCustom` and `KbPositionArticle` positions is valid. **Recommendation**: use a maximum of 150 positions when creating sales documents. Other positions can be added using the item creation endpoint.
contact_idNoReferences a [contact object](#operation/v2ListContacts)
currency_idNoReferences a [currency object](#operation/ListCurrencies)
document_nrNoCan not be used if “automatic numbering” is activated in frontend-settings. Required if “automatic numbering” deactivated. https://help.bexio.com/s/article/000001784
language_idNoReferences a [language object](#operation/v2ListLanguages)
mwst_is_netNoThis value affects the total if the field `mwst_type` has been set to 0.<br> `false` = Taxes are included in the total<br> `true` = Taxes will be added to the total
logopaper_idNo
api_referenceNoThis field can only be read and edited by the api. It can be used to save references to other systems.
is_valid_fromNo
pr_project_idNoReferences a [project object](#operation/v2ListProjects)
template_slugNoReferences a [document template slug](#operation/v3ListDocumentTemplate)
contact_sub_idNoReferences a [contact object](#operation/v2ListContacts)
is_valid_untilNo
bank_account_idNoReferences a [bank account object](#operation/ListBankAccounts)
payment_type_idNoReferences a [payment type object](#operation/v2ListPaymentTypes)
show_position_taxesNo
viewed_by_client_atNo
delivery_address_typeNo| value | description | |-------|-------------| | 0 | use invoice address | | 1 | use custom address |
contact_address_manualNoThis field can be used to set a contact address manually. If not in use or `null` the invoice address of the contact will be taken.
delivery_address_manualNoThis field can be used to set a delivery address manually if `delivery_address_type` is set to `1`. If not in use or `null` the invoice address will be taken.
kb_terms_of_payment_template_idNo
Behavior2/5

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

The description adds no behavioral context beyond what annotations already imply. While annotations indicate this is a write operation (readOnlyHint=false) and not destructive, the description does not disclose side effects, numbering behavior, or document lifecycle details. No contradiction with annotations exists.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness2/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is extremely short, but it is under-specification rather than concise efficiency. It merely restates the tool name and does not earn its place with any additional information that aids the agent.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness1/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a tool with 26 parameters and no output schema, this description is severely inadequate. It provides no indication of how to construct a valid request, what the response contains, or what side effects occur. An agent cannot reliably invoke this tool based on the description alone.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The description provides zero information about parameters. With schema coverage at 65%, some fields have their own descriptions, but the remaining 35% and critical guidance about required fields, relationships, or positions are absent. The description fails to add any value beyond the schema.

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 'Create quote' clearly states the action (create) and the resource (quote), providing a basic understanding of the tool's purpose. However, it does not differentiate from sibling tools like create_invoice, create_order, or copy_quote, so it lacks the specificity required for a perfect score.

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?

The description gives no guidance on when to use create_quote versus alternatives such as copy_quote, update_quote, or create_invoice_from_quote. There is no mention of scenarios, prerequisites, or exclusions, leaving the agent without context for tool selection.

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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