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AIWerk

@aiwerk/mcp-server-ghl

by AIWerk

invoices_create_estimate_template

Create estimate templates with itemized lines, currency, discounts, and business details. Optionally send estimates directly via email or SMS.

Instructions

Create Estimate Template

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
metaNoMeta data for the estimate
nameYesEstimate Name
altIdNoLocation Id or Agency Id Defaults to GHL_LOCATION_ID when omitted.
itemsYesAn array of items for the estimate.
titleNoTitle for the estimate
altTypeNoDefaults to GHL_LOCATION_ID when omitted.
currencyYesCurrency code
discountYes
liveModeNolivemode for estimate
termsNotesNoTerms notes, Also supports HTML markups
attachmentsNoattachments for the invoice
businessDetailsYes
sendEstimateDetailsNoWhen sending estimate directly while saving
estimateNumberPrefixNoPrefix for the estimate number
miscellaneousChargesNomiscellaneous charges for the estimate
automaticTaxesEnabledNoAutomatic taxes enabled for the Estimate
Behavior2/5

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

The description discloses no behavioral traits beyond the name. Despite annotations indicating readOnlyHint=false and openWorldHint=true, the description adds no context about side effects, permissions, or limitations. It does not contradict annotations, but it fails to add value.

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 brief but lacks meaningful content. It is under-specified rather than concisely informative, offering no structure or key details that aid an 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?

Given the tool's complexity (16 parameters, nested objects, multiple required fields), the description is severely inadequate. It does not explain what an estimate template is, the intended use case, or how it differs from related templates, leaving the agent with only the schema to infer behavior.

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 high at 88%, and the schema includes informative descriptions for most parameters. The description itself provides no additional parameter semantics, but the baseline for high coverage is acceptable. No extra insight is offered.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose2/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description 'Create Estimate Template' essentially restates the tool name. It provides no additional elaboration on what creating an estimate template entails, making it a tautology rather than a clarifying statement.

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

Usage Guidelines1/5

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

There is no guidance on when to use this tool versus alternatives like invoices_create_invoice_template or invoices_create_estimate. The description offers no context for selection or conditions of use.

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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