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AllianceGS-Development

Centrex MCP Server

centrex_create_advance

Create a new advance record for a contact by specifying amount and required contact ID. Optionally set type, status, and notes.

Instructions

Create a new loan/advance record in Centrex.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
typeNoAdvance type
notesNoAdditional notes
amountYesAdvance amount
statusNoAdvance status
contact_idYesContact ID this advance belongs to
Behavior2/5

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

No annotations are provided, so the description carries the full burden of behavioral disclosure. It only states a mutation action ('create') without any additional context such as side effects, permission requirements, uniqueness constraints, or error handling. The description fails to disclose key behavioral traits beyond the obvious.

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?

The description is a single concise sentence that communicates the core purpose. It is front-loaded and free of redundancy. While it lacks structured formatting (e.g., bullet points), it is appropriately sized for its simplicity.

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

Completeness2/5

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

The description is minimal for a tool with 5 parameters and no output schema or annotations. It does not explain return values, required relationships (e.g., contact must exist), validation rules, or potential side effects. A more complete description would include outcome details and usage context.

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?

The input schema has 100% coverage with descriptions for each parameter. The overall description adds no additional meaning beyond the schema's parameter descriptions. Therefore, a baseline score of 3 is appropriate.

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 clearly states the action (create) and the resource (loan/advance record in Centrex). It is specific and distinguishable from sibling tools like centrex_list_advances. However, it adds no extra context about the nature of the advance or its relation to contacts.

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?

No guidance on when to use this tool versus alternatives, prerequisites (e.g., contact must exist via centrex_create_contact), or what happens on success/failure. The sibling list includes other create tools but no differentiation is provided.

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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