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BigRedCloud

Red MCP Server

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by BigRedCloud

brc_batch_sales_invoices

Process a batch of up to 5 sales invoices with built-in validation: blocks placeholder product IDs, checks VAT categories, confirms CR analysis categories, and verifies counterparty. User confirmation required before posting.

Instructions

Processes a batch of sales invoices. Batch sales invoices apply the same safety checks as single sales invoices: productId 0/1 placeholder blocking before draft and posting; Sales VAT category validation before draft and posting; Gross Price Entry priceBasis handling; CR analysis category confirmation; and counterparty confirmation covering all listed customers. If the batch includes multiple customers, confirming means confirming all listed customers, not just one. Set confirmCrAnalysisCategory=true at batch level only after the user confirms CR sales analysis account codes are intentional. Per item, the BRC "Note" field (JSON note) defaults to the customer name when omitted (never the product name), and the BRC "Delivery To" address (JSON deliveryTo) is only included when explicitly provided. Do not invent productId values and do not use productId 0 or 1 as placeholders. productId 0 and 1 are treated as placeholders and are blocked at runtime before the draft preview and before posting. If a product line is needed, first call brc_list_products and use a real product from the connected company. If no suitable product exists, ask the user whether to create/select a product, or use a service/non-product line only if the endpoint supports it. Sales invoices must use Sales VAT rates. Purchase/non-Sales VAT rates are blocked before draft and before posting, even if the VAT percentage matches. Maximum 5 items per batch request. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
itemsYesBatch items to process. Maximum 5 items per request.
priceBasisNoApplies to every sales invoice/credit note item in this batch. Required when Gross Price Entry is enabled. Use `gross` when unit prices are VAT-inclusive/gross. Use `net` when unit prices are VAT-exclusive/net.
companyNameYesCompany context name, for example YOUR-COMPANY-NAME.
confirmWriteNoMust be true only after a plain-English draft has been shown in the current conversation and the user explicitly confirmed posting (for example yes, create it / post it now / confirm). Never set true on the first call or because the user initially asked to create something.
confirmCrAnalysisCategoryNoApplies to every sales document item in this batch. Set true only after the user confirms a CR (customer) sales analysis account code is intentional for these product lines.
confirmCounterpartyExplicitNoMust be true only after the user explicitly named or confirmed the customer, supplier, or other counterparty in the current conversation. Never set true because a customer or supplier appeared in an earlier draft, was inferred from context, or was filled in without the user's explicit choice in this conversation.
Behavior5/5

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

No annotations are provided, so the description carries the full burden. It thoroughly discloses behaviors: safety checks, placeholder blocking, VAT validation, priceBasis handling, CR analysis category confirmation, counterparty confirmation, note defaults, deliveryTo optionality, max items, and preflight not being confirmation.

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 lengthy but well-structured, front-loaded with the purpose, and each sentence adds value. It could be more concise by grouping related rules, but given the complexity, it is appropriately detailed without fluff.

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?

The description covers most behaviors for a batch tool with complex rules, including the confirmation flow and blocking behaviors. It lacks explicit mention of the output after success, but that is partially inferred. With no output schema, it is fairly complete.

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

Parameters5/5

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

Schema coverage is 100%, yet the description adds significant meaning beyond the schema. It explains item-level fields (note, deliveryTo), the interplay between confirmWrite, confirmCrAnalysisCategory, and confirmCounterpartyExplicit, and provides context for priceBasis and companyName.

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?

The description clearly states 'Processes a batch of sales invoices', which is a specific verb+resource. It distinguishes from siblings like 'brc_create_sales_invoice' (single) and 'brc_batch_sales_credit_notes' by mentioning batch-specific behaviors such as multiple customer confirmation and max items.

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?

The description provides explicit usage guidelines, including the confirmation flow (first call without confirmWrite, then with after user confirmation), maximum 5 items, and prerequisites like calling brc_list_products. It does not explicitly compare with other batch tools but clearly implies when to use this batch version.

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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