Skip to main content
Glama
HalloSouf

moneybird-mcp

by HalloSouf

List estimates

list_estimates
Read-onlyIdempotent

Retrieve estimates and quotes from Moneybird by financial period, state, or contact to access current or historical sales documents.

Instructions

List estimates (quotes). Defaults to the current financial year, so pass an explicit period in the filter to look further back.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNo1-based page number.
filterNoComma-separated `key:value` filter. Keys: state (all|draft|open|late|accepted|rejected|billed|archived, pipe-separated for several), period (named period or a range like 20130101..20130131), contact_id, workflow_id. A filter replaces Moneybird's default of `period:this_year` entirely. Several states can be combined with a pipe (`state:draft|open`).
per_pageNoRecords per page (max 100, Moneybird defaults to 50).
administration_idNoAdministration to act on. Defaults to the administration this server was configured with; call list_administrations to discover the available ids.
Behavior4/5

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

Annotations already cover read-only, idempotent, and non-destructive traits. The description adds non-obvious behavior: estimates are scoped to the current financial year unless overridden, which materially affects results and is not visible from annotations alone.

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?

A single, front-loaded sentence that communicates purpose, synonym, and a critical default behavior with no wasted words.

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 rich schema, safety annotations, and straightforward list semantics, the description is sufficient for selecting and invoking the tool. A minor gap is that it does not describe the response shape, but no output schema exists and the tool name makes this predictable.

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%, so the schema already documents the filter keys, page, per_page, and administration_id. The description reinforces the period default, but does not add meaning beyond what the schema already provides.

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 ('List estimates') and clarifies that estimates are quotes, which removes domain ambiguity. The collection-level 'list' framing clearly separates it from sibling tools like get_estimate.

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?

Provides concrete usage context: the tool defaults to the current financial year and tells the caller to pass an explicit period to reach older data. It does not explicitly name alternatives like get_estimate, but the guidance is clear and actionable.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/HalloSouf/moneybird-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server