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Kai-Oesterling

ERPNext MCP Server

Create Workflow

create_workflow

Create a workflow for a DocType with custom states and transitions, specifying allowed roles for each action.

Instructions

Create a new workflow for a DocType

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
statesYesWorkflow states
is_activeNoWhether workflow is active
transitionsYesWorkflow transitions
document_typeYesDocType this workflow applies to
workflow_nameYesWorkflow name
Behavior1/5

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

No annotations are provided, so the description must convey behavioral traits. It only states the action with no mention of side effects, permissions, validation, duplication behavior, or return value. For a write operation, this is a critical gap.

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?

The description is a single, focused sentence with no fluff. It conveys the core purpose without any wasted words, making it front-loaded and easy to parse.

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?

Despite the complexity of the tool (nested states/transitions arrays, required fields), the description gives only a minimal overview. It does not explain the relationship between states and transitions or what constitutes a valid workflow, leaving the agent to rely entirely on the schema.

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 all parameters and their meanings. The description adds no additional parameter-level insights, meeting the baseline expected when the schema handles the heavy lifting.

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 a specific action ('Create a new workflow') on a specific resource ('a DocType'), distinguishing it from sibling tools like get_workflow and update_workflow. The verb and resource are precise and unambiguous.

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 verb 'Create' clearly implies this tool is for new workflows, and the presence of siblings get_workflow and update_workflow indicates alternatives. However, the description does not explicitly mention when not to use it or name the alternatives directly.

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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