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LogeshR15

Zoho FSM MCP Server

Create Estimate

create_estimate

Create a priced estimate for a customer in Zoho FSM, optionally linking it to a request or work order.

Instructions

Create an Estimate (quote) in Zoho FSM for a customer, optionally tied to a Request or Work Order, with priced line items.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
summaryNoEstimate summary/title.
company_idYesCompany the estimate is for.
contact_idNoContact the estimate is addressed to.
line_itemsNoEstimate line items.
request_idNoSource Request ID.
additional_fieldsNoAny other FSM field API names → values (e.g. custom fields).
Behavior2/5

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

No annotations are provided, so the description must carry the full burden. It only states that it creates an estimate but does not disclose behavioral traits such as side effects, permissions, idempotency, or what happens if the estimate already exists.

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 sentence that front-loads the purpose and is free of unnecessary words. Every part earns its place.

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

Completeness3/5

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

Given the tool has 6 parameters, nested objects, and no output schema, the description is too brief. It does not explain the return value (e.g., the created estimate object) or prerequisites (e.g., company must exist). The schema covers parameter descriptions, but additional context about the result of the operation would improve completeness.

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 100%, so baseline is 3. The description adds context that the estimate is for a customer and optionally linked to a request/work order, but the schema only has request_id, not work_order_id, creating a potential inconsistency. The phrase 'priced line items' emphasizes rate but is already in schema. Overall adds some value but has a minor inaccuracy.

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 the tool creates an estimate/quote in Zoho FSM for a customer, optionally tied to a request or work order, with priced line items. It uses a specific verb and resource, and implicitly distinguishes from siblings like create_invoice or create_request.

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 explicit guidance on when to use this tool vs alternatives. The mention of 'optionally tied to a Request or Work Order' hints at use cases but does not provide when-not conditions or list alternatives.

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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