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Mgabr90

Zoho CRM + Books MCP Server

by Mgabr90

books_bulk_export_credit_notes

Export credit notes in bulk from Zoho Books to PDF, CSV, or XLS with optional filters for status, date range, customer, and search text.

Instructions

Export credit notes in bulk

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
statusNo
date_toNo
date_fromNo
filter_byNo
customer_idNo
export_typeYes
search_textNo
Behavior2/5

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

No annotations are present, so the description carries the full burden of behavioral disclosure. It only says 'Export' without detailing output formats, side effects, or whether the operation is asynchronous. The schema includes an export_type enum, but the description does not mention it.

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 short sentence, which is concise and front-loaded with the core action. However, it is so sparse that it borders on under-specification, but this dimension rewards brevity, so a score of 4 is appropriate.

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?

With 7 parameters, 0% schema coverage, and no annotations or output schema, a one-sentence description is far from complete. The agent would need to infer parameter meanings from naming alone, which is insufficient for correct tool invocation.

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

Parameters1/5

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

Schema description coverage is 0%; the description does not explain any of the 7 parameters. It fails to mention that export_type is required or enumerate its possible values (pdf, csv, xls), leaving the agent without critical usage details.

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 uses the verb 'Export' with the resource 'credit notes in bulk,' clearly stating the operation. It distinguishes from sibling tools like books_get_credit_notes (retrieval) and books_bulk_print_credit_notes (printing).

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 is provided on when to use this tool versus alternatives. The description only states the action without explaining that it is for file export or how it differs from other bulk operations.

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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