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Mgabr90

Zoho CRM + Books MCP Server

by Mgabr90

books_create_estimate

Create a new estimate in Zoho Books by providing customer ID and line items. Use optional fields for notes, terms, discounts, and dates to tailor the estimate.

Instructions

Create a new estimate in Books

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
notesNo
termsNo
discountNo
line_itemsYes
customer_idYes
expiry_dateNo
currency_codeNo
discount_typeNo
estimate_dateNo
Behavior2/5

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

The description provides no behavioral details beyond the bare action. It does not mention that creating an estimate is a mutating operation, whether it requires an existing customer, what happens to line items, or what the response contains. With no annotations provided, the description carries the full burden; this one-liner is insufficient for transparency.

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, clear sentence with no wasted words. It conveys the essential purpose efficiently. While extremely brief, this dimension rewards economy and there is no redundant or filler content.

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?

Given the tool's complexity (9 parameters, nested line_items, no output schema, no annotations), this one-line description is inadequate. It doesn't explain required prerequisites, response behavior, or how estimates fit into the broader Books workflow. The description leaves the agent without critical operational context.

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?

The input schema has 9 parameters, but the description provides no parameter explanations. Coverage is 0%, and the description doesn't mention any parameter names, formats, or relationships. It completely fails to compensate for the schema's lack of description.

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 action ('Create') and the object ('a new estimate'), with the context 'in Books'. This distinguishes it from sibling tools that create invoices, bills, customers, or other records. The verb and resource are specific and immediately understandable.

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 given on when to use this tool versus alternatives like books_create_invoice or books_convert_estimate_to_invoice. There are no prerequisites, selection criteria, or context notes. The description simply states what it does without any 'when-to-use' information.

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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