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Mgabr90

Zoho CRM + Books MCP Server

by Mgabr90

books_update_bill

Update existing bills in Zoho Books by modifying line items, dates, vendor, discounts, terms, and notes. Ensure financial records reflect accurate current data.

Instructions

Update an existing bill in Books

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateNo
notesNo
termsNo
bill_idYes
discountNo
due_dateNo
vendor_idNo
adjustmentNo
line_itemsNo
bill_numberNo
template_idNo
currency_codeNo
custom_fieldsNo
discount_typeNo
billing_addressNo
shipping_chargeNo
is_inclusive_taxNo
purchaseorder_idNo
reference_numberNo
adjustment_descriptionNo
is_discount_before_taxNo
Behavior1/5

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

With no annotations, the description must disclose behavioral traits, but it only says 'update'. It does not mention required parameters, partial update semantics, impact on existing data, or that it is a write operation requiring confirmation.

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 concise sentence with no wasted words. However, the brevity sacrifices essential information, keeping it from a perfect score.

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

Completeness1/5

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

For a tool with a complex schema (21 params, nested objects, no output schema), a one-line description is grossly inadequate. It provides no context on what fields are updatable, required inputs, or expected outcomes.

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 schema has 21 parameters with 0% description coverage, and the description provides no parameter information. The agent is left completely to the schema, which lacks semantic meaning for fields like 'discount_type' or 'billing_address'.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool updates an existing bill in Books, using a specific verb and resource. It doesn't distinguish among sibling bill-related operations like void or mark-as-paid, but 'update' is unambiguous enough.

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 such as books_mark_bill_as_paid or books_void_bill. It lacks any context for selection or exclusion.

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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