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NoBanks

housecallpro-mcp

by NoBanks

create_estimate

Generate a pricing estimate or service proposal for a customer. Enables AI sales agents to quote work after diagnostic conversations.

Instructions

Generate a pricing estimate or service proposal for a customer. Used by AI sales agents to quote work after diagnostic conversations.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
customer_idYesCustomer ID to associate the estimate with
noteYesMemo description for the estimate
Behavior3/5

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

No annotations are provided, so the description carries full burden. It discloses the tool creates an estimate, implying mutation, but does not detail authorization needs, error states, idempotency, or side effects. Basic transparency is present, but deeper behavioral traits are missing.

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 two sentences long, with no redundant words. It front-loads the primary verb and object ('Generate a pricing estimate or service proposal') and immediately follows with usage context. Every sentence earns its place.

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

Completeness4/5

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

For a simple tool with only two required parameters and no output schema, the description is fairly complete. It covers purpose and usage context. However, it lacks information about return values (e.g., estimate ID) and potential error conditions, which 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% with clear descriptions for both parameters. The description adds little beyond the schema, simply restating that the note is a 'memo description.' It does not provide additional semantics, thus baseline score of 3 is appropriate.

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's purpose: 'Generate a pricing estimate or service proposal for a customer.' It distinguishes from siblings like generate_job_invoice by specifying it is for quoting after diagnostic conversations, making it easy for an agent to select correctly.

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 description provides explicit usage context: 'Used by AI sales agents to quote work after diagnostic conversations.' This tells an agent when to use the tool, though it does not explicitly mention when not to use it or direct 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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