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create_project_rate_card

Creates a project-specific rate card from the master rate card, analyzing required roles and validating a 5-sheet workbook for proposal costing.

Instructions

STAGE 1: Create a project-specific rate card from the master rate card.

This tool MUST be called BEFORE generate_proposal. It:

  1. Reads the master/company rate card for the specified country

  2. Analyzes the project requirements and required roles

  3. Creates a new 5-sheet workbook (Rate Card, Effort Model, Milestones, Retainer, Assumptions)

  4. Validates the workbook for internal consistency

  5. Saves it locally and uploads to the Output Drive folder

Args: client_name: Client company name (e.g., "ABC Company") project_name: Project name (e.g., "Cloud Transformation") country: Project country (e.g., "Nepal", "United Kingdom") project_scope: Brief description of project scope and requirements timeline_months: Project duration in months budget: Budget indication (e.g., "NPR 25,00,000" or "GBP 150,000") required_roles: List of dicts with keys: role, discipline, seniority, estimated_days Example: [ {"role": "Backend Engineer", "discipline": "Backend Developer", "seniority": "Senior", "estimated_days": 60}, {"role": "Frontend Engineer", "discipline": "Frontend Developer", "seniority": "Mid Senior", "estimated_days": 45}, ]

Returns JSON with the local path, Drive link, and validation status. The generated rate card becomes the authoritative source for all proposal costing.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budgetYes
countryYes
client_nameYes
project_nameYes
project_scopeYes
required_rolesYes
timeline_monthsYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

With no annotations, the description carries the full burden of behavioral disclosure. It details the entire workflow (reads master, analyzes requirements, creates 5-sheet workbook, validates, saves locally, uploads to Drive, returns JSON) and states the consequential outcome that the rate card becomes the authoritative source for costing. It does not mention permissions, reversibility, or error conditions, but for a create operation this level of transparency is strong.

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 lengthy but well-structured with stages and numbered steps, and every sentence adds value (process, parameters, return, and impact). It could be slightly tighter, but the structure aids readability and the detail is necessary for a complex tool with 7 parameters and no schema descriptions.

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 tool with 7 required parameters, no schema descriptions, no annotations, and a return value explained in the description, the information is fairly complete. It covers the process, inputs with examples, output (JSON path, Drive link, validation status), and its relationship to generate_proposal. Minor gaps like error handling or rate limits are not critical given the tool's role.

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

Parameters5/5

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

Schema description coverage is 0%, so the description must compensate. It does so admirably by listing every parameter with type hints and examples, including the nested required_roles structure with a concrete array of objects. This adds significant semantic meaning beyond the bare schema and ensures an agent understands how to format the input.

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 opens with 'Create a project-specific rate card from the master rate card,' which states a specific verb and resource. It also clearly distinguishes this tool from siblings by explicitly stating 'This tool MUST be called BEFORE generate_proposal,' and the stage label 'STAGE 1' reinforces its unique role in the proposal workflow.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description gives explicit usage guidance: 'This tool MUST be called BEFORE generate_proposal.' It also establishes the context of being stage 1 of a process, and the detailed steps explain when it is appropriate to invoke. No alternatives are mentioned, but the explicit precondition and sequencing make usage clear.

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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