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SinthetikIndustries

Service Fusion MCP

Create Estimate

create_estimate

Create an estimate in Service Fusion when you have an exact customer name and category. Add site details, source, and dates to generate the estimate.

Instructions

Create a new estimate. Requires an exact customer name and category.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cityNoSite city.
sourceNoLead source (exact match). Use get_sources.
categoryYesEstimate category (exact match).
street_1NoSite street address.
po_numberNoCustomer PO number.
start_dateNoProposed start date/time (ISO 8601).
state_provNoSite state/province.
descriptionNoEstimate description.
postal_codeNoSite postal code.
customer_nameYesExact customer name. Use search_customers to find it.
Install Server

TDQS

A3.7/5.0
Behavior3/5

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

Annotations already indicate this is a write operation that is not idempotent and not destructive. The description adds the exact-match requirement, which signals that invalid or fuzzy inputs may fail, but it does not describe side effects, duplicate behavior, or what happens after creation.

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 short sentences with zero filler. It front-loads the core action and then states the critical requirement, making it easy for an agent to parse quickly.

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

Completeness3/5

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

The flat schema with complete parameter descriptions makes the definition adequate for invocation. However, with no output schema and no explicit sibling routing, the agent may be uncertain about the return value, creation workflow, or when this tool is preferred over create_job.

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 description coverage is 100%, so all parameters are already documented. The description mostly reiterates the exact-match constraint already present in the customer_name and category property descriptions, adding no new parameter meaning.

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 states a specific verb and resource: 'Create a new estimate.' It also distinguishes this from sibling creation tools like create_job and create_customer by naming the estimate resource and noting the required exact customer name and category.

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

Usage Guidelines3/5

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

The description gives a clear prerequisite — exact customer name and category — which helps the agent prepare inputs. However, it does not explicitly explain when to use this tool versus alternatives like create_job or search_estimates, so usage context must be inferred.

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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