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Weichie-com

teamleader-mcp

by Weichie-com

teamleader_quotation_create

Create a new quotation in Teamleader Focus for a specific deal, including line items, expiry settings, and document template.

Instructions

Create a new quotation in Teamleader Focus.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoQuotation name/title
textNoQuotation text (Markdown)
expiryNoExpiry settings: {expires_after: "P30D", action_after_expiry: "lock"|"none"}
deal_idYesDeal UUID (required)
grouped_linesNoQuotation line items
document_template_idNoDocument template UUID for PDF layout
Behavior2/5

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

No annotations are provided, so the description must disclose behavioral traits. It only says 'Create' without explaining side effects, permissions, irreversibility, or what the response contains. For a create action, this is minimal but lacks depth about the created resource's state.

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, clear sentence with no wasted words. It is front-loaded with the action and resource. However, its brevity leaves room for more helpful context, so it's not a perfect 5.

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 (6 params, nested objects, no output schema), the description is too sparse. It does not explain the implication of creating a quotation, how grouped_lines or expiry work in practice, or what happens after creation. The schema descriptions help, but the tool-level context is missing.

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 with their types and descriptions. The tool description adds no additional parameter meaning, so the baseline of 3 applies.

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 resource ('a new quotation'), specifying the system ('Teamleader Focus'). It is unambiguous and distinguishes this tool from siblings like teamleader_quotation_update or teamleader_quotation_send.

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?

The description provides no guidance on when to use this tool versus alternatives, nor any prerequisites or context. While the name implies creation, there is no mention of required dependencies (e.g., needing a deal_id) or exclusions.

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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