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dealdesk-mcp

dealdesk.render_quote_pdf

Generate a quote PDF in the project's DealDesk exports folder and return its file path without saving the PDF to the quote.

Instructions

Generate a quote PDF into the project DealDesk exports folder and return the file path. Does not persist the PDF on the quote.

Input Schema

NameRequiredDescriptionDefault
quoteIdYes
projectIdNoDealDesk project id. Omit when the OAuth token or API key authorizes exactly one project. Required when Connect authorized several projects.
selectedOptionIdsNoOptional explicit option selection for the PDF

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changedv0.1.1
    • changedInput schema / properties / projectId / description
      Previous value: -"DealDesk project id (must match API key / OAuth project)"New value: +"DealDesk project id. Omit when the OAuth token or API key authorizes exactly one project. Required when Connect authorized several projects."
    • changedInput schema / required
      Previous value: -[
      -  "projectId",
      -  "quoteId"
      -]New value: +[
      +  "quoteId"
      +]
  2. First observedv0.1.0

TDQS

A3.6/5.0
Behavior3/5

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

No annotations are provided, so the description must carry behavioral disclosure. It usefully states that the PDF is written to the exports folder, returns a file path, and is not persisted on the quote. However, it omits auth requirements, whether existing files are overwritten, error behavior, and idempotency.

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?

Two tight sentences, front-loaded with the action and output, followed by the key persistence caveat. No filler or redundant statements.

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 straightforward render tool with no output schema and no annotations, the description covers output path, return value, and persistence behavior. It leaves usage routing and some edge-case behavior to inference, but the schema handles parameter guidance, so it is nearly complete.

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 67%, with projectId and selectedOptionIds described in the schema. The description adds no parameter-level details beyond implying the project context; quoteId has no description in either place. A baseline 3 is appropriate given moderate schema coverage.

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?

States a specific verb (Generate) and resource (quote PDF), plus the output location (project DealDesk exports folder) and return value (file path). This clearly distinguishes it from siblings like render_quote_totals, which produces totals rather than a PDF.

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 explicit guidance on when to use this tool versus alternatives such as render_quote_totals or get_quote_summary. The purpose implies usage, but there are no conditions, prerequisites, 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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