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Update estimate

wave_update_estimate
DestructiveIdempotent

Change an existing estimate's fields or line items; omitted values are copied from the current estimate, and supplying items replaces every line.

Instructions

Change an estimate. Wave's patch requires customer, status, title, dates, currency and exchange rate; any you omit are copied from the current estimate. Passing items replaces every line.

Input Schema

NameRequiredDescriptionDefault
idYesEstimate ID
memoNoNotes shown to the customer
itemsNo
titleNo
footerNo
statusNo
dueDateNoDate, YYYY-MM-DD
subheadNo
currencyNoISO 4217 currency code, e.g. CAD or USD
hideNameNo
hideUnitNo
poNumberNo
discountsNo
hidePriceNo
itemTitleNo
unitTitleNo
businessIdNoBusiness ID; defaults to the one wave_get_context reports
customerIdNo
hideAmountNo
priceTitleNo
amountTitleNo
depositUnitNo
depositValueNoDeposit size in depositUnit. Wave documents AMOUNT values in cents
estimateDateNoDate, YYYY-MM-DD
exchangeRateNoBusiness currency per document currency (foreign-currency documents only)
depositStatusNoWhether the customer can or must pay a deposit
estimateNumberNo
hideDescriptionNo
disableAmexPaymentsNo
disableBankPaymentsNo
disableCreditCardPaymentsNo
dontCarryOverNotesToInvoiceNo
requireTermsOfServiceAgreementNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.0.0

TDQS

A3.6/5.0
Behavior4/5

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

Annotations already declare destructiveHint=true and idempotentHint=true, but the description adds real context beyond them: Wave's underlying patch requires customer, status, title, dates, currency and exchange rate, and this tool backfills omitted ones from the current estimate. The warning that 'Passing items replaces every line' is the key destructive side effect and is not derivable from the annotations alone.

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?

Two tight sentences, front-loaded with the purpose and then the two highest-value behavioral caveats (fill-forward defaults, destructive item replacement). Nothing is wasted, though a little more structure (e.g., separating the destructive warning) would improve scanability.

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?

For a 33-parameter destructive mutation with no output schema and low schema coverage, the description covers only the minimum viable surface. It says nothing about permissions, what happens to an estimate already sent/accepted, whether acceptance state resets, or limits beyond the items-array note, all of which matter when mutating an estimate.

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 only 27% across 33 parameters, so the description must compensate, and it partially does by explaining the fill-forward behavior for customer/status/title/dates/currency/exchangeRate and the replace-all semantics of items. However, the bulk of parameters (hiding flags, subhead, footer, itemTitle, payment disablers, deposit fields) receive no additional meaning from the description, leaving much of the surface undocumented in both places.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description opens with a specific verb+resource ('Change an estimate') and immediately characterizes the operation as a patch rather than a full replace, which lets an agent distinguish it from wave_create_estimate and wave_clone_estimate. It does not explicitly differentiate from wave_update_estimate_deposit, which is the closest ambiguity among siblings.

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?

Usage is implied rather than stated: 'Change an estimate' plus the note that omitted fields are copied from the current estimate tells the agent this is an incremental partial update. There is no explicit when-to-use/when-not-to-use framing and no mention of sibling alternatives such as the deposit-specific updater, so an agent must infer routing.

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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