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quote_create

Create a new quote by specifying client ID, issue and expiry dates, currency, terms, and line items with title, quantity, unit price, and VAT rate.

Instructions

Create a new quote with client and line items

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
itemsYesLine items (minimum 1)
footerNoFooter text (max 1000 chars)
headerNoHeader text (max 1000 chars)
numberNoQuote number (max 40 chars, must be unique)
currencyYesCurrency code (ISO 4217)
discountNoGlobal discount
client_idYesClient ID (UUID)
issue_dateYesIssue date (YYYY-MM-DD)
expiry_dateYesExpiry date (YYYY-MM-DD)
terms_and_conditionsYesTerms and conditions text (max 3000 chars)
Behavior2/5

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

No annotations are present, so the description must convey behavioral traits. It only states 'Create a new quote' without disclosing idempotency, required permissions, side effects, or result details.

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 concise sentence that front-loads purpose. While very brief, it earns its place without excess. Could potentially include more context without harming conciseness.

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 (10 parameters, nested objects) and lack of output schema, the description is too minimal. It omits return values, error conditions, and business logic, making it incomplete for effective agent use.

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?

The input schema has 100% description coverage for parameters, so the description adds no new meaning beyond what's already in the schema. Baseline score of 3 is appropriate.

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 'Create a new quote with client and line items' clearly states the action (create) and the resource (quote), and distinguishes it from sibling tools like quote_update, quote_delete, etc. The resource and scope are specific.

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 offers no guidance on when to use this tool versus alternatives (e.g., quote_update for modifications, client_invoice_create for invoices). No context or exclusions are provided.

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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