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quote_send

Send a quote to client email addresses with a required subject and optional body. Automatically BCCs yourself by default.

Instructions

Send a quote to the client via email. Requires send_to (one or more recipient emails) and email_title; copy_to_self BCCs the authenticated user (defaults to true server-side).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesQuote ID (UUID)
send_toYesRecipient email addresses (at least one required)
email_bodyNoEmail body text (optional)
email_titleYesEmail subject (required)
copy_to_selfNoBCC the authenticated user (default: true server-side)
Behavior2/5

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

No annotations are provided, and the description does not disclose side effects (e.g., whether the quote status changes), irreversibility, or what happens upon success/failure. The only behavioral detail is the default BCC behavior.

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 concise sentences front-load the core information with no wasted words. Structure is clear and efficient.

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?

Tool has no output schema and description omits details about return values, error states, or confirmation of sending. Given the complexity of email sending, more context is needed for complete understanding.

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 coverage is 100% so parameters are already documented. The description adds context about default behavior of copy_to_self but does not significantly enhance understanding beyond the schema.

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 'Send a quote to the client via email', which specifies the verb (send) and resource (quote), distinguishing it from sibling tools like quote_create, quote_show, etc.

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 lists required parameters and mentions default behavior of copy_to_self, but does not explicitly contrast with similar tools like client_invoice_send or provide when-not-to-use guidance.

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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