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berthelius

Frihet MCP Server

Create Gestoria Template

gestoria_template_create

Create a reusable document request template for bulk-sending to clients. Supports variable interpolation, due date offset, and optional attachment requirement.

Instructions

Create a reusable document request template that the gestor can bulk-send to many client workspaces. Template body supports plain-text variable interpolation (e.g. {{quarter}}, {{year}}). dueDateOffsetDays sets when the request is due relative to the bulk-send date. attachmentRequired=true enforces clients to upload a file before marking complete. Example: name='IVA trimestral', title='Documentacion IVA {{quarter}}/{{year}}', description='Adjunta extractos bancarios y facturas emitidas del {{quarter}}', dueDateOffsetDays=14, attachmentRequired=true. / Crea una plantilla de solicitud de documento reutilizable que el gestor puede enviar en masa a varios espacios cliente.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesInternal template name (shown to gestor only) / Nombre interno
titleYesTitle rendered to the client (supports {{variables}}) / Titulo visible al cliente
variablesNoVariable definitions for interpolation / Definiciones de variables
descriptionYesDescription / instructions for the client (supports {{variables}}) / Descripcion e instrucciones
dueDateOffsetDaysYesDays from send until due (0-365) / Dias desde envio hasta vencimiento
attachmentRequiredNoRequire an uploaded file before completion (default: false) / Requiere archivo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
templateIdYes
Behavior5/5

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

The description adds significant behavioral context: variable interpolation, due date offset behavior, attachment requirement, and an example. Annotations are minimal, so the description carries the burden and does it well.

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 concise with two sentences and an example, but the example is inline and could be more structured. Still efficient and informative.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite having an output schema, the description is complete for a create tool: it covers core functionality, usage, parameters, and behavioral details. No gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, but the description adds value by explaining parameters in context (e.g., dueDateOffsetDays meaning, attachmentRequired default) and provides an example that ties all parameters together.

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 'Create a reusable document request template that the gestor can bulk-send to many client workspaces,' specifying the verb and resource, and distinguishes from siblings like gestoria_template_bulk_send.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explains when to use the tool (creating templates for bulk-sending) and provides an example, but does not explicitly state when not to use or list alternatives beyond implying the send tool.

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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