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Cancel estimate

cancel_estimate
DestructiveIdempotent

Void a proforma estimate, marking it as cancelled while preserving its number and series continuity. Reversible if needed.

Instructions

Void a proforma. It stays in SmartBill, keeps its number and is marked cancelled, so the series has no gap. Reversible with restore_estimate.

Use this when a quote is withdrawn or the customer declines. Use delete_estimate only if it is the last one in its series and should disappear entirely.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
numberYesEstimate number, without the series prefix.
seriesNameNoEstimate series. Falls back to the configured default.
companyVatCodeNoIssuing company CIF. Falls back to SMARTBILL_VAT_CODE.
Behavior4/5

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

Annotations indicate destructive and idempotent. Description adds that it's reversible, keeps the number, and prevents series gaps, which is useful behavioral context beyond annotations.

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 succinct paragraphs with clear structure: first explains what it does, second gives usage guidance. No unnecessary words.

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?

For a simple tool with 3 params and no output schema, the description covers behavior, reversibility, and differentiation from key siblings. Complete for the context.

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% with detailed descriptions. The description does not add parameter-level details, but baseline 3 is appropriate as schema already covers all parameters.

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 states 'Void a proforma' with clear verb and resource, and distinguishes from siblings like delete_estimate by explaining that it marks as cancelled and keeps the number.

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

Usage Guidelines5/5

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

Explicitly states when to use ('when a quote is withdrawn or the customer declines') and when to use delete_estimate instead, providing clear differentiation.

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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