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Download estimate PDF

get_estimate_pdf
Read-only

Fetch the PDF of an issued proforma estimate, returned as a file path or base64 bytes.

Instructions

Fetch the PDF of an already-issued proforma, for when the user wants the document itself. Read-only.

Returns either a path on the server's filesystem or base64 bytes, depending on how the server is running; force one with as. To send the proforma to the client by email, use send_document_email instead.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
asNoHow to return the PDF: 'file' writes it to the server's download directory and returns the path; 'base64' returns the bytes inline. Defaults to whichever suits the transport in use.
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 already declare readOnlyHint=true. Description adds key details: return format varies by server (path or base64) and how to force a specific format via 'as' parameter. Discloses behavior 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?

Three sentences, front-loaded with purpose and read-only status. Every sentence adds value: purpose, return format behavior, alternative tool. No wasted 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 read-only fetch tool with 100% parameter coverage and readOnlyHint, the description fully addresses usage, return types, and alternatives. No gaps identified.

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

Parameters4/5

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

Schema coverage is 100%, baseline 3. Description adds context for 'as' parameter: explains default behavior and how to force file or base64. Provides additional meaning beyond enum labels.

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?

Clear verb 'Fetch the PDF' with specific resource 'already-issued proforma'. Explicitly states read-only nature and distinguishes from sending via email. Differentiates from siblings like send_document_email.

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?

States when to use: 'when the user wants the document itself'. Provides explicit alternative: 'To send...by email, use send_document_email instead'. No ambiguity.

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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