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boostuagency

boostu-teamleader-mcp

by boostuagency

teamleader_create_invoice

Create a draft invoice in Teamleader Focus by specifying customer type, ID, department, payment terms, and line items with quantities, prices, and tax rates.

Instructions

Create a new draft invoice in Teamleader Focus

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
noteNoNote to include on the invoice
line_itemsYesLine items for the invoice
customer_idYesCustomer ID
invoice_dateNoInvoice date (YYYY-MM-DD, defaults to today)
customer_typeYesCustomer type
department_idYesDepartment ID
payment_term_daysNoNumber of days for payment term
payment_term_typeYesPayment term type (e.g. 'cash', 'end_of_month', 'after_invoice_date')
Behavior2/5

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

With no annotations provided, the description carries full responsibility for disclosing behavior. It states the invoice is a 'draft', which indicates it is not finalized or booked, but it does not mention permissions, reversibility, side effects, or return behavior. This is a significant gap for a mutation tool.

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?

The description is a single, clear sentence with no extraneous content. It immediately communicates the tool's core action and output object.

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?

Despite a detailed schema, the description lacks information about what the tool returns, error conditions, or prerequisite relationships (e.g., whether customer_id and department_id must reference existing entities). For a create operation with 8 parameters and no output schema, a one-line description is insufficient.

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 description coverage is 100%, and each parameter has a meaningful description. The tool description itself adds no additional parameter information, so the baseline of 3 applies.

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 the verb 'Create' and the resource 'new draft invoice', which immediately distinguishes it from sibling tools that register payments, download, book, or send invoices. It also specifies the context 'Teamleader Focus'.

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 implies usage when a draft invoice is needed, as opposed to booking or sending. However, it does not explicitly mention alternatives or when not to use this tool, leaving the agent to infer from sibling names.

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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