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boondmanager-mcp-server

Traiter un justificatif en note de frais

boond_workflow_traiter_note_de_frais
Read-onlyIdempotent

Extract expense data from receipt photos or PDFs to create a BoondManager expense line after explicit validation. Missing fields are requested; an ordered runbook of Boond calls is returned for execution.

Instructions

À partir d'une photo ou d'un PDF de justificatif joint à la conversation, extrait les données de la dépense et crée la ligne de frais correspondante dans BoondManager, après récapitulatif et validation explicite. Aucun montant n'est inventé : un champ illisible est demandé à l'utilisateur.

Quand : pour dérouler ce scénario multi-étapes sans avoir à retrouver soi-même le bon enchaînement d'outils et les bons noms de filtres. Plutôt que : le prompt MCP traiter_note_de_frais si le client l'expose — contenu identique, sans consommer un appel d'outil. Cette variante existe pour les clients qui traitent mal prompts/get (claude.ai notamment).

  • N'appelle aucune API BoondManager et ne lit aucune donnée : la réponse est générée côté serveur MCP.

Returns : un runbook en texte — la liste ordonnée des appels Boond à effectuer, avec les filtres exacts. C'est ensuite au modèle de les exécuter ; rien n'est fait par cet appel.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
termNoMois de la note de frais (YYYY-MM). Défaut : mois de la date du justificatif.
contexteNoPrécision libre sur la dépense (ex: « déjeuner client Dupont », « A/R Nancy en voiture »).
project_idNoProjet à imputer / refacturer. Accepte soit l'ID numérique, soit le libellé du projet (résolution auto via `boond_projects_search`).
resource_idNoCollaborateur concerné. Accepte soit l'ID numérique, soit « Prénom Nom » (le serveur résoudra automatiquement via `boond_resources_search`). Si absent, `boond_application_current_user` est appelé pour le récupérer.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Addedv2.14.0

TDQS

A4.1/5.0
Behavior4/5

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

Beyond the readOnly/idempotent annotations, the description discloses that no Boond API is called, no data is read, the response is generated server-side, and the tool returns a textual runbook for the model to execute. It also adds the no-invented-amount and user-request-for-illegible-field behaviors; only the earlier 'crée la ligne' phrasing slightly muddles this otherwise transparent picture.

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 text is organized into clear sections (Quand, Plutôt que, Returns) with the key constraints front-loaded and no filler. It is a bit long and repeats the no-API idea, but each section earns its place.

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

Completeness4/5

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

The description covers when to use it, the alternative to prefer, side-effect guarantees, the return format, validation, and how illegible fields are handled—especially valuable given there is no output schema. A short example or a less contradictory opening sentence would make it fully complete.

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?

Input-schema description coverage is 100%, so the schema already explains all four parameters, including the auto-resolution behavior for project_id and resource_id. The tool description adds no parameter-level detail beyond that, so it stays at the schema-covered baseline.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description names a concrete scenario and outcome—extract data from a receipt and create an expense line in BoondManager after explicit validation—and states a clear invariant (no invented amounts). It is not a tautology and is specific enough to distinguish from most siblings, but the first sentence says the tool itself creates the line while the Returns section says it only emits a runbook, which leaves the tool's immediate effect slightly ambiguous.

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?

The 'Quand' block explicitly says this tool is for running a multi-step workflow without manually chaining tools and filters. The 'Plutôt que' block names a specific alternative (the MCP prompt `traiter_note_de_frais`) and gives the condition under which each should be chosen, so an agent needs no inference.

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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