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flyingwebie

Moxie CRM MCP Server

by flyingwebie

list_invoice_templates

List all invoice templates in your Moxie CRM workspace to review available options for invoicing.

Instructions

List all invoice templates in your workspace

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

With no annotations, the description carries the full burden. It explicitly states that all invoice templates are listed and scoped to the workspace, but does not mention pagination, return format, or whether hidden/archived templates are included. This is adequate for a simple list operation but lacks deeper behavioral detail.

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, front-loaded sentence with no extraneous words. It efficiently conveys the essential action and scope.

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

Completeness3/5

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

Given the tool's simplicity (no parameters, no annotations, no output schema), the description covers the core operation but omits details about the return payload, such as whether template names, IDs, or other fields are included. It is not misleading, but it leaves some gaps for a fully self-contained description.

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?

The tool has zero parameters, making the input schema fully covered. There is nothing for the description to add about parameters, so baseline 4 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 tool lists all invoice templates in the workspace. The verb 'List' is specific and the resource 'invoice templates' is unambiguous, distinguishing it from sibling tools like list_email_templates.

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives such as list_email_templates or search_payable_invoices. It does not mention any exclusions or contextual prerequisites, leaving the agent to infer usage.

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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