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update_document

Modify an existing invoice, receipt, or other document type. Adjust line items, dates, notes, or other fields to keep records accurate.

Instructions

Update an existing document

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
docTypeYesType of document
documentIdYesDocument ID to update
contactIdNoContact ID for the document
itemsNoArray of line items
dateNoDocument date as Unix timestamp
notesNoNotes for the document
currencyNoCurrency code (e.g., EUR, USD)
invoiceNumNoDocument reference number (e.g. invoice number from supplier)
salesChannelIdNoSales channel ID to associate with the document
expAccountIdNoExpense account ID for expense documents
Behavior2/5

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

No annotations are provided, and the description only states 'update' without disclosing side effects (e.g., whether it's a partial or full update, error handling for non-existent documents, or any irreversible changes). This is insufficient 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.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single concise sentence, but it lacks structure and fails to front-load critical information. While not verbose, it could be more informative without sacrificing conciseness.

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?

Given the complexity of 10 parameters and no output schema, the description omits return values, behavior under edge cases, and integration hints. The tool is simple but the description leaves significant gaps for an AI agent to infer.

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%, so the input schema already documents all 10 parameters thoroughly. The description adds no additional meaning beyond the schema, meeting the baseline of 3 as per guidelines.

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 'Update an existing document' clearly states the verb and resource, making the purpose understandable. However, it does not differentiate from sibling update tools like update_contact or update_product, which could cause confusion if the agent needs to decide between them.

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?

The description provides no guidance on when to use this tool versus alternatives such as create_document or delete_document. It also lacks prerequisites or context for invocation, leaving the agent without decision support.

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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