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list_estimates

Retrieve estimates from Harvest with filters for client, state, and date range. Returns paginated results.

Instructions

Retrieve estimates with filtering by client, state, and date ranges. Returns paginated results with estimate details.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
client_idNoFilter by client ID
stateNoFilter by estimate state
fromNoStart date for date range filter (YYYY-MM-DD)
toNoEnd date for date range filter (YYYY-MM-DD)
updated_sinceNoFilter by estimates updated since this timestamp
pageNoPage number for pagination
per_pageNoNumber of estimates per page (max 2000)
Behavior3/5

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

Discloses pagination and filtering, but lacks details on rate limits, data freshness, or behavior with no results. With no annotations, the description carries full burden but only provides basic information.

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?

Two sentences that are concise and front-loaded with purpose and key features. Every sentence adds value without redundancy.

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 no output schema, the description could elaborate on 'estimate details', but it is adequately informative for a list tool. It covers filtering and pagination, though some aspects like sorting are omitted.

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 coverage is 100%, so the schema already explains parameters. The description summarizes filtering options but doesn't add deeper semantics beyond what the schema provides, earning a baseline score.

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 'Retrieve estimates' and specifies filtering and pagination, making it distinct from tools like get_estimate or list_invoices.

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 explicit guidance on when to use this tool versus alternatives like list_invoices or list_expenses. While filtering options are mentioned, context about appropriate use cases is missing.

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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