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update_estimate

Update an existing estimate's details such as subject, notes, taxes, and discounts by specifying only the fields to change.

Instructions

Update an existing estimate including subject, terms, taxes, and other details. Only provided fields will be updated.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesThe ID of the estimate to update (required)
client_idNoUpdate the client ID
subjectNoUpdate estimate subject
notesNoUpdate estimate notes
currencyNoUpdate currency code
issue_dateNoUpdate issue date
taxNoUpdate tax percentage
tax2NoUpdate second tax percentage
discountNoUpdate discount percentage
purchase_orderNoUpdate purchase order number
Behavior3/5

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

No annotations are provided, so the description carries the full burden. It discloses partial update behavior ('Only provided fields will be updated'), but does not mention authorization needs, rate limits, or what happens on validation errors. Given no annotations, this is adequate but not thorough.

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, zero fluff. First sentence states purpose and scope, second clarifies partial update behavior. Every word earns its place.

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?

With 10 parameters and no output schema, the description is minimal. It covers the key partial update behavior but does not explain return value, validation constraints, or authentication requirements. It is adequate but not fully complete for a tool with this complexity.

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 each parameter is already described in the schema. The description adds general categories ('subject, terms, taxes, and other details') but does not provide additional meaning beyond what the schema offers. Baseline 3 is appropriate.

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?

Description clearly states the verb 'Update' and the resource 'existing estimate', listing specific fields like subject, terms, taxes. It distinguishes from siblings like create_estimate (creation) and delete_estimate (deletion).

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

Usage Guidelines4/5

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

Usage is implied: use when you need to modify an existing estimate. The description does not provide explicit when-not or alternatives, but the purpose is clear given sibling tool 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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