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invoice_dispute_response_email

Draft professional replies to client invoice disputes. Choose from explain, adjust, or clarify modes to address disputed charges while preserving the relationship.

Instructions

Write the professional reply when a client disputes or questions a charge on an invoice — 'I thought this was included', 'We agreed on a lower price', 'I don't recognise this line item'. Three response modes: 'explain' (default — the charge is valid and correct, explain clearly and calmly why), 'adjust' (you'll credit or reduce the invoice as a goodwill gesture or because of a genuine error), 'clarify' (you need more information from them before you can respond fully). Distinct from late_payment_reminder (client hasn't paid but hasn't disputed), budget_update_email (you're informing of a cost increase before invoicing), and scope_change_email (formal change order for extra work) — this is the specific situation where a client has received your invoice and is pushing back on a line item. Professional, calm, not defensive — resolves the dispute without damaging the relationship. Does not count against your monthly draft limit.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
client_nameYesClient's first name or full name
disputed_itemYesWhat they're disputing (e.g. 'the additional hour charge', 'the rush fee', 'the final milestone payment')
project_nameNoName of the project
response_modeNoHow to respond: 'explain' (charge is valid, explain it — default), 'adjust' (you'll credit or reduce the invoice), 'clarify' (you need more detail before responding)
explanationNoWhy the charge is valid (used in 'explain' mode — e.g. 'this covers the two additional revision rounds requested on June 3rd beyond the three included in the original scope')
adjustmentNoWhat you'll do to resolve it (used in 'adjust' mode — e.g. 'remove the rush fee', 'credit $200 against the balance', 'issue a revised invoice at the originally discussed rate')
invoice_numberNoInvoice number for reference in the subject line (e.g. 'INV-047')
your_nameNoYour name for the sign-off
Behavior4/5

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 the tool's behavior: it generates a professional, calm, non-defensive reply. It describes the three response modes (explain, adjust, clarify) and their intended uses. It also mentions that the email does not count against a monthly draft limit. However, it does not detail potential limitations or side effects, but overall it provides solid behavioral context.

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 description is well-structured: it starts with the core purpose, then lists the modes, contrasts with siblings, and adds tone and a bonus note. It is front-loaded with the most important information. While it is a bit lengthy, every sentence adds value and there is no redundancy.

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?

Given the complexity of 8 parameters (2 required, 1 enum) and no output schema, the description adequately covers the scenario, modes, and differentiation from siblings. It provides enough context for an AI agent to understand the tool's purpose and when to use it. The absence of output schema is acceptable as the tool generates an email, whose format is implied.

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?

Schema coverage is 100%, so the baseline is 3. The description adds significant value by explaining the three modes and providing examples of what to use in explanation and adjustment parameters. It clarifies the context of each parameter beyond the schema's descriptions, making the tool more intuitive.

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's purpose: writing a professional reply when a client disputes an invoice charge. It specifies the three response modes (explain, adjust, clarify) and distinguishes this tool from related siblings like late_payment_reminder, budget_update_email, and scope_change_email. The verb 'Write' and resource 'professional reply' are specific and unambiguous.

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 description explicitly defines when to use this tool: when a client disputes or questions a charge. It provides contrasting contexts for sibling tools (e.g., late_payment_reminder for non-disputed non-payment, budget_update_email for pre-invoice cost increases, scope_change_email for formal change orders). It also clarifies that this is for the specific situation where the client has received the invoice and is pushing back on a line item.

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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