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list_quotes

Retrieve sales quotes from Xero with filters for date range, status, contact, and quote number. Manage your quotes effectively.

Instructions

Retrieves sales quotes

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoUp to 100 quotes will be returned in a single API call
orderNoOrder by any element
dateToNoFilter for quotes before a particular date (YYYY-MM-DD)
statusNoFilter for quotes of a particular status (DRAFT, SENT, DECLINED, ACCEPTED, INVOICED)
dateFromNoFilter for quotes after a particular date (YYYY-MM-DD)
contactIDNoFilter for quotes belonging to a particular contact
quoteNumberNoFilter by quote number
expiryDateToNoFilter for quotes expiring before a particular date (YYYY-MM-DD)
expiryDateFromNoFilter for quotes expiring after a particular date (YYYY-MM-DD)
Behavior2/5

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

No annotations exist, so the description must disclose behavioral traits. It only says 'Retrieves sales quotes' with no mention of pagination (although schema hints at it), rate limits, auth, or error handling. The page parameter description in schema says 'Up to 100 quotes...' but that detail is not in the tool description.

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 a single, concise sentence with no wasted words. It is structurally simple but appropriate for a straightforward retrieval tool.

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?

With 9 parameters and no output schema or annotations, the description is too minimal. It lacks details about return format, filtering behavior, or any side effects, leaving many usage aspects unexplained.

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%, meaning every parameter has a description in the schema. The tool description adds no additional parameter meaning, so 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?

The description clearly states the tool retrieves sales quotes, which is a specific verb+resource combination. It distinguishes from sibling tools like list_invoices and list_bank_transactions by focusing on quotes.

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 vs alternatives like list_invoices or when not to use it. There are no prerequisites or context cues.

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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