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Create a quote

quote_create

Create a customer quote with auto-numbering and 30-day validity. Apply custom pricing, run profitability checks, and flag below-break-even amounts.

Instructions

Create a formal quote in the books (auto-numbered ECO-Q-MMDDYY-NN, valid 30 days) for a customer, from one or more priced lines. Runs the profitability check and stores the verdict. If a custom price is below break-even it is honoured but flagged — never silently raised.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
linesYes
notesNo
leadIdNo
customerIdYesExisting customer id (see pipeline tools to create one)
siteAddressYes
Behavior5/5

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

No annotations provided, so the description carries full burden. It discloses auto-numbering, 30-day validity, profitability check, and behavior for custom prices below break-even, providing comprehensive behavioral details.

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 efficiently convey key information with no wasted words, front-loaded with the core purpose.

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?

The description covers numbering, validity, profitability, and custom pricing behavior, but does not specify what the tool returns (e.g., quote ID, status). Given no output schema, this is a minor gap.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is only 20%, and the description adds minimal parameter-specific information beyond mentioning 'priced lines' for the lines array. It does not compensate for the low coverage.

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 creates a formal quote with auto-numbering and validity, and it distinguishes itself from sibling tools like quote_list and quote_update_status.

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?

The description specifies it is for creating a quote for a customer from one or more priced lines, but does not explicitly mention when not to use or alternatives, though context is clear.

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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