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Red MCP Server

by loldwyer

brc_batch_customers

Processes a batch of up to 5 customers with a two-step confirmation workflow: first call returns a preview for user review, then explicit confirmation triggers the write.

Instructions

Processes a batch of customers. Maximum 5 items per batch request. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
itemsYesBatch items to process. Maximum 5 items per request.
priceBasisNoApplies to every sales invoice/credit note item in this batch. Required when Gross Price Entry is enabled. Use `gross` when unit prices are VAT-inclusive/gross. Use `net` when unit prices are VAT-exclusive/net.
companyNameYesCompany context name, for example YOUR-COMPANY-NAME.
confirmWriteNoMust be true only after a plain-English draft has been shown in the current conversation and the user explicitly confirmed posting (for example yes, create it / post it now / confirm). Never set true on the first call or because the user initially asked to create something.
confirmCrAnalysisCategoryNoApplies to every sales document item in this batch. Set true only after the user confirms a CR (customer) sales analysis account code is intentional for these product lines.
Behavior4/5

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

No annotations are provided, so the description carries full burden. It discloses the two-phase commit behavior (preview then confirm), the maximum batch size, and the confirmCrAnalysisCategory flag. It does not detail side effects or error responses, but the key behavioral traits are transparent. A score of 4 is appropriate.

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 front-loaded with the main purpose and uses clear, imperative sentences. It is somewhat lengthy but each sentence adds relevant information. Minor repetition (e.g., 'Maximum 5 items' appears in both description and schema) but not wasteful. Score 4.

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?

There is no output schema, so the description should explain return values. It mentions that the first call returns 'confirmation_required and a payload preview', which is helpful, but it does not describe the final success/failure response after confirmWrite or error conditions. This leaves gaps for an AI agent to infer behavior.

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

Parameters5/5

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

Schema coverage is 100%, but the description adds significant value beyond the schema: it explains the workflow for confirmWrite, the nature of items (batch items with max 5), context for priceBasis (when to use net vs gross), and confirmCrAnalysisCategory. This is exemplary parameter guidance.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states 'Processes a batch of customers' which clearly indicates it handles multiple customers in batch. It distinguishes from siblings like brc_batch_products or brc_batch_cash_payments. However, it does not specify whether 'process' means create, update, or both, so clarity is slightly diminished.

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 provides explicit step-by-step guidelines: maximum 5 items, first call without confirmWrite returns a preview, show a plain-English draft, then retry with confirmWrite: true only after explicit user confirmation. It also warns that passing preflight is not confirmation and mentions confirmCrAnalysisCategory. This clearly tells the agent when and how to use the tool and when not to.

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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