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Red MCP Server

by loldwyer

brc_batch_sales_entries

Process batch sales entries (max 5 items) by generating a draft preview for user confirmation before posting, with explicit counterparty verification required.

Instructions

Processes a batch of sales entries. 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. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that 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.
confirmCounterpartyExplicitNoMust be true only after the user explicitly named or confirmed the customer, supplier, or other counterparty in the current conversation. Never set true because a customer or supplier appeared in an earlier draft, was inferred from context, or was filled in without the user's explicit choice in this conversation.
Behavior4/5

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

With no annotations, the description carries full burden. It discloses the confirmation workflow, preview requirement, and counterparty confirmation necessity. While it implies write operations, it omits error handling, idempotency, or success response details.

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 paragraph that front-loads the main action and max batch size. Every sentence contributes, but it could be slightly more structured with bullet points for clarity. Still efficiently worded.

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?

Given the complexity (6 parameters, no output schema, no annotations), the description covers the main workflow but lacks details on the payload preview format, post-submit response, and error handling. More completeness would be beneficial.

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 baseline is 3. The description adds workflow context for confirmWrite and confirmCounterpartyExplicit, and explains priceBasis. This adds meaning beyond the schema, especially the two-step process.

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 processes a batch of sales entries with a specific verb and resource. It distinguishes from siblings like brc_batch_sales_invoices by detailing the two-step confirmation workflow and maximum batch size.

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?

Provides explicit step-by-step usage: first call without confirmWrite to get confirmation_required and preview, then retry with confirmWrite after user confirmation. Also requires confirmCounterpartyExplicit. However, it does not explicitly mention when not to use this tool or contrast with siblings.

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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