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by loldwyer

brc_create_quote_gen_ref

Creates a BRC quote with an auto-generated reference after user confirms sales rep, counterparty, and analysis category. Returns a draft preview for confirmation before posting.

Instructions

Creates a BRC quote with a generated reference using structured MCP fields. Use only when quote references are auto-generated in Big Red Cloud, or when the user has confirmed auto-generate after Quotes reference setting was Unknown. Draft previews include a Missing or not provided section for blank customer phone or email only — warnings only, do not invent values. Requires saleRepId and saleRepCode. Do not use default or demo sales rep values. If missing, list sales reps or ask the user to choose one before creating. Requires analysisCategoryId and accountCode from a Sales Analysis category on each product line. Do not default to CR01/Customer or the first listed category. Set confirmCrAnalysisCategory=true only after the user confirms a CR account code is intentional. 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
acCodeYes
commentsYes
ddNumberNo
poNumberNo
procDateYes
quantityYes
tranNoteYes
companyIdNoOptional BRC company id used in quote payload. Defaults to previous test company id if omitted.
entryDateYes
productIdYes
referenceNoRequired when quote references are manual, or when the quote reference setting is unknown.
saleRepIdYesSales rep id from brc_list_sales_reps.
unitPriceYes
vatRateIdYes
vatTypeIdNo
layoutTypeNo
accountCodeYesSales Analysis account code for the quote product line, for example SA01.
companyNameYesCompany context name, for example YOUR-COMPANY-NAME.
productCodeYes
saleRepCodeYesSales rep code from brc_list_sales_reps.
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.
vatPercentageYes
customerOwnerIdYes
customerOwnerNameYes
analysisCategoryIdYes
confirmCrAnalysisCategoryNoSet true only after the user confirms a CR sales analysis account code is intentional for this product line.
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.
confirmQuotesAutoGenerateInBrcNoSet true only after the user confirms quotes are auto-generated in Big Red Cloud. Required for brc_create_quote_gen_ref when Quotes reference setting is Unknown.
Behavior5/5

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

Without annotations, the description carries the full burden of behavioral disclosure. It extensively covers the tool's behavior: auto-generation vs manual reference handling, draft preview warnings, prohibition of default sales rep values, the two-step confirmation protocol (first call returns confirmation_required with a payload preview), and the need for explicit user confirmation on counterparty and CR analysis category. No contradictions with annotations (none provided).

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 dense with information but well-structured: it starts with the main purpose, then provides usage conditions, and then details step-by-step workflow. Every sentence adds value. However, it could be slightly more concise in some parts (e.g., 'When missing, list sales reps or ask the user to choose one before creating' could be trimmed). Overall, it is appropriately sized for the tool's complexity.

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 tool's high complexity (28 parameters, 18 required, no output schema), the description is fairly complete. It explains the confirmation workflow, parameter constraints, and draft preview behavior. However, it does not describe the structure of the confirmation_required response or mention possible error scenarios (e.g., validation failures). The absence of an output schema makes it less complete, but the description compensates well.

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 description coverage is only 36%, so the description must compensate. It adds significant meaning beyond the schema for key parameters: explains saleRepId/saleRepCode must come from brc_list_sales_reps, analysisCategoryId/accountCode must be from a Sales Analysis category and not defaulted to CR01, and details the confirmation flags (confirmWrite, confirmCrAnalysisCategory, confirmCounterpartyExplicit, confirmQuotesAutoGenerateInBrc). However, some parameters like ddNumber, poNumber, layoutType are not explained, leaving gaps for those.

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: 'Creates a BRC quote with a generated reference using structured MCP fields.' It uses a specific verb (create) and resource (BRC quote with generated reference), distinguishing it from sibling tools like brc_create_quote which likely handles manual references.

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 guidance on when to use the tool ('Use only when quote references are auto-generated... or when the user has confirmed auto-generate'), when not to use it ('Do not use default or demo sales rep values'), and alternatives ('If missing, list sales reps or ask the user to choose one before creating'). It also details the two-call confirmation workflow and warns against inventing values for missing fields.

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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