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montrellcruse

ServiceTitan MCP Server (Enterprise)

estimates_list

Retrieve and filter estimates from ServiceTitan by job, project, amount, date, status, or seller to manage and analyze sales proposals.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
jobIdNoFilter by job ID
projectIdNoFilter by project ID
jobNumberNoFilter by job number
totalGreaterNoFilter estimates with totals greater than this amount
totalLessNoFilter estimates with totals less than this amount
soldByIdNoFilter by seller user ID
soldByEmployeeIdNoFilter by seller employee ID
idsNoComma-separated estimate IDs (maximum 50)
soldAfterNoReturn estimates sold on or after this date/time (UTC)
soldBeforeNoReturn estimates sold before this date/time (UTC)
statusNoFilter by estimate status
orderByNoLegacy order by field accepted by ServiceTitan API
orderByDirectionNoLegacy order direction accepted by ServiceTitan API
locationIdNoFilter by location ID
activeNoFilter by active statusTrue
sortNoSort: Field (default), +Field (asc), or -Field (desc). Fields: Id, CreatedOn, ModifiedOn, SoldOn, Total
pageNoPage number (starts at 1)
pageSizeNoRecords per page (default 50)
includeTotalNoInclude total count in response
createdBeforeNo
createdOnOrAfterNo
modifiedBeforeNo
modifiedOnOrAfterNo
Behavior1/5

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

Tool has no description.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness1/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Tool has no description.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness1/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Tool has no description.

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

Parameters1/5

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

Tool has no description.

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

Purpose1/5

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

Tool has no description.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines1/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Tool has no description.

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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