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mvicari

Wave MCP Server

wave_convert_estimate_to_invoice

Convert approved estimates into invoices by specifying estimate ID and optional invoice/due dates.

Instructions

Convert an approved estimate into an invoice

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dueDateNoInvoice due date (YYYY-MM-DD)
businessIdNoBusiness ID
estimateIdYesEstimate ID
invoiceDateNoInvoice date (YYYY-MM-DD, defaults to today)
Behavior2/5

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

With no annotations provided, the description carries the full burden. It states the core action but fails to disclose side effects (e.g., whether the estimate is marked as converted), permission requirements, or idempotency.

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, clear sentence with no extraneous words. While very concise, it sacrifices some detail that could be included without becoming verbose.

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

Completeness2/5

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

Given the lack of output schema and annotations, the description is too minimal. It does not explain the return value, constraints (e.g., businessId requirement), or what happens to the original estimate, leaving significant gaps for an AI agent.

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

Parameters3/5

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

Schema coverage is 100%, so the schema already documents each parameter. The description adds no extra meaning beyond the schema, meeting the baseline but not exceeding it.

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 uses a specific verb-resource pair ('convert' + 'estimate into invoice') and includes the critical qualifier 'approved', clearly distinguishing it from sibling tools like wave_create_invoice (which creates from scratch) or wave_create_estimate.

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

Usage Guidelines3/5

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

The description implies usage when an approved estimate exists, but it lacks explicit guidance on when not to use it (e.g., if the estimate is not approved) and does not mention alternative tools or prerequisites.

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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