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mvicari

Wave MCP Server

wave_create_estimate

Create a new estimate for a customer with line items, dates, and optional details. Streamline your quoting process.

Instructions

Create a new estimate (quote)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
memoNoInternal memo
itemsYesEstimate line items
titleNoEstimate title
footerNoFooter text
subheadNoEstimate subhead
businessIdNoBusiness ID
customerIdYesCustomer ID
expiryDateNoExpiry date (YYYY-MM-DD)
estimateDateYesEstimate date (YYYY-MM-DD)
Behavior2/5

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

No annotations are provided, so the description must carry the full burden. The description only states the action without disclosing side effects (e.g., creation of a new record), required permissions, idempotency, or whether the operation is reversible.

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 very concise (one phrase) and front-loaded. However, it could be slightly expanded to include essential context 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 tool has 9 parameters including nested items, no output schema, and no annotations, the description is insufficient. It does not explain return values, validation rules, or how parameters interact (e.g., date formats).

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 description coverage is 100%, so the baseline is 3. The description adds no extra meaning beyond the schema's parameter descriptions. The schema already provides basic descriptions for all parameters.

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 'Create a new estimate (quote)' clearly states the action (create) and the resource (estimate). It distinguishes from sibling tools like wave_get_estimate, wave_list_estimates, and wave_update_estimate.

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

Usage Guidelines2/5

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

No usage guidelines are provided. The description does not specify when to use this tool over alternatives such as wave_convert_estimate_to_invoice or wave_send_estimate, nor does it mention prerequisites or context.

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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