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deals_add_installment

Add an installment with a description, amount, and billing date to an existing deal.

Instructions

Add an installment to a deal (API v2).

Required: description (name), amount (positive, non-zero) and billing_date (YYYY-MM-DD).

Common use cases:

  • { "id": 123, "description": "Deposit", "amount": 500, "billing_date": "2026-01-15" }

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesDeal ID to attach the installment to
amountYesInstallment amount (positive, non-zero)
descriptionYesInstallment name
billing_dateYesBilling 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 bears full responsibility for behavioral disclosure. It states 'Add an installment' implying mutation, but does not discuss idempotency, permissions, side effects, or error conditions.

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

Conciseness5/5

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

The description is three well-structured sentences: purpose and version, required fields with constraints, and a concrete JSON example. No unnecessary words.

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 no annotations and no output schema, the description covers the basics but lacks information about return values, failure modes, or prerequisites. The example helps, but completeness is average.

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 baseline is 3. The description adds minor clarifications (e.g., 'name' for description, 'positive, non-zero' for amount) but largely repeats the schema's parameter descriptions, providing little extra value.

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 verb 'Add' and the resource 'installment to a deal' (API v2). This distinguishes it from sibling tools like deals_update_installment or deals_add_product.

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?

The description specifies required fields and their formats (e.g., amount positive non-zero, billing_date YYYY-MM-DD) and provides a JSON example. However, it does not explicitly mention when to avoid this tool or contrast it with related tools.

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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