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oliverames

MCP Server for Wave

by oliverames

Wave: List Estimates

wave_list_estimates
Read-onlyIdempotent

Retrieve and filter estimates (quotes) by status, customer, or date range to manage quotes efficiently.

Instructions

List estimates (quotes), filtered by status, customer, or date range.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNo1-based page number for offset pagination.
sortNoA single value such as "ESTIMATE_DATE_DESC" or "TOTAL_DESC". Defaults to ESTIMATE_DATE_DESC.
statusNoDRAFT, SENT, VIEWED, ACCEPTED, APPROVED, CONVERTED, EXPIRED, REJECTED, ACTIVE, PAID, PARTIAL, UNPAID.
currencyNoCurrency code, e.g. "USD".
fetch_allNoWalk every page instead of returning just one. Slower, but complete.
page_sizeNoRecords per page (1-200).
amount_dueNoExact outstanding amount match.
business_idNoBusiness to operate on. Defaults to the session business set by wave_set_default_business.
customer_idNoOnly estimates for this customer.
modified_afterNoISO 8601 timestamp; only estimates changed after it.
estimate_numberNoExact estimate number match.
modified_beforeNoISO 8601 timestamp; only estimates changed before it.
response_formatNoOutput format: "markdown" for a compact human-readable summary, "json" for the complete record.markdown
estimate_date_endNoLatest estimate date, YYYY-MM-DD.
estimate_date_startNoEarliest estimate date, YYYY-MM-DD.
Behavior3/5

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

Annotations already declare readOnlyHint, openWorldHint, idempotentHint, and non-destructive. Description adds filter and pagination context but does not disclose behavioral traits beyond annotations, so a 3 is appropriate.

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?

Single sentence, efficient and to the point. Could be slightly more structured (e.g., front-loading core purpose) but otherwise concise.

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 15 parameters fully described in schema and good annotations, the description is adequate but lacks details on pagination, sorting, or output format. Still complete enough for a filtered-list tool.

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?

With 100% schema description coverage, the description adds minimal meaning beyond a summary of filtering options. It does not elaborate on parameter relationships or nuances, meeting the baseline 3.

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 'list' and resource 'estimates (quotes)', and specifies filtering by status, customer, or date range. It distinguishes itself from sibling tools like wave_list_invoices by focusing on estimates.

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 guidance on when to use this tool vs alternatives (e.g., wave_get_estimate for a single estimate). No exclusions or context on when not to use it.

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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