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samaxbytez

freeagent-mcp-server

by samaxbytez

freeagent_create_estimate

Issue a new estimate or quote in FreeAgent. Define contact, type, date, and currency; include optional items and terms.

Instructions

Create a new estimate in FreeAgent

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
contactYesContact URL
estimate_typeYesType of estimate
dated_onYesEstimate date (YYYY-MM-DD)
currencyYesCurrency code
referenceNoEstimate reference
payment_terms_in_daysNoPayment terms in days
commentsNoComments on the estimate
estimate_itemsNoJSON array of estimate items with item_type, quantity, price, description
Behavior2/5

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

No annotations exist, and the description lacks behavioral details beyond 'create'. It does not mention side effects (e.g., triggering notifications), authorization needs, or default status after creation (e.g., draft).

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

Conciseness3/5

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

The description is concise (one sentence) but lacks important details, sacrificing completeness for brevity. While not overly verbose, it is under-specified.

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?

With no output schema and no annotations, the description should provide more context, such as the expected state after creation (e.g., draft) or the structure of the 'estimate_items' parameter. It fails to compensate for the missing structured metadata.

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 schema already documents all parameters. The description adds no additional meaning beyond the schema's parameter descriptions.

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 in FreeAgent' clearly states the verb 'create' and the resource 'estimate', distinguishing it from sibling tools like freeagent_create_invoice or freeagent_create_bill.

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., freeagent_update_estimate for modifications, freeagent_mark_estimate_as_sent for sending). No usage context or exclusions provided.

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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