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Create from template and embedded invite

create_embedded_invite_from_template

Create a document from a template or template group and immediately generate an embedded signing invite, configuring recipients' roles, actions, and authentication methods.

Instructions

Create a document or document group from a template or template group, then create an embedded signing invite immediately. This tool is ONLY for templates and template groups.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
entity_idYesID of the template or template group
ordersNoList of orders with recipients for the embedded invite (can be a list or JSON string)
entity_typeNoType of entity: 'template' or 'template_group' (optional, auto-detected if not provided).
nameNoOptional name for the new document or document group

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
created_entity_idYesID of the created document or document group
created_entity_typeYesType of created entity: 'document' or 'document_group'
created_entity_nameYesName of the created entity
invite_idYesID of the created embedded invite
invite_entityYesType of invite entity: 'document' or 'document_group'
recipient_linksYesArray of objects with role and link for recipients with delivery_type='link'
Behavior3/5

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

Annotations already indicate mutation (readOnlyHint=false). The description adds that the operation happens 'immediately' and applies only to templates, which is useful. However, it does not disclose side effects, auth requirements, error scenarios, or other behavioral traits beyond what annotations provide.

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 two concise sentences, front-loaded with the core action. Every sentence adds value without 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?

With an output schema present, return values don't need explanation. However, given the complexity and multiple sibling tools, the description could be more complete by explaining when to use this tool versus similar ones (e.g., create_embedded_invite). It is adequate but not comprehensive.

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 description adds no additional parameter meaning beyond what the schema already provides. The restriction to templates is already encoded in the entity_type enum.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it creates a document from a template and then creates an embedded invite. It specifies 'ONLY for templates and template groups,' which distinguishes it from generic invite tools. However, it could be more explicit in contrasting with sibling tools like create_embedded_sending_from_template.

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?

The description does not provide explicit when-to-use versus alternatives. It notes the tool is only for templates, but it lacks guidance on when to prefer this over similar tools (e.g., create_embedded_invite, create_from_template). No prerequisites or usage context are mentioned.

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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