talonic-mcp
OfficialThis server lets AI agents extract structured, schema-validated data from documents and manage a document workspace via the Talonic API. Each user operates within a private, isolated workspace secured by an API key.
Extract structured data (
talonic_extract): Pull specific fields (vendor name, totals, dates, parties, etc.) from PDFs, images, scans, DOCX files, and more, returning clean JSON with per-field confidence scores. Supports input via base64, local file path, URL, or existing document ID — enabling re-processing of previously uploaded documents with different schemas.Convert documents to Markdown (
talonic_to_markdown): Get OCR-converted markdown text from a document for summarisation, translation, or analysis without needing a schema.Search the workspace (
talonic_search): Perform fuzzy/conceptual full-text search across documents, fields, sources, and schemas.Filter documents by field values (
talonic_filter): Apply composable, value-based conditions (e.g.amount > 1000,vendor = Acme, date ranges) against extracted fields to retrieve matching documents.Fetch document metadata (
talonic_get_document): Retrieve full metadata for a document by ID, including page count, detected type, language, processing log, and dashboard links.List saved schemas (
talonic_list_schemas): View all schemas in the workspace, including definitions, IDs, and field counts, to discover reusable extraction templates.Save schemas (
talonic_save_schema): Store schema definitions for consistent reuse across multiple documents of the same type.Browse resources: Access
talonic://schemas(saved schema list) andtalonic://webhooks/reference(webhook event types, delivery behavior, and retry policies) as browsable MCP resources.
Integrates with JetBrains IDEs through the Continue extension, enabling AI agents to perform document data extraction and management using Talonic's tools.
@talonic/mcp
Official Talonic MCP server. Give any AI agent the ability to extract structured, schema-validated data from any document — PDFs, scans, invoices, contracts, forms — via the Model Context Protocol.
Status: stable, listed on the official MCP Registry as
io.github.talonicdev/talonic-mcp. Eleven established document tools and two resources are verified end-to-end against production (including the Claude.ai hosted connector); this branch adds five public Agent-stage worklist tools. Runs as a local stdio process for desktop/IDE clients or as the hosted Streamable HTTP server atmcp.talonic.comfor Claude.ai connectors.
What you get
One install gives an agent the whole document-extraction workflow:
Tool | What it does |
| Extract schema-validated JSON from a document, with per-field confidence scores. The primary tool. |
| Get a browser upload link for files too large to pass through a hosted connector (e.g. Claude.ai). The robust path for real-world documents. |
| OCR a document to clean markdown. |
| Omnisearch across documents, fields, sources, and schemas. |
| Filter documents by extracted field values ( |
| Fetch a document's metadata, processing status, and links. |
| List saved schemas (with definitions). |
| Save a reusable schema to the workspace. |
| Read credit balance, EUR value, burn rate, and runway for budget-aware behaviour. |
| Read the public per-unit credit pricing catalog and multipliers to predict spend before running a job. |
| Break down credit consumption per function over a trailing window (default 30 days). |
Plus two resources for clients that browse them (Claude Desktop, Cowork render these in-UI):
talonic://schemas— the saved-schemas list.talonic://webhooks/reference— webhook event types, delivery semantics, signature verification, and retry policy.
Every tool description is written for an LLM, with explicit USE WHEN / DO NOT USE WHEN guidance, so agents pick the right tool without extra prompting.
Related MCP server: PostIdentity MCP Server
Why use it
When an agent needs structured data out of a PDF, scan, or messy document, the usual approach is raw OCR plus an LLM call — and the results drift: tables get mangled, dates get misread, totals come out wrong. talonic_extract instead returns schema-validated JSON with per-field confidence scores, a detected document type, and stable IDs for follow-up calls. The full pipeline (upload → OCR → extraction → validation) runs server-side in one request.
Quick start
1. Get an API key (30 seconds)
Each user runs against their own isolated Talonic workspace — your documents and schemas are private to you.
Sign up at app.talonic.com — free tier, 50 extractions/day, no credit card.
Settings → API Keys → Create New Key.
Copy the
tlnc_…value into your MCP client config (snippets below).
You don't need an API key for Claude.ai. The hosted connector uses OAuth — Claude.ai handles auth via PKCE and stores its own short-lived tokens. The API key is only needed for local-stdio installs (Claude Desktop, Cursor, Cline, Continue, Cowork) and the API-key URL fallback.
2. Install
Every local client launches the server the same way — a one-line npx invocation with your key in the env block. No clone, no build:
{
"command": "npx",
"args": ["-y", "@talonic/mcp@latest"],
"env": { "TALONIC_API_KEY": "tlnc_..." }
}Version pinning. @latest is fine for trying things out. For production and CI, pin a version (e.g. @talonic/mcp@0.1.52) so a release can't silently change tool descriptions, validation rules, or response shapes your agent depends on. Bump the pin after reviewing the CHANGELOG.
Client setup
Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):
{
"mcpServers": {
"talonic": {
"command": "npx",
"args": ["-y", "@talonic/mcp@latest"],
"env": { "TALONIC_API_KEY": "tlnc_your_key_here" }
}
}
}Fully restart Claude Desktop (Cmd+Q on macOS — not just close the window). Talonic appears in the connected-servers list with all sixteen public tools.
Edit ~/.cursor/mcp.json (or Cursor settings → MCP → edit config):
{
"mcpServers": {
"talonic": {
"command": "npx",
"args": ["-y", "@talonic/mcp@latest"],
"env": { "TALONIC_API_KEY": "tlnc_your_key_here" }
}
}
}Open the Cline panel → settings (gear) → MCP Servers → Edit. Add the entry above. Save and restart the panel.
Edit ~/.continue/config.json, add to the mcpServers array:
{
"name": "talonic",
"command": "npx",
"args": ["-y", "@talonic/mcp@latest"],
"env": { "TALONIC_API_KEY": "tlnc_your_key_here" }
}Open Cowork settings → MCP Servers → Add. Use the same shape as Claude Desktop above.
Claude.ai (hosted connector)
Claude.ai's "Add custom connector" flow uses a remote MCP URL instead of a local process. We host one at mcp.talonic.com. OAuth is the recommended path — no API key in the config.
Recommended — OAuth (no API key):
Open claude.ai/settings/connectors → Add custom connector.
URL:
https://mcp.talonic.com/mcp(no query string, no headers).Click Connect → you're redirected to Talonic → sign in (Google, Microsoft, or SSO).
Approve the consent screen (scopes:
extract:write,documents:read,schemas:read). Pick a workspace if you have multiple.You're returned to Claude.ai. All sixteen public tools appear.
The flow uses PKCE (RFC 7636) and dynamic client registration (RFC 7591). Claude.ai stores a 1-hour access token + 30-day refresh token and refreshes automatically. No API key ever touches the connector config or any URL. Revoke by removing the connector or revoking the OAuth client in your Talonic dashboard.
Alternative — API key in URL (firewalled environments, automation, static credential):
https://mcp.talonic.com/mcp?apiKey=tlnc_your_key_hereTrade-off: the key is persisted in Claude.ai's connector store and may appear in Anthropic-side logs. Rotate it if you remove or share the connector.
Uploading files in Claude.ai? Use
talonic_request_upload— see the next section. Dragging a real file straight into the chat does not work through hosted connectors (a platform limit, explained below).
File uploads: the browser-handoff flow
This is the most important thing to understand about running Talonic inside a hosted connector (Claude.ai web, ChatGPT).
The constraint
Hosted AI platforms cap the size of a single tool-call argument. On Claude.ai the effective ceiling is ~32 KB of decoded payload (~43 KB of base64) — measured directly against production. A real PDF is hundreds of KB to several MB, so passing it as base64 file_data gets silently truncated: the server receives a clean-but-incomplete prefix, the API registers a stub document, and extraction returns null fields. The agent never sees the truncation. Separately, the agent's sandbox cannot upload the bytes out-of-band either — egress is allowlisted, so a direct PUT to storage is blocked.
These are deliberate, structural properties of hosted/sandboxed agent platforms — not a Talonic bug, and not something we can configure away. The same limits apply to ChatGPT connectors and similar surfaces.
The solution: talonic_request_upload
Route the file transfer onto the user's own browser, which has neither the tool-call cap nor the egress allowlist:
1. Agent calls talonic_request_upload(filename)
→ { document_id, upload_url: "https://app.talonic.com/u/<token>", expires_at }
2. Agent shows the upload_url to the user.
3. User opens it in a browser tab and drops the file.
4. Agent polls talonic_get_document(document_id) until status === "completed".
5. Agent calls talonic_extract(document_id, schema) — structured data comes back.Cost to the user: one click. It's the same pattern as a Slack/Stripe "open in browser" link, and it works on every hosted agent. Verified end-to-end in production Claude.ai.
For the agent: a user saying "done" or "uploaded" only confirms the browser-side upload finished — server-side OCR + processing take another ~10–30 s. Poll
talonic_get_documentuntilstatusis"completed"before callingtalonic_extract. Calling early returns errors that look like the file is missing. (The tool descriptions enforce this; you generally don't need to prompt for it.)
When you don't need it
Local-stdio installs (Claude Desktop, Cursor, Cline, Continue, Cowork) have no tool-call cap. Drop a file in and the agent passes
file_datadirectly —talonic_request_uploadisn't needed.The file is already at a public URL → pass
file_urltotalonic_extract.The file was already uploaded at app.talonic.com → pass its
document_id.
Agent decision guide
Pick the right tool before calling — the wrong one returns the wrong data, costs credits, and slows the conversation.
User has a file
Local client (Desktop, Cursor, …), small-to-medium file →
talonic_extractwithfile_data+filename.Hosted connector (Claude.ai) →
talonic_request_upload, then poll, thentalonic_extractbydocument_id. (See browser-handoff.)File is at a public URL →
talonic_extractwithfile_url.They want specific fields → pass a
schemaorschema_id. They want full text →talonic_to_markdown. Both →talonic_extractwithinclude_markdown: true.
User is asking about existing documents
Conceptual/fuzzy ("any docs about indemnification") →
talonic_search.Value-based ("invoices over 1000 EUR") →
talonic_filter.They reference a
document_id→talonic_get_document(metadata),talonic_to_markdown(text), ortalonic_extract(re-extract with a new schema). Re-using adocument_idis cheaper than re-uploading.
Working with schemas
One-off → pass the schema inline. Reused across many docs →
talonic_save_schemaonce, thentalonic_extractwithschema_id. Discover existing →talonic_list_schemas.
Confidence & human review
confidence.overall< ~0.7 → tell the user the extraction may be unreliable; surface low-confidence fields; confirm before downstream actions.Per-field confidence < ~0.7 → mark "needs review"; don't use silently in calculations or external calls.
Critical fields (amounts, legal terms, names, dates) → confirm with the user even at high confidence.
Need to cite sources? Pass
include_provenance: truefor per-field page/section/source-text.
When not to call Talonic
General-knowledge or chat questions — don't pre-emptively extract.
The data is already in the conversation from a prior call — reuse it.
For cost/balance questions →
talonic_get_balance. Per-call cost is on everytalonic_extract/talonic_to_markdownresponse undercost.
How it works
Agent (Claude Desktop / Cursor / Claude.ai / …)
│ MCP protocol — stdio (local) or Streamable HTTP (hosted)
▼
Talonic MCP server (this package)
│ HTTPS, Bearer auth (API key or OAuth token)
▼
api.talonic.comEach tool call is one HTTP request to the Talonic API. The server handles auth, retries on transient failures (429, 5xx), MIME-type detection, multipart serialisation, and structured error formatting. It is a thin, stateless client — see Privacy.
Configuration
Set via the env block in your MCP client config:
Variable | Required | Description |
| yes (local installs) | Your Talonic API key. Starts with |
| no | Override the API base URL. Default: |
Troubleshooting
Error: TALONIC_API_KEY environment variable is required.
The env block is missing or unread. Check the JSON shape, then fully restart the client (not just the conversation).
Talonic doesn't appear in the connected-servers list.
Confirm command is npx and args are exactly ["-y", "@talonic/mcp@latest"]. Sanity check in a terminal: npx -y @talonic/mcp@latest --version should print a version.
talonic_extract returns a validation error with no schema.
By design — the call needs to know which fields to pull. The error hands back a ready-to-paste minimal schema (tailored to your instructions) so the retry succeeds immediately. Three ways forward: provide an inline schema (full JSON Schema recommended), pass a schema_id from talonic_list_schemas, or set auto_schema: true for open capture — Talonic discovers the fields and returns a suggested schema you can refine.
Dragging a file into Claude.ai gives empty/null fields.
The hosted-connector tool-call cap (~32 KB) truncated file_data. Use talonic_request_upload — the browser-handoff flow is the supported path. Local-stdio installs are unaffected.
talonic_request_upload worked but talonic_extract errors right after.
You extracted before processing finished. Poll talonic_get_document until status === "completed", then extract. A user's "done" only means the browser upload landed, not that OCR is done.
talonic_filter returns nothing when you expect data.
Two causes: (1) the field isn't extracted/filterable yet — call talonic_search and check filterable: true; (2) schema-typing — numeric operators (gt, gte, lt, lte, between) need the field typed as number. A string field holding numeric content silently returns zero. Gate on field.dataType === "number" (from talonic_search) before constructing numeric filters.
Tool descriptions look stale after an update. Some clients cache tool lists. For Claude.ai, remove and re-add the connector. For local clients, restart.
Known limitations (v0.1)
talonic_extractneeds the fields specified. Pass aschema(full JSON Schema recommended) or aschema_id— or setauto_schema: truefor open capture, which discovers the fields and returns a suggested schema. A call giving none of the three returns a validation error that hands back a ready-to-paste minimal schema. If a flat key-type map ({ vendor_name: "string" }) yields a "no fields" error, use full JSON Schema:{ "type": "object", "properties": { "vendor_name": { "type": "string", "title": "Vendor Name" }, "total_amount": { "type": "number", "title": "Total Amount" } }, "required": ["vendor_name", "total_amount"] }Hosted-connector tool-call cap (~32 KB). Real files can't pass through
file_dataon Claude.ai/ChatGPT — usetalonic_request_upload. Local installs are unaffected.Filter requires
filterable: truefields. Calltalonic_searchfirst; only entries withfilterable: trueare usable ontalonic_filter.Numeric filter operators need
number-typed fields. Numbers stored as strings (currency symbols, locale formatting) silently return zero. Type schema fields appropriately at design time; gate ondataTypeat query time.Per-call cost is extract-only.
talonic_extractandtalonic_to_markdown(file-input path) return acostblock (costCredits,costEur,balanceCredits,cellsResolvedRegistry,cellsResolvedAi) from the API'sX-Talonic-Cost-*headers. Read tools don't consume credits and carry nocost;talonic_to_markdownon thedocument_idpath returnscost: null. For balance any time →talonic_get_balance.
Develop
git clone https://github.com/talonicdev/talonic-mcp.git
cd talonic-mcp
npm install
npm run build
npm test
node dist/server.js --versionContributing to docs or adding a tool? Read AGENTS.md and docs/architecture/docs-pipeline.md first — there are two parallel docs surfaces and it's easy to edit the wrong one.
Privacy
This MCP server is a thin client. It does not collect, store, log, or transmit any data on its own. Every tool call is forwarded directly to api.talonic.com using your credential, and the response is returned verbatim. The server does not persist API keys, inputs, outputs, or document contents beyond a single tool call; sends no analytics or telemetry; and reads/writes files only at the file_path you explicitly pass, only for that call's duration.
What Talonic does with uploaded data is governed by talonic.com/privacy: documents are processed for OCR + extraction, results live in your isolated workspace at app.talonic.com, and workspace data is not shared with third parties. To delete state, remove documents/schemas in the dashboard or revoke the API key. Privacy questions specific to this integration: info@talonic.ai.
License
MIT © Talonic GmbH
Available Tools
16 toolstalonic_claim_agent_taskClaim Agent TaskA
Claim an available Agent-stage task, or reclaim it after its lease expires.
USE WHEN: ready to process a task. Save the returned execution_epoch and lease_expires_at. NOT FOR: merely inspecting work (use talonic_get_agent_task) or extending an active lease (use talonic_heartbeat_agent_task). A conflicting live claim returns HTTP 409. A successful claim returns the task payload.
| Name | Required | Description | Default |
|---|---|---|---|
| task_id | Yes | Agent task UUID. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
The annotations (readOnlyHint=false, destructiveHint=false) are present and align with the description. The description adds behavioral context beyond annotations, such as lease expiry, conflicting live claim returning 409, and the need to save execution_epoch and lease_expires_at. This makes the tool's behavior transparent and expected.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is concise yet comprehensive, using structured sections 'USE WHEN', 'NOT FOR', and explicit behavioral notes. It avoids redundancy and packs essential information without being overly verbose. The structure enhances readability and preserves information density.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
The description covers all critical aspects: the action (claim/reclaim), when to use, what to save from the return, error handling (409 conflict), and the output (task payload). It also differentiates from related tools, ensuring the agent knows exactly when this tool is appropriate. The description is self-sufficient for safe and correct invocation.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The only parameter, task_id, is fully described in the schema with 'Agent task UUID.' The description also hints at the return value containing execution_epoch and lease_expires_at, which provides additional semantic context. Since schema coverage is 100% and the description adds useful detail, parameter semantics are clear.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool's purpose: 'Claim an available Agent-stage task, or reclaim it after its lease expires.' It specifies the verb 'claim', the resource 'Agent-stage task', and additional nuance about reclaiming. It also distinguishes from sibling tools like talonic_get_agent_task and talonic_heartbeat_agent_task.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicit usage guidance is provided: 'USE WHEN: ready to process a task' and 'NOT FOR: merely inspecting work (use talonic_get_agent_task) or extending an active lease (use talonic_heartbeat_agent_task)'. Behavioral details about conflicting claims (HTTP 409) and successful claims (returns task payload) further clarify when and how to use the tool.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_extractExtract Data from DocumentA
Turn ANY document into structured, schema-validated JSON. The default tool whenever you need to get data OUT of an unstructured file: PDF, scan, image, DOCX, email, or photo. Returns the requested fields with per-field confidence scores.
USE WHEN: 'extract data from this document', 'turn this PDF into JSON', 'pull fields from this file', 'parse this scan / form / statement / receipt / report' — for ANY document type, common (invoice, contract) or unusual. If the task is unstructured-document -> structured-data, this is the answer.
NOT FOR: full plain text (use talonic_to_markdown) · finding documents (use talonic_search / talonic_filter).
BY NAME: if the user names a file, call talonic_search first to get its document_id, then call this.
ARGS: define the fields you want with inline schema (JSON Schema, e.g. {type:'object',properties:{vendor_name:{type:'string'}}}) OR a saved schema_id, not both. Don't know the fields yet? Set auto_schema:true to let Talonic discover them (open capture) and return a suggested schema you can refine. Provide EXACTLY ONE document source: document_id (cheapest, a workspace doc), file_url (public URL), or file_data+filename (small local files only).
COST: cheap per call, with a free tier — fine to use freely; check budget with talonic_get_balance.
RETURNS: data (the JSON), confidence.overall and confidence.fields (treat <0.7 as needs review), document metadata, extraction_id.
| Name | Required | Description | Default |
|---|---|---|---|
| schema | No | Inline schema definition. REQUIRED unless `schema_id` is provided. Recommended: full JSON Schema {type:'object', properties:{...}}. Also accepted: flat key-type map {field_name:'string', amount:'number'}. Mutually exclusive with `schema_id`. | |
| file_url | No | URL to a document file. The Talonic API fetches it server-side. Use this for documents already on the public web. | |
| filename | No | Original filename including extension, e.g. 'invoice.pdf'. Used to infer MIME type when uploading via `file_data`. Required when `file_data` is provided. | |
| file_data | No | Base64-encoded file bytes. Recommended path when the agent already has the file in memory (e.g., the user attached a PDF to the conversation). Pair with `filename` so MIME type can be inferred. Works regardless of where the file lives on disk. | |
| file_path | No | Local path to a document file. Only works if the MCP server has read access to that path. In sandboxed chat clients (Claude Desktop, Cowork) where uploads land in a host-owned directory, use `file_data` instead. | |
| schema_id | No | ID of a saved schema. REQUIRED unless `schema` is provided. Accepts UUID or SCH-XXXXXXXX short id from talonic_list_schemas. Mutually exclusive with `schema`. | |
| auto_schema | No | Open capture: when true, extract WITHOUT providing a schema — Talonic discovers the document's fields and returns them plus a suggested schema you can refine and reuse. Use this when you don't yet know the fields. Mutually exclusive with `schema` and `schema_id`. | |
| document_id | No | ID of a document already in the workspace, to re-extract with a new schema. | |
| instructions | No | Natural-language guidance for the extractor, e.g. 'Focus on the billing section. Amounts are in EUR.' | |
| include_markdown | No | Include OCR-converted markdown in the response alongside structured data. | |
| include_provenance | No | Include per-field provenance (source_text, section, page) showing where each value was found in the document. |
Output Schema
| Name | Required | Description |
|---|---|---|
| cost | No | Per-call cost and post-call balance, parsed from the X-Talonic-* response headers. `null` for non-extract calls; not always present on legacy clients. |
| data | Yes | The extracted structured data, shape determined by the schema. |
| links | No | URLs for self, document, and human-readable dashboard view. |
| schema | No | Schema metadata: which schema was used and how it can be saved. |
| status | Yes | Extraction status (e.g. 'complete'). |
| document | Yes | Metadata about the ingested document. |
| markdown | No | OCR-converted markdown. Present only when `include_markdown: true`. |
| confidence | No | Extraction confidence. Treat fields below ~0.7 as needing human review. |
| processing | No | Processing metadata: duration, pages processed, region. |
| provenance | No | Per-field source evidence (source_text, section, page). Present only when `include_provenance: true`. |
| request_id | No | Server-assigned request ID for support and debugging. |
| extraction_id | Yes | Stable identifier for this extraction. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already indicate non-read-only and non-destructive behavior. The description adds valuable context like cost ('cheap per call, free tier'), confidence-based review thresholds, and mentions of returned metadata. No contradictions with annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is lengthy but well-structured with clear sections (USE WHEN, NOT FOR, BY NAME, ARGS, COST, RETURNS). It front-loads the core purpose. Every sentence adds value, though some repetition could be trimmed. It earns high marks for organization.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given 11 parameters (0 required) with complex interdependencies, the description covers all document source options, schema definition methods, auto_schema, instructions, and optional output fields. It also describes the return structure with confidence scores and hints for handling low confidence. Output schema enriches this, but the description provides essential context for a complete picture.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so the baseline is 3. The description adds meaning by explaining mutual exclusivity rules (schema vs schema_id vs auto_schema), recommending usage for each document source, and clarifying optional parameters like instructions and include_markdown. This is a meaningful addition beyond the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool's purpose as converting unstructured documents into structured JSON. It specifies the verb ('turn into'), resource ('document'), and explicitly distinguishes it from sibling tools like talonic_to_markdown and talonic_search/talonic_filter by listing use cases and exclusions.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides explicit when-to-use patterns ('USE WHEN: extract data from this document...'), exclusions ('NOT FOR: full plain text...'), and a prerequisite step ('BY NAME: if the user names a file, call talonic_search first'). This is excellent guidance for an AI agent.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_filterFilter Talonic DocumentsARead-only
Find documents by their extracted field VALUES using composable conditions (e.g. 'invoices where total > 1000').
USE WHEN: value-based criteria on extracted fields — numeric/date/text comparisons or presence checks.
NOT FOR: free-text / concept search (use talonic_search) · a single document by id (use talonic_get_document).
ARGS: conditions[] (AND-ed). Each = EXACTLY ONE of field (canonical name) or field_id (UUID), an operator, and usually a value. Operators: eq, neq, gt, gte, lt, lte, between (needs value AND value_to), contains, is_empty / is_not_empty (no value). value/value_to are string|number|boolean matching the field type (ISO YYYY-MM-DD for dates).
TEXT FILTERS: for eq/contains/is_not_empty on a text field, just TRY a natural field name ('currency', 'vendor_name') — names resolve server-side and an unresolved field surfaces in warnings[] rather than erroring. Do NOT block on discovering the field first; search-first is only required for numeric operators.
NUMERIC GUARD: gt/gte/lt/lte/between only work when the field's dataType is 'number'. Call talonic_search first and check dataType; a numeric op on a string field returns zero matches. If the response has warnings[], surface them to the user — do not silently retry.
RETURNS: data[] (matching documents with field values), total, warnings[].
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number for pagination. | |
| sort | No | Optional sort by a field. | |
| limit | No | Results per page. Default 50 server-side. | |
| search | No | Optional free-text search applied alongside the filters. | |
| conditions | Yes | One or more filter conditions, AND-ed together. | |
| source_connection_id | No | Optionally scope to a specific source connection. |
Output Schema
| Name | Required | Description |
|---|---|---|
| data | Yes | Documents matching the filter conditions, with their extracted field values. |
| page | No | Current page number. |
| total | No | Total documents matching across all pages. |
| warnings | No | API warnings surfaced by the Talonic filter endpoint. Most commonly raised when a numeric operator is applied to a string-typed field, in which case the warning explains the lexicographic-comparison trap and suggests a schema-design change. Agents should surface these to the user rather than silently retrying. |
| pagination | No | Cursor-based pagination metadata. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations give readOnlyHint and destructiveHint. Description adds: conditions are AND-ed, operator-specific behaviors (is_empty takes no value), numeric guard (check dataType first), text field name resolution with warnings, and instruction to surface warnings. No contradiction.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is well-structured with clear sections (USE WHEN, NOT FOR, ARGS, TEXT FILTERS, NUMERIC GUARD, RETURNS) and front-loaded. It's somewhat long but each sentence adds value, appropriate for the complexity.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's complexity (6 params, nested objects, many operators) and existence of output schema, the description covers all critical aspects: purpose, usage, parameter details, edge cases, warnings, return structure. Nothing missing.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, but description adds deep semantics: explains field/field_id exclusivity, operator list, value/value_to for between, data types, and text filter resolution. This goes well beyond schema descriptions.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states 'Find documents by their extracted field VALUES using composable conditions' and gives an example. It distinguishes from siblings talonic_search and talonic_get_document in the 'NOT FOR' section.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly says 'USE WHEN: value-based criteria on extracted fields' and 'NOT FOR: free-text / concept search (use talonic_search); a single document by id (use talonic_get_document).' Also provides guidance on numeric guard and warning handling.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_get_agent_taskGet Agent TaskARead-only
Fetch one Agent-stage task's immutable input snapshot, instructions, and declared output contract. This disclosure is audited.
USE WHEN: inspecting a listed task before deciding whether to process it. NOT FOR: acquiring the task (use talonic_claim_agent_task) or returning results (use talonic_submit_agent_task). ARGS: task_id. RETURNS: metadata, input_snapshot, output_contract, instructions, and timeout_fallthrough.
| Name | Required | Description | Default |
|---|---|---|---|
| task_id | Yes | Agent task UUID. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true and destructiveHint=false, so safety profile is covered. The description adds value by stating the data is immutable and audited, and mentions the timeout_fallthrough return field, which is non-annotated behavioral context. A small deduction because it doesn't elaborate on what timeout_fallthrough means or other edge cases.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is compact, front-loaded with purpose, and uses clear labeled sections (USE WHEN / NOT FOR / ARGS / RETURNS). Every sentence provides actionable information with no repetition or fluff.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a single-parameter read-based tool with rich annotations and 100% schema coverage, the description covers the purpose, usage, and return fields. The only gap is not explaining the 'timeout_fallthrough' field, but that's an output detail rather than a functional requirment. It doesn't need an output schema since it lists return keys.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema covers task_id fully with format and description, so baseline is 3. The description just says 'ARGS: task_id' which adds no new semantics. That's acceptable given the schema's completeness.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool fetches an Agent-stage task's immutable input snapshot, instructions, and output contract. It names the specific resource ('Agent-stage task') and distinguishes it from siblings like claim/submit by explicitly naming those alternatives. The verb 'Fetch' is concrete and unambiguous.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides explicit USE WHEN and NOT FOR guidance, naming tailonic_claim_agent_task and tailonic_submit_agent_task as alternatives. This fully clarifies the tool's position in the workflow and prevents misuse.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_get_balanceGet Talonic Credit BalanceARead-only
Read the workspace's Talonic credit balance, EUR value, tier, 30-day burn, and projected runway.
USE WHEN: the user asks about credits/budget, or before a large batch when you want to confirm headroom. NOT FOR: the per-call cost of a single extraction (that is on the talonic_extract response). ARGS: none. RETURNS: balance_credits, balance_eur, tier, burn_rate_30d_credits, projected_runway_days (-1 = no recent usage), tier_resets_at.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Output Schema
| Name | Required | Description |
|---|---|---|
| tier | Yes | API tier of the workspace. |
| balance_eur | Yes | Current balance in EUR (two decimals). |
| tier_resets_at | Yes | ISO 8601 timestamp of the next monthly tier reset. |
| balance_credits | Yes | Current credit balance. |
| burn_rate_30d_credits | Yes | Total credits consumed in the trailing 30 days. |
| projected_runway_days | Yes | Projected days of runway at the current 30-day average burn. `-1` when burn is zero (cannot compute). |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already mark it read-only. The description adds value by detailing returned fields and noting that projected runway is -1 when no recent usage. No contradiction with annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Description is concise: a single introductory sentence followed by structured USE WHEN, NOT FOR, ARGS, and RETURNS sections. Every sentence is informative and earns its place.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's simplicity (read-only, no parameters, documented output schema), the description covers all necessary context: what is returned, when to use, and what not to use for. No gaps.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Input schema has 0 parameters (100% coverage). Description explicitly states 'ARGS: none.' Baseline for 0 parameters is 4, and the tool meets that standard without needing further parameter documentation.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states it reads the workspace's Talonic credit balance, EUR value, tier, 30-day burn, and projected runway. The verb 'Read' and specific resource details make purpose unambiguous. It naturally distinguishes from credit-related queries that would go to talonic_extract.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicit USE WHEN and NOT FOR sections provide clear guidance: use when user asks about credits/budget or before a large batch; not for per-call cost (pointing to talonic_extract). This effectively differentiates from sibling tools.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_get_documentGet Talonic DocumentARead-only
Fetch a single document's metadata and processing status from the workspace.
USE WHEN: 'tell me about document X', or to poll status after talonic_request_upload until the file is ready.
NOT FOR: full text (use talonic_to_markdown) · extracted fields (use talonic_extract).
BY NAME: if the user names a file, call talonic_search first to get its document_id, then call this.
ARGS: document_id.
RETURNS: filename, pages, type_detected, language, and status. Status lifecycle: pending_upload -> uploading -> queued -> extracting -> completed. Wait for completed before calling talonic_extract on a freshly uploaded doc. Terminal failure statuses: ocr_failed, extraction_failed, error — stop polling and report the failure to the user if any of these appear. To read the document's text, call talonic_to_markdown with this id.
| Name | Required | Description | Default |
|---|---|---|---|
| document_id | Yes | The Talonic document ID. Get this from a previous talonic_extract or talonic_search response. |
Output Schema
| Name | Required | Description |
|---|---|---|
| id | Yes | |
| links | No | |
| pages | No | |
| source | No | |
| status | No | |
| triage | No | |
| filename | No | |
| mime_type | No | |
| created_at | No | |
| size_bytes | No | |
| original_path | No | |
| type_detected | No | |
| processing_log | No | |
| extraction_count | No | |
| language_detected | No | |
| latest_extraction_id | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true. The description adds valuable behavioral details: the status lifecycle, terminal failure statuses, and instructions to stop polling and report failures. No contradiction.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is concise and well-structured with clear sections (USE WHEN, NOT FOR, BY NAME, ARGS, RETURNS). Every sentence adds value, and the formatting aids readability.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's simplicity (1 parameter, output schema exists), the description covers purpose, usage, behavior, parameter origin, return values, and status lifecycle. It also integrates with siblings for complete workflow guidance.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% and describes the document_id parameter well. The description adds context about getting the ID from previous responses, but does not provide new semantic meaning beyond what the schema offers. Baseline 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states 'Fetch a single document's metadata and processing status from the workspace.' It uses a specific verb and resource, and distinguishes itself from sibling tools (talonic_to_markdown, talonic_extract) by stating what it is NOT for.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicit 'USE WHEN' and 'NOT FOR' sections provide clear context. It specifies when to poll after upload, when to use alternatives, and even instructs to call talonic_search first if user names a file.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_get_pricingGet Talonic PricingARead-only
Read Talonic's machine-readable credit pricing catalog: fixed per-unit rates so you can predict spend BEFORE running anything.
USE WHEN: estimating the cost of a planned extraction/structuring/matching job, or answering a pricing question. Public — works without spending credits. NOT FOR: the workspace's current balance (use talonic_get_balance) or what it has already spent (use talonic_get_usage). ARGS: none. RETURNS: currency, credits_per_eur, multipliers (e.g. batch 0.5x), and units[] — each { unit, label, credits, eur, free }.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Output Schema
| Name | Required | Description |
|---|---|---|
| units | Yes | The per-unit pricing catalog. |
| currency | Yes | Billing currency (always EUR). |
| multipliers | Yes | Processing-mode multipliers applied on top of per-unit cost (e.g. { realtime: 1, batch: 0.5 }). |
| credits_per_eur | Yes | Credits per EUR (e.g. 1000 = €1). |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true and destructiveHint=false. The description adds value by stating it is public and does not spend credits, which is consistent with the annotations. No contradictions.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is concise and well-structured with clear headings (USE WHEN, NOT FOR, ARGS, RETURNS). Every sentence is informative and earns its place. No wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given zero parameters and an output schema (though not shown), the description fully covers what the agent needs: purpose, usage, and return format. The annotations provide safety context, making it complete.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
With zero parameters and 100% schema coverage, baseline is 4. The description mentions 'ARGS: none' and explains the return structure (currency, credits_per_eur, etc.), which adds meaning beyond the empty schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description uses a specific verb 'Read' and identifies the resource 'Talonic's machine-readable credit pricing catalog'. It clearly distinguishes from sibling tools like talonic_get_balance and talonic_get_usage by stating its purpose is for estimating costs.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly provides use cases ('USE WHEN: estimating cost'), non-use cases ('NOT FOR: balance/usage'), and names alternative tools. This leaves no ambiguity about when to invoke this tool.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_get_usageGet Talonic UsageARead-only
Read the workspace's per-function credit consumption over a trailing window: where the credits actually went.
USE WHEN: the user asks what they have spent credits on, or you want to see which function (extraction, structuring, intelligence ops) dominates spend. NOT FOR: the remaining balance (use talonic_get_balance) or per-unit rates (use talonic_get_pricing). ARGS: days (optional, default 30, clamped 1-365). RETURNS: period_days, total_credits, and by_function[] — each { operation_type, operations, credits }, highest spend first.
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Trailing window in days (default 30). |
Output Schema
| Name | Required | Description |
|---|---|---|
| by_function | Yes | Per-function breakdown, highest spend first. |
| period_days | Yes | Length of the reporting window in days. |
| total_credits | Yes | Total credits consumed across all functions in the window. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already indicate readOnlyHint=true and destructiveHint=false. The description adds value by detailing the return structure (period_days, total_credits, by_function) and the days parameter clamping. This extra context goes 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.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is concise, well-structured with clear sections (lead sentence, USE WHEN, NOT FOR, ARGS, RETURNS). Every sentence is purposeful and front-loaded with key information.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's simplicity (one optional parameter, read-only operation with annotations and output schema implied by the return description), the description fully covers when, why, and what to expect. It is complete for effective use.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so baseline 3. The description repeats the parameter's default and clamping, adding slight value over the schema description. However, no additional meaning beyond what the schema already conveys.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states 'Read the workspace's per-function credit consumption' using a specific verb and resource. It distinguishes from siblings by explicitly stating it is for seeing where credits went, not for balance or pricing.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description includes explicit 'USE WHEN' and 'NOT FOR' sections, directing the agent when to use this tool and providing alternatives (talonic_get_balance, talonic_get_pricing). This makes the usage context crystal clear.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_heartbeat_agent_taskHeartbeat Agent TaskA
Extend the lease on a claimed Agent-stage task.
USE WHEN: processing may continue past lease_expires_at; heartbeat before expiry using the epoch from claim. NOT FOR: acquiring a task (use talonic_claim_agent_task) or submitting finished outputs (use talonic_submit_agent_task). ARGS: task_id and execution_epoch. Stale or foreign claims return HTTP 409.
| Name | Required | Description | Default |
|---|---|---|---|
| task_id | Yes | Agent task UUID. | |
| execution_epoch | Yes | Execution epoch returned by the successful claim. Stale epochs are rejected. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
It discloses the important behavioral outcome that stale or foreign claims return HTTP 409, which is useful beyond the annotations. The lease-extension mutation is consistent with readOnlyHint=false, though the description does not mention success response details or other failure modes.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is compact, well-structured, and front-loaded with the core purpose. USE WHEN, NOT FOR, and ARGS/ failure behavior sections each add value without redundant filler.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a low-complexity two-parameter tool, the description covers purpose, usage conditions, alternatives, and failure behavior. It stops just short of perfect completeness by not stating what a successful heartbeat returns, but this is not essential for choosing or invoking the operation.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema already provides a 100% covered description, so the baseline is a solid 3. The tool description raises that by explaining the execution_epoch comes from the claim, that heartbeats must happen before expiry, and that foreign claims are rejected.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description uses a specific verb ('Extend the lease') with a specific resource ('a claimed Agent-stage task'), making the operation immediately clear. It also distinguishes this tool from the sibling claim and submit tools.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives explicit USE WHEN and NOT FOR guidance, including concrete sibling alternatives: talonic_claim_agent_task and talonic_submit_agent_task. This tells the agent exactly when the tool is appropriate and when it is not.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_list_agent_tasksList Agent TasksARead-only
List Agent-stage tasks visible to this Talonic workspace credential.
USE WHEN: looking for external-agent work to process; begin with status 'available'. NOT FOR: reading the immutable task payload (use talonic_get_agent_task) or taking a lease (use talonic_claim_agent_task). ARGS: optional status, limit, and cursor. RETURNS: metadata only plus pagination.next_cursor.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Page size (default 50). | |
| cursor | No | Opaque cursor from pagination.next_cursor. | |
| status | No | Optional task-status filter. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true and destructiveHint=false, so the read-only nature is known. The description adds that it 'RETURNS: metadata only plus pagination.next_cursor,' clarifying the scope of results and the absence of payload data, which goes beyond the annotation. This additional context is valuable.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is compact and well-structured: it starts with a clear purpose, then uses labeled sections (USE WHEN, NOT FOR, ARGS, RETURNS) to convey key information without redundancy. Every sentence earns its place.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With no output schema, the description explicitly states the return value ('metadata only plus pagination.next_cursor'), filling that gap. It also covers scope, filters, pagination, and alternatives, making the tool behavior fully understandable for an agent. The tool is simple, and the description addresses all necessary aspects.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, with each parameter (limit, cursor, status) already described in the schema. The description's mention of 'optional status, limit, and cursor' adds no new meaning, though it does reference pagination.next_cursor which ties to the cursor parameter. Since the schema does the heavy lifting, a baseline score of 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states 'List Agent-stage tasks visible to this Talonic workspace credential,' specifying the exact action (list), the resource (agent tasks), and the scope (visible to workspace credential). It also distinguishes itself from siblings by noting NOT for reading payload or taking a lease, making it unambiguous.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicit USE WHEN guidance is provided: 'looking for external-agent work to process; begin with status available.' NOT FOR exclusions mention specific alternatives (talonic_get_agent_task and talonic_claim_agent_task), giving clear when-to-use vs when-not-to-use instructions.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_list_schemasList Talonic SchemasARead-only
List the saved schemas in the workspace as compact summaries (id, short_id, name, description, version, field_count).
USE WHEN: 'what schemas do I have', or to find a reusable schema before extracting.
NOT FOR: a one-off extraction with an inline schema (call talonic_extract directly).
ARGS: none.
RETURNS: data[] of schema summaries. Full field definitions are omitted here — read the talonic://schemas resource for those. Pass a schema's id/short_id to talonic_extract as schema_id.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Output Schema
| Name | Required | Description |
|---|---|---|
| data | Yes | Saved schemas in the workspace. |
| pagination | No | Cursor-based pagination metadata. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true and destructiveHint=false, so the safety profile is clear. The description adds value by stating it returns data[] of schema summaries, that full field definitions are omitted, and that there are no arguments. This provides behavioral detail beyond the annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is concise with three clear sections: purpose, usage guidance, and returns/args. No unnecessary information. Every sentence serves a purpose.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple listing tool with no parameters and minimal complexity, the description covers all necessary information: what it returns, how to use it, and where to find additional details (resource). Output schema exists but the description adequately summarizes the return.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
There are no parameters, and the description confirms 'ARGS: none.' The schema coverage is effectively 100%. With 0 parameters, the baseline is 4, and the description meets that.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description starts with a specific verb ('List') and resource ('saved schemas'), and details the output fields (id, short_id, name, description, version, field_count). It distinguishes from sibling tools by noting that full field definitions are omitted and directing users to the talonic://schemas resource for those.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly states when to use ('what schemas do I have', find a reusable schema before extracting) and when not to (one-off extraction with inline schema, directing to talonic_extract). This provides clear alternatives and context.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_request_uploadRequest File UploadA
Get a browser upload link the user opens to add a file to their workspace. Returns the link plus a pre-allocated document_id.
USE WHEN: the user wants to upload a document and you cannot pass it directly — hosted/sandboxed clients (ChatGPT, Claude.ai) or files too large for tool-call arguments. NOT FOR: a document already in the workspace (use its document_id) · a file already on a public URL (use file_url on talonic_extract). ARGS: filename (with extension). RETURNS: upload_url, document_id, expires_at. After the user uploads, poll talonic_get_document on that document_id until status is 'completed', then call talonic_extract. If status becomes ocr_failed, extraction_failed, or error, stop polling and report the failure to the user.
| Name | Required | Description | Default |
|---|---|---|---|
| filename | Yes | The name of the file being uploaded, including extension (e.g. 'invoice.pdf'). Used to pre-allocate the document and infer MIME type. |
Output Schema
| Name | Required | Description |
|---|---|---|
| expires_at | Yes | ISO 8601 timestamp when the upload link expires. |
| upload_url | Yes | URL the user should open in their browser to drop the file. |
| document_id | Yes | The pre-allocated document ID. Use with talonic_get_document to poll status, and with talonic_extract once uploaded. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
The description discloses full workflow: returns upload_url, document_id, expires_at; after user uploads, poll talonic_get_document until status 'completed', then call talonic_extract; handles failure statuses. Annotations (readOnlyHint=false) are not contradicted and are supplemented by this detailed behavioral context.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is well-structured with sections: main description, USE WHEN, NOT FOR, ARGS, RETURNS. It is front-loaded with key information, and every sentence adds value. No unnecessary words or repetitions.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's complexity (one parameter, no enums, output schema exists), the description completely covers the input, output, and subsequent steps. It provides a workflow for polling and error handling, which is essential for an agent to use the tool correctly. Sibling tools are listed for context.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema already describes filename with minLength and a brief description. The description adds that filename should include extension and is used to pre-allocate and infer MIME type, providing extra meaning beyond the schema. With 100% schema coverage, baseline is 3; added value justifies 4.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool's purpose: 'Get a browser upload link the user opens to add a file to their workspace' and specifies it returns both the link and a pre-allocated document_id. It uses specific verbs and resources, and the context distinguishes this from sibling tools like talonic_extract.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicit 'USE WHEN' and 'NOT FOR' sections provide clear guidance on when to use this tool versus alternatives (e.g., 'hosted/sandboxed clients' or 'files too large'), and when not to (e.g., document already in workspace or file on public URL). The description also directs the agent to talonic_extract for public URLs.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_save_schemaSave Talonic SchemaA
Save a reusable schema to the workspace for use across future extractions.
USE WHEN: the user confirms a schema/template they want to reuse across documents.
NOT FOR: a single one-off extraction (pass the schema inline to talonic_extract instead).
ARGS: name; definition — a JSON Schema ({type:'object',properties:{...}}) or a flat {field:'type'} map.
RETURNS: the saved schema with id and short_id. Pass either to talonic_extract as schema_id.
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Human-readable name for the schema, e.g. 'Standard Invoice'. | |
| definition | Yes | Schema definition. Most reliable: full JSON Schema {type:'object', properties:{...}}. Also accepted: a flat key-type map {field_name:'string', amount:'number'} which the API normalises. | |
| description | No | Optional description of what this schema extracts and when to use it. |
Output Schema
| Name | Required | Description |
|---|---|---|
| id | Yes | UUID of the newly saved schema. |
| name | Yes | |
| links | No | |
| version | No | Schema version (1 for new schemas; increments on update). |
| short_id | No | Human-readable short id (SCH-XXXXXXXX). |
| created_at | No | |
| definition | No | Final schema definition as stored, normalised by the API. |
| updated_at | No | |
| description | No | Schema description, or null when the schema was saved without one. The API explicitly maps the absent case to null (see SchemaResponse in openapi.yaml). |
| field_count | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations indicate destructiveHint=false, which aligns with saving non-destructive. Description adds that it saves to workspace and returns id/short_id. Could mention if same name overwrites, but overall sufficient.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Extremely concise: one sentence purpose, then usage, then args, then returns. No wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
All necessary context provided given schema coverage and output description. Parameter count, required fields, and return value all addressed.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Input schema has 100% coverage. Description adds value by explaining definition accepts JSON Schema or flat map, and that return includes id and short_id for later use.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Clear verb 'Save' with specific resource 'a reusable schema to the workspace'. Distinguishes from sibling talonic_extract by stating it's for reuse across documents, not one-off extractions.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly states 'USE WHEN' and 'NOT FOR' with direct alternative (talonic_extract). Provides clear context for when to choose this tool.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_searchSearch Talonic WorkspaceARead-only
Find documents, fields, schemas, or sources in the workspace. One call returns ranked results across all types.
MATCHING IS LITERAL KEYWORD, not semantic. Query with ONE short SINGULAR term or an exact filename: 'invoice', 'bank statement', 'sample-invoice.pdf'. Sentences ('documents related to invoices') and plurals ('invoices') return empty. If a search comes back empty, retry with a shorter singular keyword before concluding the workspace has nothing.
USE WHEN: the user names or describes a document without an id, or you need a document_id or a filterable field name before extract / to_markdown / get_document / filter.
NOT FOR: structured field-value filters like 'amount > 1000' (use talonic_filter).
ARGS: query (short literal keyword); optional limit.
RETURNS: documents[], fields[]/fieldMatches[] (only filterable: true entries work in talonic_filter), schemas[], sources[]. Use the id from documents[] to act on a named file.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Maximum results per entity type. Default: 5. Increase for broader exploration. | |
| query | Yes | ONE short, SINGULAR keyword or an exact filename — 'invoice', 'insurance certificate', 'sample-invoice.pdf'. Matching is literal: sentences and plurals return empty. |
Output Schema
| Name | Required | Description |
|---|---|---|
| hint | No | Present only when nothing matched: actionable guidance to retry with a shorter singular keyword. |
| fields | Yes | Field-registry entries matching the query. filterable: true entries are usable with talonic_filter. |
| schemas | Yes | Saved schemas matching the query. |
| sources | Yes | Source connections matching the query. |
| documents | Yes | Documents matching the query. |
| fieldMatches | Yes | Field-level matches with a filterable flag indicating whether the entry can drive talonic_filter. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true and destructiveHint=false. Description adds critical behavioral details: matching is literal keyword, sentences/plurals return empty, and fields must have filterable:true to work with talonic_filter. No contradiction.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Efficient structure: first sentence states purpose, then details matching behavior, then usage guidelines, then parameter description, then returns listing. Every sentence serves a purpose. No wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the output schema exists, the description is complete enough. It covers purpose, behavior (literal matching, empty results), usage constraints, return types with actionable ids, and integrates with sibling tools. No gaps.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so baseline is 3. Description adds value by clarifying that query must be a short singular keyword or exact filename, and gives examples like 'invoice' vs 'invoices'. Also states limit default is 5. This utility boosts the score above baseline.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description uses specific verbs and resources: 'Find documents, fields, schemas, or sources'. It clearly distinguishes from siblings by noting that this tool is for keyword search across all types, while talonic_filter is for structured filters.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicit conditions: 'USE WHEN: the user names or describes a document without an id... NOT FOR: structured field-value filters (use talonic_filter).' Also provides retry advice for empty results, which is actionable context.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_submit_agent_taskSubmit Agent TaskA
Submit declared output fields for a claimed Agent-stage task and resume the parked document.
USE WHEN: processing is complete and every required output in output_contract is ready. NOT FOR: undeclared fields or partial lease maintenance (use talonic_heartbeat_agent_task). ARGS: task_id, execution_epoch, outputs keyed exactly by declared field key, and optional summary. The platform validates all fields and types transactionally before writing anything.
| Name | Required | Description | Default |
|---|---|---|---|
| outputs | Yes | Output field key to { value, confidence?, reasoning? }. Use only declared fields. | |
| summary | No | Optional result summary, up to 4,000 characters. | |
| task_id | Yes | Agent task UUID. | |
| execution_epoch | Yes | Execution epoch returned by the successful claim. Stale epochs are rejected. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
The description adds meaningful behavioral context beyond the annotations: outputs are validated transactionally before anything is written, the execution epoch must come from a successful claim, stale epochs are rejected, and the document is resumed. This is strong for a write tool even though the annotations do not signal danger or contradiction.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is compact, front-loaded with the core purpose, and organized with 'USE WHEN', 'NOT FOR', and 'ARGS' sections. Every sentence contributes actionable guidance with no wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a tool with no output schema, the description covers the core workflow context: eligibility, arguments, validation behavior, contract enforcement, and resume semantics. It stops short of describing the response or potential failure modes after submission, but the key operational context is present.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema already documents all four parameters, so the baseline is 3. The description adds semantically valuable guidance by clarifying that outputs must be keyed exactly by the declared field key, that the optional summary is allowed, and that execution_epoch comes from a successful claim, which enriches the schema-only understanding.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states a specific verb ('Submit') and resource ('declared output fields for a claimed Agent-stage task') and explains the resulting effect ('resume the parked document'). It also explicitly distinguishes itself from the sibling tool talonic_heartbeat_agent_task via the 'NOT FOR' clause.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides explicit 'USE WHEN' and 'NOT FOR' guidance, stating this tool is appropriate when processing is complete and every required output is ready, and inappropriate for undeclared fields or partial maintenance. It even names the alternative tool, making the boundaries unambiguous.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
talonic_to_markdownDocument to MarkdownA
Get the OCR-converted markdown text of a document.
USE WHEN: the user wants the full text — 'what does it say', summarise, or translate a document.
NOT FOR: specific structured fields (use talonic_extract with a schema).
BY NAME: if the user names a file, call talonic_search first to get its document_id, then call this.
ARGS: prefer document_id (a workspace doc — one cheap call). Otherwise file_url, or file_data+filename for small local files — provide exactly one. A file input ingests the document first and consumes credits; document_id does not.
RETURNS: document_id and markdown (the full text).
| Name | Required | Description | Default |
|---|---|---|---|
| file_url | No | URL to a document file. The Talonic API fetches it server-side. | |
| filename | No | Original filename including extension, e.g. 'invoice.pdf'. Used to infer MIME type when uploading via `file_data`. Required when `file_data` is provided. | |
| file_data | No | Base64-encoded file bytes. Recommended path when the agent already has the file in memory (e.g., the user attached a PDF to the conversation). Pair with `filename` so MIME type can be inferred. | |
| file_path | No | Local path to a document file. Only works if the MCP server has read access to that path. In sandboxed chat clients (Claude Desktop, Cowork) use `file_data` instead. | |
| document_id | No | The Talonic document id whose markdown you want. Get this from a previous talonic_extract or talonic_search response. |
Output Schema
| Name | Required | Description |
|---|---|---|
| cost | No | Per-call cost and post-call balance from the underlying extract step, parsed from the X-Talonic-* response headers. `null` when the document was already ingested (document_id path) and no extract call ran. Not always present on legacy clients. |
| markdown | Yes | OCR-converted markdown text content of the document. |
| document_id | Yes | ID of the document the markdown was extracted from. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Beyond annotations (readOnlyHint=false, destructiveHint=false, openWorldHint=true), description adds that file inputs ingest and consume credits while document_id does not, and different input methods have different costs.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Well-structured with sections, front-loaded with main purpose. Every sentence adds value. No redundancy.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given output schema exists, description covers return values (document_id and markdown). Addresses complex input choices and usage scenarios. Complete for tool complexity.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% with good descriptions. Description adds hierarchy: prefer document_id, then file_url, then file_data+filename for small local files. Provides selection guidance beyond schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Description clearly states it gets OCR-converted markdown text of a document. Uses verb 'Get' and specifies resource. Distinguishes from sibling talonic_extract for structured fields.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicit sections: USE WHEN for full text/summarize/translate, NOT FOR structured fields, BY NAME instructs to first call talonic_search. Provides clear decision rules.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
TDQS
Every tool targets a clearly distinct operation: document ingestion/status, markdown conversion, extraction, search/filter, schema management, billing, and agent-task lifecycle. Descriptions include explicit 'USE WHEN' and 'NOT FOR' cross-references that eliminate ambiguity.
All tools share the talonic_ prefix and mostly follow verb_noun naming (save_schema, get_document, list_agent_tasks). Minor deviations like talonic_search, talonic_filter, and talonic_to_markdown, plus slight singular/plural inconsistency, keep it from a perfect score.
At 16 tools, the set slightly exceeds the typical well-scoped range, but the domain spans document processing, schema reuse, billing/usage, and an agent-task marketplace, so each tool serves a distinct purpose. The count feels justified rather than bloated.
The core document workflow (upload → status → text → extract → search/filter) and the agent-task lifecycle (list → get → claim → heartbeat → submit) are fully covered, with billing complete. Minor gaps include no delete/update for schemas and no explicit document deletion tool.
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