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Create Document

create_document

Create invoices, proformas, or delivery notices in Oblio by providing required client, series, issue date, and products. Optionally collect payments or reference existing documents.

Instructions

Creates an invoice (factura), proforma, or delivery notice (aviz) in Oblio via POST /api/docs/{type}. Required fields: cif, client (with at least name), seriesName, issueDate, and at least one product. Optional: inline payment via collect, reference to existing proforma/notice via referenceDocument, stock deduction via useStock, auto e-Factura submission via spvExtern, and idempotencyKey to prevent duplicates. Returns: seriesName, number, and a link to view/download the created document.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
typeYesDocument type to create: "invoice" (factura), "proforma", or "notice" (aviz)
dataYes
Behavior4/5

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

Annotations indicate a write operation (readOnlyHint false). The description adds value by mentioning idempotencyKey for duplicate prevention, optional features like stock deduction and auto e-Factura, and return values. It does not contradict annotations.

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 a single paragraph that front-loads the core purpose and then lists important details. It is concise and avoids unnecessary words, though it could be slightly more structured with bullet points.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complex nested schema and no output schema, the description adequately covers the tool's functionality, required inputs, optional behaviors, and return value. It does not explain error handling or authorization, but these are common expectations.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With schema description coverage at 50%, the description compensates by summarizing the required fields and key optional features (collect, referenceDocument, useStock, spvExtern, idempotencyKey). This helps the agent quickly identify critical parameters beyond the schema.

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

Purpose5/5

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

The description clearly states 'Creates an invoice, proforma, or delivery notice', which are specific document types. It mentions the API endpoint and lists required fields, effectively differentiating from sibling tools like create_einvoice.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description lists required fields, providing a clear precondition, but does not explicitly guide when to use this tool versus alternatives (e.g., create_einvoice). No 'when not to use' or alternative recommendations are 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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