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Create a new memorandum entry

create_memorandum_entry

Create a memorandum journal entry with balanced debit and credit totals, optionally linked to existing invoices.

Instructions

Create a new memorandum entry.

Create a new memorandum journal entry. Debit and credit totals across all lines must be equal.

Optionally link a line to an existing sales invoice, purchase invoice or receipt by providing both type and invoice_id on the line.

[Memorandum] POST /memorandum

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
bodyYes
administrationNoThe client administration to act on. Only one is configured: default.
Install Server

TDQS

B3.4/5.0
Behavior3/5

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

The description discloses two behavioral traits beyond the annotations: the balancing requirement ('Debit and credit totals across all lines must be equal') and the optional invoice-linking capability. It does not disclose the side effect that a linked invoice's paid amount is updated automatically (buried in the schema's invoice_id description) or that dates must not fall within a locked period.

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 compact at roughly fifty words and front-loads the core purpose. It loses a point because the first two sentences are redundant: 'Create a new memorandum entry' and 'Create a new memorandum journal entry' say essentially the same thing, with the second merely adding 'journal'.

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?

For a creation tool with a well-documented schema this is adequate, but with no output schema the return value is left to inference, and the description omits behavioral outcomes the agent should know: the automatic paid-amount update on linked invoices (only in the schema) and failure conditions such as unbalanced lines or locked-period rejections.

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?

Top-level schema coverage is only 50% since the body parameter lacks a direct description, but the nested MemorandumInput schema is rich with per-field descriptions, an example, and type+invoice_id pairing rules. The description adds the key debit=credit invariant and repeats the type+invoice_id pairing rule, reinforcing rather than significantly extending what the schema already documents.

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 uses a specific verb plus resource ('Create a new memorandum journal entry') and the word 'journal' differentiates it from invoice/receipt/order creation siblings. However, the opening sentence 'Create a new memorandum entry' simply restates the tool name and title, adding no information.

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?

There is no explicit when-to-use guidance or named alternatives. The note that a line may optionally be linked to an existing sales invoice, purchase invoice, or receipt implies this tool handles manual journal postings with optional invoice linking, but the description never states when to choose this over create_sales_invoice/create_purchase_invoice/create_receipt or contrasts it with update/list_memorandum_entry.

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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