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zackscriven

ghl-mcp-server-v2

by zackscriven

ghl_estimate_template_create

Create an estimate template for invoices in GoHighLevel. Define business details, line items, discounts, and more to standardize estimates.

Instructions

Create Estimate Template Create a new estimate template Endpoint: POST /invoices/estimate/template (Version header: v3; source: v3/invoices-v3.json) OAuth scopes: invoices/estimate.write

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
bodyYesRequest body (schema carried verbatim from the official OpenAPI spec).
Behavior2/5

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

Annotations provide idempotentHint=false and destructiveHint=false, but description adds only endpoint and OAuth scopes. Does not disclose RbehaviorR such as what happens on success, error scenarios, or side effects beyond the mutation implied by 'Create'.

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?

Very concise at two lines but lacks structure. Every sentence is functional, though the technical details like endpoint and OAuth scopes could be integrated more cleanly.

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

Completeness2/5

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

Given the complexity of the input schema (nested objects) and no output schema, the description is incomplete. It does not explain return values, error handling, or how to properly construct the request body.

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

Parameters3/5

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

Schema coverage is 100%, so the schema already documents all parameters. The description adds no additional meaning or guidance on parameter usage, achieving baseline 3.

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 'Create Estimate Template' and 'Create a new estimate template', indicating the action of creating an estimate template. It distinguishes from sibling tools like ghl_estimate_template_delete, ghl_estimate_template_list, etc., which have different verbs.

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

Usage Guidelines2/5

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

No guidance on when to use this tool versus alternatives (e.g., ghl_estimate_template_update for updating). No prerequisites or context about when creation is appropriate 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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