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ghl-mcp-server-v2

by zackscriven

ghl_estimate_template_list

Read-onlyIdempotent

Retrieve a list of estimate templates or find a specific template by ID or name. Supports pagination with limit and offset parameters.

Instructions

List Estimate Templates Get a list of estimate templates or a specific template by ID Endpoint: GET /invoices/estimate/template (Version header: v3; source: v3/invoices-v3.json) OAuth scopes: invoices/estimate.readonly Pagination params: limit, offset — pass them to page through full result sets.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
altIdYesLocation Id or Agency Id
limitYesLimit the number of items to return
offsetYesNumber of items to skip
searchNoTo search for an estimate template by id / name
altTypeYes
Behavior4/5

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 specifying the HTTP method (GET), OAuth scope (invoices/estimate.readonly), and pagination behavior. 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.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Description is concise with 5 lines, including endpoint and scopes. The first line repeats the title, which is minor redundancy. Overall well-structured and front-loaded.

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 tool with no output schema, the description lacks details about return format or filtering behavior. It adequately covers list and get-by-ID functionality but misses guidance on search parameter usage and response structure.

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 80%, so baseline is 3. The description adds pagination context ('pass them to page through full result sets') but is slightly misleading by saying 'by ID' when there is no dedicated ID parameter (search is used). This adds marginal value beyond 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?

Description clearly states 'List Estimate Templates' and specifies it can get a list or a specific template by ID. This distinguishes it from sibling create/delete/update/preview tools, providing a specific verb and resource.

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 mentions pagination parameters but provides no guidance on when to use this tool versus alternatives like ghl_estimate_template_preview. Usage context is implied but not explicitly described.

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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