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ghl-mcp-server-v2

by zackscriven

ghl_estimate_template_preview

Read-onlyIdempotent

Preview an estimate template using its template ID and location ID to verify layout and content before use.

Instructions

Preview Estimate Template Get a preview of an estimate template Endpoint: GET /invoices/estimate/template/preview (Version header: v3; source: v3/invoices-v3.json) OAuth scopes: invoices/estimate.readonly

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
altIdYesLocation Id or Agency Id
altTypeYes
templateIdYesTemplate Id
Behavior2/5

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

Annotations provide readOnlyHint, destructiveHint, idempotentHint. Description adds OAuth scopes (invoices/estimate.readonly), which is useful authentication context. Otherwise no extra behavioral info.

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 short and front-loaded with purpose. Includes technical details (endpoint, scopes) in a structured manner, but could be slightly more optimized.

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?

Tool is simple; annotations cover safety. Lacks information about return format or when to use. Adequate for a read-only preview tool but not fully comprehensive.

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

Parameters2/5

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

Description lacks any parameter description beyond what's in schema. Schema coverage is 67%, and description does not compensate with additional context for the parameters.

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 the tool previews an estimate template, distinct from sibling tools like create/list/delete. The verb 'preview' and title indicate a read-only operation.

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?

No explicit guidance on when to use vs alternatives. Implicit from annotations (read-only, idempotent) and context, but lacks explicit direction like 'use after listing templates'.

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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