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ghl-mcp-server-v2

by zackscriven

ghl_invoice_template_list

Read-onlyIdempotent

List invoice templates with optional filters for status, date range, search term, and payment mode, using pagination to manage large result sets.

Instructions

List templates API to get list of templates Endpoint: GET /invoices/template (Version header: v3; source: v3/invoices-v3.json) OAuth scopes: invoices/template.readonly Pagination params: limit, offset — pass them to page through full result sets.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
altIdYeslocation Id / company Id based on altType
endAtNoendAt in YYYY-MM-DD format
limitYesLimit the number of items to return
offsetYesNumber of items to skip
searchNoTo search for an invoice by id / name / email / phoneNo
statusNostatus to be filtered
altTypeYesAlt Type
startAtNostartAt in YYYY-MM-DD format
paymentModeNopayment mode
Behavior3/5

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

Annotations already declare safe read-only behavior; the description adds pagination advice but 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.

Conciseness5/5

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

Extremely concise: four lines with clear front-loading, no unnecessary wording.

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?

Description provides endpoint, auth scopes, and pagination, but lacks details on response shape (no output schema); adequate but not thorough.

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 parameters are well-documented in schema; description adds minimal extra meaning beyond mentioning pagination.

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 clearly states the tool lists templates, but it lacks specificity to 'invoice templates'; the tool name provides context.

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_invoice_template_get or estimate templates); only pagination details are mentioned.

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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