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by io.github.BigRedCloud

Batch Quotes

brc_batch_quotes
Destructive

Processes a batch of quotes using either verified flat creator fields or a complete nested BRC Quote payload. Maximum 20 items per batch request. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placeholder tokens are invalid. A routeToken does not bypass preview or explicit-confirmation requirements. A call without confirmWrite: true returns confirmation_required and a payload preview. confirmWrite: true applies the previewed change after explicit confirmation. Passing preflight is not confirmation. Requires confirmCounterpartyExplicit: true; confirmation is scoped to the counterparty selected for the current preview.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
itemsYesBatch items to process. Maximum 20 items per request.
routeTokenYesOpaque routeToken from brc_route_request for this action workflow. Required for transactional tools. Routing permission only — does not replace preview-before-posting or confirmWrite.
companyNameYesCompany context name, for example YOUR-COMPANY-NAME.
confirmWriteNoMust be true only after a plain-English preview before posting has been shown in the current conversation and the user explicitly confirmed posting (for example yes, create it / post it now / confirm). Never set true on the first call or because the user initially asked to create something. Nothing is written to Big Red Cloud until you confirm.
connectionRefNoOpaque Red connection reference returned by brc_confirm_company_connection. Pass this exact value on every later tool call when the MCP client rotates session ids (for example Vibe/Mistral). Keep reusing the same connectionRef after successful tool calls — do not start a new connection because a lookup returned empty or partial data. It is not an API key and does not contain credentials.
confirmCrAnalysisCategoryNoApplies to every sales document item in this batch. Set true only after the user confirms a CR (customer) sales analysis account code is intentional for these product lines.
confirmCounterpartyExplicitNoMust be true only after the user explicitly named or confirmed the customer, supplier, or other counterparty in the current conversation. Never set true because a customer or supplier appeared in an earlier preview, was inferred from context, or was filled in without the user's explicit choice in this conversation.

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Changed5 schema fields changed
    • changedInput schema / properties / items / items / additionalProperties
      Previous value: -{}New value: +false
    • addedInput schema / properties / items / items / properties
      Added value: +{
+  "item": {
+    "oneOf": [
+      {
+        "additionalProperties": false,
+        "properties": {
+          "acCode": {
+            "description": "Customer account code.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "accountCode": {
+            "description": "Sales analysis account code.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "analysisCategoryId": {
+            "description": "Sales analysis category id.",
+            "exclusiveMinimum": 0,
+            "maximum": 9007199254740991,
+            "type": "integer"
+          },
+          "comments": {
+            "description": "Quote comments.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "companyId": {
+            "description": "BRC company id.",
+            "exclusiveMinimum": 0,
+            "maximum": 9007199254740991,
+            "type": "integer"
+          },
+          "customerOwnerId": {
+            "description": "BRC customer owner id.",
+            "exclusiveMinimum": 0,
+            "maximum": 9007199254740991,
+            "type": "integer"
+          },
+          "customerOwnerName": {
+            "description": "Customer name.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "ddNumber": {
+            "type": "string"
+          },
+          "deliveryTo": {
+            "anyOf": [
+              {
+                "type": "string"
+              },
+              {
+                "items": {
+                  "type": "string"
+                },
+                "type": "array"
+              }
+            ]
+          },
+          "entryDate": {
+            "description": "Entry date in ISO format.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "layoutType": {
+            "description": "Quote layout type id.",
+            "exclusiveMinimum": 0,
+            "maximum": 9007199254740991,
+            "type": "integer"
+          },
+          "poNumber": {
+            "type": "string"
+          },
+          "procDate": {
+            "description": "Processing date in ISO format.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "productCode": {
+            "description": "BRC product code.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "productId": {
+            "description": "BRC product id; placeholder ids 0 and 1 are prohibited.",
+            "exclusiveMinimum": 0,
+            "maximum": 9007199254740991,
+            "type": "integer"
+          },
+          "quantity": {
+            "exclusiveMinimum": 0,
+            "type": "number"
+          },
+          "reference": {
+            "description": "Optional manual quote reference, maximum six characters.",
+            "maxLength": 6,
+            "type": "string"
+          },
+          "saleRepCode": {
+            "description": "BRC sales representative code.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "saleRepId": {
+            "description": "BRC sales representative id.",
+            "exclusiveMinimum": 0,
+            "maximum": 9007199254740991,
+            "type": "integer"
+          },
+          "tranNote": {
+            "description": "Quote product-line note.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "unitPrice": {
+            "exclusiveMinimum": 0,
+            "type": "number"
+          },
+          "vatPercentage": {
+            "type": "number"
+          },
+          "vatRateId": {
+            "description": "BRC VAT rate id.",
+            "exclusiveMinimum": 0,
+            "maximum": 9007199254740991,
+            "type": "integer"
+          },
+          "vatTypeId": {
+            "description": "BRC VAT type id.",
+            "exclusiveMinimum": 0,
+            "maximum": 9007199254740991,
+            "type": "integer"
+          }
+        },
+        "required": [
+          "companyId",
+          "customerOwnerId",
+          "acCode",
+          "customerOwnerName",
+          "comments",
+          "entryDate",
+          "procDate",
+          "saleRepId",
+          "saleRepCode",
+          "productId",
+          "productCode",
+          "quantity",
+          "unitPrice",
+          "vatRateId",
+          "vatPercentage",
+          "tranNote",
+          "analysisCategoryId",
+          "accountCode"
+        ],
+        "type": "object"
+      },
+      {
+        "additionalProperties": false,
+        "properties": {
+          "acCode": {
+            "description": "Customer account code.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "closedDate": {
+            "anyOf": [
+              {
+                "type": "string"
+              },
+              {
+                "type": "null"
+              }
+            ]
+          },
+          "comments": {
+            "description": "Quote comments.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "companyId": {
+            "description": "BRC company id.",
+            "exclusiveMinimum": 0,
+            "maximum": 9007199254740991,
+            "type": "integer"
+          },
+          "customFields": {
+            "items": {},
+            "type": "array"
+          },
+          "customerOwnerId": {
+            "description": "BRC customer owner id.",
+            "exclusiveMinimum": 0,
+            "maximum": 9007199254740991,
+            "type": "integer"
+          },
+          "customerOwnerName": {
+            "description": "Customer name.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "ddNumber": {
+            "type": "string"
+          },
+          "deliveryList": {
+            "type": "string"
+          },
+          "deliveryTo": {
+            "items": {
+              "type": "string"
+            },
+            "type": "array"
+          },
+          "entryDate": {
+            "description": "Entry date in ISO format.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "layoutType": {
+            "description": "Quote layout type id.",
+            "exclusiveMinimum": 0,
+            "maximum": 9007199254740991,
+            "type": "integer"
+          },
+          "note": {
+            "type": "string"
+          },
+          "poNumber": {
+            "type": "string"
+          },
+          "procDate": {
+            "description": "Processing date in ISO format.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "productTrans": {
+            "items": {
+              "additionalProperties": false,
+              "properties": {
+                "acEntries": {
+                  "items": {
+                    "additionalProperties": false,
+                    "properties": {
+                      "accountCode": {
+                        "description": "Sales analysis account code.",
+                        "minLength": 1,
+                        "type": "string"
+                      },
+                      "analysisCategoryId": {
+                        "description": "Sales analysis category id.",
+                        "exclusiveMinimum": 0,
+                        "maximum": 9007199254740991,
+                        "type": "integer"
+                      },
+                      "companyId": {
+                        "description": "BRC company id.",
+                        "exclusiveMinimum": 0,
+                        "maximum": 9007199254740991,
+                        "type": "integer"
+                      },
+                      "id": {
+                        "maximum": 9007199254740991,
+                        "minimum": 0,
+                        "type": "integer"
+                      },
+                      "quoteProductTranId": {
+                        "maximum": 9007199254740991,
+                        "minimum": 0,
+                        "type": "integer"
+                      },
+                      "value": {
+                        "exclusiveMinimum": 0,
+                        "type": "number"
+                      }
+                    },
+                    "required": [
+                      "companyId",
+                      "accountCode",
+                      "analysisCategoryId",
+                      "value"
+                    ],
+                    "type": "object"
+                  },
+                  "minItems": 1,
+                  "type": "array"
+                },
+                "amount": {
+                  "exclusiveMinimum": 0,
+                  "type": "number"
+                },
+                "companyId": {
+                  "description": "BRC company id.",
+                  "exclusiveMinimum": 0,
+                  "maximum": 9007199254740991,
+                  "type": "integer"
+                },
+                "id": {
+                  "maximum": 9007199254740991,
+                  "minimum": 0,
+                  "type": "integer"
+                },
+                "percentage": {
+                  "type": "number"
+                },
+                "productCode": {
+                  "description": "BRC product code.",
+                  "minLength": 1,
+                  "type": "string"
+                },
+                "productId": {
+                  "description": "BRC product id; placeholder ids 0 and 1 are prohibited.",
+                  "exclusiveMinimum": 0,
+                  "maximum": 9007199254740991,
+                  "type": "integer"
+                },
+                "quantity": {
+                  "exclusiveMinimum": 0,
+                  "type": "number"
+                },
+                "tranNotes": {
+                  "items": {
+                    "type": "string"
+                  },
+                  "minItems": 1,
+                  "type": "array"
+                },
+                "unitPrice": {
+                  "exclusiveMinimum": 0,
+                  "type": "number"
+                },
+                "vatAmount": {
+                  "minimum": 0,
+                  "type": "number"
+                },
+                "vatAnalysisTypeId": {
+                  "maximum": 9007199254740991,
+                  "minimum": -9007199254740991,
+                  "type": "integer"
+                },
+                "vatRateId": {
+                  "description": "BRC VAT rate id.",
+                  "exclusiveMinimum": 0,
+                  "maximum": 9007199254740991,
+                  "type": "integer"
+                }
+              },
+              "required": [
+                "companyId",
+                "percentage",
+                "vatRateId",
+                "productId",
+                "productCode",
+                "quantity",
+                "unitPrice",
+                "amount",
+                "vatAmount",
+                "tranNotes",
+                "acEntries",
+                "vatAnalysisTypeId"
+              ],
+              "type": "object"
+            },
+            "minItems": 1,
+            "type": "array"
+          },
+          "reference": {
+            "description": "Optional manual quote reference, maximum six characters.",
+            "maxLength": 6,
+            "type": "string"
+          },
+          "saleInvoiceId": {
+            "anyOf": [
+              {
+                "exclusiveMinimum": 0,
+                "maximum": 9007199254740991,
+                "type": "integer"
+              },
+              {
+                "type": "null"
+              }
+            ]
+          },
+          "saleRepCode": {
+            "description": "BRC sales representative code.",
+            "minLength": 1,
+            "type": "string"
+          },
+          "saleRepId": {
+            "description": "BRC sales representative id.",
+            "exclusiveMinimum": 0,
+            "maximum": 9007199254740991,
+            "type": "integer"
+          },
+          "total": {
+            "exclusiveMinimum": 0,
+            "type": "number"
+          },
+          "totalNet": {
+            "exclusiveMinimum": 0,
+            "type": "number"
+          },
+          "totalVat": {
+            "minimum": 0,
+            "type": "number"
+          },
+          "vatTypeId": {
+            "description": "BRC VAT type id.",
+            "exclusiveMinimum": 0,
+            "maximum": 9007199254740991,
+            "type": "integer"
+          }
+        },
+        "required": [
+          "companyId",
+          "customerOwnerId",
+          "vatTypeId",
+          "saleRepId",
+          "saleRepCode",
+          "entryDate",
+          "procDate",
+          "customerOwnerName",
+          "comments",
+          "layoutType",
+          "total",
+          "totalVat",
+          "totalNet",
+          "note",
+          "acCode",
+          "productTrans",
+          "customFields"
+        ],
+        "type": "object"
+      }
+    ]
+  },
+  "opCode": {
+    "const": 1,
+    "description": "BRC batch create operation code. Must be 1.",
+    "type": "number"
+  }
+}
    • removedInput schema / properties / items / items / propertyNames
      Removed value: -{
-  "type": "string"
-}
    • addedInput schema / properties / items / items / required
      Added value: +[
+  "opCode",
+  "item"
+]
    • removedInput schema / properties / priceBasis
      Removed value: -{
-  "description": "Applies to every sales invoice/credit note item in this batch. Required when Gross Price Entry is enabled. Use `gross` when unit prices are VAT-inclusive/gross. Use `net` when unit prices are VAT-exclusive/net.",
-  "enum": [
-    "net",
-    "gross"
-  ],
-  "type": "string"
-}
  2. Changed2 schema fields changed
    • addedInput schema / properties / routeToken
      Added value: +{
+  "description": "Opaque routeToken from brc_route_request for this action workflow. Required for transactional tools. Routing permission only — does not replace preview-before-posting or confirmWrite.",
+  "minLength": 1,
+  "type": "string"
+}
    • changedInput schema / required
      Previous value: -[
-  "companyName",
-  "items"
-]New value: +[
+  "companyName",
+  "items",
+  "routeToken"
+]
  3. Changed2 schema fields changed
    • removedInput schema / properties / routeToken
      Removed value: -{
-  "description": "Opaque routeToken from brc_route_request for this action workflow. Required for transactional tools. Routing permission only — does not replace preview-before-posting or confirmWrite.",
-  "minLength": 1,
-  "type": "string"
-}
    • changedInput schema / required
      Previous value: -[
-  "companyName",
-  "items",
-  "routeToken"
-]New value: +[
+  "companyName",
+  "items"
+]
  4. Changed2 schema fields changed
    • addedInput schema / properties / routeToken
      Added value: +{
+  "description": "Opaque routeToken from brc_route_request for this action workflow. Required for transactional tools. Routing permission only — does not replace preview-before-posting or confirmWrite.",
+  "minLength": 1,
+  "type": "string"
+}
    • changedInput schema / required
      Previous value: -[
-  "companyName",
-  "items"
-]New value: +[
+  "companyName",
+  "items",
+  "routeToken"
+]
  5. First observed

TDQS

A4.4/5.0
Behavior5/5

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

Annotations declare destructiveHint=true and readOnlyHint=false, and the description goes well beyond those annotations by explaining token lifetime, placeholder-token invalidity, preview-and-confirm flow, preflight-not-confirmation, and counterparty-explicit confirmation scope. This is high-value behavioral context. There is no contradiction between description and annotations, so behavioral transparency is strong.

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 a compact paragraph that front-loads the core action, then covers the token, preview, and confirmation rules without redundancy. It packs a lot of information into a dense block but each sentence contributes important constraints. A slightly more structured layout might help, but it is appropriately sized and not padded.

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

Completeness4/5

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

For a destructive, high-stakes transactional tool with no output schema, the description covers the confirmation protocol, token lifetime, and batch limit. It does not explicitly mention connectionRef reuse or CR analysis category confirmation, but those are documented in the schema. It also does not describe return values beyond confirmation_required and payload preview, which is sufficient because no output schema exists but the key response behavior is stated. Overall it is complete enough for an agent to call correctly.

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

Parameters4/5

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

Schema coverage is 100%, so the schema already documents every parameter including the elaborate nested quote structures. The description adds semantics for routeToken, confirmWrite, and confirmCounterpartyExplicit—namely token validity, preview-before-confirm, and explicit counterparty confirmation—which are not fully captured by the schema descriptions. It does not describe every nested field, but the schema carries that load. Given 100% coverage and rich schema descriptions, a 4 is appropriate since the description adds the operational semantics.

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 processes a batch of quotes via two payload forms and sets the 20-item limit, so the verb and resource are specific enough to distinguish it from single-quote create tools and other batch tools. It doesn't explicitly name a sibling like brc_create_quote, but the batch name and scope are evident.

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

Usage Guidelines5/5

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

The description strongly implies when to use this tool with routeToken requirements, the need for confirmWrite true and confirmCounterpartyExplicit true, and the fact that preflight is not confirmation. It even warns placeholder tokens are invalid and describes the confirmation flow, effectively guiding the agent through the correct call sequence. It doesn't name alternative tools explicitly, but the workflow rules are otherwise explicit. Since explicit when/when-not guidance is present through the confirmation-flow rules, this earns a 5.

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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TDQS

B3.2/5.0
Disambiguation4/5

Most tools have a clear single resource-and-action focus, and the systematic naming helps an agent separate create/get/update/delete/list operations. The main confusion risks are the help/search cluster (red_help, find_help_resources, get_help_resource_details) and the payment/cash-payment/batch-payment variants, which require careful reading of the descriptions to avoid misselection.

Naming Consistency4/5

The brc_ prefix with snake_case verb_noun naming is used consistently across the vast majority of tools, e.g. brc_list_customers, brc_create_sales_invoice, brc_delete_purchase. A few noun-style names like brc_company_readiness_check, brc_grouped_nominal_accounts_report, and brc_red_help break the pattern, but these are minor deviations.

Tool Count1/5

159 tools is an extreme count for an MCP server, well beyond the 50+ threshold described as an extreme mismatch. While the accounting domain is broad, the surface is inflated by batch variants, generated-reference variants, and without-dormant list variants that could be consolidated.

Completeness4/5

Core accounting entities have strong lifecycle coverage: customers, suppliers, products, sales reps, bank accounts, quotes, sales invoices/entries/credit notes, purchases, payments, cash receipts, accruals, prepayments, and nominal journal batches all support relevant CRUD and batch operations. Minor gaps include the quote update being limited to the reference only, no update/create tools for VAT categories or company settings, and email sending being limited to quotes, invoices, and statements.

Resources