gradeNot graded
get_wizard_stateAnswer
Where the "New document" wizard is: current step, selected template, what is still missing before a document can be created, server validation errors, the amount due (billing templates) and the created document if any. Call this first and after changes.
View tool JSON
{
"name": "get_wizard_state",
"kind": "answer",
"impl": "imperative",
"description": "Where the \"New document\" wizard is: current step, selected template, what is still missing before a document can be created, server validation errors, the amount due (billing templates) and the created document if any. Call this first and after changes.",
"inputSchema": {
"type": "object",
"properties": {}
},
"page": "/new/template"
}list_templatesAnswer
Lists the document templates the server offers (id, label, shortLabel, category, description, sampleUrl).
View tool JSON
{
"name": "list_templates",
"kind": "answer",
"impl": "imperative",
"description": "Lists the document templates the server offers (id, label, shortLabel, category, description, sampleUrl).",
"inputSchema": {
"type": "object",
"properties": {}
},
"page": "/new/template"
}get_template_schemaAnswer
Returns the JSON Schema of a template (defaults to the selected one): fields, types, enums, required lists and layout hints. Branding (organization) is resolved by the server and is not part of it.
View tool JSON
{
"name": "get_template_schema",
"kind": "answer",
"impl": "imperative",
"description": "Returns the JSON Schema of a template (defaults to the selected one): fields, types, enums, required lists and layout hints. Branding (organization) is resolved by the server and is not part of it.",
"inputSchema": {
"type": "object",
"properties": {
"templateId": {
"type": "string"
}
}
},
"page": "/new/template"
}get_form_valuesAnswer
Returns the current form values: `form` as typed so far, and `payload` as it would be sent to the API.
View tool JSON
{
"name": "get_form_values",
"kind": "answer",
"impl": "imperative",
"description": "Returns the current form values: `form` as typed so far, and `payload` as it would be sent to the API.",
"inputSchema": {
"type": "object",
"properties": {}
},
"page": "/new/template"
}validate_formAction
Checks the form against the template schema and the required owner ids. Returns the list of missing fields (empty means ready to create).
View tool JSON
{
"name": "validate_form",
"kind": "act",
"impl": "imperative",
"description": "Checks the form against the template schema and the required owner ids. Returns the list of missing fields (empty means ready to create).",
"inputSchema": {
"type": "object",
"properties": {}
},
"page": "/new/template"
}get_preview_statusAnswer
Status of the live PDF preview: loading, ready, page count, and the last error. `hints` lists fields the server replaced with placeholders because their value was invalid.
View tool JSON
{
"name": "get_preview_status",
"kind": "answer",
"impl": "imperative",
"description": "Status of the live PDF preview: loading, ready, page count, and the last error. `hints` lists fields the server replaced with placeholders because their value was invalid.",
"inputSchema": {
"type": "object",
"properties": {}
},
"page": "/new/template"
}select_templateAction
Selects a template (see list_templates), loads its schema and applies defaults. Resets previously entered values.
View tool JSON
{
"name": "select_template",
"kind": "act",
"impl": "imperative",
"description": "Selects a template (see list_templates), loads its schema and applies defaults. Resets previously entered values.",
"inputSchema": {
"type": "object",
"properties": {
"templateId": {
"type": "string"
}
},
"required": [
"templateId"
]
},
"page": "/new/template"
}go_to_stepAction
Navigates the wizard. Steps: template, details, review. The router may redirect (e.g. review needs a created document).
View tool JSON
{
"name": "go_to_step",
"kind": "act",
"impl": "imperative",
"description": "Navigates the wizard. Steps: template, details, review. The router may redirect (e.g. review needs a created document).",
"inputSchema": {
"type": "object",
"properties": {
"step": {
"type": "string",
"enum": [
"template",
"details",
"review"
]
}
},
"required": [
"step"
]
},
"page": "/new/template"
}set_fieldsAction
Sets form fields in one call, all or nothing. Keys are dotted paths from the template schema (list rows by index), values are strings, numbers or booleans. Example: {"recipient.name":"Chai Theory","project.deliverables.0.rate":120000,"financials.isDiscountPercentage":true}. Use add_row first for new list rows.
View tool JSON
{
"name": "set_fields",
"kind": "act",
"impl": "imperative",
"description": "Sets form fields in one call, all or nothing. Keys are dotted paths from the template schema (list rows by index), values are strings, numbers or booleans. Example: {\"recipient.name\":\"Chai Theory\",\"project.deliverables.0.rate\":120000,\"financials.isDiscountPercentage\":true}. Use add_row first for new list rows.",
"inputSchema": {
"type": "object",
"properties": {
"fields": {
"type": "object",
"additionalProperties": true
}
},
"required": [
"fields"
]
},
"page": "/new/template"
}add_rowAction
Appends an empty row to a list in the form (e.g. path "project.deliverables" for another service, or a list of points).
View tool JSON
{
"name": "add_row",
"kind": "act",
"impl": "imperative",
"description": "Appends an empty row to a list in the form (e.g. path \"project.deliverables\" for another service, or a list of points).",
"inputSchema": {
"type": "object",
"properties": {
"path": {
"type": "string"
}
},
"required": [
"path"
]
},
"page": "/new/template"
}remove_rowAction
Removes a row from a list in the form by index. The last remaining row cannot be removed.
View tool JSON
{
"name": "remove_row",
"kind": "act",
"impl": "imperative",
"description": "Removes a row from a list in the form by index. The last remaining row cannot be removed.",
"inputSchema": {
"type": "object",
"properties": {
"path": {
"type": "string"
},
"index": {
"type": "integer",
"minimum": 0
}
},
"required": [
"path",
"index"
]
},
"page": "/new/template"
}set_organizationAction
Sets the organisation profile (Brand step). "id" picks the server's branding preset; any other field you set overrides that preset on the generated PDF (untouched fields keep the preset's values) and is cached on this device. Keys: id, name, legalName, entityType, pan, gstin, primary, accent, font, contactEmail, billingEmail, phone, whatsapp, address, tradeRelationship, foundedYear, website, instagram, facebook, linkedin, youtube.
View tool JSON
{
"name": "set_organization",
"kind": "act",
"impl": "imperative",
"description": "Sets the organisation profile (Brand step). \"id\" picks the server's branding preset; any other field you set overrides that preset on the generated PDF (untouched fields keep the preset's values) and is cached on this device. Keys: id, name, legalName, entityType, pan, gstin, primary, accent, font, contactEmail, billingEmail, phone, whatsapp, address, tradeRelationship, foundedYear, website, instagram, facebook, linkedin, youtube.",
"inputSchema": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"name": {
"type": "string"
},
"legalName": {
"type": "string"
},
"entityType": {
"type": "string"
},
"pan": {
"type": "string"
},
"gstin": {
"type": "string"
},
"primary": {
"type": "string"
},
"accent": {
"type": "string"
},
"font": {
"type": "string"
},
"contactEmail": {
"type": "string"
},
"billingEmail": {
"type": "string"
},
"phone": {
"type": "string"
},
"whatsapp": {
"type": "string"
},
"address": {
"type": "string"
},
"tradeRelationship": {
"type": "string"
},
"foundedYear": {
"type": "string"
},
"website": {
"type": "string"
},
"instagram": {
"type": "string"
},
"facebook": {
"type": "string"
},
"linkedin": {
"type": "string"
},
"youtube": {
"type": "string"
}
}
},
"page": "/new/template"
}set_owner_idsAction
Sets the Notion ids the API requires when saving: userId and contactId (required), projectId (optional).
View tool JSON
{
"name": "set_owner_ids",
"kind": "act",
"impl": "imperative",
"description": "Sets the Notion ids the API requires when saving: userId and contactId (required), projectId (optional).",
"inputSchema": {
"type": "object",
"properties": {
"userId": {
"type": "string"
},
"contactId": {
"type": "string"
},
"projectId": {
"type": "string"
}
}
},
"page": "/new/template"
}create_documentAction
Creates the PDF and saves it as a document in Notion. This has a real side effect, so the user is asked to confirm first. Requires validate_form to report no problems.
View tool JSON
{
"name": "create_document",
"kind": "act",
"impl": "imperative",
"description": "Creates the PDF and saves it as a document in Notion. This has a real side effect, so the user is asked to confirm first. Requires validate_form to report no problems.",
"inputSchema": {
"type": "object",
"properties": {}
},
"page": "/new/template"
}reset_wizardAction
Clears the template, form values and created document and returns to the first step.
View tool JSON
{
"name": "reset_wizard",
"kind": "act",
"impl": "imperative",
"description": "Clears the template, form values and created document and returns to the first step.",
"inputSchema": {
"type": "object",
"properties": {}
},
"page": "/new/template"
}