quotecloud_prepare_send_document

Produce a read-only human review summary of recipients, totals, warnings, PDF status, and workflow requirements, reading document content in either storage model and reporting `contentMode`. This tool never sends; sending remains a separate confirmed action.

Inputs

documentIdRequired

Convex document ID or company-scoped numeric display ID. string

minimumMarginPercentOptional

number

Run this tool

This one can't be run from this page. It can return private details or take a while, so use it from your assistant.

Access

TypeRead only

Permissiondocuments:validate

CapabilityNone needed

ConfirmationNot needed

Any connection can use this once your company has the MCP add-on.

Nothing changes, so there's nothing to confirm.

Tools that change data

These show their details, but can't be run from this page. Use them from your assistant, once they're turned on in MCP Settings.