Hermes filed WFDASH-dev-ask-quotes-create.md on 2026-08-26 claiming
`quotes.create` doesn't exist. It does — registered at
src/app/api/mcp/route.ts:1131, REST at /api/v1/quotes/create, added
2026-08-15 in Phase G gap-fill, documented as Recipe 7 in
docs/agents/workflows.md. The agent's actual failure was discovery,
not a real gap.
Two doc-only changes to keep this from recurring:
1. Tool count 125 → 141 (live count), recipe count 7 → 9 (live count)
2. New prominent "Three quote-creation tools — don't confuse them"
section right under the intro listing all three paths
(quotes.create / quotes.ingest_from_email /
quotes.create_from_email) with the common failure mode explicitly
called out. Recipe 7 already covers the walk-in workflow;
this surfaces the contrast up front so the agent sees it during
session-startup instead of after it has already picked the wrong
tool.
No code change. No FEATURE-REQUESTS.md entry — the tool isn't a gap.
Co-Authored-By: Claude <noreply@anthropic.com>
- Updated the `GET /api/v1/orders` endpoint to support additional query parameters including `customer`, `createdAfter`, `createdBefore`, and `status`, allowing for more granular order filtering.
- Implemented logic to resolve customer IDs from names and aggregate order items by their statuses for improved data retrieval.
- Introduced new helper functions in `orders-service.ts` for fetching order statistics and daily summaries, enhancing reporting capabilities.
- Added comprehensive documentation for the new query parameters and their usage in the API documentation.
- Improved error handling for invalid customer and status inputs, ensuring clearer feedback for API consumers.
- Introduced structured error handling for MCP upstream fetches, distinguishing between network errors (`-32010`) and upstream errors (`-32011`). This allows the agent to provide more informative feedback based on the type of failure encountered.
- Updated the `fetchUpstreamJson` function to throw `McpUpstreamError` with detailed error data, including hints and next actions for specific tools.
- Enhanced the `TOOL_HINTS` mapping to provide tool-specific guidance for handling errors, improving the agent's ability to respond to various failure scenarios.
- Added comprehensive unit tests to validate the new error handling logic and ensure correct behavior across different error cases.
- Updated documentation in `docs/agents/hermes-skill.md` to include a new section on structured MCP errors, detailing the error codes and their meanings.
- Added a new `quotes.submit` tool that transitions a quote from `new` to `approval_pending` once all line items are priced. This tool ensures that only fully priced quotes can be submitted for approval, enhancing the integrity of the approval process.
- Updated the API documentation in `docs/api-mcp-layer.md` to include the new `quotes.submit` tool and its usage details.
- Enhanced the `quotes` status enum in `docs/agents/hermes-skill.md` to reflect the new transition and its implications.
- Regenerated documentation to ensure accuracy, increasing the total tool count from 126 to 127.
- Added comprehensive tests for the `submitQuote` function to cover various scenarios, including idempotency and error handling for unpriced items.
- Introduced a new `quotes.create` tool for creating quotes from scratch without an inbound email, allowing operators to generate quotes directly from the dashboard.
- Updated `customers.list` to support filtering by representative using either a 15-char PB user ID or a case-insensitive name/email match.
- Enhanced API documentation in `docs/api-mcp-layer.md` to reflect the addition of the new quote creation tool and updated customer filtering capabilities.
- Regenerated documentation to ensure accuracy, increasing the total tool count from 125 to 126.
