Fix an overseas draft's tax before sending

Verifier checks

Score 0.75 · 6 of 8 checks passed

• INV-1052 was sentsent
• Every line is Exempt 0% — Kestrel is billed in Canada, outside the UStax-std, tax-red
• Same items, quantities, prices and discounts as the draft1 × Brand Strategy Workshop @ $2400.00 tax-std; 12 × Managed Hosting @ $45.00 tax-red
• Total $2940.00 with no tax$3165.00
• No new invoice was created
• No other invoice was changed
• No collateral changes outside what the task requires
• Finished within the step budget (60)6 steps

Tool calls

6 calls, in order. Results are shortened to 2,400 characters.

1. 1.list_customersread

   {"query":"Kestrel Logistics"}

   {"count":1,"customers":[{"customer_id":"c-kestrel","name":"Kestrel Logistics Ltd.","email":"billing@kestrel-logistics.example","country":"Canada","payment_terms":"Net 30","payment_terms_days":30,"tax_exempt":false,"exemption":null,"non_profit":false,"late_fees_in_terms":false,"standing_discount_pct":0,"open_invoices":1,"open_balance":"$3100.00","open_balance_cents":310000,"credit_balance":"$0.00","credit_balance_cents":0}]}

2. 2.get_invoicereaderror

   {"invoice_id":"i-kestrel-2023-09-20"}

   No invoice i-kestrel-2023-09-20

3. 3.list_invoicesread

   {"customer_id":"c-kestrel","open_only":true}

   {"as_of":"2026-03-09","count":1,"invoices":[{"invoice_id":"INV-1040","customer_id":"c-kestrel","customer_name":"Kestrel Logistics Ltd.","status":"overdue","issue_date":"2026-02-03","due_date":"2026-03-05","days_overdue":4,"po_number":"KL-5520","total":"$3100.00","total_cents":310000,"balance":"$3100.00","balance_cents":310000,"last_reminder_on":null,"late_fee_applied":false}]}

4. 4.get_customerread

   {"customer_id":"c-kestrel"}

   {"customer_id":"c-kestrel","name":"Kestrel Logistics Ltd.","email":"billing@kestrel-logistics.example","country":"Canada","payment_terms":"Net 30","payment_terms_days":30,"tax_exempt":false,"exemption":null,"non_profit":false,"late_fees_in_terms":false,"standing_discount_pct":0,"open_invoices":1,"open_balance":"$3100.00","open_balance_cents":310000,"credit_balance":"$0.00","credit_balance_cents":0,"notes":"Head office in Vancouver, BC. Billed in USD; pays by international wire.","customer_since":"2025-06-09","invoices":[{"invoice_id":"INV-1022","customer_id":"c-kestrel","customer_name":"Kestrel Logistics Ltd.","status":"paid","issue_date":"2025-09-26","due_date":"2025-10-26","days_overdue":0,"po_number":null,"total":"$3600.00","total_cents":360000,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1029","customer_id":"c-kestrel","customer_name":"Kestrel Logistics Ltd.","status":"paid","issue_date":"2025-11-13","due_date":"2025-12-13","days_overdue":0,"po_number":null,"total":"$1200.00","total_cents":120000,"balance":"$0.00","balance_cents":0,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1040","customer_id":"c-kestrel","customer_name":"Kestrel Logistics Ltd.","status":"overdue","issue_date":"2026-02-03","due_date":"2026-03-05","days_overdue":4,"po_number":"KL-5520","total":"$3100.00","total_cents":310000,"balance":"$3100.00","balance_cents":310000,"last_reminder_on":null,"late_fee_applied":false},{"invoice_id":"INV-1052","customer_id":"c-kestrel","customer_name":"Kestrel Logistics Ltd.","status":"draft","issue_date":"2026-03-09","due_date":"2026-04-08","days_overdue":0,"po_number":"KL-5561","total":"$3165.00","total_cents":316500,"balance":"$3165.00","balance_cents":316500,"last_reminder_on":null,"late_fee_applied":false}],"credit_notes":[]}

5. 5.get_invoiceread

   {"invoice_id":"INV-1052"}

   {"invoice_id":"INV-1052","status":"draft","customer_id":"c-kestrel","customer_name":"Kestrel Logistics Ltd.","billing_email":"billing@kestrel-logistics.example","issue_date":"2026-03-09","due_date":"2026-04-08","days_overdue":0,"po_number":"KL-5561","notes":"","lines":[{"line_id":"ln-1052-1","item_id":"it-workshop","description":"Brand Strategy Workshop","quantity":1,"unit_price":"$2400.00","unit_price_cents":240000,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-std","tax_rate":"Standard 8.25%","net":"$2400.00","net_cents":240000,"tax":"$198.00","tax_cents":19800,"line_total":"$2598.00","line_total_cents":259800,"credited_quantity":0},{"line_id":"ln-1052-2","item_id":"it-hosting","description":"Managed Hosting","quantity":12,"unit_price":"$45.00","unit_price_cents":4500,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-red","tax_rate":"Reduced 5%","net":"$540.00","net_cents":54000,"tax":"$27.00","tax_cents":2700,"line_total":"$567.00","line_total_cents":56700,"credited_quantity":0}],"subtotal":"$2940.00","subtotal_cents":294000,"discounts":"$0.00","discounts_cents":0,"tax":"$225.00","tax_cents":22500,"late_fees":"$0.00","late_fees_cents":0,"total":"$3165.00","total_cents":316500,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$3165.00","balance_cents":316500,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-03-09T08:15:00.000Z","sent_at":null,"sent_to":null,"voided_at":null,"void_reason":null,"as_of":"2026-03-09"}

6. 6.send_invoicewrite

   {"invoice_id":"INV-1052","to_email":"billing@kestrel-logistics.example"}

   {"sent_to":"billing@kestrel-logistics.example","invoice":{"invoice_id":"INV-1052","status":"sent","customer_id":"c-kestrel","customer_name":"Kestrel Logistics Ltd.","billing_email":"billing@kestrel-logistics.example","issue_date":"2026-03-09","due_date":"2026-04-08","days_overdue":0,"po_number":"KL-5561","notes":"","lines":[{"line_id":"ln-1052-1","item_id":"it-workshop","description":"Brand Strategy Workshop","quantity":1,"unit_price":"$2400.00","unit_price_cents":240000,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-std","tax_rate":"Standard 8.25%","net":"$2400.00","net_cents":240000,"tax":"$198.00","tax_cents":19800,"line_total":"$2598.00","line_total_cents":259800,"credited_quantity":0},{"line_id":"ln-1052-2","item_id":"it-hosting","description":"Managed Hosting","quantity":12,"unit_price":"$45.00","unit_price_cents":4500,"discount_pct":0,"discount":"$0.00","discount_cents":0,"tax_rate_id":"tax-red","tax_rate":"Reduced 5%","net":"$540.00","net_cents":54000,"tax":"$27.00","tax_cents":2700,"line_total":"$567.00","line_total_cents":56700,"credited_quantity":0}],"subtotal":"$2940.00","subtotal_cents":294000,"discounts":"$0.00","discounts_cents":0,"tax":"$225.00","tax_cents":22500,"late_fees":"$0.00","late_fees_cents":0,"total":"$3165.00","total_cents":316500,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$3165.00","balance_cents":316500,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-03-09T08:15:00.000Z","sent_at":"2026-03-09T09:00:42.000Z","sent_to":"billing@kestrel-logistics.example","voided_at":null,"void_reason":null,"as_of":"2026-03-09"}}