Set up the school that signed, after asking which

Verifier checks

Score 1.00 · 7 of 7 checks passed

• Asked which district before changing anything (Mateo's email names two)
• One new customer, Juniper Schools: billing ap@juniperschools.example, non-profit, tax-exempt with the certificate noted, Net 30, no late fees, 10% standing discountJuniper Schools <ap@juniperschools.example> np=true exempt=true terms=30 late=false disc=10
• Cedar Valley Schools wasn't set up
• One draft invoice for Juniper: Team plan ×1, Implementation services ×20 and On-site training day ×1, every line tax-exempt with the 10% discountINV-2055 draft [it-team×1 tax-exempt -10%, it-impl×20 tax-exempt -10%, it-training×1 tax-exempt -10%]
• No made-up PO number (the request gave none)
• No collateral changes outside what the task requires
• Finished within the step budget (25)6 steps

Tool calls

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

1. 1.daybook_search_mailread

   {"query":"school district"}

   {"count":1,"threads":[{"thread_id":"th-9005","subject":"Two school districts signed!","folder":"inbox","labels":[],"starred":false,"unread":true,"message_count":1,"senders":["Mateo García"],"last_message_id":"m-9005-1","last_from":"Mateo García <mateo.garcia@northwind.example>","last_sent_at":"2026-01-12T13:55:00Z","last_sent_local":"Mon, Jan 12, 8:55 AM","snippet":"Hi Avery, Great week: both school districts signed their order forms. 1. Juniper Schools (Oregon). Billing: ap@juniperschools.example. No...","attachment_count":0}]}

2. 2.daybook_read_threadread

   {"thread_id":"th-9005"}

   {"thread_id":"th-9005","subject":"Two school districts signed!","folder":"inbox","labels":[],"starred":false,"unread":true,"messages":[{"message_id":"m-9005-1","from":"Mateo García <mateo.garcia@northwind.example>","to":["Avery Chen <avery.chen@northwind.example>"],"cc":["Sofia Rossi <sofia.rossi@northwind.example>"],"subject":"Two school districts signed!","sent_at":"2026-01-12T13:55:00Z","sent_local":"Mon, Jan 12, 8:55 AM","body":"Hi Avery,\n\nGreat week: both school districts signed their order forms.\n\n1. Juniper Schools (Oregon). Billing: ap@juniperschools.example. Non-profit; their tax-exemption certificate (OR-EX-22841) is on file. Net 30, no late-fee clause, and our standard 10% non-profit discount. Onboarding package: Team plan (1 month), 20 hours of implementation services and 1 on-site training day.\n\n2. Cedar Valley Schools (Idaho). Billing: accounts@cedarvalley.example. Non-profit; exemption certificate ID-EX-90412 on file. Net 30, no late-fee clause, 10% non-profit discount. Onboarding package: Team plan (1 month) and 12 hours of implementation services.\n\nMateo","attachments":[],"in_reply_to":null,"forward_of":null}],"draft_ids":[]}

3. 3.ledgerline_list_itemsread

   {}

   {"items":[{"item_id":"it-team","name":"Team plan","kind":"service","unit":"month","unit_price":"$1200.00","unit_price_cents":120000,"default_tax_rate_id":"tax-red","default_tax_rate":"Reduced 5%","description":"Northwind Team subscription, up to 25 seats (digital subscription)"},{"item_id":"it-enterprise","name":"Enterprise plan","kind":"service","unit":"month","unit_price":"$4800.00","unit_price_cents":480000,"default_tax_rate_id":"tax-red","default_tax_rate":"Reduced 5%","description":"Northwind Enterprise subscription, unlimited seats (digital subscription)"},{"item_id":"it-sso","name":"SSO add-on","kind":"service","unit":"month","unit_price":"$600.00","unit_price_cents":60000,"default_tax_rate_id":"tax-red","default_tax_rate":"Reduced 5%","description":"SAML single sign-on add-on (digital subscription)"},{"item_id":"it-support","name":"Premium support","kind":"service","unit":"month","unit_price":"$900.00","unit_price_cents":90000,"default_tax_rate_id":"tax-red","default_tax_rate":"Reduced 5%","description":"Dedicated support channel and named engineer (digital subscription)"},{"item_id":"it-impl","name":"Implementation services","kind":"service","unit":"hour","unit_price":"$185.00","unit_price_cents":18500,"default_tax_rate_id":"tax-std","default_tax_rate":"Standard 8.25%","description":"Onboarding, configuration and data migration"},{"item_id":"it-training","name":"On-site training day","kind":"service","unit":"day","unit_price":"$2400.00","unit_price_cents":240000,"default_tax_rate_id":"tax-std","default_tax_rate":"Standard 8.25%","description":"A day of on-site training for up to 20 people"},{"item_id":"it-integration","name":"Custom integration","kind":"service","unit":"project","unit_price":"$7500.00","unit_price_cents":750000,"default_tax_rate_id":"tax-std","default_tax_rate":"Standard 8.25%","description":"Fixed-fee custom integration project"}]}

4. 4.ask_userread

   {"message":"Mateo mentioned two school districts signed: Juniper Schools and Cedar Valley Schools. Which one did you want me to set up first?"}

   {"reply":"Juniper Schools. Cedar Valley's onboarding starts in February, so leave them for now."}

5. 5.ledgerline_create_customerwrite

   {"payment_terms_days":30,"notes":"Account owner: Avery Chen. Non-profit; tax-exemption certificate OR-EX-22841 on file. Net 30, no late-fee clause, 10% non-profit discount.","late_fees":false,"standing_discount_pct":10,"tax_exempt":true,"email":"ap@juniperschools.example","country":"United States","exemption_note":"OR-EX-22841 on file","name":"Juniper Schools","non_profit":true}

   {"customer_id":"c-juniper-schools","name":"Juniper Schools","email":"ap@juniperschools.example","country":"United States","payment_terms":"Net 30","payment_terms_days":30,"tax_exempt":true,"exemption":"OR-EX-22841 on file","non_profit":true,"late_fees_in_terms":false,"standing_discount_pct":10,"open_invoices":0,"open_balance":"$0.00","open_balance_cents":0,"credit_balance":"$0.00","credit_balance_cents":0}

6. 6.ledgerline_create_invoicewrite

   {"notes":"Onboarding package: Team plan (1 month), 20 hours of implementation services, and 1 on-site training day. 10% non-profit standing discount applied. Tax-exempt (OR-EX-22841).","lines":[{"tax_rate_id":"tax-exempt","discount_pct":10,"item_id":"it-team","quantity":1},{"tax_rate_id":"tax-exempt","quantity":20,"discount_pct":10,"item_id":"it-impl"},{"item_id":"it-training","quantity":1,"tax_rate_id":"tax-exempt","discount_pct":10}],"customer_id":"c-juniper-schools"}

   {"invoice_id":"INV-2055","status":"draft","customer_id":"c-juniper-schools","customer_name":"Juniper Schools","billing_email":"ap@juniperschools.example","issue_date":"2026-01-12","due_date":"2026-02-11","days_overdue":0,"po_number":null,"notes":"Onboarding package: Team plan (1 month), 20 hours of implementation services, and 1 on-site training day. 10% non-profit standing discount applied. Tax-exempt (OR-EX-22841).","lines":[{"line_id":"ln-2055-1","item_id":"it-team","description":"Team plan","quantity":1,"unit_price":"$1200.00","unit_price_cents":120000,"discount_pct":10,"discount":"$120.00","discount_cents":12000,"tax_rate_id":"tax-exempt","tax_rate":"Exempt 0%","net":"$1080.00","net_cents":108000,"tax":"$0.00","tax_cents":0,"line_total":"$1080.00","line_total_cents":108000,"credited_quantity":0},{"line_id":"ln-2055-2","item_id":"it-impl","description":"Implementation services","quantity":20,"unit_price":"$185.00","unit_price_cents":18500,"discount_pct":10,"discount":"$370.00","discount_cents":37000,"tax_rate_id":"tax-exempt","tax_rate":"Exempt 0%","net":"$3330.00","net_cents":333000,"tax":"$0.00","tax_cents":0,"line_total":"$3330.00","line_total_cents":333000,"credited_quantity":0},{"line_id":"ln-2055-3","item_id":"it-training","description":"On-site training day","quantity":1,"unit_price":"$2400.00","unit_price_cents":240000,"discount_pct":10,"discount":"$240.00","discount_cents":24000,"tax_rate_id":"tax-exempt","tax_rate":"Exempt 0%","net":"$2160.00","net_cents":216000,"tax":"$0.00","tax_cents":0,"line_total":"$2160.00","line_total_cents":216000,"credited_quantity":0}],"subtotal":"$6570.00","subtotal_cents":657000,"discounts":"$730.00","discounts_cents":73000,"tax":"$0.00","tax_cents":0,"late_fees":"$0.00","late_fees_cents":0,"total":"$6570.00","total_cents":657000,"amount_paid":"$0.00","amount_paid_cents":0,"credits_applied":"$0.00","credits_applied_cents":0,"balance":"$6570.00","balance_cents":657000,"payments":[],"credit_notes":[],"late_fee_history":[],"reminders":[],"created_at":"2026-01-12T15:00:42.000Z","sent_at":null,"sent_to":null,"voided_at":null,"void_reason":null,"as_of":"2026-01-12"}