HelloBooks AI Agents

estimate_migration_effort

Take a QBO or Xero journal-entry CSV (source auto-detected) and return a structured migration-effort estimate — row counts, unique-account count, period span, complexity classification (low / medium / high), human-hours estimate, assisted-hours estimate, and an indicative price quote in USD. Heuristic-based — refined against the live entity once the user signs up. Accepts larger files than the other analytical tools (up to 50,000 rows / 20 MB) because no detection runs here, just sizing. Use this when a user is weighing the cost of moving books to HelloBooks, pastes data and asks "how long will migration take?", "what would this cost?", or "is it worth migrating?". The funnel CTA points at /migrate/?ref= to start the assisted flow with the parsed sizing pre-populated.

Input Schema

TableJSON Schema

Name	Required	Description	Default
`csvText`	Yes	Raw CSV text of a journal-entry export from QBO ("Journal Entries") or Xero ("Manual Journals"). Source is auto-detected from headers.
`fileName`	No

TDQS

A3.9/5.0

Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations provided, so description carries full burden. It discloses heuristic-based behavior, refinement upon signup, and larger file limits. However, it does not explicitly state that it is read-only or non-destructive, which would be helpful given the absence of annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is reasonably concise with three substantive sentences. It is front-loaded with the main purpose and adds useful details. The final sentence about the funnel CTA is slightly tangential but still relevant for context.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool has 2 parameters and no output schema, the description thoroughly covers the output structure (row counts, account count, complexity, hours, price quote) and explains the heuristic approach. It is complete for a sizing tool, though it could mention error handling for invalid CSVs.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema has 2 parameters (csvText required, fileName optional) with 50% description coverage (only csvText described). The description adds meaning by explaining source auto-detection and file size constraints, but does not describe the fileName parameter, leaving it under-specified.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly specifies the tool takes a QBO or Xero journal-entry CSV and returns a structured migration-effort estimate with specific metrics like row counts, unique accounts, and complexity classification. It is distinct from sibling analysis tools.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly states when to use: when a user is weighing migration cost, asks about time or cost, or asks if it's worth migrating. It also notes larger file acceptance. However, it does not explicitly list when not to use or name alternatives.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A3.9/5.0

Disambiguation5/5

Each tool has a clearly distinct purpose, with detailed descriptions that specify the exact input and use case. Even similar tools like QBO vs Xero journal analyzers are differentiated by source system and specific checks, leaving no ambiguity.

Naming Consistency4/5

The majority of tools follow a verb_noun snake_case pattern (e.g., analyze_balance_sheet, list_features). A few exceptions like how_munimji_helps and feature_search deviate slightly, but overall the convention is consistent and readable.

Tool Count4/5

With 26 tools covering financial analysis, compliance, migration, and product info, the count is on the higher side but justified by the breadth of the accounting domain. Each tool serves a specific need without redundancy.

Completeness4/5

The tool set covers all major financial statement checks (balance sheet, P&L, trial balance, journal entries), compliance, migration, and product details. A notable gap is the lack of cash flow analysis, but the set is otherwise comprehensive for its scope.

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