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Switchbooks

Read Switchbooks Help

get_switchbooks_info
Read-onlyIdempotent

Read Switchbooks product and bookkeeping guidance for a topic selected by name. Use the topic values in the input schema to understand supported workflows, including journal entries, reports, reconciliation, payroll, and loans.

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "get_switchbooks_info"
  }
}

Input Schema

NameRequiredDescriptionDefault
nameNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedInput schema / properties / name / enum
      Previous value: -[
      -  "general",
      -  "navigation",
      -  "roles",
      -  "requests",
      -  "notes",
      -  "categories",
      -  "payees",
      -  "booking",
      -  "industry",
      -  "transactions",
      -  "imports",
      -  "transfers",
      -  "rules",
      -  "automation",
      -  "journal",
      -  "payroll",
      -  "loans",
      -  "accounts",
      -  "reconciliation",
      -  "reports",
      -  "sharing",
      -  "billing",
      -  "investigate",
      -  "mcp"
      -]New value: +[
      +  "general",
      +  "navigation",
      +  "roles",
      +  "requests",
      +  "notes",
      +  "categories",
      +  "payees",
      +  "classes",
      +  "booking",
      +  "industry",
      +  "transactions",
      +  "imports",
      +  "transfers",
      +  "rules",
      +  "automation",
      +  "journal",
      +  "payroll",
      +  "loans",
      +  "accounts",
      +  "reconciliation",
      +  "reports",
      +  "sharing",
      +  "billing",
      +  "investigate",
      +  "mcp"
      +]
  2. First observed

TDQS

A3.5/5.0
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, destructiveHint=false and openWorldHint=false, so the safety profile is fully covered and the description only needs to add what it returns. It does hint that the payload is product/bookkeeping guidance text rather than live data, which is modestly useful. It says nothing about the volume of returned content or how a guidance document is structured, so the added value stays thin.

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?

Two sentences, front-loaded with the core action, with no filler or restated title. The trailing enumeration of domains is useful orientation but partly duplicates the enum list.

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?

For a single-parameter, read-only help tool with rich annotations and no output schema, the description covers the essentials: what it reads, how the topic is chosen, and roughly what kind of content comes back. The one real gap is that 'name' is not required (0 required parameters), yet the description gives no indication of the default or behavior when the topic is omitted.

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 description coverage is 0%, so the description must carry the burden, and it only partly does: it explains that 'name' is a topic selector and names five topic areas (journal entries, reports, reconciliation, payroll, loans) that correspond to enum values. The enum actually holds 25 values, leaving values like 'mcp', 'investigate', 'sharing', 'billing' and 'industry' undefined anywhere in the definition.

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

Purpose4/5

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

The description names a specific verb and resource — 'Read Switchbooks product and bookkeeping guidance' — and states the selection mechanism (a topic by name). That cleanly separates it from the sibling family, which is almost entirely manage_* mutation tools. It stops short of naming an explicit alternative, but the read-only help role is unmistakable.

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

Usage Guidelines3/5

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

It gives positive guidance ('use the topic values ... to understand supported workflows') and lists illustrative domains, so an agent knows this is the reference/help tool for workflow questions. There is no when-not guidance, no mention of whether to call this before attempting manage_journal_entries or manage_reconciliations, and no statement about what to do when a topic is unknown.

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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