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Read Bookkeeping Files

manage_files
Read-onlyIdempotent

List stored bookkeeping files for the active company or read selected files by their exact name or names. List files first to obtain their names, then read the relevant documents. Use offset to continue a paginated result. This connection does not import files or change attachments. Set action to one of: list, read.

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": "manage_files"
  }
}

Input Schema

NameRequiredDescriptionDefault
refNo
dateNo
nameNo
textNo
namesNo
actionNo
amountNo
base64No
offsetNo
accountNo
companyNoCompany for this call only: its ID, exact name, or a unique part of the name. Leave out to use the active company.
confirmNo
endDateNo
excludeNo
includeNo
newNameNo
flipSignsNo
startDateNo
descriptionNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

B3.3/5.0
Behavior3/5

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

The annotations already establish read-only, idempotent, non-destructive behavior, so the description adds useful context about exact-name reads, pagination via offset, and the fact that it does not import files or change attachments. However, it leaves many behavioral details unaddressed, including what reading a file returns and how unrecognized names are handled. With annotations covering the safety profile, this is adequate but not rich.

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 appropriately short and front-loads the list/read purpose and workflow. The scope exclusion and action enumeration are useful rather than wasteful. Minor structural improvement would be to place the action values closer to the first sentence, but overall it is efficient.

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

Completeness2/5

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

This is a high-complexity tool with 19 mostly undocumented parameters and no output schema. The description covers the basic list/read workflow and pagination, but it does not explain the many extra parameters or what a read operation returns. That leaves the definition substantially incomplete for an agent trying to invoke it correctly beyond the two basic actions.

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

Parameters2/5

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

Schema description coverage is only 5% across 19 parameters, so the description must compensate and largely does not. It explains action, names, exact naming, and offset, but leaves ref, date, text, amount, base64, confirm, newName, flipSigns, include/exclude, startDate/endDate, and several others unexplained.

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 uses specific verbs (list, read) and a specific resource (stored bookkeeping files), and it distinguishes the two supported actions. It also clarifies the negative scope by stating this connection does not import files or change attachments. It does not explicitly differentiate itself from sibling tools, but the file-focused purpose is clear.

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?

It gives a clear workflow: list first to obtain file names, then read selected files, and use offset to continue pagination. It also states the allowed action values. It does not name alternative tools or explain when another bookkeeping tool should be used instead, but the within-tool guidance is strong.

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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