Lovie Company Formation

Preview Close

accounting_preview_close

Read-only

PreviewClose computes the per-currency revenue/expense totals and the net income a close would roll, without writing anything, and reports what still blocks the close along with what closing carries with it. The blockers come from the function ClosePeriod refuses on, so a clean preview means the close will not be refused for a precondition. Read-only.

Input Schema

Name	Required	Description
`basis`	No
`endDate`	No
`companyId`	Yes	UUID value wrapper.
`startDate`	No
`granularity`	No

Output Schema

Name	Required	Description	Default
`notices`	No
`signers`	No
`blockers`	No
`previews`	No
`exceptions`	No
`reconciled`	No
`revenueTrace`	No
`signerUserIds`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed4 schema fields changedOct 29, 2026

addedOutput schema / properties / blockers / items / properties / accountId

Added value: +{
+  "anyOf": [
+    {
+      "description": "UUID value wrapper.",
+      "properties": {
+        "value": {
+          "format": "uuid",
+          "type": "string"
+        }
+      },
+      "type": "object"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / blockers / items / properties / key
```
Added value: +{
+  "type": "string"
+}
```

changedOutput schema / properties / blockers / items / properties / reason / enum

Previous value: -[
-  "PERIOD_CLOSE_REFUSAL_REASON_UNSPECIFIED",
-  "PERIOD_CLOSE_REFUSAL_REASON_INVALID_RANGE",
-  "PERIOD_CLOSE_REFUSAL_REASON_PERIOD_OVERLAP",
-  "PERIOD_CLOSE_REFUSAL_REASON_OPEN_DIFFERENCE",
-  "PERIOD_CLOSE_REFUSAL_REASON_UNTIED_ACCOUNT",
-  "PERIOD_CLOSE_REFUSAL_REASON_BLOCKED_POSTINGS",
-  "PERIOD_CLOSE_REFUSAL_REASON_EXCEPTIONS_NOT_ACCEPTED",
-  "PERIOD_CLOSE_REFUSAL_REASON_CASH_FLOW_UNRECONCILED",
-  "PERIOD_CLOSE_REFUSAL_REASON_MISALIGNED",
-  "PERIOD_CLOSE_REFUSAL_REASON_NOT_FINISHED",
-  "PERIOD_CLOSE_REFUSAL_REASON_OUT_OF_SEQUENCE"
-]New value: +[
+  "PERIOD_CLOSE_REFUSAL_REASON_UNSPECIFIED",
+  "PERIOD_CLOSE_REFUSAL_REASON_INVALID_RANGE",
+  "PERIOD_CLOSE_REFUSAL_REASON_PERIOD_OVERLAP",
+  "PERIOD_CLOSE_REFUSAL_REASON_OPEN_DIFFERENCE",
+  "PERIOD_CLOSE_REFUSAL_REASON_UNTIED_ACCOUNT",
+  "PERIOD_CLOSE_REFUSAL_REASON_BLOCKED_POSTINGS",
+  "PERIOD_CLOSE_REFUSAL_REASON_EXCEPTIONS_NOT_ACCEPTED",
+  "PERIOD_CLOSE_REFUSAL_REASON_CASH_FLOW_UNRECONCILED",
+  "PERIOD_CLOSE_REFUSAL_REASON_MISALIGNED",
+  "PERIOD_CLOSE_REFUSAL_REASON_NOT_FINISHED",
+  "PERIOD_CLOSE_REFUSAL_REASON_OUT_OF_SEQUENCE",
+  "PERIOD_CLOSE_REFUSAL_REASON_BANK_UNAVAILABLE"
+]

changedOutput schema / properties / exceptions / anyOf

Previous value: -[
-  {
-    "properties": {
-      "excluded": {
-        "items": {
-          "properties": {
-            "amount": {
-              "type": "string"
-            },
-            "currencyCode": {
-              "type": "string"
-            },
-            "entryDate": {
-              "type": "string"
-            },
-            "excludedBy": {
-              "anyOf": [
-                {
-                  "description": "UUID value wrapper.",
-                  "properties": {
-                    "value": {
-                      "format": "uuid",
-                      "type": "string"
-                    }
-                  },
-                  "type": "object"
-                },
-                {
-                  "type": "null"
-                }
-              ]
-            },
-            "memo": {
-              "type": "string"
-            },
-            "reason": {
-              "type": "string"
-            },
-            "transactionId": {
-              "anyOf": [
-                {
-                  "description": "UUID value wrapper.",
-                  "properties": {
-                    "value": {
-                      "format": "uuid",
-                      "type": "string"
-                    }
-                  },
-                  "type": "object"
-                },
-                {
-                  "type": "null"
-                }
-              ]
-            }
-          },
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "excludedCount": {
-        "type": "integer"
-      },
-      "fingerprint": {
-        "type": "string"
-      },
-      "unreviewed": {
-        "items": {
-          "properties": {
-            "amount": {
-              "type": "string"
-            },
-            "currencyCode": {
-              "type": "string"
-            },
-            "entryDate": {
-              "type": "string"
-            },
-            "memo": {
-              "type": "string"
-            },
-            "ownerUserId": {
-              "anyOf": [
-                {
-                  "description": "UUID value wrapper.",
-                  "properties": {
-                    "value": {
-                      "format": "uuid",
-                      "type": "string"
-                    }
-                  },
-                  "type": "object"
-                },
-                {
-                  "type": "null"
-                }
-              ]
-            },
-            "transactionId": {
-              "anyOf": [
-                {
-                  "description": "UUID value wrapper.",
-                  "properties": {
-                    "value": {
-                      "format": "uuid",
-                      "type": "string"
-                    }
-                  },
-                  "type": "object"
-                },
-                {
-                  "type": "null"
-                }
-              ]
-            }
-          },
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "unreviewedCount": {
-        "type": "integer"
-      },
-      "unverifiedRevenue": {
-        "items": {
-          "properties": {
-            "accountName": {
-              "type": "string"
-            },
-            "amount": {
-              "type": "string"
-            },
-            "currencyCode": {
-              "type": "string"
-            },
-            "entryDate": {
-              "type": "string"
-            },
-            "journalEntryId": {
-              "anyOf": [
-                {
-                  "description": "UUID value wrapper.",
-                  "properties": {
-                    "value": {
-                      "format": "uuid",
-                      "type": "string"
-                    }
-                  },
-                  "type": "object"
-                },
-                {
-                  "type": "null"
-                }
-              ]
-            },
-            "memo": {
-              "type": "string"
-            },
-            "transactionId": {
-              "anyOf": [
-                {
-                  "description": "UUID value wrapper.",
-                  "properties": {
-                    "value": {
-                      "format": "uuid",
-                      "type": "string"
-                    }
-                  },
-                  "type": "object"
-                },
-                {
-                  "type": "null"
-                }
-              ]
-            }
-          },
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "unverifiedRevenueCount": {
-        "type": "integer"
-      }
-    },
-    "type": "object"
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "properties": {
+      "excluded": {
+        "items": {
+          "properties": {
+            "accountId": {
+              "anyOf": [
+                {
+                  "description": "UUID value wrapper.",
+                  "properties": {
+                    "value": {
+                      "format": "uuid",
+                      "type": "string"
+                    }
+                  },
+                  "type": "object"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "accountName": {
+              "type": "string"
+            },
+            "amount": {
+              "type": "string"
+            },
+            "currencyCode": {
+              "type": "string"
+            },
+            "entryDate": {
+              "type": "string"
+            },
+            "excludedBy": {
+              "anyOf": [
+                {
+                  "description": "UUID value wrapper.",
+                  "properties": {
+                    "value": {
+                      "format": "uuid",
+                      "type": "string"
+                    }
+                  },
+                  "type": "object"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "memo": {
+              "type": "string"
+            },
+            "reason": {
+              "type": "string"
+            },
+            "transactionId": {
+              "anyOf": [
+                {
+                  "description": "UUID value wrapper.",
+                  "properties": {
+                    "value": {
+                      "format": "uuid",
+                      "type": "string"
+                    }
+                  },
+                  "type": "object"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            }
+          },
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "excludedCount": {
+        "type": "integer"
+      },
+      "fingerprint": {
+        "type": "string"
+      },
+      "unanchoredStatements": {
+        "items": {
+          "properties": {
+            "accountId": {
+              "anyOf": [
+                {
+                  "description": "UUID value wrapper.",
+                  "properties": {
+                    "value": {
+                      "format": "uuid",
+                      "type": "string"
+                    }
+                  },
+                  "type": "object"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "accountName": {
+              "type": "string"
+            },
+            "closingBalance": {
+              "type": "string"
+            },
+            "currencyCode": {
+              "type": "string"
+            },
+            "periodEnd": {
+              "type": "string"
+            },
+            "periodStart": {
+              "type": "string"
+            },
+            "statementId": {
+              "anyOf": [
+                {
+                  "description": "UUID value wrapper.",
+                  "properties": {
+                    "value": {
+                      "format": "uuid",
+                      "type": "string"
+                    }
+                  },
+                  "type": "object"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "summary": {
+              "type": "string"
+            }
+          },
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "unanchoredStatementsCount": {
+        "type": "integer"
+      },
+      "unreviewed": {
+        "items": {
+          "properties": {
+            "accountId": {
+              "anyOf": [
+                {
+                  "description": "UUID value wrapper.",
+                  "properties": {
+                    "value": {
+                      "format": "uuid",
+                      "type": "string"
+                    }
+                  },
+                  "type": "object"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "accountName": {
+              "type": "string"
+            },
+            "amount": {
+              "type": "string"
+            },
+            "currencyCode": {
+              "type": "string"
+            },
+            "entryDate": {
+              "type": "string"
+            },
+            "memo": {
+              "type": "string"
+            },
+            "ownerUserId": {
+              "anyOf": [
+                {
+                  "description": "UUID value wrapper.",
+                  "properties": {
+                    "value": {
+                      "format": "uuid",
+                      "type": "string"
+                    }
+                  },
+                  "type": "object"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "transactionId": {
+              "anyOf": [
+                {
+                  "description": "UUID value wrapper.",
+                  "properties": {
+                    "value": {
+                      "format": "uuid",
+                      "type": "string"
+                    }
+                  },
+                  "type": "object"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            }
+          },
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "unreviewedCount": {
+        "type": "integer"
+      },
+      "unverifiedRevenue": {
+        "items": {
+          "properties": {
+            "accountName": {
+              "type": "string"
+            },
+            "amount": {
+              "type": "string"
+            },
+            "currencyCode": {
+              "type": "string"
+            },
+            "entryDate": {
+              "type": "string"
+            },
+            "journalEntryId": {
+              "anyOf": [
+                {
+                  "description": "UUID value wrapper.",
+                  "properties": {
+                    "value": {
+                      "format": "uuid",
+                      "type": "string"
+                    }
+                  },
+                  "type": "object"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "memo": {
+              "type": "string"
+            },
+            "transactionId": {
+              "anyOf": [
+                {
+                  "description": "UUID value wrapper.",
+                  "properties": {
+                    "value": {
+                      "format": "uuid",
+                      "type": "string"
+                    }
+                  },
+                  "type": "object"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            }
+          },
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "unverifiedRevenueCount": {
+        "type": "integer"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

Changed6 schema fields changedOct 8, 2026

changedOutput schema / properties / blockers / items / properties / reason / enum

Previous value: -[
-  "PERIOD_CLOSE_REFUSAL_REASON_UNSPECIFIED",
-  "PERIOD_CLOSE_REFUSAL_REASON_INVALID_RANGE",
-  "PERIOD_CLOSE_REFUSAL_REASON_PERIOD_OVERLAP"
-]New value: +[
+  "PERIOD_CLOSE_REFUSAL_REASON_UNSPECIFIED",
+  "PERIOD_CLOSE_REFUSAL_REASON_INVALID_RANGE",
+  "PERIOD_CLOSE_REFUSAL_REASON_PERIOD_OVERLAP",
+  "PERIOD_CLOSE_REFUSAL_REASON_OPEN_DIFFERENCE",
+  "PERIOD_CLOSE_REFUSAL_REASON_UNTIED_ACCOUNT",
+  "PERIOD_CLOSE_REFUSAL_REASON_BLOCKED_POSTINGS",
+  "PERIOD_CLOSE_REFUSAL_REASON_EXCEPTIONS_NOT_ACCEPTED",
+  "PERIOD_CLOSE_REFUSAL_REASON_CASH_FLOW_UNRECONCILED",
+  "PERIOD_CLOSE_REFUSAL_REASON_MISALIGNED",
+  "PERIOD_CLOSE_REFUSAL_REASON_NOT_FINISHED",
+  "PERIOD_CLOSE_REFUSAL_REASON_OUT_OF_SEQUENCE"
+]

addedOutput schema / properties / exceptions

Added value: +{
+  "anyOf": [
+    {
+      "properties": {
+        "excluded": {
+          "items": {
+            "properties": {
+              "amount": {
+                "type": "string"
+              },
+              "currencyCode": {
+                "type": "string"
+              },
+              "entryDate": {
+                "type": "string"
+              },
+              "excludedBy": {
+                "anyOf": [
+                  {
+                    "description": "UUID value wrapper.",
+                    "properties": {
+                      "value": {
+                        "format": "uuid",
+                        "type": "string"
+                      }
+                    },
+                    "type": "object"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ]
+              },
+              "memo": {
+                "type": "string"
+              },
+              "reason": {
+                "type": "string"
+              },
+              "transactionId": {
+                "anyOf": [
+                  {
+                    "description": "UUID value wrapper.",
+                    "properties": {
+                      "value": {
+                        "format": "uuid",
+                        "type": "string"
+                      }
+                    },
+                    "type": "object"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ]
+              }
+            },
+            "type": "object"
+          },
+          "type": "array"
+        },
+        "excludedCount": {
+          "type": "integer"
+        },
+        "fingerprint": {
+          "type": "string"
+        },
+        "unreviewed": {
+          "items": {
+            "properties": {
+              "amount": {
+                "type": "string"
+              },
+              "currencyCode": {
+                "type": "string"
+              },
+              "entryDate": {
+                "type": "string"
+              },
+              "memo": {
+                "type": "string"
+              },
+              "ownerUserId": {
+                "anyOf": [
+                  {
+                    "description": "UUID value wrapper.",
+                    "properties": {
+                      "value": {
+                        "format": "uuid",
+                        "type": "string"
+                      }
+                    },
+                    "type": "object"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ]
+              },
+              "transactionId": {
+                "anyOf": [
+                  {
+                    "description": "UUID value wrapper.",
+                    "properties": {
+                      "value": {
+                        "format": "uuid",
+                        "type": "string"
+                      }
+                    },
+                    "type": "object"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ]
+              }
+            },
+            "type": "object"
+          },
+          "type": "array"
+        },
+        "unreviewedCount": {
+          "type": "integer"
+        },
+        "unverifiedRevenue": {
+          "items": {
+            "properties": {
+              "accountName": {
+                "type": "string"
+              },
+              "amount": {
+                "type": "string"
+              },
+              "currencyCode": {
+                "type": "string"
+              },
+              "entryDate": {
+                "type": "string"
+              },
+              "journalEntryId": {
+                "anyOf": [
+                  {
+                    "description": "UUID value wrapper.",
+                    "properties": {
+                      "value": {
+                        "format": "uuid",
+                        "type": "string"
+                      }
+                    },
+                    "type": "object"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ]
+              },
+              "memo": {
+                "type": "string"
+              },
+              "transactionId": {
+                "anyOf": [
+                  {
+                    "description": "UUID value wrapper.",
+                    "properties": {
+                      "value": {
+                        "format": "uuid",
+                        "type": "string"
+                      }
+                    },
+                    "type": "object"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ]
+              }
+            },
+            "type": "object"
+          },
+          "type": "array"
+        },
+        "unverifiedRevenueCount": {
+          "type": "integer"
+        }
+      },
+      "type": "object"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / reconciled
```
Added value: +{
+  "type": "boolean"
+}
```

addedOutput schema / properties / revenueTrace

Added value: +{
+  "anyOf": [
+    {
+      "properties": {
+        "bankInterestAmount": {
+          "type": "string"
+        },
+        "currencyCode": {
+          "type": "string"
+        },
+        "lovieInvoiceAmount": {
+          "type": "string"
+        },
+        "stripePayoutAmount": {
+          "type": "string"
+        },
+        "unverifiedAmount": {
+          "type": "string"
+        }
+      },
+      "type": "object"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / signerUserIds

Added value: +{
+  "items": {
+    "description": "UUID value wrapper.",
+    "properties": {
+      "value": {
+        "format": "uuid",
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  "type": "array"
+}

addedOutput schema / properties / signers

Added value: +{
+  "items": {
+    "properties": {
+      "label": {
+        "type": "string"
+      },
+      "userId": {
+        "anyOf": [
+          {
+            "description": "UUID value wrapper.",
+            "properties": {
+              "value": {
+                "format": "uuid",
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      }
+    },
+    "type": "object"
+  },
+  "type": "array"
+}

Changed3 schema fields changedSep 10, 2026

addedInput schema / properties / granularity

Added value: +{
+  "enum": [
+    "PERIOD_GRANULARITY_UNSPECIFIED",
+    "PERIOD_GRANULARITY_MONTH",
+    "PERIOD_GRANULARITY_QUARTER",
+    "PERIOD_GRANULARITY_YEAR"
+  ],
+  "type": "string"
+}

addedOutput schema / properties / blockers

Added value: +{
+  "items": {
+    "properties": {
+      "message": {
+        "type": "string"
+      },
+      "reason": {
+        "enum": [
+          "PERIOD_CLOSE_REFUSAL_REASON_UNSPECIFIED",
+          "PERIOD_CLOSE_REFUSAL_REASON_INVALID_RANGE",
+          "PERIOD_CLOSE_REFUSAL_REASON_PERIOD_OVERLAP"
+        ],
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  "type": "array"
+}

addedOutput schema / properties / notices

Added value: +{
+  "items": {
+    "type": "string"
+  },
+  "type": "array"
+}

First observedAug 11, 2026

TDQS

A3.6/5.0

Behavior4/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false, so the safety profile is covered; the description still adds real information about what the blockers mean and where they originate (the ClosePeriod precondition set), plus that it reports carry-over effects of closing. It does repeat the annotation ('without writing anything', 'Read-only'), which is redundant rather than harmful.

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?

Three sentences, front-loaded with what is computed before explaining blocker provenance. Slight redundancy in restating read-only twice ('without writing anything' and 'Read-only'), and 'what closing carries with it' is vague filler, but overall it is compact and earns most of its space.

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

Completeness3/5

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

An output schema exists, so return-value detail is not required, and the read-only behavior is well covered. However, for a five-parameter tool with nested companyId and two enums, the description leaves all parameter semantics unaddressed, which is a meaningful completeness gap for a preview/computation tool.

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 20% and the description never mentions any of the five inputs — basis, startDate, endDate, granularity, or the companyId wrapper. It says nothing about how date range or report basis change the computed totals, so it fails to compensate for the undocumented schema. An agent must infer parameter meaning entirely from enum names.

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 states a specific verb and resource: it computes per-currency revenue/expense totals and net income for a prospective close, and reports blocking preconditions. That is far more informative than the name alone and clearly separates it from get-style tools like accounting_get_trial_balance or accounting_get_close_target, though it never names a sibling to route against.

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 operating context: the blockers come from the same preconditions ClosePeriod refuses on, so a clean preview means the close won't be refused. That tells the agent when this is the right call (dry run before closing) and what a clean result implies. It stops short of explicit exclusions, e.g., when to use a different reporting tool instead.

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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