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Arc & Ledger Tax Reference

Check US withholding and treaty rates (W-8BEN)

check_treaty_withholding
Read-only

Use to explain general US withholding rules, documentation, and supported US-Turkey treaty rates for a payment category. Treaty eligibility and source rules depend on the full facts.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
payee_typeNoWhether the payee is an individual or a company/entity. Defaults to individual. Determines the form (W-8BEN vs W-8BEN-E) and the treaty dividend rate.
income_typeYesThe kind of US-source payment: "dividends" (from US stocks or a US corporation), "interest", "royalties" (software, content, IP licensing), "personal_services" (freelance/consulting work or wages), or "scholarship_fellowship".
payee_countryYesCountry of TAX RESIDENCE of the person or company RECEIVING the payment. "turkey" returns the US-Turkey treaty rates this server carries; "other_non_us" returns the default statutory rates and how to check your own treaty; "united_states" covers US persons (who use Form W-9, not a treaty claim).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
relayYesInstruction to the calling assistant: relay figures and dates verbatim (identical on every response).
next_stepYesA single review link appropriate to this server surface.
disclaimerYesGeneral-information disclaimer (identical on every response).
source_urlYesOfficial IRS or FinCEN authority to review before relying on the result.
server_versionNoServer release that produced this response (matches GET /version).

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already mark readOnlyHint=true. Description adds value by noting the tool provides general guidance and supported treaty rates, with no side effects. It does not contradict annotations.

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

Conciseness5/5

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

Two sentences that front-load the purpose and provide essential scope. No redundant information.

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

Completeness5/5

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

Given the presence of an output schema (not shown but indicated), the description adequately covers purpose, usage, and limitations without needing to explain return values.

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 covers 100% of parameters with detailed descriptions. The description adds no additional parameter semantics beyond what the schema provides, so baseline score of 3 is appropriate.

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?

Title and description clearly state the tool checks US withholding and treaty rates for W-8BEN forms, with specific mention of US-Turkey treaty rates. It distinguishes from sibling tools like check_fbar_fatca or check_itin_eligibility, which cover different tax obligations.

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 states 'Use to explain general US withholding rules' and notes that treaty eligibility depends on full facts. While it doesn't explicitly list exclusions or alternatives, the sibling context provides differentiation. It could be more explicit about when not to use.

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

A4.2/5.0
Disambiguation5/5

Each tool addresses a distinct tax topic or action, such as screening obligations, checking eligibility, estimating amounts, or explaining documents. There is no overlap in purpose, making it easy for an agent to select the correct tool.

Naming Consistency5/5

All tool names follow a consistent verb_noun or verb_phrase pattern (e.g., check_*, estimate_*, explain_*, decode_*, deadline_calendar). The naming is predictable and clear across the set.

Tool Count5/5

With 13 tools, the server covers a broad range of tax reference needs without being overwhelming. Each tool has a clear purpose and the count is well-suited for the domain.

Completeness4/5

The tools cover common tax reference tasks like screening obligations, estimating penalties, explaining forms, and checking deadlines. A minor gap is the lack of a general tax liability estimator, but overall the set is comprehensive for its stated purpose.