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schedule-iii

Confirm account groupings

confirm_groupings
Destructive

Persist USER-approved account→line groupings. Omitted accounts stay unchanged. Only explicit leaf_code:null clears a saved grouping. When clearing a saved grouping, use the current grouping_version from list_grouping_suggestions. An actual clear first returns an approval request; nothing changes then. Resend the unchanged request with the approval details to proceed. Clearing an already-unclassified account is an idempotent no-op. Every row must be explicit — there is deliberately no "apply all suggestions" option.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
client_idYesThe entity (client) id — from list_clients.
decisionsYes
template_idYes
removal_countNo
removal_tokenNo
grouping_versionNo

TDQS

A4.4/5.0
Behavior5/5

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

Despite annotations already marking destructiveHint=true, the description adds substantial behavioral detail: omitted accounts stay unchanged, only explicit leaf_code:null clears, clearing returns an approval request before any change, and the exact resend/approval flow. It also discloses idempotent behavior for already-unclassified accounts and deliberately no apply-all option, far exceeding what annotations alone convey.

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?

Six sentences deliver multiple high-value caveats without redundancy. The opening sentence states the primary purpose, followed by concise, ordered details on omission, clearing, approval flow, idempotency, and the no-apply-all constraint. Every sentence contributes operational guidance, and the length is appropriate for the tool's complexity.

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 complex two-step clearing behavior and no output schema, the description covers most critical workflow aspects well. It explains what changes, what does not, idempotency, and the approval request flow. It falls short only in not naming the exact removal parameters or describing the success response, leaving slight ambiguity around the approval details.

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 only 17%, so the description carries heavy responsibility. It clarifies critical parameter semantics: decisions must be explicit, leaf_code:null means clear, and grouping_version must be current from list_grouping_suggestions. However, it does not explicitly explain removal_count and removal_token, only hints at 'approval details', and optional fields like suggested_reason, is_cash_equivalent, and suggested_confidence are not addressed.

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 opens with 'Persist USER-approved account→line groupings', a specific verb-plus-resource statement that clearly identifies the tool's function. It distinguishes itself from sibling confirm_* tools by naming the exact resource type (account groupings) and emphasizes it is a user-approved confirmation action.

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 gives clear context for when to use the tool: after user approval, with explicit rows, and notes 'no apply all suggestions' alternative. It also names a prerequisite source (list_grouping_suggestions) for grouping_version when clearing. However, it does not explicitly compare against sibling confirm_* tools, though the resource-specific wording makes the distinction implicit.

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

A4.1/5.0
Disambiguation5/5

Each tool targets a distinct resource or action — get_* reads, save_* writes, confirm_* approves, preview_* shows consequences before approval. Even the management-data trio (budgets, allocations, variance) is cleanly separated by surface. Two-step flows like preview_chart_rebaseline → confirm_complete_chart are clearly sequenced, so an agent won't confuse the stages.

Naming Consistency5/5

Tool names follow a highly consistent verb_noun pattern: get_* for reads, list_* for discovery, save_* for section writes, confirm_* for approvals, create_* for new entities/centres, preview_* for pre-approval checks. The few one-offs (ingest_upload, upload_trial_balance, set_header_row) still fit the verb-first convention. No camelCase or style mixing.

Tool Count2/5

At 67 tools this is well past the 'too many' threshold. While the Schedule III domain genuinely is broad — statutorily mandated sections, two-phase approval flows, readiness checks, and a separate management-data area — the surface is heavy; an agent will spend real effort just surveying the tool list. Some consolidation of the save_reserves/provisions/assets movements or merging preview+confirm pairs is possible.

Completeness4/5

The surface covers the full lifecycle: upload → mapping/costing → grouping → capture (all statutory sections) → declarations → readiness → generate → finalise → download, plus entity setup and consolidated statements. Minor gaps: no tool directly exposes historical version diffing beyond list_snapshots, and the management-data section (budgets, allocations, variance) feels bolted on rather than integral to the core flow.

Resources