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schedule-iii

Read variance report

get_variance_report
Read-only

MANAGEMENT data class. Read the existing budget-or-prior variance report for a month; it never recalculates it. Amounts are decimal strings; a null actual or variance means unavailable, never zero. Rows view has whole-report unfiltered rollups and no cross-side grand total; filters affect only rows and filtered grain counts. Explanations view withholds internal notes and may redact structured PII. Filter lines or centres before paging; the signed page_token is source-pinned, so restart at page 1 if source_changed.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
viewNoReport rows (default) or safe explanations.
basisNoComparator basis (default budget).
periodYesManagement month in YYYY-MM.
client_idYesThe entity (client) id — from list_clients.
page_sizeNoRows per source-pinned page (default 50, max 100).
line_codesNoUp to 25 P&L line codes.
page_tokenNoSigned continuation from the prior page; restart without it if source_changed.
cost_centre_idsNoUp to 25 cost-centre ids.

TDQS

A4.7/5.0
Behavior5/5

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

Annotations only declare readOnlyHint=true and destructiveHint=false. The description significantly expands on this with deep behavioral details: null semantics ('null actual or variance means unavailable, never zero'), rollup behavior ('whole-report unfiltered rollups and no cross-side grand total'), privacy filtering ('withholds internal notes and may redact structured PII'), and pagination semantics ('source-pinned, so restart at page 1 if source_changed'). This goes far beyond the annotations and is highly informative.

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?

The description is a dense, well-structured paragraph that front-loads the core purpose ('MANAGEMENT data class. Read the existing budget-or-prior variance report') and then packs high-value edge-case details into a compact series of clauses. Every sentence contributes distinct information (nulls, rollups, explanations view, paging) without redundancy or filler.

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?

This is a complex tool with 8 parameters, two views, pagination, and subtle data semantics, and there is no output schema. The description covers critical operational details: null handling, rollup behavior, explanation-view redaction, and paging restart logic. It is thorough enough that an agent could invoke this tool correctly with minimal additional inference, making it effectively complete for its complexity.

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

Parameters4/5

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

Schema coverage is 100%, so each parameter has a baseline description. However, the tool description adds meaningful semantics about how parameters interact: filters affect rows and filtered grain counts, and page_token is source-pinned. This goes beyond individual parameter docs, enriching understanding of view, line_codes, cost_centre_ids, and page_token. Given the high schema coverage, a 4 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?

The description opens with 'Read the existing budget-or-prior variance report for a month; it never recalculates it.' This clearly identifies the action (read), the resource (existing variance report), and the scope (budget/prior, monthly). It distinguishes this from sibling read tools like get_budget or get_statement_figures by specifying the variance-report resource and its read-only, non-recalculating nature.

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 establishes usage context by stating it reads an existing report and never recalculates, implying it should be used when a pre-computed variance report is needed. It also provides practical guidance: 'Filter lines or centres before paging' and the page_token restart condition. However, it does not explicitly name alternative tools or state when not to use it, so it falls short of a 5.

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