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schedule-iii

Save statement settings

save_statement_settings
Destructive

Save statement settings (rounding unit, signatory details, company information used on the statement face).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cinYes
client_idYesThe entity (client) id — from list_clients.
font_nameNoCalibri
period_idYes
unit_labelYes
include_cfsNo
template_idYes
entity_classNo
rounding_offNoWhole-rupee value rounding. When true (the default), every figure is rounded to the nearest rupee and the net rounding difference is posted as a computed "Rounding off" line under Other expenses so the balance sheet ties to the rupee. false renders exact two-decimal figures.
unit_divisorYes
equity_face_valueYes
registered_officeYes
suppress_nil_linesNo
entity_name_overrideYes
weighted_equity_sharesYes
weighted_equity_shares_pyYes
weighted_potential_equity_sharesYes
weighted_potential_equity_shares_pyYes

TDQS

A3.5/5.0
Behavior3/5

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

Annotations already declare destructiveHint=true and readOnlyHint=false, so the mutation aspect is covered. The description adds context about the settings affected (rounding, signatory, company info), which is useful. However, it does not disclose overwrite behavior, required permissions, or side effects beyond what annotations provide.

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 single front-loaded sentence with no wasted words. The parenthetical adds concrete detail efficiently, making it one of the most concise yet informative descriptions among typical tools.

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 complex tool with 18 parameters, 13 required, and no output schema. The description only provides a high-level summary and does not explain required fields, save semantics, or what response to expect. An agent cannot reliably invoke this tool correctly without additional information beyond the sparse schema.

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 11% (only client_id and rounding_off have descriptions). The description names broad categories but fails to explain key required parameters like weighted_equity_shares, weighted_potential_equity_shares_py, or the distinction between unit_label and unit_divisor. With 18 parameters, the description does not compensate for the low schema coverage.

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 uses a specific verb ('Save') and resource ('statement settings') and lists concrete categories ('rounding unit, signatory details, company information used on the statement face'). This distinguishes it from sibling save tools such as save_accounting_policies or save_disclosures, which target different resources.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies usage for saving statement-specific settings but provides no explicit when-to-use guidance, prerequisites, or comparison with alternatives like save_accounting_policies or save_share_capital. There are many save_* sibling tools, so an agent would need more direction.

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