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Get Account Summary

get_account_summary
Read-onlyIdempotent

Return a count of cases per lifecycle stage for the creditor's account. Useful for a quick portfolio overview without listing all cases. Stages: PendingContractSigning, PendingVerificationInternal, PendingVerification, NeedsAdditionalDetails, Leads, LeadsQuoteGiven, Active, Paused, Closed, Merged. Note: these counts include the creditor's own test cases; list_cases exposes the isTestCase flag that marks them.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already provide readOnlyHint, idempotentHint, and destructiveHint. The description adds that counts include test cases and points to list_cases for filtering, providing behavioral context beyond 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?

Three sentences, front-loaded with the main action. Every sentence serves a purpose: what it does, when to use, and a caveat about test cases.

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 zero parameters and no output schema, the description adequately covers what is returned (counts per stage), includes an important note about test cases, and references a sibling tool for more detail.

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?

With no parameters, baseline is 4. The description adds value by listing the lifecycle stages, which clarifies the output scope.

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 states a specific verb ('Return') and resource ('count of cases per lifecycle stage'), clearly distinguishing it from sibling tools like list_cases by offering a quick overview.

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?

Explicitly states it's useful for a quick portfolio overview without listing all cases, and mentions list_cases for filtering test cases. Lacks explicit when-not-to-use guidance but provides clear context.

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—creation, preview, listing, detail, and case-specific sub-resources (activity, contracts, messages, payments, tasks, files). The potentially overlapping task tools (list_tasks vs get_case_tasks) are explicitly cross-referenced and scoped differently.

Naming Consistency5/5

Consistent verb_noun pattern throughout: create_, get_, list_, send_, upload_, preview_. Case-specific reads use get_case_* suffix pattern, and ping is the only utility exception.

Tool Count4/5

16 tools is slightly above the ideal 3-15 range, but each tool earns its place in a comprehensive case-management API; no redundant tools.

Completeness4/5

Core lifecycle is covered (preview, create, list, get, sub-resources, messaging, file upload). Minor gaps include no case update/withdraw and no direct resolution for task types like SelectQuoteWinner, but these are mostly platform-controlled or handled via solutionUrl.

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