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mcp-server

by com.debitura

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

A4.9/5.0
Behavior5/5

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

Beyond annotations (readOnly, idempotent, not destructive), description adds behavioral context: it includes test cases, lists all stages, and relates to list_cases. No contradictions.

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 purpose, followed by usage context, list of stages, and a note about test cases. No redundant information.

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?

Description covers purpose, stages, and test case inclusion, but lacks explicit output format or structure. Since there is no output schema, a brief mention of the return format would improve completeness.

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

Parameters5/5

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

Input schema has zero parameters, so description carries full burden. It adds meaning by detailing what the tool returns (counts per stage) and listing the stages, which is not present in the schema.

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?

Description clearly states it returns a count of cases per lifecycle stage for the creditor's account. It distinguishes itself from sibling list_cases by noting it's a quick overview without listing all cases, and explicitly mentions list_cases.

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

Usage Guidelines5/5

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

Explicitly states when to use ('quick portfolio overview') and when not ('without listing all cases') and provides an alternative tool (list_cases) for detailed access including test case flag.

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 clearly distinct resource and action: case vs. tasks vs. files vs. messages vs. payments vs. account summary. The get_case_* family is broken out by specific sub-resource (activity, contract status, messages, payments, tasks), and preview_case is explicitly distinguished from create_case. list_tasks vs. get_case_tasks are scoped differently and the descriptions call out the difference.

Naming Consistency5/5

All tool names follow a consistent lowercase verb_noun pattern: create_, get_, list_, send_, upload_, preview_, ping. Even the standalone 'ping' is a common health-check convention and does not break the pattern. No camelCase or mixed verb styles appear.

Tool Count4/5

At 16 tools, the server is slightly above the typical 3-15 well-scoped range, but the breadth of the domain (case lifecycle, tasks, files, messages, payments, team management) justifies each tool. The count feels reasonable rather than bloated, earning a 4 rather than a 5.

Completeness4/5

The core workflow is well covered: preview, create, monitor (list/get, activity, payments, messages, contract status, files, tasks), communicate, and attach files. Missing operations like update_case, delete_case, or explicit task resolution are gaps, but they are often not needed in this domain since tasks auto-resolve and the partner drives legal processes. Overall, the surface is complete enough for typical agent workflows.

Resources