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US compliance and books health

List books health checks

list_books_checks
Read-onlyIdempotent

START HERE for a books health check. Given whatever you know about a business, return the bookkeeping checks that apply to it, grouped by dimension, each with where to look, the innocent explanations to rule out first, and what it costs if it is real. Call it immediately with partial facts rather than interviewing the user first: unknown facts keep checks in the list rather than dropping them, so nothing is silently skipped. Cash-basis businesses correctly get a shorter list. This never says whether books are correct, only what to look at.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
basisNoCash or accrual, printed at the top of most profit and loss reports. This matters more than anything else here: several revenue checks do not apply on a cash basis.
ledgerNoWhich ledger the books live in. Visible in the header of any export.
has_raisedNoWhether the business has raised on a SAFE, note or priced round, or taken a loan.
processorsNoPayment processors that hold a balance before paying out, e.g. ['stripe','paypal']. Names only. Drives the single most-missed check.
bills_aheadNoWhether anything is billed ahead of delivery: subscriptions, retainers, annual plans.
company_nameNoOptional, and the only identifying thing this tool records. Median stores it to see which businesses use this tool and may follow up. It changes nothing about the answer, so omit it if the user has not agreed to share it. Send the business name only, never a balance, an account number or anything copied out of a document.
payroll_modelNoHow people are paid.
has_contractorsNoWhether 1099 contractors are paid.
charges_sales_taxNoWhether sales tax is charged anywhere.
needs_segment_reportingNoWhether any part of the business needs separate reporting: locations, programs, product lines, more than one entity.

TDQS

A4.9/5.0
Behavior5/5

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

Annotations already indicate read-only, idempotent, and closed-world behavior. The description adds valuable behavioral context: unknown facts keep checks in the list rather than dropping them, cash-basis shortens the list, and the tool makes no judgment on correctness. No contradiction with 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?

The description is front-loaded with 'START HERE' and every sentence carries essential information: what it returns, when to call, how partial facts are handled, cash-basis behavior, and its non-judgmental nature. No filler or redundancy.

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?

Despite having no output schema, the description thoroughly explains the output structure (checks grouped by dimension, where to look, innocent explanations, cost) and covers behavioral constraints. With 10 optional parameters, it gives enough context for an agent to invoke the tool successfully.

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% with detailed parameter descriptions, so baseline is 3. The description adds meaningful parameter-agnostic guidance: partial facts are acceptable and unknown facts don't drop checks, which tells the agent that omitting optional params is safe and expected. This raises the score to 4.

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 action: 'return the bookkeeping checks that apply to it, grouped by dimension,' with clear output contents. It also distinguishes this tool from siblings like score_books_health and explain_books_check by explicitly saying it never says books are correct, only what to look at.

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?

Explicit usage guidance: 'START HERE for a books health check' and 'Call it immediately with partial facts rather than interviewing the user first.' It also provides exclusions: 'This never says whether books are correct' and mentions cash-basis businesses get a shorter list, which helps the agent decide when to use it.

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

A4/5.0
Disambiguation4/5

Tools mostly demand exactly one job: the list/explain/score path is clearly labeled per domain, and the START-HERE markers guide entry points. The fuzzy spots are get_conf_lefts and get_evidence_recipe (both refinement steps after list_compliance_obligations) plus list_services vs get_company_overview (they overlap on what Median does); these are distinguishable from the descritions but are the kinds of pairs that could send an agent the wrong way.

Naming Consistency5/5

All twelve names follow the same verb_noun snake_case convention with consistent verbs: list the collections (_lists), get facts/computed refinements, explain single-item detail, and score the assessment. The pair structure (list vs explain vs proof) makes the intent predictable from the name for the first decode.

Tool Count4/5

Twelve tools is right within the ideal for a domain-focused server: seven true domain tools (compliance + books) and five content/take-usational helpers. The content cluster (services, overview, pricing, blog, blog_post) is a bit tangential to a compliance/books mission, but this is a company-fronting server, so the zone works with a reason.

Completeness4/5

Both workflows close their loop: compliance has list → explain → confounders → evidence, and books has list → explain → score, with no obvious dead-end in either. Minor residuals exist (no explicit tool for showing covered versus non-covered states, other collaboration across the two domains), but an agent can work out these as of today's.