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MTD Chase — chase clients for MTD records

Who's outstanding

whos_outstanding
Read-onlyIdempotent

Returns the Clients who haven't finished sending records for a Quarter (waiting or partial), with days to/after the date they were asked to send by, last Nudge, whether they opened their link, and counts per status. Use this when: asked who's still outstanding, who's sent what, or how the Quarter is going. Not for: one tagged group (list_clients with tag).

Input Schema

NameRequiredDescriptionDefault
quarterNoQuarter like "2026-27 Q3". Default: the Quarter whose HMRC deadline is next.
late_last_quarterNoonly those who were late last Quarter

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.4/5.0
Behavior4/5

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

Annotations already establish that this is a read-only, non-destructive, idempotent, closed-world operation. The description adds meaningful behavioral context beyond that: it explains which statuses are included (waiting or partial) and which derived fields are returned (days to/after the requested date, last Nudge, link-open status, status counts), though it does not describe ordering or response shape in detail.

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 definition is three compact sentences with zero wasted wording. Purpose is front-loaded, usage triggers follow, and the exclusion appears last, making it easy to scan.

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?

For a read-only reporting tool with complete schema coverage and annotations covering safety, the description supplies enough context to call it correctly. Since there is no output schema, it helpfully names the returned fields, but it stops short of describing the exact response structure or ordering.

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

Parameters3/5

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

Schema description coverage is 100%, so both parameters are already documented: quarter format/default and the late_last_quarter filter. The description does not add additional meaning about parameter behavior beyond what the schema provides, so the baseline score of 3 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 states a specific verb and resource: returns Clients who haven't finished sending records for a Quarter, including waiting/partial statuses. It also distinguishes itself from list_clients with a tag, so an agent can select it without confusion.

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?

It gives explicit when-to-use triggers (who's still outstanding, who's sent what, how the Quarter is going) and an explicit not-for case pointing to list_clients with tag. This is clear routing guidance with no inference required.

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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