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Get project finance

projects_get_finance
Read-onlyIdempotent

Get latest project finance snapshot(s), newest first. Requires 'finance.view'. Max limit 50 - the response carries pagination.total and has_more.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax 50.
offsetNoRow offset. This tool has no cursor - page with offset.
project_idYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
metaNo
warningNoPresent only when the page is truncated.
snapshotsYes
paginationYes

TDQS

A3.6/5.0
Behavior4/5

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

With readOnlyHint, openWorldHint, and idempotentHint already declared in annotations, the description adds meaningful context on top: the required 'finance.view' auth scope, newest-first ordering, the 50-item cap, and that responses carry pagination.total and has_more. This gives the agent a concrete picture of the call's behavior and response contract.

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 tight sentences with no filler: purpose and ordering are front-loaded, then the auth requirement, then the limit/pagination contract. Every sentence earns its place.

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?

An output schema exists and annotations cover the safety profile, so the description correctly focuses on auth, ordering, limit, and pagination. The main gap is that no distinction is drawn from the near-twin sibling projects_get_financials, leaving an agent to guess which tool returns what.

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 coverage is 67%: limit and offset are already well documented in the schema ('Max 50.', 'no cursor - page with offset'), while project_id has no description in either the schema or the prose. The description only marginally supplements the schema by restating 'Max limit 50' and hinting at the pagination contract.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description uses a specific verb and resource ('Get latest project finance snapshot(s)') and adds an ordering constraint ('newest first'), making the core function clear. However, it does not differentiate from the closely named sibling projects_get_financials, so an agent cannot tell them apart without inspecting both.

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

Usage Guidelines2/5

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

The description offers no guidance on when to use this tool versus alternatives such as projects_get_financials, projects_get_invoicing, or projects_get_billing_plan, and names no exclusions. The 'finance.view' permission and pagination notes are behavioral facts, not usage routing.

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

B3.4/5.0
Disambiguation4/5

Most tools follow a clear resource+action pattern and the descriptions are unusually precise about boundaries. A few near-overlaps remain: projects_get_finance vs projects_get_financials, and notes_create vs crm_log_activity on a deal are both plausible for recording a note on a deal.

Naming Consistency4/5

The domain_prefix_action convention is consistent across nearly all tools, e.g. crm_create_lead, projects_update_risk, timelog_approve_time. Deviations include standalone list_trash, meta tools like whoami/tool_search/tool_invoke, and the confusing projects_get_finance/projects_get_financials pair.

Tool Count1/5

With 105 tools, this far exceeds the 50+ threshold defined as an extreme mismatch. Even for a full ERP/CRM suite, the fine-grained split—39 project tools alone—creates a massive tool-selection surface that is hard for an agent to navigate reliably.

Completeness4/5

The surface covers CRM, projects, tasks, time/expenses, HR, notes, notifications, contracts, and reporting with create/read/update/delete for most primary entities. Minor gaps exist: crm_log_activity has no read-back path, contracts lack delete/restore, and proposals are intentionally read-only, but agents can work around these.