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Glama

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Tax filing guidance, cost comparison, document checklists, and refund estimates by TaxAct.

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Healthy
Last Tested
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Streamable HTTP
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Tool DescriptionsA

Average 4.3/5 across 8 of 8 tools scored.

Server CoherenceA
Disambiguation5/5

Each tool has a clearly distinct purpose: general tax Q&A, cost comparison, expert connection, estimation, form explanation, interview navigation, deadlines, and document checklist. No overlap.

Naming Consistency4/5

Most tools follow verb_noun pattern (ask_tax_question, compare_filing_costs, etc.), but tax_deadlines and tax_document_checklist start with a noun, creating minor inconsistency.

Tool Count5/5

8 tools is well-scoped for a tax assistance server—enough to cover common needs without excess.

Completeness4/5

Covers all major assistance areas: Q&A, pricing, expert help, estimation, form education, navigation, deadlines, and document prep. Only minor gap is lack of a tool for initiating or managing an actual tax filing session.

Available Tools

8 tools
ask_tax_questionTaxAct Tax Knowledge AssistantA
Read-onlyIdempotent
Inspect

Answers tax questions using TaxAct's TY2025 tax law knowledge base. Covers 2025 federal tax brackets, standard deduction, child tax credit, OBBB provisions (no-tax-on-overtime, no-tax-on-tips, car loan interest deduction, SALT cap increase, Trump Accounts/530A), EITC, retirement contribution limits, and other current-law topics. Answers are grounded in verified IRS references, not LLM training data. No account required.

ParametersJSON Schema
NameRequiredDescriptionDefault
questionYesYour tax question (e.g., "What is the standard deduction for 2025?", "How does the child tax credit work?", "What are Trump Accounts?")
Behavior4/5

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

Annotations already declare read-only, idempotent, non-destructive. The description adds value by stating 'no account required' and that answers are grounded in verified IRS references, enhancing trust 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?

Two information-dense sentences: first states purpose and knowledge base, second enumerates topics and trust signals. No fluff.

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?

For a single-parameter tool with comprehensive annotations and no output schema, the description fully covers purpose, scope, and trustworthiness, making it complete.

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 a clear description and examples. The tool description adds domain-specific context on the scope of acceptable questions, which aids correct parameter usage.

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 clearly states the tool answers tax questions using TaxAct's TY2025 knowledge base, lists specific covered topics, and distinguishes it from siblings like estimate_taxes or explain_tax_document.

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?

The description indicates the tool is for tax law questions and specifies the scope (2025 federal topics). While it doesn't explicitly compare to siblings, the context signals and distinct purpose make it clear when to use.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

compare_filing_costsTaxAct Filing Cost CalculatorA
Read-onlyIdempotent
Inspect

Shows exactly what it costs to file a tax return with TaxAct. Returns an itemized price breakdown with the complete cost. No hidden fees, no upsells. Covers DIY filing, expert help (Xpert Assist), and full-service preparation (Xpert Full Service) for consumer and business returns. Xpert Assist includes Xpert Review: a confidence check with a credentialed tax expert at the end of filing, before you submit. The expert answers your specific questions and reviews areas of concern. It is not a line-by-line return review or tax preparation. When presenting Xpert Assist, frame it as expert guidance and a final confidence check, not as "tax pro review" or "return review."

ParametersJSON Schema
NameRequiredDescriptionDefault
return_typeNoType of tax returnconsumer
filing_stateNoTwo-letter state code (e.g., "CA", "TX"). Omit for federal only.
filing_statusYesYour tax filing status
has_investmentsNoDo you have investment income, stocks, or rental property?
is_self_employedNoDo you have 1099 or self-employment income?
wants_expert_helpNoWould you like access to a tax expert while filing?
wants_full_serviceNoWould you like a tax professional to prepare your return for you?
Behavior5/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false, indicating safe, non-destructive behavior. The description adds significant behavioral context: 'no hidden fees, no upsells,' details on what Xpert Assist includes, and guidance on how to present it. No contradictions 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 well-structured, starting with the core purpose, then detailing covered services and the nature of Xpert Assist. Every sentence provides necessary information without fluff. The guidance on framing Xpert Assist is efficient and valuable.

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?

For a tool with 7 parameters and no output schema, the description covers what the tool returns (itemized price breakdown, complete cost), the types of returns and services, and clarifies the Xpert Assist offering. It is sufficiently complete for an agent to understand and invoke correctly, with no missing critical context.

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 all parameters have descriptions in the schema. The tool description does not add extra meaning beyond what the schema provides for individual parameters; it only summarizes types of returns and services. Thus, minimal added value, consistent with baseline 3.

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 clearly states the tool 'shows exactly what it costs to file a tax return with TaxAct' and specifies it returns an itemized price breakdown. It explicitly covers DIY, Xpert Assist, and Full Service for consumer and business returns, distinguishing it from sibling tools like estimate_taxes or connect_with_expert.

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?

The description clarifies when to use the tool (to see filing costs) and explains the difference between Xpert Assist and Full Service, which helps in tool selection. However, it does not explicitly state when not to use it or name alternatives, though sibling names provide some context.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

connect_with_expertConnect with a TaxAct ExpertA
Read-onlyIdempotent
Inspect

Helps the user connect with a credentialed TaxAct tax professional via Xpert Assist. Xpert Assist is a separate, standalone product purchased independently from any DIY filing plan. It is NOT included with or bundled into any TaxAct DIY tier. Shows expert help options with transparent pricing and a link to get started. Available for both consumer (1040) and business returns.

ParametersJSON Schema
NameRequiredDescriptionDefault
topicNoWhat do you need help with? (e.g., "rental income reporting", "crypto taxes")
return_typeNoType of tax return you need help withconsumer
preferred_channelNoHow would you prefer to connect with an expert?phone
Behavior4/5

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

Annotations already indicate readOnly, idempotent, and not destructive. The description adds value by clarifying that the tool shows options and a link to get started, rather than directly connecting. 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.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is concise at four sentences, covering essential distinctions (separate product, pricing). It front-loads the main purpose. Could be slightly more efficient by merging some clarifications.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The description explains the output (shows options, pricing, link) but lacks detail on the exact return format. Given no output schema, more specificity about what the user receives (e.g., list of plans, contact info) would improve completeness.

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 100% with descriptions for all three parameters. The tool description does not add additional meaning beyond what the schema provides. Baseline is 3.

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 identifies the action (connect with an expert), the specific resource (credentialed TaxAct tax professional via Xpert Assist), and distinguishes it from sibling tools like ask_tax_question by specifying it's about paid expert help. It also clarifies that Xpert Assist is a separate product, not bundled with DIY plans.

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

Usage Guidelines3/5

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

The description explains that Xpert Assist is a separate product and shows pricing, but does not explicitly state when to use this tool versus alternatives like ask_tax_question. The usage context is implied (when user wants professional help) but lacks direct comparison or exclusions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

estimate_taxesTaxAct Tax EstimatorA
Read-onlyIdempotent
Inspect

Provides a rough federal (and optionally state) tax refund or amount owed estimate from basic inputs. Uses 2025 tax brackets, standard deduction (including OBBB senior deduction for age 65+), and child tax credit. Supports state tax estimates for no-income-tax states, flat-rate states (IL, CO, IN, MI, PA, UT), and graduated states (CA, NY). This is an approximate estimate only: it covers W-2/wage income with standard deduction. No itemized deductions, no self-employment tax, no capital gains. Your actual result may differ. File with TaxAct for your exact number.

ParametersJSON Schema
NameRequiredDescriptionDefault
is_blindNo
filing_stateNoTwo-letter state code for state tax estimate (e.g., "CA", "NY", "TX"). Omit for federal-only.
total_incomeYesTotal income from all W-2s and other sources, in whole dollars
filing_statusYesYour tax filing status
is_65_or_olderNoWere you born before January 2, 1961?
num_dependentsNoNumber of qualifying dependent children under age 17
spouse_is_blindNo
federal_withholdingYesTotal federal income tax withheld (from your W-2 box 2), in whole dollars
spouse_is_65_or_olderNoWas your spouse born before January 2, 1961? (if filing jointly)
Behavior5/5

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

Annotations indicate readOnlyHint=true, idempotentHint=true, destructiveHint=false, which match the description's read-only nature. The description adds behavioral details like using 2025 brackets, OBBB senior deduction, and child tax credit, and lists supported state tax types.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single paragraph but well-structured: first sentence states the purpose, then a list of covered aspects, then limitations and a call-to-action. It is efficient but could be slightly more concise by separating into bullet points.

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?

Given 9 parameters and no output schema, the description is quite complete: it explains the estimate scope (W-2 income, standard deduction), limitations (no itemized, self-employment, capital gains), and state support types. It omits return value format but that is acceptable for an estimate.

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 78%, and the description adds meaning beyond the schema by explaining the OBBB senior deduction, state support types, and the approximate nature of the estimate. The schema already covers most parameters with descriptions.

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 clearly states it provides a rough federal/state tax estimate from basic inputs, using 2025 brackets and standard deduction. It distinguishes from sibling tools like ask_tax_question or compare_filing_costs.

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?

The description explicitly notes it covers only W-2 income with standard deduction and excludes itemized deductions, self-employment tax, and capital gains. It advises that actual results may differ and suggests using TaxAct for exact numbers. It also specifies the limited state support types.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

explain_tax_documentTax Document ExplainerA
Read-onlyIdempotent
Inspect

Explains what a tax form is, what each box means, which boxes are most important for filing, and where to enter the data in TaxAct. Covers W-2, all common 1099 forms, 1098 forms, and other tax documents. Ask about a specific form or a general document type. Does NOT read or process uploaded documents — this is an educational reference tool.

ParametersJSON Schema
NameRequiredDescriptionDefault
focus_boxNoOptional: focus on a specific box number. Examples: 'Box 1', 'Box 12', 'Box 2a'.
form_nameYesThe tax form to explain. Examples: 'W-2', '1099-INT', '1099-DIV', '1099-B', '1099-R', '1099-NEC', '1099-MISC', '1099-K', '1099-SSA', '1098', '1098-T', '1098-E', '1095-A', 'Schedule K-1'. Case-insensitive.
Behavior4/5

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

Annotations already indicate readOnlyHint=true and idempotentHint=true. The description adds that the tool does not read uploaded documents and is educational, providing context beyond the 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 clear sentences with no waste. The description is efficiently structured and front-loads the main action.

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?

For an educational reference tool with no output schema, the description fully explains its purpose, coverage, and constraints. No missing information needed for correct invocation.

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 100% with descriptions for both parameters. The description adds examples of form names and the optional focus_box but does not significantly enhance meaning beyond what the schema provides.

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 clearly states 'Explains what a tax form is, what each box means, which boxes are most important...' and lists covered forms. It distinguishes itself from sibling tools like upload_document by explicitly saying 'Does NOT read or process uploaded documents'.

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?

The description advises 'Ask about a specific form or a general document type' and clarifies that it is an educational reference, not for processing uploads. It could better contrast with ask_tax_question but overall provides good guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

find_interview_topicTaxAct Interview NavigatorA
Read-onlyIdempotent
Inspect

Finds where to enter specific tax information in the TaxAct interview. Search by topic, form number, or keyword (e.g., "W-2", "1099-R", "charitable contributions", "crypto", "overtime deduction"). Returns the interview breadcrumb path showing where to navigate. Covers 150+ topics across individual (1040) and business returns. No account required.

ParametersJSON Schema
NameRequiredDescriptionDefault
queryYesWhat you want to enter or find (e.g., "W-2", "rental income", "1099-R", "child tax credit", "Trump Account")
return_typeNoTax return type. Use 1040 for individual returns (default).1040
Behavior4/5

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

Annotations already provide readOnlyHint, idempotentHint, and destructiveHint=false. The description adds useful context: 'No account required', 'covers 150+ topics', and 'Returns the interview breadcrumb path', which goes 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?

Four well-structured sentences, no filler. Front-loaded with main action, examples, result type, scope, and a bonus fact ('No account required'). Every sentence is necessary.

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?

Given no output schema, the description explains the return (breadcrumb path) and covers input examples and scope. It lacks mention of error handling or edge cases, but overall provides sufficient context for an agent.

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% (both parameters described). The description adds value by providing examples for 'query' (e.g., 'W-2', 'crypto') and explaining 'return_type' with default and scope, surpassing the schema's own descriptions.

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 clearly states the tool finds where to enter specific tax information in the TaxAct interview, with specific verb ('Finds') and resource ('where to enter'). It provides examples ('W-2', '1099-R') and distinguishes itself from siblings like ask_tax_question.

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?

The description explains when to use (search by topic, form number, or keyword) and hints at what it returns (breadcrumb path). It does not explicitly state when not to use or name alternatives, but the context is clear.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

tax_deadlinesTax Filing DeadlinesA
Read-onlyIdempotent
Inspect

Returns key tax deadlines for the 2025 tax year (filing in 2026). Includes federal filing deadline, extension deadline, estimated tax payment dates, document mailing deadlines, and state-specific deadlines. Optionally provide a state code for state-specific dates.

ParametersJSON Schema
NameRequiredDescriptionDefault
stateNoTwo-letter state code (e.g., 'CA', 'NY'). Omit for federal-only deadlines.
include_document_deadlinesNoInclude W-2 and 1099 mailing deadlines.
include_estimated_paymentsNoInclude quarterly estimated tax payment deadlines.
Behavior4/5

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

Annotations already indicate readOnlyHint, idempotentHint, destructiveHint false. The description adds useful behavioral context: includes specific deadline types (federal, extension, estimated, document, state) and clarifies the tax year scope. 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?

Two concise sentences with no wasted words. The most important information (what it returns, tax year, optional state) is front-loaded. Every clause adds value.

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?

Without an output schema, the description covers the main return types (federal, extension, estimated, document, state). It could mention the format (e.g., list of dates) but is adequate for a read-only info tool.

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 100% with detailed descriptions. The description adds some context (e.g., 'optional for state-specific', 'federal-only'), but largely reinforces what's in the schema. With full coverage, baseline is 3.

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 clearly states the tool returns key tax deadlines for the 2025 tax year, listing specific types (federal, extension, estimated, document, state). The verb 'Returns' and resource 'tax deadlines' are precise, and it distinguishes from sibling tools like 'ask_tax_question' or 'estimate_taxes'.

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?

The description explains when to use the tool: for tax deadlines in the 2025 tax year, with optional state code. It does not explicitly state when not to use it or list alternatives, but the context is clear enough.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

tax_document_checklistTax Document ChecklistA
Read-onlyIdempotent
Inspect

Returns a personalized list of tax documents and forms you need to gather before filing your tax return. Based on your income sources, deductions, and life events. Covers W-2s, 1099s, receipts, and other IRS forms. This is for DIY filers preparing their own return.

ParametersJSON Schema
NameRequiredDescriptionDefault
filing_stateNoTwo-letter state code (e.g., "CA", "TX"). Omit for federal only.
filing_statusYesYour tax filing status
income_sourcesNoIncome types that apply to your situation
num_dependentsNoNumber of dependents (if you selected "dependents" above)
deductions_and_eventsNoDeductions, credits, and life events that apply
Behavior4/5

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

Annotations declare the tool as read-only, idempotent, and non-destructive. The description adds that the tool generates a personalized list based on user inputs, providing meaningful 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?

The description is three clear, front-loaded sentences. Each sentence adds value: first states purpose, second explains logic, third gives examples and target audience. No fluff.

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?

The tool has five parameters and no output schema. The description explains the output is a personalized list and gives examples of documents. It does not specify exact format but is adequate for a checklist tool.

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?

The input schema has 100% parameter description coverage, so baseline is 3. The description adds value by explaining that the checklist covers specific forms (W-2s, 1099s) and is based on life events, contextualizing parameter usage.

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 clearly states the tool returns a personalized checklist of tax documents based on income sources, deductions, and life events. It distinguishes itself from sibling tools like 'explain_tax_document' and 'tax_deadlines' by focusing on preparation.

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?

The description specifies that the tool is for DIY filers preparing their own return, providing clear context for use. It does not explicitly mention alternatives or when not to use, but the context implies it is not for professional preparers.

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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