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finance

Reports: Get balance sheet

get_balance_sheet
Read-onlyIdempotent
    Get a balance sheet snapshot showing assets, liabilities, and net worth.

    Returns asset and liability breakdowns by account with totals.

    Returns:
        Balance sheet data with asset/liability detail and net worth.
    

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

B3.1/5.0
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, and destructiveHint=false, so safety is covered. The description adds that the result is a 'snapshot' and includes breakdowns by account with totals, which is useful but does not address details like as-of date or account scope; still, it does not contradict 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.

Conciseness2/5

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

The first two sentences are efficient, but the third sentence ('Returns: Balance sheet data with asset/liability detail and net worth.') merely repeats information already present in the first and second sentences. This redundant closing line wastes space and lowers overall conciseness.

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?

For a parameterless, read-only report, the description covers what is returned and the key components (assets, liabilities, net worth). It does not, however, explain how this differs from the similarly named get_net_worth tool, and the absence of an output schema places more burden on the description to define the result structure, which is only partially met.

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 tool has zero parameters, so the schema provides complete coverage. The description adds no parameter-specific semantics, but none are needed; baseline 4 applies.

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?

Description opens with 'Get a balance sheet snapshot showing assets, liabilities, and net worth,' a specific verb and resource that clearly identifies the financial report. It does not explicitly name sibling alternatives like get_net_worth or get_income_statement, but the balance sheet concept is distinct and agents familiar with accounting terms will select it correctly.

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 provides no guidance on when to use this tool versus related reporting tools such as get_net_worth or get_income_statement. No exclusions or alternative tool mentions appear, leaving the agent to infer the distinction from the tool name alone.

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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