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FINLY Balance Report Analysis

Retrieve report analysis | שליפת תוצאת ניתוח

get_report_analysis_result
Read-onlyIdempotent

Retrieve the result or pending status using the exact operation capability received before upload. Does not upload, analyze, call OCR, renew expiry or prove Customer identity. An expired or restarted service cannot recover the result.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
operationYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
toolYes
as_ofYes
resultNo
statusYes
receiptYes
evidenceNo
no_actionNo
request_idYes
assumptionsYes
limitationsYes
next_actionsYes
response_kindYes
schema_versionYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / properties / result / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
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      -        "minimum": 0,
      -        "type": "number"
      -      },
      -      "comparisonRatePct": {
      -        "type": "number"
      -      },
      -      "document": {
      -        "additionalProperties": false,
      -        "properties": {
      -          "format": {
      -            "const": "finly-report-v1",
      -            "type": "string"
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      -          "html": {
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      -            "minLength": 1,
      -            "type": "string"
      -          },
      -          "locale": {
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      -          "text": {
      -            "maxLength": 512000,
      -            "minLength": 1,
      -            "type": "string"
      -          }
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      -        "required": [
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      -          "text",
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      -      "factors": {
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      -            "kind": {
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      -                "fact"
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      -              "type": "string"
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      -              "minLength": 1,
      -              "type": "string"
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      -          },
      -          "required": [
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      -            "detail"
      -          ],
      -          "type": "object"
      -        },
      -        "type": "array"
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      -      "feeBreakdown": {
      -        "additionalProperties": false,
      -        "properties": {
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      -            "minimum": 0,
      -            "type": "integer"
      -          },
      -          "discountingAgorot": {
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      -            "minimum": 0,
      -            "type": "integer"
      -          },
      -          "noNoticeAgorot": {
      -            "maximum": 9007199254740991,
      -            "minimum": 0,
      -            "type": "integer"
      -          },
      -          "operationalAgorot": {
      -            "anyOf": [
      -              {
      -                "maximum": 9007199254740991,
      -                "minimum": 0,
      -                "type": "integer"
      -              },
      -              {
      -                "type": "null"
      -              }
      -            ]
      -          }
      -        },
      -        "required": [
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      -          "avgIndexAgorot",
      -          "discountingAgorot",
      -          "operationalAgorot"
      -        ],
      -        "type": "object"
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      -      "forecastRatePct": {
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      -      "headlineHe": {
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      -      "linkedSharePct": {
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      -        "minimum": 0,
      -        "type": "number"
      -      },
      -      "longestTermMonths": {
      -        "anyOf": [
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      -            "minimum": 0,
      -            "type": "integer"
      -          },
      -          {
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      -        ]
      -      },
      -      "marketComparison": {
      -        "additionalProperties": false,
      -        "properties": {
      -          "comparedSharePct": {
      -            "maximum": 100,
      -            "minimum": 0,
      -            "type": "number"
      -          },
      -          "effectiveDate": {
      -            "anyOf": [
      -              {
      -                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      -                "type": "string"
      -              },
      -              {
      -                "type": "null"
      -              }
      -            ]
      -          },
      -          "entries": {
      -            "items": {
      -              "additionalProperties": false,
      -              "properties": {
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      -                  "maximum": 9007199254740991,
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      -                "gapBasis": {
      -                  "const": "report_spread",
      -                  "type": "string"
      -                },
      -                "gapPct": {
      -                  "type": "number"
      -                },
      -                "kind": {
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      -                    "fixed",
      -                    "prime"
      -                  ],
      -                  "type": "string"
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      -                "labelHe": {
      -                  "enum": [
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      -                    "קבועה לא צמודה",
      -                    "קבועה צמודה",
      -                    "משתנה לא צמודה",
      -                    "משתנה צמודה",
      -                    "מסלול (סוג לא זוהה)"
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      -                  "type": "string"
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      -                  "properties": {
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      -                    "asOf": {
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      -          "uncomparedFixedCount": {
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      -            "minimum": 0,
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      -          "weightedFixedGapPct": {
      -            "anyOf": [
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      -              {
      -                "type": "null"
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      -        "required": [
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      -          "comparedSharePct",
      -          "uncomparedFixedCount",
      -          "entries"
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      -        "type": "object"
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      -      "missingRate": {
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      -      "missingType": {
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      -      "monthlyPaymentTotalAgorot": {
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      -      "nextStepHe": {
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      -      "payoffFeesAgorot": {
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      -      "payoffTotalAgorot": {
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      -      "rateBasis": {
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      -      "rateCoveragePct": {
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      -      "reportAsOfDate": {
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      -      "review": {
      -        "additionalProperties": false,
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      +            "type": "integer"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "marketComparison": {
      +        "additionalProperties": false,
      +        "properties": {
      +          "comparedSharePct": {
      +            "maximum": 100,
      +            "minimum": 0,
      +            "type": "number"
      +          },
      +          "effectiveDate": {
      +            "anyOf": [
      +              {
      +                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      +                "type": "string"
      +              },
      +              {
      +                "type": "null"
      +              }
      +            ]
      +          },
      +          "entries": {
      +            "items": {
      +              "additionalProperties": false,
      +              "properties": {
      +                "balanceAgorot": {
      +                  "maximum": 9007199254740991,
      +                  "minimum": 0,
      +                  "type": "integer"
      +                },
      +                "gapBasis": {
      +                  "const": "report_spread",
      +                  "type": "string"
      +                },
      +                "gapPct": {
      +                  "type": "number"
      +                },
      +                "kind": {
      +                  "enum": [
      +                    "fixed",
      +                    "prime"
      +                  ],
      +                  "type": "string"
      +                },
      +                "labelHe": {
      +                  "enum": [
      +                    "פריים",
      +                    "קבועה לא צמודה",
      +                    "קבועה צמודה",
      +                    "משתנה לא צמודה",
      +                    "משתנה צמודה",
      +                    "מסלול (סוג לא זוהה)"
      +                  ],
      +                  "type": "string"
      +                },
      +                "source": {
      +                  "additionalProperties": false,
      +                  "properties": {
      +                    "applicability": {
      +                      "enum": [
      +                        "applicable",
      +                        "historical_only",
      +                        "unusable"
      +                      ],
      +                      "type": "string"
      +                    },
      +                    "asOf": {
      +                      "anyOf": [
      +                        {
      +                          "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      +                          "type": "string"
      +                        },
      +                        {
      +                          "type": "null"
      +                        }
      +                      ]
      +                    },
      +                    "kind": {
      +                      "enum": [
      +                        "boi_average",
      +                        "controlled_reference",
      +                        "report_reference",
      +                        "indicative_rate_sheet",
      +                        "alternative"
      +                      ],
      +                      "type": "string"
      +                    },
      +                    "labelHe": {
      +                      "maxLength": 300,
      +                      "minLength": 1,
      +                      "type": "string"
      +                    },
      +                    "limitationHe": {
      +                      "maxLength": 4000,
      +                      "type": "string"
      +                    }
      +                  },
      +                  "required": [
      +                    "kind",
      +                    "labelHe",
      +                    "asOf",
      +                    "applicability"
      +                  ],
      +                  "type": "object"
      +                },
      +                "trackIndex": {
      +                  "maximum": 9007199254740991,
      +                  "minimum": 0,
      +                  "type": "integer"
      +                }
      +              },
      +              "required": [
      +                "labelHe",
      +                "balanceAgorot",
      +                "kind",
      +                "gapPct"
      +              ],
      +              "type": "object"
      +            },
      +            "type": "array"
      +          },
      +          "uncomparedFixedCount": {
      +            "maximum": 9007199254740991,
      +            "minimum": 0,
      +            "type": "integer"
      +          },
      +          "weightedFixedGapPct": {
      +            "anyOf": [
      +              {
      +                "type": "number"
      +              },
      +              {
      +                "type": "null"
      +              }
      +            ]
      +          }
      +        },
      +        "required": [
      +          "effectiveDate",
      +          "weightedFixedGapPct",
      +          "comparedSharePct",
      +          "uncomparedFixedCount",
      +          "entries"
      +        ],
      +        "type": "object"
      +      },
      +      "missingRate": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      },
      +      "missingTerm": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      },
      +      "missingType": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      },
      +      "monthlyPaymentTotalAgorot": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      },
      +      "nextStepHe": {
      +        "maxLength": 2000,
      +        "minLength": 1,
      +        "type": "string"
      +      },
      +      "payoffFeesAgorot": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      },
      +      "payoffTotalAgorot": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      },
      +      "rateBasis": {
      +        "const": "report",
      +        "type": "string"
      +      },
      +      "rateCoveragePct": {
      +        "maximum": 100,
      +        "minimum": 0,
      +        "type": "number"
      +      },
      +      "reportAsOfDate": {
      +        "pattern": "^\\d{2}\\/\\d{2}\\/\\d{4}$",
      +        "type": "string"
      +      },
      +      "totalBalanceAgorot": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      },
      +      "trackCount": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      },
      +      "tracks": {
      +        "items": {
      +          "additionalProperties": false,
      +          "properties": {
      +            "anchorSpreadPct": {
      +              "type": "number"
      +            },
      +            "balanceAgorot": {
      +              "maximum": 9007199254740991,
      +              "minimum": 0,
      +              "type": "integer"
      +            },
      +            "labelHe": {
      +              "enum": [
      +                "פריים",
      +                "קבועה לא צמודה",
      +                "קבועה צמודה",
      +                "משתנה לא צמודה",
      +                "משתנה צמודה",
      +                "מסלול (סוג לא זוהה)"
      +              ],
      +              "type": "string"
      +            },
      +            "monthlyPaymentAgorot": {
      +              "maximum": 9007199254740991,
      +              "minimum": 0,
      +              "type": "integer"
      +            },
      +            "nextResetDate": {
      +              "pattern": "^\\d{2}\\/\\d{2}\\/\\d{4}$",
      +              "type": "string"
      +            },
      +            "primeSpreadPct": {
      +              "type": "number"
      +            },
      +            "ratePct": {
      +              "anyOf": [
      +                {
      +                  "type": "number"
      +                },
      +                {
      +                  "type": "null"
      +                }
      +              ]
      +            },
      +            "resetIntervalMonths": {
      +              "exclusiveMinimum": 0,
      +              "maximum": 9007199254740991,
      +              "minimum": 0,
      +              "type": "integer"
      +            },
      +            "termMonths": {
      +              "maximum": 9007199254740991,
      +              "minimum": 0,
      +              "type": "integer"
      +            }
      +          },
      +          "required": [
      +            "labelHe",
      +            "balanceAgorot",
      +            "ratePct",
      +            "termMonths"
      +          ],
      +          "type": "object"
      +        },
      +        "type": "array"
      +      },
      +      "variableSharePct": {
      +        "maximum": 100,
      +        "minimum": 0,
      +        "type": "number"
      +      },
      +      "weightedRatePct": {
      +        "anyOf": [
      +          {
      +            "type": "number"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      }
      +    },
      +    "required": [
      +      "trackCount",
      +      "tracks",
      +      "totalBalanceAgorot",
      +      "weightedRatePct",
      +      "missingTerm",
      +      "missingRate",
      +      "rateCoveragePct",
      +      "linkedSharePct",
      +      "variableSharePct",
      +      "combinedExposurePct",
      +      "longestTermMonths",
      +      "headlineHe",
      +      "nextStepHe",
      +      "factors",
      +      "attentionScore",
      +      "attentionLabel",
      +      "document_error"
      +    ],
      +    "type": "object"
      +  }
      +]
  2. First observed

TDQS

A3.9/5.0
Behavior4/5

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

Annotations already declare readOnly, idempotent, non-destructive and closed-world. The description adds genuinely non-structured behavior: it does not renew expiry, does not re-prove customer identity, and an expired or restarted service cannot recover the result — a real failure-mode warning that annotations cannot express.

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?

Three short sentences, front-loaded with the action and scope before the disclaimers. The negation list is dense but each item rules out a plausible wrong invocation, so little is wasted.

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, so return values need no explanation. Between the precondition, the exclusion list and the expiry/restart failure mode, an agent has enough to invoke this correctly; only the meaning of the nested handle/token pair remains thin.

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 0% for a single nested required object with a UUID result_handle and a 43-char result_token, so the description must carry the load. It partially compensates by explaining provenance ('the exact operation capability received before upload'), but never explains the two sub-fields, which one is the handle vs the secret, or why the exact prior value matters.

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?

States a specific verb ('Retrieve') and resource ('the result or pending status') of the report analysis, plus a clear negated scope ('Does not upload, analyze, call OCR, renew expiry or prove Customer identity') that separates it from analyze_balance_report and the upload flow. It never names a sibling by name, so routing still requires inference.

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?

Gives a concrete precondition — 'using the exact operation capability received before upload' — and a set of when-not-to-use cases via the negation list. It stops short of pointing to the actual alternatives (e.g. get_report_analysis_requirements for prerequisites or re-running analysis), so an agent must figure out the sibling routing itself.

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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