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omie_get_checking_account_balance

Read-onlyIdempotent

EXTRATO BANCÁRIO e SALDO ATUAL de uma conta corrente (ListarExtrato). Com incluir_movimentos:true esta é a tool que LISTA OS LANÇAMENTOS do extrato no período — é por aqui que se casa o extrato do banco com os títulos da Omie. Sem ela, traz o saldo REAL de hoje, ao contrário de omie_list_checking_accounts, que só traz o saldo_inicial numa data fixa (ponto de partida contábil). Base da CONCILIAÇÃO Banco × Omie. Identifique a conta por conta (nome OU id), ou por nCodCC (id Omie) ou cCodCCInt (chave de integração). Por padrão traz só os saldos (nSaldoAtual, nSaldoAnterior, nSaldoDisponivel, nSaldoConciliado, nSaldoProvisorio); passe incluir_movimentos:true pra vir também a lista de lançamentos do período. data_inicial/data_final (AAAA-MM-DD ou DD/MM/AAAA) definem o período dos movimentos, default hoje.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
contaNo
nCodCCNo
accountNo
cCodCCIntNo
data_finalNo
data_inicialNo
incluir_movimentosNo

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Added

TDQS

A4.7/5.0
Behavior5/5

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

Beyond the annotations already stating readOnly and idempotent, the description adds meaningful behavioral details: the default response returns only balances, `incluir_movimentos:true` changes the response to include the movements, `data_inicial/data_final` default to today, and the tool returns the current real balance rather than the fixed-date initial balance. It does not contradict the schema or 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 core is front-loaded: first the operation and resource, then the distinction from siblings, then the parameters. It is slightly long and repeats the idea of `incluir_movimentos` more than once, but each informative portion stays relevant, so the length does not hurt.

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 tool with no output schema and no parameter descriptions in the schema, the description is strong: it names the returned balance fields, explains how to add movements, and gives the date defaults. A minor unaddressed point is that all parameters are optional and the description incorporates a different identifier but does not say what happens if no account identifier is supplied.

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?

With 0% schema coverage, the description carries most of the parameter burden and does well: it explains `conta`, `nCodCC`, `cCodCCInt`, `data_inicial`, `data_final`, and `incluir_movimentos`, including date formats and default behavior. However, the schema property `account` is not described, so about one parameter remains undocumented in both the schema and description.

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?

A description is explicitly says 'EXTRATO BANCÁRIO and SALDO ATUAL de uma conta account (ListarExtrato)' and immediately distinguishes it from omie_list_checking_accounts, which only gives `saldo_inicial` in a fixed date. An agent can know exactly what resource and operation this tool represents and can tell it apart from siblings.

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?

The description names the alternative when it is supposed to be used: use this tool with `incluir_movimentos:true` to match the bank statement to Omie entries, and use omie_list_checking_accounts when only the accounting starting balance is needed. That is an explicit when/when-not without relying on inference.

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

A3.5/5.0
Disambiguation4/5

The core Omie operations are distinct by resource and action, and the descriptions actively call out edge cases like omie_lancar vs omie_create_payable/receivable and transfer vs manual entries. A few pairs (list_payables/list_receivables/list_financial_movements/list_checking_account_entries) still overlap enough that an agent could pick the wrong one on first attempt.

Naming Consistency4/5

The dominant pattern is clear and consistent: omie_verb_noun with create, get, list, update, delete, settle, cancel, and reconcile. The main deviations are the Portuguese helper omie_lancar and the unprefixed platform-level tools like authenticate, connect, marketplace, and toolkit_info, which break the otherwise regular naming scheme.

Tool Count1/5

With 50 tools, this server is far beyond the 3-15 well-scoped range and sits at the extreme end of the rubric. Most of the tools are individually purposeful, but exposing checkings, payables, receivables, reconciliation, attachments, invoicing, batch upserts, and an entire marketplace platform in one server heavily taxes an agent's tool-selection space.

Completeness4/5

The core financial lifecycle is well covered: create, read, update, delete, settle, cancel, reconcile, unreconcile, transfer, attachment upload, and batch upsert. Minor gaps exist—invoices are list-only, customers have no delete operation, and there is no dedicated get-by-id for checking accounts—but these are workable for the main reconciliation workflows.