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audit_surviving_spouse_portability

Audit and generate Certificate of Surviving Spouse Homestead Exemption Portability & Transfer under Tex. Tax Code § 11.131(d) and Fla. Stat. § 196.081(3) to carry over certified tax exemption to a new primary residence.

Input Schema

NameRequiredDescriptionDefault
new_parcel_idYesParcel ID of new primary residence
is_unremarriedYesWhether surviving spouse remains unremarried (statutory prerequisite)
new_county_nameNoCounty of new primary residence
prior_parcel_idYesParcel ID of prior homestead
prior_county_nameNoCounty of prior homestead
new_property_addressNoStreet address of new primary residence
deceased_veteran_nameYesDeceased qualifying disabled veteran legal name
surviving_spouse_nameYesUnremarried surviving spouse legal name
new_property_market_valueNoAppraised fair market value of new primary residence
prior_exemption_amount_usdYesCertified dollar amount of prior property tax exemption

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added
  2. Removed
  3. Added

TDQS

C2.9/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full behavioral burden. It does not disclose what the 'audit' step validates, what the generated certificate contains or whether it is a filing-ready artifact, how a false is_unremarried is handled, whether cross-state TX/FL scenarios are supported, or whether the call is a pure read or has side effects.

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?

A single front-loaded sentence with no filler; the purpose and statutory basis arrive immediately. It is dense with legal citations but nothing is redundant.

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

Completeness2/5

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

For a 10-parameter, 6-required legal-document generation tool with no annotations and no output schema, the description should explain what the certificate output looks like and what the audit checks. Those gaps, plus the missing differentiation from the surviving-spouse sibling, leave an agent under-informed before 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 description coverage is 100%, so every one of the 10 parameters is already documented in the schema, which sets the baseline at 3. The description adds only the general notion of carrying a certified amount from a prior parcel to a new one, without adding format, units, or constraint detail beyond the schema.

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 concrete verb pair (audit and generate) plus a specific artifact (Certificate of Surviving Spouse Homestead Exemption Portability & Transfer) with statutory grounding in Tex. Tax Code § 11.131(d) and Fla. Stat. § 196.081(3). It is clear what the tool does, but it never distinguishes itself from the close sibling audit_surviving_spouse_vet_relief, which an agent could easily confuse it with.

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?

There is no explicit when-to-use or when-not-to-use guidance, no prerequisite framing, and no mention of alternatives such as audit_surviving_spouse_vet_relief, check_eligibility, or check_veteran_relief. The only usage signal is implicit in the phrase 'to carry over certified tax exemption to a new primary residence'.

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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