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Get Trial Balance

get_trial_balance
Read-onlyIdempotent

Get Trial Balance showing all account balances.

Input Schema

NameRequiredDescriptionDefault
companyNoWhich company to read, by name or id, when the account has more than one (see list_companies). Leave it out to use the only company, or the default.
to_dateNoEnd date (YYYY-MM-DD)
from_dateNoStart date (YYYY-MM-DD)

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

B3.2/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, openWorldHint=false, and destructiveHint=false, so the safety profile is fully covered. The description adds only that it shows 'all account balances,' but does not explain date filtering behavior, treatment of zero-balance accounts, or what a trial balance includes. With annotations carrying the behavioral burden, this is adequate but thin.

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 front-loaded sentence with no filler. It is efficient, though its brevity contributes to gaps in usage guidance and return-value context.

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 tool is read-only and schema parameters are fully documented, but no output schema exists and the description only minimally characterizes the result as 'all account balances.' For a financial report with many sibling alternatives, this is minimum viable rather than complete.

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%, including detailed descriptions for company, to_date, and from_date. The description adds no parameter-specific meaning beyond the schema, so the baseline 3 is appropriate when the schema does the heavy lifting.

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?

The description gives a specific verb ('Get') and resource ('Trial Balance') and adds that it shows all account balances. It is clear what the tool does, but it does not distinguish trial balance from closely related siblings like get_balance_sheet, get_balance, or get_chart_of_accounts.

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 guidance on when to use this tool versus the many other financial-reporting siblings. The description does not mention prerequisites, date-range expectations, or the alternative reports an agent might choose instead.

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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