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Glama

Xero

by io.github.pipeworx-io

Get Profit And Loss

get_profit_and_loss
Read-onlyIdempotent

Get the Profit and Loss (income statement) financial report from a Xero accounting organisation for an optional date range. Returns the structured Xero report (report name, date, and row sections covering revenue, expenses, and net profit). Use for financial reporting and bookkeeping analysis.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
to_dateNoOptional end date of the reporting period in YYYY-MM-DD format.
from_dateNoOptional start date of the reporting period in YYYY-MM-DD format.
tenant_idNoOptional Xero tenant (organisation) id to target. If omitted, the first connected organisation is used. Get ids from list_organisations.

Schema Changelog

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

  1. Changed1 schema field changed
    • addedInput schema / examples
      Added value: +[
+  {
+    "from_date": "2024-01-01",
+    "tenant_id": "12345678-1234-1234-1234-123456789012",
+    "to_date": "2024-12-31"
+  },
+  {
+    "from_date": "2024-01-01"
+  }
+]
  2. First observed

TDQS

A4.2/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, openWorldHint, idempotentHint, destructiveHint. The description adds value by detailing the report structure (sections covering revenue, expenses, net profit). No contradictions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

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

The description is two sentences, front-loaded with the core purpose, and contains no extraneous information. Every sentence adds value.

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?

No output schema exists, but the description explains what the report contains (name, date, row sections). Combined with annotations, this is complete enough for a simple read-only report tool.

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 coverage is 100%, so parameters are fully documented. The description adds little beyond 'optional date range' which mirrors the schema. No new semantics or formats are introduced, so baseline 3 is appropriate.

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?

The description clearly states it gets a Profit and Loss (income statement) financial report from Xero, with optional date range. It specifies the structured output (report name, date, row sections covering revenue, expenses, net profit). This is specific and distinguishes from sibling tools, none of which are P&L-related.

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?

The description explicitly mentions 'Use for financial reporting and bookkeeping analysis,' providing a clear context for when to use the tool. No alternative tools or exclusions are stated, but siblings are unrelated, so no confusion.

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

A3.8/5.0
Disambiguation4/5

Most tools have distinct purposes, but there is some overlap (e.g., ai_visibility_check and scan_competitor_ai_presence are related; memory tools remember/recall/forget form a clear subgroup). Descriptions are detailed enough to differentiate, but the broad scope may cause occasional mis-selection.

Naming Consistency2/5

Naming is inconsistent: some tools use verb_noun (list_accounts, get_profit_and_loss), others are single words (forget, recall), and some use snake_case with mixed verbs (ai_visibility_check, ask_pipeworx, bet_research). No uniform pattern makes the set harder to navigate.

Tool Count3/5

25 tools is high but not extreme given the broad scope (accounting, betting, data queries, npm, memory, etc.). However, the server tries to cover too many domains, making it feel bloated. Each tool is individually useful, but the count is borderline excessive for coherence.

Completeness2/5

The Xero accounting subset is incomplete: only list and get operations, no create/update/delete for invoices, contacts, or accounts. Other domains (betting, npm) are covered well, but the core accounting purpose has significant gaps that will hinder agents.

Resources