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What every client owes

statements_report
Read-onlyIdempotent

Receivables across every client at a date: totals and aging per currency, clients ranked by how much is OVERDUE, and the oldest overdue invoice. Pro. statement_aging is the free per-client view.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_ofNoAge the invoices as at this date, YYYY-MM-DD. Defaults to today
limitNoHow many clients to list, worst first. Default 20

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already establish the tool is read-only, idempotent, and non-destructive. The description adds useful behavioral context by describing the date-bound aggregate output and signaling a Pro requirement. It does not detail response structure or error behavior, but the annotation coverage lowers the burden for this read-only report.

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?

Two tight sentences with no filler. The core behavior and output highlights are front-loaded, and the Pro/alternative note is packed into a short second sentence.

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

Completeness5/5

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

For a read-only tool with two optional, fully described parameters and no output schema, the description enumerates the key returned information: totals, aging per currency, overdue ranking, and oldest overdue invoice. The sibling pointer and annotations complete the picture, and openWorldHint=false supports treating the description as sufficient.

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%, and both parameters already carry clear meaning in the input schema: as_of is the aging date, and limit controls how many clients to list worst-first. The description echoes this and adds no materially new parameter-level semantics, so the baseline of 3 applies.

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 the tool reports receivables across every client at a date, including totals, aging per currency, overdue ranking, and the oldest overdue invoice. It also distinguishes itself from the per-client sibling, statement_aging, so an agent can identify the right scope without opening schemas.

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?

It explicitly names the alternative: 'statement_aging is the free per-client view.' The 'Pro' flag and the contrast between 'every client' and 'per-client' give an agent clear conditions for choosing this tool over its sibling.

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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