Tokenbooks - crypto and fiat accounting and payments

List Accounting Rules

list_accounting_rules

Read-onlyIdempotent

Find saved accounting rules, filter them, or recover the exact ruleRef needed to preview, edit, or delete one rule.

Input Schema

TableJSON Schema

Name	Required	Description
`limit`	No	Requested number of resources to return. Oversized values are clamped to the route limit.
`search`	No	Free-text match against rule names.
`enabled`	No	Keep only enabled rules, or only disabled ones. Omit to return both.
`ruleRef`	No	Saved rule handle, from list_accounting_rules.
`wallets`	No	Wallet selectors as chainId:walletAddress values.
`assetIds`	No	Asset ids as CSV or repeated query values.
`pageToken`	No	Opaque token returned by the previous list response.
`actionTypes`	No	Action types as CSV or repeated query values.
`portfolioRef`	Yes	Portfolio name or slug inside that workspace. Call list_portfolios to resolve it.
`workspaceRef`	Yes	Workspace name or slug. Call list_workspaces to resolve it.
`accountNumbers`	No	Ledger account numbers as CSV or repeated query values.
`conditionFields`	No	Condition fields as CSV or repeated query values.
`counterpartyNames`	No	Counterparty names as CSV or repeated query values.

Output Schema

TableJSON Schema

Name	Required	Description	Default
`data`	Yes
`pagination`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

Changed8 schema fields changedSep 22, 2026

changedInput schema / properties / accountNumbers / description

Previous value: -"Keep only rules that reference one of these ledger accounts."New value: +"Ledger account numbers as CSV or repeated query values."

changedInput schema / properties / actionTypes / description

Previous value: -"Keep only rules that perform one of these actions."New value: +"Action types as CSV or repeated query values."

changedInput schema / properties / assetIds / description

Previous value: -"Keep only rules that reference one of these assets, by asset symbol."New value: +"Asset ids as CSV or repeated query values."

changedInput schema / properties / conditionFields / description

Previous value: -"Keep only rules that test one of these transaction fields."New value: +"Condition fields as CSV or repeated query values."

changedInput schema / properties / counterpartyNames / description

Previous value: -"Keep only rules that reference one of these counterparties."New value: +"Counterparty names as CSV or repeated query values."

changedInput schema / properties / wallets / description

Previous value: -"Keep only rules whose conditions name one of these wallets."New value: +"Wallet selectors as chainId:walletAddress values."

removedOutput schema / properties / pagination / properties / pageSize / exclusiveMinimum
```
Removed value: -0
```
addedOutput schema / properties / pagination / properties / pageSize / minimum
```
Added value: +1
```

Changed5 schema fields changedSep 20, 2026

changedInput schema / properties / accountNumbers / items / description

Previous value: -"Chart-of-accounts number, from list_ledger_accounts."New value: +"Chart-of-accounts number, from list_journal_line_assignment_options (type: ledger_account)."

changedInput schema / properties / counterpartyNames / items / description

Previous value: -"Counterparty name, from list_counterparties."New value: +"Counterparty name, from list_journal_line_assignment_options (type: counterparty)."

changedInput schema / properties / portfolioRef / description

Previous value: -"Portfolio name or slug inside that workspace. Call list_portfolios, or find_portfolios when the user named one, to resolve it."New value: +"Portfolio name or slug inside that workspace. Call list_portfolios to resolve it."

changedInput schema / properties / workspaceRef / description

Previous value: -"Workspace name or slug. Call list_workspaces, or find_workspaces when the user named one, to resolve it."New value: +"Workspace name or slug. Call list_workspaces to resolve it."

changedOutput schema / (root)

Previous value: -nullNew value: +{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "additionalProperties": false,
+  "properties": {
+    "data": {
+      "items": {
+        "additionalProperties": false,
+        "properties": {
+          "action": {
+            "additionalProperties": false,
+            "properties": {
+              "actions": {
+                "items": {
+                  "oneOf": [
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "counterpartyName": {
+                          "minLength": 1,
+                          "type": "string"
+                        },
+                        "target": {
+                          "const": "LINE",
+                          "type": "string"
+                        },
+                        "type": {
+                          "const": "SET_COUNTERPARTY",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "type",
+                        "target"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "accountNumber": {
+                          "maxLength": 8,
+                          "minLength": 1,
+                          "type": "string"
+                        },
+                        "target": {
+                          "const": "LINE",
+                          "type": "string"
+                        },
+                        "type": {
+                          "const": "SET_LEDGER_ACCOUNT",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "type",
+                        "target"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "responsibilityCenterAssignments": {
+                          "items": {
+                            "additionalProperties": false,
+                            "properties": {
+                              "responsibilityCenterName": {
+                                "minLength": 1,
+                                "type": "string"
+                              },
+                              "responsibilityCenterTypeKey": {
+                                "pattern": "^[a-z0-9]+(_[a-z0-9]+)*$",
+                                "type": "string"
+                              }
+                            },
+                            "type": "object"
+                          },
+                          "minItems": 1,
+                          "type": "array"
+                        },
+                        "target": {
+                          "const": "LINE",
+                          "type": "string"
+                        },
+                        "type": {
+                          "const": "SET_RESPONSIBILITY_CENTERS",
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "type",
+                        "target",
+                        "responsibilityCenterAssignments"
+                      ],
+                      "type": "object"
+                    }
+                  ]
+                },
+                "minItems": 1,
+                "type": "array"
+              },
+              "formatVersion": {
+                "const": 1,
+                "type": "number"
+              }
+            },
+            "required": [
+              "formatVersion",
+              "actions"
+            ],
+            "type": "object"
+          },
+          "conditions": {
+            "additionalProperties": false,
+            "properties": {
+              "all": {
+                "items": {
+                  "oneOf": [
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "fromAddressLabel",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "equals",
+                            "contains",
+                            "notEquals",
+                            "notContains"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "minLength": 1,
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "toAddressLabel",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "equals",
+                            "contains",
+                            "notEquals",
+                            "notContains"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "minLength": 1,
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "fromAddress",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "equals",
+                            "contains"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "minLength": 1,
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "toAddress",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "equals",
+                            "contains"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "minLength": 1,
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "direction",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "equals",
+                            "notEquals"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "enum": [
+                            "IN",
+                            "OUT",
+                            "GAS"
+                          ],
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "asset",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "in",
+                            "notIn"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "items": {
+                            "minLength": 1,
+                            "type": "string"
+                          },
+                          "minItems": 1,
+                          "type": "array"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "assetClass",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "in",
+                            "notIn"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "items": {
+                            "enum": [
+                              "ERC20",
+                              "FIAT",
+                              "NATIVE",
+                              "REBASE_LST",
+                              "INTEREST_BEARING",
+                              "VALUE_ACCRUING",
+                              "LP_SHARE",
+                              "DEBT",
+                              "REFLECT",
+                              "VOTE_ESCROWED",
+                              "NFT"
+                            ],
+                            "type": "string"
+                          },
+                          "minItems": 1,
+                          "type": "array"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "stablecoin",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "equals"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "type": "boolean"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "chain",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "in",
+                            "notIn"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "items": {
+                            "minLength": 1,
+                            "type": "string"
+                          },
+                          "minItems": 1,
+                          "type": "array"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "operationType",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "in",
+                            "notIn"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "items": {
+                            "enum": [
+                              "DEPOSIT_FIAT",
+                              "INCOME",
+                              "REFUND",
+                              "WITHDRAWAL_FIAT",
+                              "EXPENSE",
+                              "BUY",
+                              "SELL",
+                              "EXCHANGE",
+                              "SWAP",
+                              "MOVE",
+                              "INTERCOMPANY_SEND",
+                              "INTERCOMPANY_RECEIVE",
+                              "STAKE",
+                              "UNSTAKE",
+                              "PROTOCOL_DEPOSIT",
+                              "PROTOCOL_WITHDRAW",
+                              "VAULT_DEPOSIT",
+                              "VAULT_WITHDRAW",
+                              "LP_IN",
+                              "LP_OUT",
+                              "LOAN_BORROW",
+                              "LOAN_REPAY",
+                              "LOAN_LIQUIDATION",
+                              "LEND_GIVE",
+                              "LEND_WITHDRAW",
+                              "ADJUSTMENT",
+                              "UNCATEGORIZED",
+                              "SPAM"
+                            ],
+                            "type": "string"
+                          },
+                          "minItems": 1,
+                          "type": "array"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "accountSubType",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "in",
+                            "notIn"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "items": {
+                            "enum": [
+                              "EXT",
+                              "BNK",
+                              "INC",
+                              "EXP",
+                              "LINT",
+                              "LLIQ",
+                              "LQLOSS",
+                              "CLOSS",
+                              "CBNK",
+                              "CBAS",
+                              "CRE",
+                              "CGL",
+                              "CEXP",
+                              "CINC",
+                              "TRADING_REVENUE",
+                              "COGS",
+                              "INVENTORY_VALUATION_ADJUSTMENT",
+                              "INVENTORY_COGS_ADJUSTMENT",
+                              "INVENTORY_WRITE_DOWN",
+                              "INVENTORY_REMEASUREMENT_GAIN",
+                              "INVENTORY_REMEASUREMENT_LOSS",
+                              "CNP",
+                              "UINC",
+                              "UEXP",
+                              "OFEXP",
+                              "OFINC",
+                              "ICINV",
+                              "CAP",
+                              "UNREALISED_FV_GAIN",
+                              "UNREALISED_FV_LOSS",
+                              "CFVA"
+                            ],
+                            "type": "string"
+                          },
+                          "minItems": 1,
+                          "type": "array"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "oneOf": [
+                        {
+                          "additionalProperties": false,
+                          "properties": {
+                            "field": {
+                              "const": "fiatValue",
+                              "type": "string"
+                            },
+                            "operator": {
+                              "const": "gt",
+                              "type": "string"
+                            },
+                            "value": {
+                              "pattern": "^-?\\d+(\\.\\d+)?$",
+                              "type": "string"
+                            }
+                          },
+                          "required": [
+                            "field",
+                            "operator",
+                            "value"
+                          ],
+                          "type": "object"
+                        },
+                        {
+                          "additionalProperties": false,
+                          "properties": {
+                            "field": {
+                              "const": "fiatValue",
+                              "type": "string"
+                            },
+                            "operator": {
+                              "const": "lt",
+                              "type": "string"
+                            },
+                            "value": {
+                              "pattern": "^-?\\d+(\\.\\d+)?$",
+                              "type": "string"
+                            }
+                          },
+                          "required": [
+                            "field",
+                            "operator",
+                            "value"
+                          ],
+                          "type": "object"
+                        },
+                        {
+                          "additionalProperties": false,
+                          "properties": {
+                            "field": {
+                              "const": "fiatValue",
+                              "type": "string"
+                            },
+                            "operator": {
+                              "const": "gte",
+                              "type": "string"
+                            },
+                            "value": {
+                              "pattern": "^-?\\d+(\\.\\d+)?$",
+                              "type": "string"
+                            }
+                          },
+                          "required": [
+                            "field",
+                            "operator",
+                            "value"
+                          ],
+                          "type": "object"
+                        },
+                        {
+                          "additionalProperties": false,
+                          "properties": {
+                            "field": {
+                              "const": "fiatValue",
+                              "type": "string"
+                            },
+                            "operator": {
+                              "const": "lte",
+                              "type": "string"
+                            },
+                            "value": {
+                              "pattern": "^-?\\d+(\\.\\d+)?$",
+                              "type": "string"
+                            }
+                          },
+                          "required": [
+                            "field",
+                            "operator",
+                            "value"
+                          ],
+                          "type": "object"
+                        },
+                        {
+                          "additionalProperties": false,
+                          "properties": {
+                            "field": {
+                              "const": "fiatValue",
+                              "type": "string"
+                            },
+                            "operator": {
+                              "const": "between",
+                              "type": "string"
+                            },
+                            "value": {
+                              "maxItems": 2,
+                              "minItems": 2,
+                              "prefixItems": [
+                                {
+                                  "pattern": "^-?\\d+(\\.\\d+)?$",
+                                  "type": "string"
+                                },
+                                {
+                                  "pattern": "^-?\\d+(\\.\\d+)?$",
+                                  "type": "string"
+                                }
+                              ],
+                              "type": "array"
+                            }
+                          },
+                          "required": [
+                            "field",
+                            "operator",
+                            "value"
+                          ],
+                          "type": "object"
+                        }
+                      ]
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "entryType",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "equals"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "enum": [
+                            "DR",
+                            "CR"
+                          ],
+                          "type": "string"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "accountType",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "in",
+                            "notIn"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "items": {
+                            "enum": [
+                              "ASSET",
+                              "LIABILITY",
+                              "EQUITY",
+                              "INCOME",
+                              "EXPENSE"
+                            ],
+                            "type": "string"
+                          },
+                          "minItems": 1,
+                          "type": "array"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "wallet",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "in",
+                            "notIn"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "items": {
+                            "additionalProperties": false,
+                            "properties": {
+                              "address": {
+                                "minLength": 1,
+                                "type": "string"
+                              },
+                              "chainId": {
+                                "minLength": 1,
+                                "type": "string"
+                              }
+                            },
+                            "required": [
+                              "chainId",
+                              "address"
+                            ],
+                            "type": "object"
+                          },
+                          "type": "array"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "accountNumber",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "in",
+                            "notIn"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "items": {
+                            "maxLength": 8,
+                            "minLength": 1,
+                            "type": "string"
+                          },
+                          "type": "array"
+                        }
+                      },
+                      "required": [
+                        "operator",
+                        "field",
+                        "value"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "field": {
+                          "const": "counterparty",
+                          "type": "string"
+                        },
+                        "operator": {
+                          "enum": [
+                            "in",
+                            "notIn"
+                          ],
+                          "type": "string"
+                        },
+                        "value": {
+                          "items": {
+                            "minLength": 1,
+                            "type": "string"
+                          },
+                          "type": "array"
+                        }
+                      },
+                      "required": [
+                        "field",
+                        "operator",
+                        "value"
+                      ],
+                      "type": "object"
+                    }
+                  ]
+                },
+                "minItems": 1,
+                "type": "array"
+              },
+              "formatVersion": {
+                "const": 1,
+                "type": "number"
+              }
+            },
+            "required": [
+              "formatVersion",
+              "all"
+            ],
+            "type": "object"
+          },
+          "createdAt": {
+            "format": "date-time",
+            "type": "string"
+          },
+          "enabled": {
+            "type": "boolean"
+          },
+          "hasInvalidDefinition": {
+            "type": "boolean"
+          },
+          "hasUnresolvedReferences": {
+            "type": "boolean"
+          },
+          "name": {
+            "type": "string"
+          },
+          "ruleRef": {
+            "minLength": 1,
+            "type": "string"
+          },
+          "updatedAt": {
+            "format": "date-time",
+            "type": "string"
+          },
+          "version": {
+            "maximum": 9007199254740991,
+            "minimum": -9007199254740991,
+            "type": "integer"
+          }
+        },
+        "required": [
+          "name",
+          "enabled",
+          "version",
+          "hasInvalidDefinition",
+          "hasUnresolvedReferences",
+          "createdAt",
+          "updatedAt",
+          "ruleRef"
+        ],
+        "type": "object"
+      },
+      "type": "array"
+    },
+    "pagination": {
+      "additionalProperties": false,
+      "properties": {
+        "nextPageToken": {
+          "minLength": 1,
+          "type": "string"
+        },
+        "pageSize": {
+          "exclusiveMinimum": 0,
+          "maximum": 9007199254740991,
+          "type": "integer"
+        }
+      },
+      "required": [
+        "pageSize"
+      ],
+      "type": "object"
+    }
+  },
+  "required": [
+    "data",
+    "pagination"
+  ],
+  "type": "object"
+}

Changed16 schema fields changedSep 17, 2026

addedInput schema / properties / accountNumbers / description

Added value: +"Keep only rules that reference one of these ledger accounts."

addedInput schema / properties / accountNumbers / items / description

Added value: +"Chart-of-accounts number, from list_ledger_accounts."

addedInput schema / properties / actionTypes / description

Added value: +"Keep only rules that perform one of these actions."

addedInput schema / properties / actionTypes / items / description
```
Added value: +"What a rule changes when it matches."
```

addedInput schema / properties / assetIds / description

Added value: +"Keep only rules that reference one of these assets, by asset symbol."

addedInput schema / properties / conditionFields / description

Added value: +"Keep only rules that test one of these transaction fields."

addedInput schema / properties / conditionFields / items / description
```
Added value: +"Which part of a transaction the condition tests."
```

addedInput schema / properties / counterpartyNames / description

Added value: +"Keep only rules that reference one of these counterparties."

addedInput schema / properties / counterpartyNames / items / description
```
Added value: +"Counterparty name, from list_counterparties."
```

addedInput schema / properties / enabled / description

Added value: +"Keep only enabled rules, or only disabled ones. Omit to return both."

addedInput schema / properties / portfolioRef / description

Added value: +"Portfolio name or slug inside that workspace. Call list_portfolios, or find_portfolios when the user named one, to resolve it."

addedInput schema / properties / ruleRef / description

Added value: +"Saved rule handle, from list_accounting_rules."

addedInput schema / properties / search / description

Added value: +"Free-text match against rule names."

addedInput schema / properties / wallets / description

Added value: +"Keep only rules whose conditions name one of these wallets."

addedInput schema / properties / wallets / items / description

Added value: +"Wallet as chainId:walletAddress, e.g. eth-mainnet:0xabc."

addedInput schema / properties / workspaceRef / description

Added value: +"Workspace name or slug. Call list_workspaces, or find_workspaces when the user named one, to resolve it."

First observedSep 14, 2026

TDQS

A4/5.0

Behavior3/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false, so the safety profile is covered. The description adds the practical purpose of recovering ruleRefs for downstream operations, but does not disclose additional behavioral traits such as pagination behavior or filtering side effects. It does not contradict the annotations.

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 a single sentence that front-loads the core action ('Find saved accounting rules, filter them') and then states the purpose. There is no filler, repetition of schema details, or unnecessary elaboration.

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 high-complexity list tool with 13 parameters, the schema fully covers parameter semantics and the output schema covers return shape; annotations cover the safety profile. The description supplies the missing contextual piece—why and when to call it, namely to obtain the ruleRef needed for preview/edit/delete. It does not explicitly mention pagination, but the schema and output schema are rich enough to compensate.

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 the schema already documents all 13 parameters, including limit clamping, search matching, enabled filtering, and CSV/repeated value formats. The description adds no parameter-level meaning beyond what the schema provides, 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 uses specific verbs ('Find', 'filter', 'recover') with a clear resource ('saved accounting rules') and states the downstream purpose: obtaining the exact ruleRef needed to preview, edit, or delete a rule. This distinguishes it from sibling tools like edit_accounting_rules or apply_accounting_rules by framing it as the read/lookup operation.

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 clearly indicates when to use this tool: when you need to find saved rules, filter them, or recover the ruleRef required for preview/edit/delete. It does not explicitly name alternatives or exclusions, but the usage context is unambiguous for a list/lookup tool.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

All Tokenbooks - crypto and fiat accounting and payments tools Inspect

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