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Get profit & loss

codat_get_profit_and_loss
Read-only

Get a company's profit and loss (income statement), broken into periods. periodLength and periodsToCompare are BOTH required by Codat. Codat API: GET /companies/{companyId}/data/financials/profitAndLoss.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe Codat companyId (UUID).
startMonthNoFirst month of the earliest period (YYYY-MM-DD); defaults to the most recent.
periodLengthYesNumber of months per period (1-12). Required.
periodsToCompareYesHow many periods to return (1-12). Required.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.9/5.0
Behavior4/5

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

The description adds behavioral context by specifying the API endpoint (GET) and stating the parameters are required, which complements the readOnlyHint annotation. 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 main purpose, and contains no extraneous information.

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?

While the description covers the essential purpose and parameter requirements, it lacks details about the output format or structure, which would be helpful for an agent given no output schema.

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 the description adds only marginal value by reiterating the requirement and default behavior. Baseline of 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 the tool retrieves a company's profit and loss (income statement) broken into periods, which distinguishes it from sibling tools like balance sheet and cash flow.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description mentions that periodLength and periodsToCompare are both required, providing a usage condition. However, it does not offer guidance on when to use this tool versus alternatives (e.g., other financial reports).

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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