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KashFlow MCP by usefulapi

Get balance sheet

kashflow_get_balance_sheet
Read-only

The balance sheet at a date (default today): fixed assets, current assets, current liabilities, capital and reserves with the lines of each. SOAP GetBalanceSheet.

Input Schema

NameRequiredDescriptionDefault
dateNoBalance sheet date, yyyy-mm-dd (default today, UTC).

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.5/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false and openWorldHint=true, so the safety profile is covered. The description adds genuinely new context: the shape of the payload (section totals plus their individual lines) and the implicit default date, plus a note that this maps to the SOAP GetBalanceSheet call. It stops short of mentioning permissions, rate limits, or whether historical dates can be back-dated beyond the current ledger.

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?

Two sentences, nothing wasted, with the resource and its returned sections front-loaded before the SOAP implementation note. The trailing 'SOAP GetBalanceSheet.' is marginal metadata but costs little.

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?

There is no output schema, so the enumeration of sections and lines is doing real work in telling the agent what comes back. Combined with full param coverage and read-only annotations, this is close to sufficient for a simple one-parameter reporting tool; only the absence of any cross-report routing guidance keeps it below 5.

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?

With schema description coverage at 100% and a single optional parameter, the schema already documents the yyyy-mm-dd format and the UTC-today default. The description only echoes 'at a date (default today)' and adds no format or edge-case meaning beyond that, so the baseline 3 applies.

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?

Names the specific resource (balance sheet) and enumerates the sections it returns (fixed assets, current assets, current liabilities, capital and reserves), which separates it clearly from siblings like get_profit_and_loss and get_trial_balance. There is no explicit verb, but the noun phrase plus 'at a date' makes the retrieval intent unambiguous.

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?

The description never states when to choose this report over the many adjacent financial reports in the sibling list (profit & loss, trial balance, aged debtors/creditors, KPIs). The only guidance-like content is the default-date note, which is a parameter default rather than usage direction.

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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