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KashFlow MCP by usefulapi

Get trial balance

kashflow_get_trial_balance
Read-only

The trial balance for a date range: every nominal code with debit, credit and balance. SOAP GetTrialBalance.

Input Schema

NameRequiredDescriptionDefault
limitNoHow many records to return (default 100, max 500).
offsetNoHow many records to skip (default 0), to get the next page.
end_dateYesEnd of the period, yyyy-mm-dd.
start_dateYesStart of the period, yyyy-mm-dd.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

B3.3/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false and openWorldHint=true, so safety is covered; the description adds the report's row contents and notes it is backed by the SOAP GetTrialBalance call. It does not disclose pagination behavior or that results are truncated by default, which matters since limit/offset exist with a default of 100 and max 500.

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 compact clauses: what the report contains first, then the backend source. Zero filler and front-loaded.

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?

With no output schema, the description helpfully names the returned columns (nominal code, debit, credit, balance), which is genuinely useful. However, for a report tool with paging parameters it omits that results are paginated and default-limited, so an agent could silently get an incomplete trial balance.

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%, with limit, offset and both dates fully documented in the schema, so the description correctly does no redundant work. It adds no meaning beyond the schema, which is the baseline-3 case.

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?

States a specific verb+resource ("The trial balance") and clarifies the shape of the result (every nominal code with debit, credit and balance). It doesn't explicitly differentiate from accounting-report siblings like get_balance_sheet or get_profit_and_loss, but the name and content make the distinction reasonably obvious.

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?

No guidance on when to choose this over sibling reports such as get_balance_sheet, get_profit_and_loss or list_nominal_codes, and no prerequisites or exclusions. The only usage hint is the implied date-range requirement, which the schema already enforces via required start_date/end_date.

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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