Trial balance report
kledo_report_trial_balanceTrial balance for a period. Kledo API: GET /reportings/trialBalance.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date_to | No | Period end (yyyy-mm-dd). | |
| date_from | No | Period start (yyyy-mm-dd). |
kledo_report_trial_balanceTrial balance for a period. Kledo API: GET /reportings/trialBalance.
| Name | Required | Description | Default |
|---|---|---|---|
| date_to | No | Period end (yyyy-mm-dd). | |
| date_from | No | Period start (yyyy-mm-dd). |
Changes observed during successful MCP inspections.
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
readOnlyHint=true already covers the safety profile, so the description carries a reduced burden, but it adds essentially nothing beyond the endpoint string. It doesn't say what the report contains, whether it includes accounts with zero balances, or how it is scoped.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two short sentences with no filler and the purpose front-loaded. Nothing is padded or redundant.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a two-parameter read-only report with full schema coverage, the definition is enough to call the tool, but with no output schema the description should hint at the shape of the returned report (account rows, debit/credit totals) and does not.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so both date parameters are fully documented in the schema; the description's 'for a period' adds only a notional mapping. Baseline 3 applies when the schema does the heavy lifting.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description states a specific verb-resource pair, 'Trial balance for a period,' which is concrete enough to know what the tool returns. It doesn't differentiate from sibling reports like kledo_report_balance_sheet or kledo_report_profit_loss, but the resource is named precisely.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance on when to choose this report over the other six report siblings. The only usage context is 'for a period,' which is implied by the date_from/date_to parameters anyway.
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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