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Invio Xero MCP

get_xero_balance_sheet

get_xero_balance_sheet
Read-only

Balance Sheet report from Xero for the current organisation, as at a date. Read-only. columns gives the as-at period label(s); rows are flattened from Xero's nested section layout (section names the enclosing group, e.g. "Assets" or "Liabilities"; rowType "SummaryRow" marks a subtotal/total, not a line item). currency comes from this organisation's own Xero settings, never assumed - state it whenever relaying a figure from this report. If date was supplied, Xero reports the balance sheet as at the END OF THAT MONTH, not the exact day given - say "as at [end of month]", not the literal date requested. This organisation's financial year is NOT necessarily the calendar year (added 11 September 2026 - see lib/xero/financial-year.ts). financialYear in the result names the organisation's real financial year end and its exact current/previous dates, or says the year end is unknown. Never answer "this financial year", "last financial year", or "year to date" from the calendar year or the organisation's country - use financialYear's current.toDate (or previous.toDate) as date, and state the period you actually used when relaying a figure.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateNoAs-at date, YYYY-MM-DD. Xero reports this as at the END of the month containing this date, not the exact day. Omit for today.
organisationNoThe Xero organisation to use, by its display name. Only needed if this connection reaches more than one organisation - omit it when there is only one.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.5/5.0
Behavior5/5

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

The description goes far beyond the readOnlyHint annotation by explaining the flattened row structure, the meaning of SummaryRow, the organisation-specific currency behavior, the end-of-month reporting quirk, and the non-calendar financial-year caveat. This is rich behavioral disclosure that protects an agent from subtle misreporting.

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?

The description is long but dense, and every major sentence adds operational value. It is front-loaded with purpose and safety, followed by output semantics and date/financial-year caveats. A few phrases, like the implementation-file reference, could be trimmed, but there is no real waste.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With no output schema, the description compensates thoroughly by explaining result fields (columns, rows, rowType, currency, financialYear) and how to interpret them. It also addresses the most likely misunderstanding—calendar-year assumptions—making the tool safe to invoke and interpret without further probing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Although schema coverage is 100%, the description adds critical parameter meaning: date is interpreted as end-of-month, omitting date means today, and organisation is needed only for multi-organisation connections. It also connects the financialYear result field to parameter selection, which the schema alone does not convey.

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 opens with a precise statement: 'Balance Sheet report from Xero for the current organisation, as at a date.' It names the specific resource, the verb, and the temporal scope, and clearly distinguishes it from sibling financial-report tools like get_xero_profit_and_loss.

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 implies when to use the tool (when a balance sheet is requested as at a date) and clarifies its read-only nature, but it does not explicitly contrast it with alternative report tools or state when-not-to-use. There is useful operational guidance, but no explicit sibling-routing decision.

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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