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Client overview

client_overview
Read-onlyIdempotent

Overview of the client's accounts: total spend in one currency; for accounts in different currencies also converted at NBU daily rates (spend_total_converted); conversions only as an indicative total.

Input Schema

NameRequiredDescriptionDefault
date_toNoPeriod end, YYYY-MM-DD, no later than yesterday; up to 31 days. Optional: by default yesterday (the account's time zone when known, otherwise UTC).
client_idYes
date_fromNoPeriod start, YYYY-MM-DD, a completed day. Optional: without dates the last 7 completed days are used (date_from = date_to − 6 days).

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed3 schema fields changed
    • changedInput schema / properties / date_from / description
      Previous value: -"Period start, YYYY-MM-DD, a completed day"New value: +"Period start, YYYY-MM-DD, a completed day. Optional: without dates the last 7 completed days are used (date_from = date_to − 6 days)."
    • changedInput schema / properties / date_to / description
      Previous value: -"Period end, YYYY-MM-DD, no later than yesterday; up to 31 days"New value: +"Period end, YYYY-MM-DD, no later than yesterday; up to 31 days. Optional: by default yesterday (the account's time zone when known, otherwise UTC)."
    • changedInput schema / required
      Previous value: -[
      -  "client_id",
      -  "date_from",
      -  "date_to"
      -]New value: +[
      +  "client_id"
      +]
  2. First observed

TDQS

B3.3/5.0
Behavior4/5

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

The annotations already declare read-only, idempotent, non-destructive, and open-world behavior. The description adds meaningful context beyond that: spend_total_converted uses NBU daily rates and is only an indicative converted total, which affects how the result should be interpreted. It does not discuss permissions or rate limits, so it is not a 5.

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 definition is one compact, front-loaded sentence that states the main result and immediately qualifies the currency conversion as indicative. It contains no redundant restatement of the title or annotations.

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?

For a read-only overview tool with no output schema, the description explains the main returned totals and the indicative-conversion caveat. However, it omits usage guidance and client_id semantics, leaving gaps for an agent deciding when and how to call it.

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

Parameters2/5

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

The schema documents date_from and date_to well, but client_id has no description, and the tool description does not explain it either. The description only mentions spend_total_converted, an output field, so it does not compensate for the remaining parameter-documentation gap at 67% schema coverage.

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?

The description states a specific resource and result: an overview of a client's accounts with total spend and currency-converted totals. It is clear enough to distinguish the broad purpose, but it never names sibling tools such as list_accounts, list_clients, or get_performance, so the boundary is left implicit.

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?

There is no when-to-use or when-not-to-use guidance, and no alternative tools are named. An agent must infer from the description alone whether this is better than list_accounts, list_clients, or get_performance.

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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