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AccountantInc

KikoBooks MCP Server

get_profit_and_loss

Track monthly profitability by retrieving read-only profit and loss trends with revenue, expenses, and net profit for a chosen number of months.

Instructions

Get the monthly profit & loss (income statement) trend — revenue, expenses, and net profit per month. Read-only. Use trendPeriods to control how many months.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
trendPeriodsNoNumber of monthly periods to return (default: 12)

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.2.9

TDQS

A3.6/5.0
Behavior3/5

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

With no annotations provided, the description carries the burden, and it does declare 'Read-only', which is valuable safety context. It stops there: no mention of permission requirements, rate limits, or behavior when trendPeriods is large. Partial disclosure earns a 3.

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?

Three short clauses, all front-loaded: the resource and trend granularity come first, the read-only note second, the parameter pointer last. No filler sentences.

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?

With no output schema, the description usefully describes the return shape (monthly revenue, expenses, net profit), and there is only one optional parameter. The main gap is the absent routing guidance against sibling report tools, but functionally an agent has enough to call it correctly.

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 a single optional parameter, so the schema already documents trendPeriods fully including the default of 12. The description's 'control how many months' restates this without adding format or limit details. Baseline 3 applies.

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?

States a specific verb and resource (monthly profit & loss / income statement trend) and enumerates the content returned — revenue, expenses, net profit per month. This distinguishes it clearly from sibling financial reports like get_income_by_category and get_trial_balance without needing to name them.

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 when-to-use or when-not-to-use guidance is given, and no alternative report tool is named (e.g. when to prefer this over get_income_by_category or get_expense_by_category). The only directive — 'Use trendPeriods to control how many months' — is parameter usage, not tool selection.

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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