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CryptoCultCurt

Appfolio MCP Server

get_account_totals_report

Retrieve account totals for properties by applying filters like property visibility, IDs, and date range to generate a customized report.

Instructions

Returns account totals for given filters and date range.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
property_visibilityYesProperty visibility filter
properties_idsNoFilter by specific property IDs
property_groups_idsNoFilter by property group IDs
portfolios_idsNoFilter by portfolio IDs
owners_idsNoFilter by owner IDs
gl_account_idsNoGL account IDs1
posted_on_fromYesStart date (YYYY-MM-DD)
posted_on_toYesEnd date (YYYY-MM-DD)
columnsNoSpecific columns to include
Behavior2/5

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

No annotations exist, and the description only says 'Returns account totals.' It does not disclose behavioral traits such as read-only nature, aggregation logic, data scope (e.g., all accounts or filtered), or any side effects. The agent is left without understanding key behavioral aspects.

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 a single concise sentence with no fluff. However, it could be slightly more informative while still remaining efficient. It is front-loaded with the verb and resource.

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

Completeness2/5

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

The tool has 9 parameters, no output schema, and many siblings. The description fails to explain what account totals mean, how they are computed, or what the output contains, leaving the agent with an incomplete understanding.

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 coverage is 100%, so the description's mention of 'filters and date range' adds minimal value beyond the schema. The baseline of 3 is appropriate as the description does not enhance parameter understanding.

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 clearly states the tool returns account totals for filters and date range. However, it does not differentiate this report from the many sibling reports (e.g., get_trial_balance_by_property_report, get_chart_of_accounts_report) that may also return similar aggregated financial data.

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 is provided on when to use this tool over alternatives. Given the large set of sibling report tools, the agent has no criteria to select get_account_totals_report for a specific report-need.

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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