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CryptoCultCurt

Appfolio MCP Server

get_cashflow_report

Retrieve cash flow report showing income and expenses for a given date range. Filter results by property, group, portfolio, or owner.

Instructions

Returns Cash Flow Details including income and expenses for given time period.

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
posted_on_fromYesStart date for the posting period (YYYY-MM-DD) - Required
posted_on_toYesEnd date for the posting period (YYYY-MM-DD) - Required
gl_account_map_idNoFilter by GL account map ID
exclude_suppressed_feesNoExclude suppressed fees ("0" or "1")
columnsNoSpecific columns to include
Behavior2/5

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

With no annotations, description carries full burden. It does not disclose read-only nature, data source, permissions needed, or behavior when no data matches. Only states output type.

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?

Single sentence is concise and front-loaded with verb. However, it is too brief missing important context. Not wasteful but leaves gaps.

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?

For a 10-parameter report tool with no output schema, description is incomplete. No explanation of return format, calculation logic, or what 'cash flow details' entail. Missing context for correct invocation.

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% with descriptions for all 10 parameters. Description adds only general statement about income/expenses, which does not enhance parameter understanding beyond schema. Baseline 3.

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 clearly states the tool returns Cash Flow Details including income and expenses for a given time period. It distinguishes from sibling 'get_cashflow_12_month_report' which is for 12-month period.

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 on when to use this tool versus the numerous sibling report tools (e.g., when to choose cashflow vs income statement). No context on prerequisites or typical use cases.

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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