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CryptoCultCurt

Appfolio MCP Server

get_property_source_tracking_report

Retrieve property source tracking reports by filtering properties, owners, portfolios, or groups with a date range. Use numeric IDs from directory reports for accurate results.

Instructions

Returns property source tracking report for the given filters. IMPORTANT: All ID parameters (owners_ids, properties_ids, etc.) must be numeric strings (e.g. '123'), NOT names. Use respective directory reports first to lookup IDs by name if needed.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
propertiesNoFilter results based on properties, groups, portfolios, or owners. All ID fields must be numeric strings, not names.
unit_visibilityNoFilter units by status. Defaults to "active"
received_on_fromYesThe start date for the reporting period based on received date (YYYY-MM-DD). Required.
received_on_toYesThe end date for the reporting period based on received date (YYYY-MM-DD). Required.
columnsNoArray of specific columns to include in the report
Behavior3/5

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

No annotations provided, so description must cover behavioral traits. It mentions required filters and ID constraints but lacks details on output format, pagination, or what happens with no results. Adequate but not comprehensive.

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?

Two sentences, no redundant information. Purpose is stated upfront, followed by a critical usage note. Highly efficient.

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?

Lacks description of the report's content, output format, or how to interpret results. No output schema. With many sibling report tools, more context is needed to enable proper selection and 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 descriptions already cover 100% of parameters. The description adds emphasis on numeric ID format but does not introduce new semantics beyond the schema. Baseline 3 is appropriate.

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 action ('Returns') and the resource ('property source tracking report'). However, it does not explain what the report tracks (e.g., source of leads), which could help distinguish it from sibling report tools.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides explicit guidance that ID parameters must be numeric strings and suggests using directory reports for ID lookup. Does not specify when to use vs. alternative reports, but the ID format warning is valuable.

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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