Skip to main content
Glama
CryptoCultCurt

Appfolio MCP Server

get_trial_balance_by_property_report

Generate a trial balance report by property, filtering by date range, property status, and GL account to analyze financial balances.

Instructions

Generates a trial balance report by property.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
property_visibilityNoFilter properties by status. Defaults to "active"active
propertiesNoFilter results based on properties, groups, portfolios, or owners
posted_on_fromYesRequired. The start date for the reporting period (YYYY-MM-DD).
posted_on_toYesRequired. The end date for the reporting period (YYYY-MM-DD).
gl_account_map_idNoOptional. Filter by a specific GL Account Map ID.
columnsNoArray of specific columns to include in the report
Behavior2/5

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

No annotations provided, and the description only states it generates a report. Does not disclose whether the operation is read-only, required permissions, or any side effects, which is critical for a data retrieval tool.

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 that front-loads the core function. However, it sacrifices necessary detail for brevity, making it somewhat underspecified.

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?

With 6 parameters, nested objects, and no output schema, the description is insufficient. It does not explain the report's content, format, or how to interpret results, leaving significant gaps for the agent.

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 each parameter is already described. The description adds no additional meaning beyond stating the tool's function, meeting baseline but not exceeding it.

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 generates a trial balance report by property, which is specific. However, it does not differentiate from sibling report tools like get_balance_sheet_report, relying on the name for distinction.

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 alternative report tools. Lacks context on prerequisites, use cases, or exclusions, leaving the agent to infer from the name alone.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/CryptoCultCurt/appfolio-mcp-server'

If you have feedback or need assistance with the MCP directory API, please join our Discord server