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finance-engines-mcp

finance-engines-mcp

by Cubiczan
OverviewSchemaSourceRelated ServersDiscussionsAdmin
TypeScript
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Close readiness

close_readiness

Assess financial close readiness by extracting ERP data, flagging stale inputs, and computing hours-to-close from freeze to sign-off. Identifies reconciliation gaps and double-handling issues to target problem areas before close.

Instructions

Inventory ERP extracts, flag stale inputs, report reconciliation coverage, and compute hours-to-close from freeze (or earliest extract) to sign-off or the supplied now. Does not mutate state. Pass precomputed exceptions or invoices to include STP / double-handling.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "close": "<close>"
    },
    "name": "close_readiness"
  }
}

Input Schema

NameRequiredDescriptionDefault
closeYesClose payload: period {label, period_end}, now (ISO), freeze_at, sources[], cutoffs[], reconciliations[], evidence[], invoices[], optional items/exceptions/signoff/trial_balance/config.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

A3.7/5.0
Behavior4/5

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

With no annotations provided, the description carries the burden, and it openly states 'Does not mutate state'. It also discloses a fallback behavior (earliest extract if freeze is absent), the use of `now` as an alternative endpoint, and stale-input handling via flagging rather than failing. It still omits output format and error semantics, so it is not a five.

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?

Two sentences cover outputs, side-effect safety, computation basis, and optional inputs with no filler. The density is good, though the first sentence's front-loaded phrasing is slightly ambiguous.

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

Completeness3/5

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

The input payload is a single complex nested object and there is no output schema, so the description is the main source of result-shape guidance; it explains the core computation and optional inclusions but does not define the return structure or clarify fields like config and trial_balance. Overall adequate but with clear gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The schema already describes the close payload at 100% coverage, so the baseline is 3. The description adds semantic value by linking freeze_at to the earliest-extract fallback, tying sign-off/now to the calculation endpoint, and explaining that precomputed exceptions/invoices enable STP/double-handling inclusion.

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 enumerates concrete deliverables: taking inventory of ERP extracts, flagging stale inputs, reporting reconciliation coverage, and computing hours-to-close from freeze or earliest extract to sign-off or now. It goes well beyond the title and gives enough specific behavior to distinguish this readiness assessment from invoice-audit or covenant siblings, though the opening phrase 'Inventory ERP extracts' is grammatically awkward.

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

Usage Guidelines3/5

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

It provides conditional input guidance ('Pass precomputed exceptions or invoices to include STP / double-handling') and states non-mutation, which implies it is safe to run. However, it never explicitly says when to choose close_readiness over five_day_close or other close-process tools, and it gives no exclusions or prerequisites.

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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