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Eqvitta

Eqvitta Accounting MCP Server

by Eqvitta

get_trial_balance

Get a full trial balance snapshot for a company on a specific date, with accounts, group hierarchy, and debit/credit/net balances. Filter by asset, liability, income, or expense sections.

Instructions

Get full official Trial Balance snapshot for a company as on a specific date, with accounts, group hierarchy, debit, credit, and net balances.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax accounts to return (default 100)
as_on_dateNoAs on date (YYYY-MM-DD, defaults to current date)
company_idYes
fs_sectionNoFilter section: Assets, Liabilities, Incomes, Expenses (optional)

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.0.1

TDQS

B3.4/5.0
Behavior3/5

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

With no annotations, the description carries the behavioral burden. It conveys that this is a read-only snapshot scoped to a company and date, and describes the result contents. However, it does not disclose defaults (e.g., as_on_date defaulting to current date, limit defaulting to 100), pagination, or response packaging.

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 sentence that front-loads the verb and resource and packs in the key output dimensions. It is efficient and easy to scan, though 'full official' is slightly redundant and the content could be organized more explicitly.

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?

For a read-only tool with four parameters and no output schema, the description provides the core invocation context: what is returned, for whom, and as of when. It is incomplete regarding sibling-tool differentiation, defaults, limits, and pagination behavior, making it adequate but not comprehensive.

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 limit, as_on_date, and fs_section, and the description reinforces their accounting context by referencing group hierarchy and balance fields. company_id has no schema description, but its role is reasonably inferable from 'for a company'. The description adds some meaning without needing to repeat parameter syntax.

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 names a specific verb and resource: 'Get full official Trial Balance snapshot for a company as on a specific date', and enumerates output content (accounts, group hierarchy, debit, credit, net balances). This clearly differentiates it from sibling tools like get_ledger_balance or get_financial_statements.

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 given on when to choose this tool over alternatives such as get_financial_statements, get_ledger_balance, or search_ledgers. An agent is left to infer the selection criteria from the tool name and description alone.

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