billforward-mcp

get-customer-summary

Retrieve a consolidated 360-degree customer dashboard with account details, active subscriptions, credit balances, and recent invoice history for quick context before troubleshooting or churn analysis.

Instructions

Provides a 360-degree view of a customer. Combines account details, active subscriptions, credit balances, and recent invoice history into one compact dashboard. Use this for quick context before troubleshooting or churn analysis.

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": {
      "query": "<query>"
    },
    "name": "get-customer-summary"
  }
}

Input Schema

Name	Required	Description	Default
`query`	Yes	Email or Account ID (ACC-XXXX)

Schema Changelog

Changes observed during successful MCP inspections.

First observedv1.1.0Jul 1, 2026

TDQS

A4/5.0

Behavior3/5

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

No annotations are provided, so the description must carry the transparency burden. It indicates a read operation ('provides a view') but does not disclose authentication needs, data freshness, or any constraints. Adequate but could be improved.

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: the first describes the output, the second suggests use cases. No redundant information, front-loaded with key purpose.

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

Completeness4/5

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

Given no output schema, the description lists the combined data elements (account, subscriptions, credits, invoices). It provides usage context but omits details on output format, size limits, or pagination. Sufficient for a summary tool.

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 a single parameter 'query' and its description. The tool description adds no extra semantic value beyond the schema, so the baseline score of 3 is appropriate.

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 it provides a '360-degree view of a customer' combining account details, subscriptions, credit balances, and invoices. This distinguishes it from sibling tools like get-account or get-subscription, which focus on individual aspects.

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?

The description explicitly suggests using this tool for 'quick context before troubleshooting or churn analysis,' providing concrete scenarios. It implies not to use it for deep detail on a single entity, but does not name alternatives.

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