peoplesoft
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@peoplesoftList all active projects for business unit UCD"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
PeopleSoft MCP Server
A minimal Model Context Protocol (MCP) server, built as a worked example of how an MCP server is constructed. It exposes a local SQLite contracts/billing database (PROJECT, CA_DETAIL, CA_BILL_PLAN) through a small set of tools, ranging from generic schema introspection to purpose-built semantic queries.
Features
Schema introspection tools — discover tables and columns without any prior knowledge of the schema
Semantic tools — purpose-built queries for the contracts/billing domain (projects, contract lines, bill plans)
Direct SQL tool — an escape hatch for arbitrary queries once the schema is known
Direct database access via Python's stdlib
sqlite3, wrapped inasyncio.to_threadfor async compatibility
Related MCP server: MySQL MCP Server
Quick Start
Prerequisites
Python 3.11+
uv package manager (recommended)
Installation
# Clone the repository
git clone <repo-url>
cd peoplesoft-mcp
# Install dependencies
uv sync
# Create finstg.db and load static data
uv run create_db.pyConfiguration
Copy the example environment file:
cp .env.example .envEdit
.envif you want to point at a different SQLite file (defaults tofinstg.dbin the repo root):
SQLITE_DB_PATH=finstg.dbCopy
.cursor/mcp.json.exampleto.cursor/mcp.jsonand update the path to your installation.
Running the Server
uv run peoplesoft_server.pyCursor IDE Integration
The MCP config (.cursor/mcp.json, copied from .cursor/mcp.json.example) should look like:
{
"mcpServers": {
"peoplesoft": {
"command": "uv",
"args": [
"--directory",
"/path/to/mcp_ps/",
"run",
"peoplesoft_server.py"
]
}
}
}Available Tools
Schema Introspection (2 tools)
Tool | Description |
| List tables in the local database, optionally filtered by name |
| Get table structure (columns, types, primary keys) |
Contracts & Billing Module (4 tools)
Tool | Description |
| List projects, filterable by business unit/status/type |
| Get a project plus its contract lines and bill plans |
| List contract detail lines with their bill plan info |
| Get bill plan details for a specific contract line |
Billing Analysis (2 tools)
Tool | Description |
| Check each project's contract line(s), bill plan, bill plan type, and effective statuses, to spot billing setup problems |
| Summarize undistributed cost-reimbursable billable transactions (sums, counts, date range) per project |
Direct Query (1 tool)
Tool | Description |
| Execute custom SQL queries against the local database |
Project Structure
peoplesoft-mcp/
├── peoplesoft_server.py # Main MCP server entry point
├── db.py # SQLite connection management
├── create_db.py # Creates finstg.db and loads data/*.csv
├── db_structure.txt # Schema definition source for create_db.py
├── data/ # Static CSV data loaded into finstg.db
│ ├── project.csv
│ ├── ca_detail.csv
│ ├── ca_bill_plan.csv
│ └── proj_resource.csv
├── finstg.db # Local SQLite database (generated)
├── tools/ # Semantic tool modules
│ ├── introspection.py # Schema discovery tools
│ ├── contracts.py # Contracts/billing tools
│ └── billing.py # Billing setup & cost-reimbursable analysis tools
├── tests/ # Test suite
│ └── test_contracts.py
└── pyproject.toml # Project configurationRunning Tests
uv run pytest tests/ -v -sExample Queries
"List all active projects for business unit UCD"
"What contract lines and bill plans belong to project 25B1111?"
"What's the bill plan status for contract FAKE4 line 2?"
"What tables and columns are in finstg.db?"
Development
Adding New Tools
Create a new module in
tools/or add to an existing moduleDefine async functions that use
db.execute_query()Add a
register_tools(mcp)functionImport and register in
peoplesoft_server.py
License
MIT
Changelog
v0.3.0 (2026-07-15)
Removed the legacy PeopleSoft HCM Oracle tool modules (
hr.py,payroll.py,benefits.py,performance.py,peopletools.py), their docs, their gated/skipped tests, and the Cursor agent/skill configs built around themRemoved the 4 MCP resources that served the now-deleted Oracle-schema documentation
Repurposed the repo as a standalone worked example of MCP server construction (schema introspection + semantic tools + direct-SQL escape hatch) over a local SQLite database
v0.2.x (2026-03-02 – earlier)
Replaced Oracle (
oracledb) backend with a local SQLite database (finstg.db)Rewrote schema introspection to use SQLite's own metadata (
sqlite_master,PRAGMA table_info)Added
tools/contracts.pywith semantic tools for the localPROJECT/CA_DETAIL/CA_BILL_PLANschema
Available Tools
9 toolscheck_project_billing_setupB
Check how projects are set up for billing: each project's contract
line(s), bill plan, bill plan type, and the effective statuses of
the project, contract line, and bill plan.
Use this to spot setup problems, e.g. an active project tied to an
inactive bill plan, or a contract line with no bill plan at all.
:param business_unit: Optional business unit code (e.g., 'UCD', 'UCB')
:param contract_num: Optional contract number
:param project_id: Optional project ID
:return: List of project/contract/bill-plan rows with effective statuses
| Name | Required | Description | Default |
|---|---|---|---|
| project_id | No | ||
| contract_num | No | ||
| business_unit | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden for behavioral disclosure. The description indicates this is a read/audit operation and states the return type (list of rows with effective statuses), but it doesn't disclose whether all parameters are ANDed or ORed, whether omitting all filters returns everything, performance implications of cross-referencing multiple tables, or any required permissions. Given zero annotation coverage, this is thin.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The multiline structure with a clear opening statement, a uses section, and a params/returns section is well-organized and reasonably concise. Every sentence adds value - the examples in the uses section are particularly helpful. It could be slightly tighter but is well-structured for its content.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
This is a moderately complex cross-referencing tool (projects × contracts × bill plans × statuses) with no output schema and no annotations. The description covers the input semantics and return shape at a high level, but given the tool's complexity and the presence of sibling tools with overlapping concerns (get_bill_plan, get_project_contracts), it doesn't fully clarify how results aggregate or how filters narrow the result set.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate. It lists the three parameters with brief inline examples ('UCD', 'UCB' for business_unit) but doesn't explain how filters compose (are they combined with AND?), whether they're mutually exclusive, or how to specify a project (ID format). The parameter names themselves are self-explanatory, but the description adds minimal meaning beyond their names.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool checks how projects are set up for billing, enumerating the specific elements examined (contract lines, bill plan, bill plan type, effective statuses). It's specific about the resource (projects' billing setup) and gives concrete examples for what it's used for, though it doesn't explicitly distinguish from siblings like get_bill_plan or get_project_contracts.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives an explicit when-to-use purpose: 'Use this to spot setup problems' with concrete examples (active project tied to inactive bill plan, contract line with no bill plan). It doesn't explicitly state when NOT to use alternatives, but the diagnostic/audit framing differentiates it from the more targeted sibling tools like get_bill_plan.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
cost_reimbursable_billable_transactionsA
Summarize undistributed cost-reimbursable billable transactions
(PROJ_RESOURCE rows with ANALYSIS_TYPE = 'BIL' and
BI_DISTRIB_STATUS = 'N', i.e. billable but not yet distributed).
For each project, returns the summed BIL amount and the earliest/
latest accounting date in the matched transactions.
:param business_unit: Optional business unit code (e.g., 'UCD', 'UCB')
:param project_id: Optional project ID
:param begin_dt: Optional accounting date lower bound, inclusive (YYYY-MM-DD)
:param end_dt: Optional accounting date upper bound, inclusive (YYYY-MM-DD)
:return: Per-project sums of billable amounts with min/max accounting dates
| Name | Required | Description | Default |
|---|---|---|---|
| end_dt | No | ||
| begin_dt | No | ||
| project_id | No | ||
| business_unit | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries full burden. It clearly states this is a summarization (read/aggregate) operation returning summed amounts and date ranges, which is useful behavioral context. However, it doesn't disclose potential pagination/limits, whether zero-result projects are excluded, or any access/permission requirements. For a summarization tool that is inherently non-destructive, the described behavior is reasonably transparent, but it could specify more about filtering semantics and aggregate output details.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is well-structured and front-loaded: purpose is stated in the first line, then the WHERE criteria, then the aggregation behavior, then the params doc. The parameter section is useful but somewhat verbose - the Python docstring formatting adds lines without much new info beyond the schema titles. It's efficient and free of fluff.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
No output schema exists, so the description must explain return values, and it does: 'Per-project sums of billable amounts with min/max accounting dates.' The filter criteria (ANALYSIS_TYPE='BIL', BI_DISTRIB_STATUS='N') are fully documented, and the four parameters are each described with types and formats (e.g., YYYY-MM-DD). For a 4-param summarization tool with no annotations or output schema, this is quite complete. Minor gaps: doesn't describe the exact output structure (field names) or whether it returns zero rows or excludes unmatched projects.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description MUST compensate, and it does excellently. Each of the four parameters gets a clear explanation including their types, optionality, meaning (business unit code, project ID, accounting date bounds), and date format (inclusive, YYYY-MM-DD). The description adds meaning beyond the schema's bare null/default defaults, making all filter parameters actionable and self-documenting.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The opening line is a specific verb+resource: 'Summarize undistributed cost-reimbursable billable transactions.' The first sentence precisely scopes what qualifies (PROJ_RESOURCE rows with ANALYSIS_TYPE='BIL' and BI_DISTRIB_STATUS='N') and what the output is (per-project summed BIL amounts and min/max accounting dates). This clearly distinguishes it from the sibling tools (e.g., get_bill_plan, list_contracts, check_project_billing_setup) which operate on different concepts.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description clearly explains what the tool does and the filter semantics, which implies when to use it (when you need undistributed billable transaction summaries by project). However, it provides no explicit exclusions or alternatives relative to siblings—there's no statement like 'for distributed transactions use X' or 'for detailed line items use Y.' Given the sibling set includes billing-related tools like get_bill_plan and check_project_billing_setup, explicit differentiation would help agents pick correctly.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
describe_tableA
Get the structure of a table including all columns, their types,
and whether they're part of the primary key.
Use this tool to understand what fields are available in a table
before writing queries against it.
:param table_name: The table name (e.g., 'PROJECT', 'CA_DETAIL', 'CA_BILL_PLAN')
:return: List of columns with their properties
| Name | Required | Description | Default |
|---|---|---|---|
| table_name | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries full burden. It discloses the return type (list of columns with properties) which is helpful. However, it doesn't specify whether the operation is read-only, whether it requires schema access permissions, or how tables without descriptions are handled. Non-destructive nature is implied but not stated.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Well-structured with a docstring format: clear purpose statement, usage context, and parameter documentation. Slightly verbose with the param and return annotations, but each sentence adds value. Compactly conveys the essential information.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a single-parameter introspection tool with no nested objects and no output schema, the description is reasonably complete. It explains what's returned (columns, types, primary key) and when to use it. Could benefit from noting what happens with invalid table names or a note that it's a metadata-only operation, but these are minor gaps for a tool of this simplicity.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate. It provides examples of valid table names ('PROJECT', 'CA_DETAIL', 'CA_BILL_PLAN'), giving concrete guidance. With only 1 parameter at low coverage, the examples help but don't fully replace schema documentation of the expected format or valid values.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Describes exactly what it does: retrieves the structure of a table including all columns, types, and primary key membership. Clear verb+resource+details. Distinguishes from siblings like query_peoplesoft_db (executes queries) and list_tables (lists tables, not their structure).
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
States when to use: 'before writing queries against it' to understand available fields. Provides clear context for use, though it doesn't explicitly name alternative tools for when NOT to use it. The guidance is actionable even if not exhaustive.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_bill_planC
Get the bill plan details for a specific contract line.
:param business_unit: Business unit code (e.g., 'UCD', 'UCB')
:param contract_num: Contract number
:param contract_line_num: Contract line number
:return: Bill plan details for the contract line
| Name | Required | Description | Default |
|---|---|---|---|
| contract_num | Yes | ||
| business_unit | Yes | ||
| contract_line_num | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden of behavioral disclosure. The description says it 'gets' details but doesn't state the return format, whether it's read-only, failure modes when the contract line doesn't exist, or any pagination/limitations. For a retrieval tool with zero annotation coverage, it should disclose more about behavior beyond the mere action.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is compact and has a clear structure with param docs laid out in a docstring format. It's front-loaded with the purpose statement. The param descriptions are very short but readable. No fluff or wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a tool with no output schema, no annotations, and three undocumented parameters (0% schema coverage), the description is thin. It doesn't describe the returned bill plan data shape, how it relates to billing setup tools (check_project_billing_setup), or edge cases. Given the tool sits among richer billing-related siblings, more context would help an agent differentiate and use it correctly.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate for the undocumented parameters. While it gives terse one-line hints for each param (e.g., 'Business unit code (e.g., 'UCD', 'UCB')'), these are minimal and don't add meaningful formatting or semantic detail beyond what the parameter names already imply. The contract_num and contract_line_num hints are near-tautological.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description states a specific verb+resource: 'Get the bill plan details for a specific contract line.' This clearly identifies the resource scope (a contract line) and distinguishes it from siblings like list_contracts or get_project_contracts. It loses a point because it doesn't clarify how this differs from the general query_peoplesoft_db or list_contracts tools.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
There is no guidance on when to use this tool vs alternatives like query_peoplesoft_db or list_contracts. The description provides no context about why one would choose this specific tool over the broader database query tool or other sibling tools. No exclusions or alternative references are given.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_project_contractsA
Get a project along with all contract lines and bill plans tied to it.
This is the primary tool for understanding a project's full billing
picture: the project record, its contract detail lines (CA_DETAIL),
and each line's bill plan (CA_BILL_PLAN).
:param business_unit: Business unit code (e.g., 'UCD', 'UCB')
:param project_id: The project ID
:return: Project details with related contract lines and bill plans
| Name | Required | Description | Default |
|---|---|---|---|
| project_id | Yes | ||
| business_unit | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations provided, the description carries the full burden of disclosure. It states the return shape ('project record, contract detail lines, bill plan') and references internal table names (CA_DETAIL, CA_BILL_PLAN), providing useful behavioral context about what data relationships are traversed. It doesn't describe pagination or what happens when there are many bills, but for a retrieval tool the return-structure framing is a meaningful transparency contribution.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is well-structured with a clear opening sentence, a purpose paragraph, and a docstring-style parameter listing. It's appropriately sized — not verbose, each sentence adds context. The formatting is clean and scannable. Minor deduction for the docstring boilerplate not being stripped, but it's efficient overall.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With no output schema and no annotations, the description must convey the return structure, which it does (project record, contract lines, bill plans with table names). For a 2-param read tool with a clear scope, this is reasonably complete. It doesn't discuss error cases or edge conditions, but the core purpose and data relationships are sufficiently documented for agent selection.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate. The docstring explains business_unit as 'Business unit code (e.g., 'UCD', 'UCB')' with concrete examples, and project_id as 'The project ID.' This adds some value beyond the bare schema (which has no descriptions), though 'The project ID' is thin and the two params are not deeply characterized. Basline for 0% coverage would be low, so the examples help, but there's limited enrichment.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Description clearly states the verb+resource: "Get a project along with all contract lines and bill plans tied to it." It names the specific tables (CA_DETAIL, CA_BILL_PLAN) and the broader goal (understanding full billing picture). However, it's not fully distinguished from siblings like get_bill_plan or list_contracts — the relationship to them is implied but not explicit.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description identifies this as 'the primary tool for understanding a project's full billing picture,' which conveys a primary-use context. However, it doesn't explicitly state when NOT to use it or name alternative tools (e.g., when only a single bill plan is needed, use get_bill_plan). The guidance is implied through the 'primary tool' framing rather than explicit exclusions.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
list_contractsB
List contract detail lines, optionally filtered by business unit,
contract number, or effective status. Each line includes its
associated bill plan type/status.
:param business_unit: Optional business unit code (e.g., 'UCD', 'UCB')
:param contract_num: Optional contract number
:param eff_status: Optional contract line effective status ('A' = Active, 'I' = Inactive)
:return: List of matching contract lines with bill plan info
| Name | Required | Description | Default |
|---|---|---|---|
| eff_status | No | ||
| contract_num | No | ||
| business_unit | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations provided, the description carries the full burden of behavioral disclosure. It mentions each line includes bill plan type/status, which is helpful, but doesn't disclose aspects like whether unfiltered calls return large result sets, pagination behavior, read-only safety, or field presentation differences from query_peoplesoft_db. For a database-facing listing tool with zero annotations, more behavioral context is expected.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description uses a leading one-sentence summary followed by per-parameter doc lines, which is a clean, front-loaded structure. There is minimal redundancy between the summary and the parameter list. It earns a 4 rather than 5 because the docstring-style parameter layout is slightly verbose compared to a compact inline style.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
The tool has 3 optional parameters, no output schema, and zero annotations, so the description carries substantial responsibility. It covers all parameters with examples and returns basic return info ('List of matching contract lines with bill plan info'). However, it doesn't mention result ordering, potential large result sets for unfiltered calls, or how this interacts with sibling query tools like query_peoplesoft_db. Adequate but with room to strengthen.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must fully compensate. It does so well: each parameter is described with its semantics (business unit code, contract number, effective status) and enum-like value meanings are explained ('A' = Active, 'I' = Inactive). The description also adds the important detail that each line includes bill plan type/status, going beyond what the schema conveys.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states 'List contract detail lines' and enumerates the optional filters (business unit, contract number, effective status). It distinguishes the tool's scope from siblings that deal with projects and bill plans, though it doesn't explicitly name alternatives. The verb 'list' with specific resource 'contract detail lines' plus filter options gives solid purpose clarity.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies the tool is a filtered listing tool by naming each filter parameter and providing example values ('UCD', 'UCB', 'A' = Active, 'I' = Inactive). However, it doesn't explicitly state when to prefer this over siblings like get_project_contracts or query_peoplesoft_db, nor does it note whether it complements those tools for different use cases.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
list_projectsB
List projects, optionally filtered by business unit, effective status,
or project type.
:param business_unit: Optional business unit code (e.g., 'UCD', 'UCB')
:param eff_status: Optional effective status ('A' = Active, 'I' = Inactive)
:param project_type: Optional project type code
:return: List of matching projects
| Name | Required | Description | Default |
|---|---|---|---|
| eff_status | No | ||
| project_type | No | ||
| business_unit | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden of behavioral disclosure. The description doesn't mention whether this is a read-only operation (implies so but doesn't state it), authentication requirements, pagination behavior, result limits, or what the return format looks like beyond 'List of matching projects'. For a listing tool that likely queries a database, there's no disclosure about data freshness, access controls, or error behavior.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is reasonably concise with a one-line summary followed by compact parameter documentation. Each parameter has a focused one-line entry. However, the return statement is thin, and the docstring-style formatting could be tightened. Slight redundancy between the description line and the parameter list could be trimmed.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With no annotations, no output schema, and 0% schema coverage, the description needs to be comprehensive. It covers the core purpose and parameters adequately but is thin on return value details, call semantics, and edge cases. Given the sibling tools (query_peoplesoft_db, describe_table) suggest this is a database-backed tool, more behavioral context would be expected for full completeness.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema description coverage is 0%, meaning the description is the only source of parameter documentation. The description does explain each parameter inline (business_unit code examples, eff_status meaning of 'A'/'I', project_type as a code). However, project_type lacks concrete examples and there's no guidance on valid values or format expectations beyond the brief inline descriptions.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool lists projects with optional filtering by business unit, effective status, or project type. It uses a specific verb+resource pattern and distinguishes itself from siblings like list_contracts and list_tables. However, it doesn't explicitly differentiate from get_project_contracts which might overlap in purpose.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies usage context ('List projects, optionally filtered') but doesn't explicitly state when to use this tool versus alternatives like get_project_contracts or query_peoplesoft_db. It explains what filters are available but doesn't provide guidance on when this tool is preferable to siblings.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
list_tablesA
List tables available in the local database, optionally filtered by
a name pattern.
Use this tool FIRST to discover what tables exist before writing queries.
:param pattern: Optional substring to filter table names (case-insensitive)
:return: List of matching tables
| Name | Required | Description | Default |
|---|---|---|---|
| pattern | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries full behavioral disclosure burden. It states listing is read-only implicitly but doesn't explicitly confirm non-destructive behavior. It doesn't mention whether results are sorted, limited, whether the pattern matches against fully qualified names, or what happens with zero matches (empty list vs error). For a discovery tool, these details would help.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is compact and well-structured: a one-sentence purpose, a clear usage directive, and a concise param table. Every line earns its place with no fluff. Front-loaded with the core purpose statement before the guidance.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple discovery tool with 1 optional parameter and no output schema, the description is quite complete. It covers purpose, when to use, the parameter semantics, and return type. The main gap is lack of explicit safety confirmation (read-only) and example usage, but for this tool's simplicity, the coverage is strong.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate for the single 'pattern' parameter. The description explains 'Optional substring to filter table names (case-insensitive)' which adds genuine meaning — declaring it case-insensitive and a substring match is valuable. This does add semantics beyond the bare schema (which only specifies type string/null and default null). A 3 is appropriate since it covers the only parameter well.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states what the tool does: 'List tables available in the local database, optionally filtered by a name pattern.' The verb 'List' is specific, the resource 'tables' in the local database is explicit, and the optional pattern filtering is mentioned. It also distinguishes itself from siblings like query_peoplesoft_db (which queries data) and describe_table (which describes a table's structure).
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explicitly instructs to 'Use this tool FIRST to discover what tables exist before writing queries.' This is clear usage context for when to invoke it. However, it doesn't explicitly state when NOT to use it or name alternatives (e.g., describe_table for schema details), though the position is implied by sequencing guidance.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
query_peoplesoft_dbB
Query the local SQLite database directly.
When working with this database, follow these guidelines in order:
1. FIRST, discover what tables exist:
- Use: list_tables()
- Currently available: PROJECT, CA_DETAIL, CA_BILL_PLAN
2. SECOND, check the structure of a table before querying it:
- Use: describe_table('PROJECT')
- This shows all columns, their types, and which are primary keys
3. FINALLY, write your query using the discovered structure
- Use '?' placeholders for parameters (not Oracle-style ':1')
- Example: SELECT * FROM PROJECT WHERE BUSINESS_UNIT = ?
AVAILABLE RESOURCES:
- Use list_tables() to discover tables
- Use describe_table() to get table structure
- Use list_projects(), get_project_contracts(), list_contracts(), get_bill_plan()
for semantic access to the contracts/billing schema
:param sql_query: SQL query to execute (e.g., SELECT * FROM PROJECT WHERE BUSINESS_UNIT = ?)
:param parameters: List of query parameters (optional)
:return: A dictionary containing query results or an error message
| Name | Required | Description | Default |
|---|---|---|---|
| sql_query | Yes | ||
| parameters | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden of behavioral disclosure. It does convey the query mechanics (SQLite '?' placeholders not Oracle-style), which is useful. However, it gives no indication of whether this is a read-only operation, whether it modifies data, what the return structure looks like, or error handling behavior. It also names helper functions (list_tables, describe_table) as if they're usable within this tool, which could be confusing about actual callable behavior.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is reasonably structured with numbered steps and clear sections (AVAILABLE RESOURCES, then param docs). However, it's somewhat verbose—the AVAILABLE RESOURCES section largely repeats information from the sibling tool names already visible, and the helper-function references (list_tables(), describe_table()) are ambiguous since those are sibling tools, not necessarily callable functions. The front-loaded workflow section is the strongest part; the redundancy at the end is padding.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a raw SQL query tool with no output schema and no annotations, the description handles the critical workflow (discover→describe→query) and SQLite-specific syntax well. However, it lacks detail on output format (return dictionary structure), error behavior, and safety profile. The mention of semantic alternative tools helps agents choose the right path but the behavioral gaps keep this from being fully complete.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate. It does explain the sql_query parameter with a SQL example (SELECT * FROM PROJECT WHERE BUSINESS_UNIT = ?) and mentions the parameters parameter as 'List of query parameters (optional)'. However, this is minimal—it doesn't explain how the parameters list maps to the ? placeholders in detail, whether they support type conversion, or the expected format of the return dictionary. It adds some value but leaves significant gaps.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool queries the local SQLite database directly with a specific verb+resource ('Query... database directly'). It doesn't fully distinguish from siblings like list_projects or get_project_contracts, but it frames itself as a raw/low-level access layer while the siblings are semantic accessors, which is reasonable differentiation.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Excellent usage guidance. The description provides a numbered workflow: discover tables first, describe structure second, then query. It explicitly names alternative tools (list_tables, describe_table, and the semantic accessors like list_projects) and frames the raw query tool as appropriate for low-level access, distinguishing when to use it versus siblings.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
TDQS
Most tools have clearly distinct purposes: describe_table/list_tables are schema introspection, query_peoplesoft_db is raw SQL, and the rest are semantic domain queries. However, check_project_billing_setup overlaps somewhat with get_project_contracts and list_contracts in coverage of the project/contract/bill-plan relationship, and the schema-inspection tools (describe_table, list_tables) somewhat duplicate what the semantic tools already encapsulate.
Naming follows a mostly consistent verb_noun pattern: describe_table, list_tables, list_projects, list_contracts, get_project_contracts, get_bill_plan. Minor deviations exist such as query_peoplesoft_db, check_project_billing_setup, and the verbose cost_reimbursable_billable_transactions, which break the tight verb_noun convention but are still readable and descriptive.
9 tools is within the well-scoped 3-15 range. The count is reasonable for a PeopleSoft contracts/billing domain, though there is some redundancy—the low-level SQL/schema tools (describe_table, list_tables, query_peoplesoft_db) plus the four semantic getters make the surface feel slightly overlapping rather than lean.
The read-side surface is well covered: projects, contract lines, bill plans, billing setup diagnostics, and billable transaction summaries are all represented. However, the server is entirely read-only—there are no create/update/delete operations for any resource, which is acceptable for a query/data-analysis server but means lifecycle coverage is intentionally partial rather than complete.
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