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Get Financial Summary

get_financial_summary

Get a snapshot of your company's financial position: total assets across all accounts and year-to-date income and expenses.

Instructions

Return a snapshot of the company's financial position: total assets across all accounts, plus year-to-date income and expenses. Response includes a render field with tiered rendering guidance - check it before composing your reply.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
timezoneNoIANA timezone string (e.g. 'America/New_York'). When provided, the YTD start is computed in the user's local timezone rather than UTC. Affects ytdStart.
Behavior3/5

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

With no annotations, the description carries the full burden. It mentions a render field with tiered guidance, which adds behavioral context. However, it does not disclose side effects, auth requirements, or rate limits. The description is adequate but not thorough.

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?

The description is two sentences, front-loaded, and every sentence adds value. There is no fluff or repetition. It is an excellent example of concise documentation.

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 the simple one-parameter schema and no output schema, the description covers the main purpose and a key behavioral note about the render field. It could be more complete by explaining the render field's content or error scenarios, but it is largely sufficient.

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?

The input schema has 100% description coverage for the single parameter 'timezone'. The tool description does not add any extra meaning beyond the schema, so it meets the baseline expectation but does not exceed 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 returns a financial snapshot (total assets, YTD income/expenses). It is specific and informative, but does not differentiate from sibling tools like get_pl_report or get_dashboard, which could also provide financial data.

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 provided on when to use this tool versus alternatives or when not to use it. The description only explains what it does, not the context for its use.

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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