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finance_data_room_collation_packet

Collates finance data room packets by routing your objective through the domain-agent dispatcher, accepting free-text and optional structured inputs.

Instructions

Run the finance domain agent action data_room_collation_packet.

Routes through the platform's domain-agent dispatcher under your JWT, tenant, and company scope.

Args: message: Free-text objective for the action. inputs: Optional JSON string of structured inputs for the action.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
messageNo
inputsNo{}

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior2/5

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

With no annotations, the description carries the full burden of behavioral disclosure. It mentions authentication scope (JWT, tenant, company) but does not indicate whether the tool reads, creates, or modifies data, any side effects, or required permissions. The effect of the action is entirely opaque.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is short but includes implementation details about routing that are not immediately useful for an agent deciding to invoke the tool. It could be more concise and front-loaded with the actual purpose rather than the action name.

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

Completeness2/5

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

Despite the presence of an output schema, the description is incomplete for a complex packet-generation tool. It does not explain what a collation packet is, what inputs trigger specific behaviors, or how it differs from similar finance packet tools. The agent cannot infer the tool's capabilities from this description alone.

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 description adds basic meaning to both parameters: 'message' is described as a free-text objective, and 'inputs' as an optional JSON string of structured inputs. This is an improvement over the schema (which has no descriptions), but the descriptions remain vague and do not specify expected format or constraints.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose2/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description essentially restates the tool name ('Run the finance domain agent action data_room_collation_packet') without explaining what a data room collation packet is or what the action does. It fails to distinguish from sibling finance packet tools like finance_board_pack or finance_due_diligence_packet.

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. There is no mention of typical scenarios, prerequisites, or exclusions. The description only notes routing details, not usage context.

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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