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Python
Remote

xero_bank_summary_report

Read-onlyIdempotent

Need an overview of Xero bank activity? Retrieve a bank summary report that consolidates balances and transactions for financial review.

Instructions

Xero connector operation bank_summary_report (platform tool xero.bank_summary_report).

Routes only through the exact project/account governed connector authority.

Args: arguments: JSON string of arguments for the connector operation. project_id: Authenticated Project UUID. project_ref: Exact project correlation reference. connector_account_ref: Project-bound connector account alias. idempotency_key: Stable business-action identity. effect: Required and must be read; Spring verifies it. approval_ref: Approved platform task UUID when resuming a write.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
effectYes
argumentsNo{}
project_idNo
project_refNo
approval_refNo
idempotency_keyNo
connector_account_refNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed7 schema fields changedv0.1.1
    • addedInput schema / properties / approval_ref
      Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "default": null,
+  "title": "Approval Ref"
+}
    • addedInput schema / properties / connector_account_ref
      Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "default": null,
+  "title": "Connector Account Ref"
+}
    • addedInput schema / properties / effect
      Added value: +{
+  "const": "read",
+  "title": "Effect",
+  "type": "string"
+}
    • addedInput schema / properties / idempotency_key
      Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "default": null,
+  "title": "Idempotency Key"
+}
    • addedInput schema / properties / project_id
      Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "default": null,
+  "title": "Project Id"
+}
    • addedInput schema / properties / project_ref
      Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "default": null,
+  "title": "Project Ref"
+}
    • addedInput schema / required
      Added value: +[
+  "effect"
+]
  2. First observedv0.1.0

TDQS

C2.6/5.0
Behavior3/5

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

The annotations already declare readOnlyHint, idempotentHint, and non-destructive behavior, so the description does not need to carry the full safety burden. It adds useful governance context about routing through the governed connector authority and that Spring verifies the effect is read. However, the approval_ref line mentioning 'resuming a write' is confusing in a tool whose effect is constrained to 'read' and adds noise rather than clarity.

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 compact and organized as an Args list with no filler or redundant prose. The routing statement and parameter list each carry information. It loses a point for opening with a near-tautological statement instead of a concrete action-oriented purpose, but overall it is appropriately sized for a wrapper tool.

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?

An agent cannot confidently invoke this tool because the actual contents of the 'arguments' JSON string are unspecified, and there is no guidance distinguishing this report from the many other xero_* report siblings. An output schema exists, so return format is less critical, but input construction and use-case context are missing. This is a substantial gap for correct invocation.

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 description coverage is 0%, so the description must compensate, and it does provide one-line meanings for all seven parameters. However, the critical 'arguments' parameter is only described as 'JSON string of arguments for the connector operation,' which is tautological and offers no information about what report filters, dates, or fields the agent should include. The other parameter descriptions are generic but at least clarify routing, idempotency, and approval fields.

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 only restates the operation name and platform tool name without any verb, explanation of what a bank summary report contains, or what the operation returns. It reads as a tautology for the tool name rather than a purpose statement, leaving the agent to infer the behavior from the name alone.

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 for when to use this tool versus alternative Xero report tools such as xero_cash_flow_report, xero_budget_summary_report, or xero_aged_receivable_report. The routing constraint is governance-focused, not selection guidance, and there is no mention of when not to use it or what kind of request should go elsewhere.

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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