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xero_budget_summary_report

Read-onlyIdempotent

Retrieve a Xero budget summary report from your connected account. Use it to review budget balances, spending, and variances for informed financial decisions.

Instructions

Xero connector operation budget_summary_report (platform tool xero.budget_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

Name	Required	Default
`effect`	Yes
`arguments`	No	{}
`project_id`	No
`project_ref`	No
`approval_ref`	No
`idempotency_key`	No
`connector_account_ref`	No

Output Schema

TableJSON Schema

Name	Required	Description	Default
`result`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

Changed7 schema fields changedv0.1.1Sep 7, 2026

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"
+]
```

First observedv0.1.0Jun 25, 2026

TDQS

C2.3/5.0

Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, and non-destructive behavior. The description adds that effect is required and must be 'read' with Spring verification, plus a governance routing constraint. This is useful but thin and does not disclose report output behavior beyond the existing output schema.

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 bullet-list structure is compact and scannable, but the opening sentence is a redundant restatement of the tool name. Most of the parameter definitions are generic wrapper boilerplate rather than operation-specific guidance, reducing the value of the space used.

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 output schema exists, so return values are somewhat covered, but the description omits essential context: what a budget summary report is, when to request it, and what should go in 'arguments.' Among a very large sibling set of xero_*_report tools, this definition is insufficient for reliable selection and correct invocation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

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 for parameter meaning. It defines generic plumbing parameters (project_id, project_ref, connector_account_ref, idempotency_key) but leaves the operation-specific 'arguments' as an opaque JSON string with no keys, format, or examples. An agent cannot determine what arguments to pass for a budget summary report.

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 mainly restates the tool name as 'Xero connector operation budget_summary_report' and provides no verb or resource clarification. It does not explain what a budget summary report is, what data it contains, or how it differs from sibling Xero report tools.

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?

There is no guidance on when to use this tool versus alternatives like xero_balance_sheet_report, xero_bank_summary_report, or xero_profit_loss_report. The only contextual statement is a routing constraint ('Routes only through the exact project/account governed connector authority'), which is not usage guidance.

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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