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xero_executive_summary_report

Read-onlyIdempotent

Retrieve a Xero executive summary report to get a concise overview of financial performance and key metrics for informed decision-making.

Instructions

Xero connector operation executive_summary_report (platform tool xero.executive_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

C2.7/5.0

Behavior3/5

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

Annotations already provide readOnlyHint, openWorldHint, idempotentHint, and destructiveHint, so the safety profile is covered. The description adds the governed-routing constraint and states that Spring verifies effect=read, which is mildly useful, but it also introduces an odd approval_ref note about resuming a write that could confuse agents for a read-only operation.

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 uses a clean Args list that is easy to scan. The opening sentence is somewhat redundant with the tool name, but the routing statement and parameter bullets add value without excessive length.

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?

The most important missing element is what the executive summary report actually contains and when an agent should invoke this tool. Even though an output schema exists, the description gives no domain-level meaning or report scope, and the arguments JSON is left underspecified, making correct invocation uncertain.

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

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, and the description compensates by explaining each parameter: project_id is the authenticated project UUID, connector_account_ref is the project-bound alias, idempotency_key is a stable business-action identity, and effect must be read. The 'arguments' parameter remains vague ('JSON string of arguments') with no details on its structure, which prevents a perfect score.

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 tool name as an operation and platform tool identifier; it never says what an executive summary report is or what the operation produces. It adds routing constraints but not a functional purpose, and it does not distinguish this from sibling report tools like xero_cash_flow_report or xero_payroll_summary_report.

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, no exclusions, and no mention of prerequisites beyond the routing constraint. The sentence about governed connector authority is a precondition, not usage guidance for selecting this report.

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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