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SamuelMoraesF

io.github.SamuelMoraesF/mcp-organizze

getBalances

Fetch balance reports from Organizze financial manager. Filter by account, date range, and periodicity to get daily, weekly, or monthly balance summaries.

Instructions

Obter relatório de saldos

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
end_dateNoData de término do período (AAAA-MM-DD), default último dia do mês atual.
account_idNoO id da conta, se não for enviado o saldo será derivado usando o saldo de todas as contas.
start_dateNoData de início do período (AAAA-MM-DD), default dia 1 do mês atual.
periodicityNoPeriodicidade do particionamento (default daily).daily

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultNo
balanceNo
incomesNo
balancesNo
earningsNo
expensesNo
outcomesNo
initial_amountsNo
predicted_resultNo
previous_balanceNo
predicted_balanceNo
predicted_incomesNo
predicted_earningsNo
predicted_expensesNo
predicted_outcomesNo
predicted_initial_amountsNo
previous_predicted_balanceNo
Behavior2/5

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

With no annotations provided, the description must carry the burden of behavioral disclosure, but it only conveys that the tool produces a balance report. It does not state whether it is read-only, how defaults work, or any aggregation behavior, relying entirely on the input schema.

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 a single, directly stated phrase with no filler, making it concise. However, it is so terse that it sacrifices informative value, though structural clarity is still adequate.

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?

For a report tool with 4 optional parameters, no annotations, and an output schema, the description is too minimal. It does not explain the report's purpose, when to prefer it over getAccounts, or how the parameters affect behavior; the schema covers details but the description fails to orient the agent.

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% coverage with descriptions for all four parameters, so the baseline is 3. The description adds no additional parameter semantics beyond what the schema already provides.

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 states a specific verb and resource ('Obter relatório de saldos' = get balance report), clearly indicating a read/report operation. However, it does not define the scope (all accounts vs individual) or explicitly differentiate from sibling tools like getAccounts/getAccount.

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 such as getAccounts or getAccount. The description gives no context on typical use cases, prerequisites, or exclusions.

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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