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ProAbono MCP Installation

Official

Add a line to a customer's balance (write)

create_balance_line

Adds a one-off debit or credit to a customer's balance without invoicing, enabling custom charges or goodwill credits before billing.

Instructions

WRITE. Creates a line in the balance of a ProAbono customer: a debit when the amount is positive, a credit when it is negative. The amount is in cents, in the Segment's currency. This does not invoice anything -- it puts an amount in the balance, waiting. bill_customer is what turns the balance into an invoice, and the pair is only useful in that order. Use it for a one-off charge or a goodwill credit that the catalogue does not cover.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateNoValue date of a one-off entry, ISO 8601. Exclusive with the period dates.
labelNoLabel of the line, shown on the invoice.
amountYesAmount in cents. Positive for a debit, negative for a credit.
quantityNoQuantity, when the line represents units.
key_chargeNoRelated charge key, which is what the tax treatment is derived from.
period_endNoPeriod end of a period entry, ISO 8601. Exclusive with date.
customer_refYesShared reference of the customer.
period_startNoPeriod start of a period entry, ISO 8601. Exclusive with date.
ensure_billableNoCheck the customer can be billed before creating the line.
subscription_idNoInternal identifier of the subscription this line relates to.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Addedv0.3.1

TDQS

A4.4/5.0
Behavior4/5

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

No annotations are present, so the description carries the burden. It discloses the operation type ('WRITE'), the effect (creates a line, no invoice), sign/currency semantics, and the behavioral caveat that the entry merely sits in balance until bill_customer runs. This is strong, though it does not cover reversibility, permissions, or failure behavior.

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

Conciseness5/5

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

Four short sentences, each earning its place: intent, sign/currency, non-invoicing caveat, and use case. Front-loaded with 'WRITE' and the primary action.

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

Completeness4/5

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

For a mutation tool with no annotations and no output schema, the description provides the key contextual frame: what the operation does, what it does not do, and the required ordering with bill_customer. It omits response/return details and prerequisites, but the input schema fully covers parameters; an agent is adequately equipped for selection and 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 coverage is 100%, so baseline is 3. The description adds segment currency context and reiterates sign meaning, but most parameter semantics (date/period exclusivity, ensure_billable, label) already exist in the schema. It does not substantially extend schema meaning.

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

Purpose5/5

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

States a specific verb and resource: 'Creates a line in the balance of a ProAbono customer'. Clarifies debit/credit semantics and explicitly contrasts with bill_customer ('does not invoice'), distinguishing it from the closest sibling without opening schemas.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly names the alternative: 'bill_customer is what turns the balance into an invoice' and states sequencing ('only useful in that order'). Provides a concrete use case ('one-off charge or a goodwill credit that the catalogue does not cover'), which functions as a when-to-use instruction.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.