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list_bank_line_matches

Read-only

List bank line matches for reconciliation, filterable by bank account and approval status.

Instructions

List bank line matches (bank reconciliation groupings). isApproved filter applied client-side within the page.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (1-based)
verboseNoReturn the full Billy response. Default false: compact records with key fields only (saves ~90% context)
pageSizeNoRecords per page (max 1000, default 50)
accountIdNoFilter by bank account ID (server-side)
isApprovedNoFilter by approval status (client-side, within page)
Behavior4/5

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

Annotations already provide readOnlyHint=true, so the read-only nature is known. The description adds that the isApproved filter is applied client-side within the page, which is a behavioral trait beyond annotations. No contradiction.

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?

Two concise sentences, front-loaded with the core purpose, no wasted words. Every sentence adds value.

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

Completeness3/5

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

The description covers the core purpose and a key behavioral detail, but lacks usage guidance, return format (no output schema), and context for parameter interactions. Adequate but not complete.

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% with detailed parameter descriptions. The description adds minimal extra meaning beyond noting the client-side behavior of isApproved. Baseline 3 is appropriate.

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?

The description clearly states 'List bank line matches (bank reconciliation groupings)', which is a specific verb and resource. It distinguishes from siblings like list_bank_lines by specifying the context (bank reconciliation groupings). The client-side filter note adds precision.

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 on when to use this tool versus alternatives (e.g., list_bank_lines, list_accounts). It lacks context for selection, which is important given the many sibling list tools.

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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