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list_bank_lines

Read-only

Retrieve imported bank lines with optional filters by account, date range, and match status. Date and match filters are applied client-side inside the fetched page.

Instructions

List imported bank lines. Date and matched filters are applied client-side within the fetched page.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (1-based)
matchedNotrue = only lines with a match, false = only unmatched (client-side)
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)
maxEntryDateNoEntry date <= this (client-side, within page)
minEntryDateNoEntry date >= this (client-side, within page)
Behavior4/5

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

Annotations already indicate readOnlyHint=true, so description adds value by disclosing that date and matched filters are applied client-side within the fetched page, which is critical for correct usage. No contradiction with annotations.

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?

The description is two sentences, front-loaded with the core purpose, and contains no extraneous information. Every sentence adds value.

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?

Given 7 parameters, no output schema, and the complexity of client-side filtering across pages, the description lacks guidance on pagination, total records, and effective use of filters. It is incomplete for an agent to use correctly without additional context.

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 does not add new meaning to parameters; the schema descriptions are already clear. The client-side filtering note is about behavior, not parameter semantics.

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 the verb 'List' and the resource 'imported bank lines', and distinguishes it from siblings like list_bank_line_matches by noting client-side filtering. It is specific and unambiguous.

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?

The description mentions client-side filtering but does not explicitly state when to use this tool versus alternatives like list_bank_line_matches or list_bank_payments, nor does it provide guidance on pagination or prerequisites.

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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