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albeorla

financial-agent

by albeorla

list_reconciliation_review_items

Retrieve transaction matches pending confirmation for daily close-out reconciliation.

Instructions

List recorded transaction matches whose obligation instance still awaits confirmation (the day's close-out queue). Read-only.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_of_dateNo
db_pathNo
Behavior3/5

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

No annotations provided, so the description carries the burden. It correctly states 'read-only', indicating no state change, which is a key behavioral trait. However, it does not disclose other aspects like return format, pagination, or authorization requirements.

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 sentence with no wasted words. It is front-loaded with the action and condition. It is efficient but could benefit from slight expansion for clarity.

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 no output schema and no annotations, the description is minimal. It omits the return structure, parameter details, and usage context. For a tool that lists items, more completeness is needed to guide the agent.

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

Parameters2/5

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

Schema description coverage is 0%, so the description must add meaning to the parameters (as_of_date, db_path). It does not mention them at all, leaving the agent to infer their purpose from names alone. This is insufficient.

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 specifies the verb 'list', the resource 'recorded transaction matches', and the condition 'awaiting confirmation' with context 'the day's close-out queue'. It also includes 'read-only'. This distinguishes it from siblings like list_matched_obligation_instances.

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

Usage Guidelines3/5

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

The description implies usage for the close-out queue but does not explicitly state when to use this tool versus alternatives like confirm_reconciliation_match or list_matched_obligation_instances. No exclusions or comparative guidance provided.

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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