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cavishal04

TallyPrime MCP

by cavishal04

get_balance_sheet

Retrieve a simplified balance sheet with asset and liability ledgers grouped by standard Tally primary groups, for any specified company and date.

Instructions

Get a simplified Balance Sheet, grouping asset and liability ledgers by their standard Tally primary group.

Args: company: Company name. If omitted, uses the configured default. as_of_date: Date, ISO format YYYY-MM-DD. Currently informational only — see docs/tools.md.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyNo
as_of_dateNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

A3.9/5.0
Behavior3/5

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

No annotations are present, so the description carries the behavioral burden. It does disclose a meaningful limitation: as_of_date is informational only and does not currently filter. However, it does not explicitly state whether the operation is read-only, or mention auth or other side-effect concerns.

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 compact and front-loaded: one clear purpose sentence followed by a minimal Args block. Every line earns its place with no repetition or filler.

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 tool with only two optional parameters and an existing output schema, the description covers purpose, grouping approach, and the important date limitation. Return values are not described, but the output schema handles that. The main gap is the absence of explicit guidance on choosing between this and sibling financial-report tools.

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

Parameters5/5

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

With 0% schema description coverage, the Args section fully compensates: company explains the default behavior, and as_of_date explains ISO format and the informational-only caveat. This adds real semantic meaning well beyond the bare null/string schema.

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 opens with a specific verb and resource: 'Get a simplified Balance Sheet', and adds detail about grouping asset and liability ledgers by Tally primary group. It clearly states what the tool does, though it does not explicitly differentiate it from financial siblings like get_trial_balance.

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?

Usage is mostly implied by the Balance Sheet resource and the 'simplified' framing. There is no explicit when-to-use or when-not-to-use guidance, and no alternatives are named. The as_of_date caveat ('Currently informational only') provides some expectation-setting but not tool-selection guidance.

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