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cavishal04

TallyPrime MCP

by cavishal04

get_profit_and_loss

Generate a simplified Profit & Loss statement for a date range, grouping income and expense ledgers by standard Tally primary groups.

Instructions

Get a simplified Profit & Loss statement, grouping income and expense ledgers by their standard Tally primary group.

Args: company: Company name. If omitted, uses the configured default. from_date: Start date, ISO format YYYY-MM-DD. to_date: End date, ISO format YYYY-MM-DD.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyNo
to_dateNo
from_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?

With no annotations, the description carries the behavioral disclosure burden. It reveals the report is 'simplified' and grouped by standard primary ledger groups, and it documents the default company behavior. It does not describe edge cases, period inclusivity, or a read-only/safety posture, but this is partially mitigated by the tool being a report.

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: one sentence stating the tool's function and a short Args block covering exactly the three parameters. Every line contributes necessary information without redundant or vague content.

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 simple three-parameter report tool with an output schema, the description covers the core behavior and all input semantics sufficiently. It is only slightly incomplete because it does not explicitly position the tool relative to similar financial report siblings.

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?

The input schema has zero descriptions, so the description fully compensates by explaining all three parameters: company name with configured default, ISO-format start date, and ISO-format end date. This adds real meaning beyond the nullable schema fields.

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 uses a specific verb and resource ('Get a simplified Profit & Loss statement') and adds distinguishing detail about grouping income and expense ledgers by Tally primary group. It clearly identifies the report type, though it does not explicitly contrast it with siblings.

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 purpose implies when the tool should be used: when a simplified P&L for a company and date range is needed. However, it provides no explicit guidance about when to prefer this over siblings like get_trial_balance or get_balance_sheet, and it states no exclusions.

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