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crisgon0295

Siigo MCP Server

by crisgon0295

Get Trial Balance by Third

siigo_get_trial_balance_by_third
Read-only

Generate a third-party trial balance report in Excel, filtered by account range, period, and customer, with tax difference option.

Instructions

Generate trial balance by third party report (Excel). Uses POST as per Siigo API spec.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
yearYesYear
customerNoCustomer filter
month_endYesEnding month (1-13)
account_endNoEnding account code
month_startYesStarting month (1-13)
account_startNoStarting account code
includes_tax_differenceYesInclude tax differences
Behavior3/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false, so the description adds limited behavioral context. It mentions the POST method, which is a minor technical detail but does not contradict 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?

Extremely concise: two sentences covering purpose, output format, and HTTP method. No unnecessary information, earning a perfect score for efficiency.

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 the tool's complexity (7 parameters, nested objects, no output schema), the description is too minimal. It fails to explain the report's structure, filtering nuances, or how date parameters work, leaving the agent under-informed.

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 the input schema already describes all parameters. The description adds no additional semantic clarification beyond what the schema provides.

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 clearly states it generates a trial balance by third party report in Excel format, distinguishing it from the sibling tool 'siigo_get_trial_balance' by specifying 'by third'. However, the exact meaning of 'by third' could be more explicit.

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 like 'siigo_get_trial_balance'. No when-to-use or when-not-to-use instructions are 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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