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Debitura

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Get Account Summary

get_account_summary
Read-onlyIdempotent

Retrieve a breakdown of collection case counts by lifecycle stage for your account. Use this to quickly assess your portfolio's status without listing individual cases.

Instructions

Return a count of cases per lifecycle stage for the creditor's account. Useful for a quick portfolio overview without listing all cases. Stages: PendingContractSigning, PendingVerificationInternal, PendingVerification, NeedsAdditionalDetails, Leads, LeadsQuoteGiven, Active, Paused, Closed, Merged. Note: these counts include the creditor's own test cases; list_cases exposes the isTestCase flag that marks them.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior4/5

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

Annotations already provide readOnlyHint, idempotentHint, destructiveHint. The description adds behavioral context beyond annotations, such as that counts include test cases and how to access the isTestCase flag via list_cases. No contradictions.

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 with no unnecessary words. It efficiently conveys purpose, usage, and a behavioral note, earning its place.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given no parameters, no output schema, and the tool's simplicity, the description fully covers what the tool does, what it returns, and a caveat about test cases. It is complete.

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

Parameters4/5

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

There are zero parameters, so schema coverage is 100%. The description naturally doesn't need to add parameter info; baseline for 0 parameters is 4.

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 explicitly states the tool returns a count of cases per lifecycle stage for the creditor's account, using specific verbs and resources. It distinguishes itself from sibling tools like list_cases by noting it is for a quick portfolio overview without listing all cases.

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

Usage Guidelines5/5

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

The description indicates when to use the tool ('quick portfolio overview without listing all cases') and provides an alternative (list_cases for seeing the isTestCase flag). This gives clear context for tool selection.

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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