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docnova-ai

docnova-mcp

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by docnova-ai

finance_overview

Read-onlyIdempotent

Retrieve income, expense, and VAT totals by currency for a specified date range.

Instructions

Income/expense/VAT overview totals by currency for a date range.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdNoCompany UUID. If omitted, uses your account's default company.
fromYesStart date YYYY-MM-DD
toYesEnd date YYYY-MM-DD
Behavior3/5

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

Annotations already declare readOnlyHint, destructiveHint, idempotentHint, and openWorldHint, so the description adds only that it returns totals by currency. No additional behavioral details like pagination or limits are provided, but the annotations cover safety.

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?

A single sentence of 10 words, front-loaded with key information, no redundancy.

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?

With no output schema, the description hints at the output structure (totals by currency for three categories). For a simple summary tool, this is sufficient, though more detail on return format could improve it.

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?

Schema coverage is 100%, baseline is 3. The description adds meaning by specifying that results are grouped by currency and include income, expense, and VAT totals, which goes beyond the raw parameter definitions.

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?

Clearly states it provides an overview of income, expense, and VAT totals grouped by currency for a date range. The verb 'overview' indicates a summary, and the resource is well-defined, distinguishing it from sibling tools like expense_overview or finance_vat.

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 does not explicitly guide when to use this tool versus siblings like invoice_summary or company_stats. It implies usage for periodic financial summaries but lacks contextual advice.

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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