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erpipe-org

Odoo MCP Server

by erpipe-org

receivable_payable_aging

Read-onlyIdempotent

Generate an aged receivable or payable report bucketed by days overdue, with optional as-of date and top partner limits.

Instructions

Aged receivable/payable report bucketed by days overdue

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_ofNoOptional ISO date used as the aging reference date.
limitNoMaximum open-item lines to inspect.
instanceNoOptional configured Odoo instance name; uses the default if omitted.
directionNoAging direction: 'receivable' or 'payable'.receivable
top_partnersNoMaximum top partners to include; capped at 100.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
toolNoReporting tool name.
as_ofNo
errorNoSanitized error message when success is false.
bucketsNo
successYesFalse when the call failed; see error.
partnersNo
directionNo
truncatedNo
line_countNo
partner_countNo
skipped_linesNo
total_outstandingNo
Behavior4/5

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

Annotations already indicate readOnly, openWorld, idempotent, non-destructive, so the description doesn't contradict them. The description provides a good high-level behavior ('bucketed by days overdue') that complements annotations. However, it doesn't elaborate on side effects (though readOnly implies none) or specific data aggregation behavior, but given the annotations, this is adequate.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is one sentence, concise and to the point. It communicates the core function without fluff. It could maybe expand on the output, but for a report tool, this is appropriately short.

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

Completeness3/5

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

The description is minimal but an output schema is present, so return values don't need explanation. However, it doesn't mention the meaning of 'open-item lines' or the purpose of the 'limit' parameter, which could be ambiguous. The tool complexity is moderate (5 params, all documented), so more context would help. Given the output schema exists, it's acceptable but could be slightly more 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?

All parameters have descriptive schema descriptions: as_of (ISO date), limit (max lines), instance (optional Odoo instance), direction (receivable/payable), top_partners (max partners, capped). The description adds context by saying the report is 'bucketed by days overdue', which helps understand what 'as_of' and 'direction' mean. Since schema coverage is 100%, the parameter semantics are already well-covered, but the description reinforces the purpose.

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 the tool produces an 'Aged receivable/payable report' with a specific structure (bucketed by days overdue). It effectively conveys the core purpose and distinguishes it from general reporting tools. However, it doesn't explicitly differentiate from sibling tools like `accounting_health_summary` or `business_pack_report`, which might also involve financial reports.

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 implies usage for generating aging reports but provides no guidance on when to choose this over alternatives or prerequisites (e.g., configured Odoo connection, instance). Given sibling tools like `accounting_health_summary`, explicit when-to-use guidance is missing. The schema mentions 'instance' and 'direction', but the description doesn't clarify typical use cases.

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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