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report_settle

Generate a period summary with balance sheet, cash flow, net worth, and net flow totals to review month-end settlement results after recording entries.

Instructions

Read-only summary for a period: balance sheet + cash flow entries with computed totals (net_worth, net_flow). Use this to review month-end settlement results after entries are recorded via add_balance / add_flow. Defaults to the current month.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
periodNoPeriod in YYYY-MM format (defaults to current month)
Behavior3/5

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

No annotations provided, so description carries full burden. States 'read-only' explicitly, indicating no mutation, but does not detail return structure beyond summary components. No mention of auth or rate limits.

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?

Two concise sentences, no wasted words, key info front-loaded (read-only, summary, components, use case, default).

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?

Given no output schema, description covers output components (balance sheet, cash flow, computed totals) and usage context. Lacks details on pagination or limits, but sufficient for typical use.

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% with a clear description for the only parameter 'period'. Description adds default behavior, but no additional semantics beyond the schema.

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 clearly states it is a read-only summary combining balance sheet and cash flow entries with computed totals, distinguishing it from sibling tools like report_balance and report_flow. It specifies the use case for month-end settlement results.

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

Usage Guidelines4/5

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

Explicitly says to use after entries are recorded via add_balance/add_flow, providing context for when to use. Implicitly excludes other tools, but could mention alternatives for other scenarios.

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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