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show_balance

Retrieve balance sheet entries (assets and liabilities) by period. Use without period for trend analysis across all periods, or specify a month for a snapshot.

Instructions

Stored balance sheet entries (assets + liabilities) by period. Each entry has type (asset|liability), sub_type (cash|investment|other|short_term|long_term), category, amount in USD, and the entry date. Without period, returns ALL periods — use this for trends; with period (YYYY-MM), returns one month's snapshot.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
periodNoPeriod filter e.g. "2025-03"
Behavior4/5

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

No annotations provided, but the description discloses the data structure (type, sub_type, category, amount, date) and the behavior difference with/without period. It implies read-only access.

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 sentences, no fluff. First sentence states purpose and data structure; second sentence explains parameter usage. Perfectly front-loaded.

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, the description explains return fields sufficiently. Lacks note on ordering or limits, but adequate for a simple retrieval tool.

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

Parameters5/5

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

Single parameter 'period' is fully described in schema (100% coverage). Description adds context on usage (trends vs snapshot) and format (YYYY-MM), exceeding schema info.

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 shows stored balance sheet entries (assets+liabilities) by period, listing fields. It implicitly distinguishes from add/delete siblings but doesn't explicitly differentiate from report_balance.

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?

Provides guidance on using without period (for trends) and with period (snapshot), but does not mention when to use alternatives like report_balance or give conditions for not using this tool.

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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