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flumpiey

manager-mcp

balance_sheet

Retrieve a balance sheet snapshot for a specified date range, showing assets, liabilities, and equity for financial position analysis.

Instructions

Balance sheet snapshot (read-only).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
to_dateNo
from_dateNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

C2.7/5.0
Behavior3/5

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

With no annotations provided, the description carries the behavioral burden and does state that the tool is 'read-only' and returns a 'snapshot,' which implies a non-mutating, point-in-time report. However, it does not explain how from_date/to_date affect the snapshot or what is included, so behavioral disclosure is partial.

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 brief and front-loaded with the core meaning, with no wasted words. However, it is so sparse that important context is missing, which prevents a perfect conciseness score.

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

Completeness2/5

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

Although an output schema exists, the description omits essential selection and invocation context: what the date parameters do, how the snapshot is scoped, and how this differs from sibling financial reports. A tool with two optional parameters and several closely related siblings needs more.

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

Parameters1/5

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

Schema description coverage is 0% and the description does not mention either parameter. The agent receives no meaning beyond the raw schema definitions of from_date and to_date, so the description fails to compensate for the total lack of parameter documentation.

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 identifies the specific financial statement (balance sheet) and signals a point-in-time, read-only snapshot. It is not a pure tautology, and the resource name differentiates it from siblings like trial_balance or profit_and_loss, though it lacks an explicit verb such as 'retrieves'.

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

Usage Guidelines2/5

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

There is no guidance on when to use balance_sheet versus alternatives like trial_balance or profit_and_loss. The description provides no context, exclusions, or explicit selection criteria.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.