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flumpiey

manager-mcp

trial_balance

Retrieve a snapshot of all account balances for a specified period. This read-only report helps verify that debits equal credits.

Instructions

Trial balance 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 present, the description carries the full burden, and 'read-only' is a meaningful behavioral disclosure. However, it does not explain what happens when date parameters are omitted, what scope the snapshot covers, or how defaults are handled.

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 extremely concise, with no filler or redundant content. The read-only qualifier is front-loaded, but the brevity comes at the cost of missing useful context.

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?

The tool has an output schema, so return-value details are covered elsewhere, but the description omits essential context about optional date parameters and how the trial balance snapshot is scoped. An agent cannot confidently call this tool correctly across all reasonable inputs based on the description alone.

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 provides no information about from_date or to_date. The agent is left entirely to the schema property names, which alone do not convey the intended date range semantics or defaults.

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 names the specific resource ('trial balance') and characterizes it as a read-only snapshot, which is enough to distinguish it from sibling reports like balance_sheet and profit_and_loss. It lacks a strong explicit verb like 'retrieves' or 'generates,' but the intent is clear.

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 this tool versus sibling financial report tools. The description does not mention date-range behavior, nor does it exclude any alternatives, so an agent must infer appropriateness from the tool name alone.

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