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get_financial_summary

Retrieve total revenue, refunds, fees, and payment breakdown by status for a specified date range.

Instructions

Get a high-level financial summary: total revenue, refunds, fees, and payment breakdown by status.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
company_idNoCompany ID to scope the summary.
after_dateNoISO 8601 start date (e.g. 2024-01-01).
before_dateNoISO 8601 end date (e.g. 2024-12-31).
Behavior2/5

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

No annotations exist, so the description must fully disclose behavioral traits. It only lists output contents but does not mention side effects, authentication needs, rate limits, or whether the operation is read-only. The absence of any behavioral notes leaves significant gaps.

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?

Single sentence, front-loaded with verb and resource, no waste. Efficiently conveys the tool's purpose.

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?

No output schema exists, so the description should detail return structure. It lists summary components but lacks specifics on grouping, pagination, or defaults for optional parameters. Incomplete for a tool with three optional parameters.

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 well-described parameters (company_id, after_date, before_date). The description does not add extra meaning beyond the schema, so baseline 3 is appropriate.

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 specifies the verb ('Get') and the resource ('high-level financial summary') and lists key components (total revenue, refunds, fees, payment breakdown by status), distinguishing it from sibling tools like get_affiliate_summary or list_payments.

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?

No explicit when-to-use or when-not-to-use guidance is provided. The description implies it's for high-level summaries, but doesn't mention alternatives or context for filtering (e.g., use get_payment for individual payments).

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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