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iseppo

e-arveldaja MCP Server

by iseppo

Compute Trial Balance

compute_trial_balance
Read-onlyIdempotent

Compute a trial balance from journal postings, displaying debit/credit totals and balance per account for a given date range.

Instructions

Compute trial balance (käibeandmik/proovibilanss) from journal postings. Shows debit/credit totals and balance for each account.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
freshNoClear cached API/reference data before computing this report (use after web UI changes).
date_toNoPeriod end (YYYY-MM-DD)
date_fromNoPeriod start (YYYY-MM-DD)
Behavior4/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, destructiveHint=false. The description adds practical context about the 'fresh' parameter clearing cached data, which goes beyond annotation hints. However, no additional disclosure of behavioral traits beyond that.

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, each purposeful. First sentence states action and source, second sentence describes output. No unnecessary words, front-loaded with core purpose.

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 the tool's simplicity (no output schema, 3 optional parameters), the description provides adequate context: what it does, from what source, and what it shows. Lacks prerequisites or edge cases, but sufficient for a read-only compute tool.

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 covers all 3 parameters (100% coverage) with detailed descriptions. The tool description adds no 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 states the verb 'compute' and the resource 'trial balance', specifies the source ('from journal postings'), and describes the output ('debit/credit totals and balance for each account'). It distinguishes this tool from siblings like compute_balance_sheet and compute_profit_and_loss.

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?

The description implies usage context (when a trial balance is needed) but does not provide explicit when-to-use/when-not-to-use guidance or mention alternative tools. No exclusions or comparative recommendations.

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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