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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 to view debit/credit totals and balances for each account over a specified period.

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)
Behavior3/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false, idempotentHint=true. The description adds minimal behavioral context beyond indicating the computation source and output. It does not contradict annotations.

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, front-loaded with the core action and outcome. No wasted words; every sentence contributes value.

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

Completeness3/5

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

Given the three parameters and no output schema, the description could mention the output structure (e.g., list of accounts with totals) or that results are paginated. It is adequate but not fully comprehensive.

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 description coverage is 100% with clear descriptions for all three parameters. The tool description adds no additional parameter-level meaning, so it meets the baseline of 3.

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', the resource 'trial balance', and what it shows (debit/credit totals and balance for each account). It distinguishes from sibling tools like compute_payables_aging or compute_balance_sheet by specifying it derives from journal postings.

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 for obtaining a trial balance from journal data but does not explicitly state when to use vs. alternatives (e.g., balance sheet, profit/loss). No prerequisites or exclusions are mentioned.

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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