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iseppo

e-arveldaja MCP Server

by iseppo

Create Journal

create_journal

Create a journal entry with debit and credit postings to record financial transactions. Supports duplicate detection and project tracking dimensions.

Instructions

Create a journal entry with postings

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleNoJournal entry title
postingsYesPostings [{accounts_id, type: 'D'|'C', amount, accounts_dimensions_id?, base_amount?, projects_project_id?, projects_location_id?, projects_person_id?}]. accounts_dimensions_id is REQUIRED when accounts_id has sub-accounts. base_amount = EUR equivalent for non-EUR entries. projects_* fields link the posting to project tracking dimensions.
clients_idNoRelated client ID
effective_dateYesEntry date (YYYY-MM-DD)
document_numberNoDocument number. Recommended for imported or mechanism-crossing entries: a stable source reference (e.g. WISE:{id}, LY:{ref}, BANK:{stmt-ref}) — used for duplicate detection.
cl_currencies_idNoCurrency (default EUR)
block_on_duplicateNoRefuse creation when a bank posting looks like an already-booked duplicate (default false: warn only).
Behavior3/5

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

Annotations already indicate it is a write operation (readOnlyHint=false) and non-destructive (destructiveHint=false). The description adds 'Create' but does not disclose additional behavioral traits such as idempotency, side effects, or authorization needs. It is adequate but does not exceed annotation coverage.

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 a single, front-loaded sentence with no fluff. It is concise but could benefit from slightly more context without becoming verbose. Very efficient.

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?

Despite full schema coverage, the description is too brief for a complex accounting tool. It does not explain journal entry concepts, posting behavior, or return values (no output schema). The agent may lack key context for correct invocation.

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 detailed parameter descriptions. The description adds minimal extra meaning ('Create a journal entry with postings') but does not compensate beyond what the schema provides. Baseline 3 is appropriate.

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 'Create a journal entry with postings' clearly states the action (create) and the resource (journal entry with postings). It distinguishes itself from sibling tools like 'get_journal' or 'update_transaction', though it could be more specific about the accounting context.

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?

No guidance on when to use this tool versus alternatives like 'update_transaction' or 'confirm_journal'. The description does not mention prerequisites, scenarios, or exclusions, leaving the agent to infer usage from context.

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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