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iseppo

e-arveldaja MCP Server

by iseppo

Month-End Close Checklist

month_end_close_checklist
Read-onlyIdempotent

Generate a month-end checklist to identify unconfirmed journals and invoices, unreconciled bank transactions, and overdue receivables and payables.

Instructions

Generate month-end checklist: unconfirmed journals/invoices, unreconciled bank transactions, and overdue receivables/payables.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
freshNoClear cached API/reference data before running the checklist (use after web UI changes).
monthYesMonth to check (YYYY-MM, e.g. 2026-02)
Behavior3/5

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

Annotations already indicate readOnlyHint=true, idempotentHint=true, destructiveHint=false, which the description supports by stating 'generate' (a read operation). The description adds context about what the checklist includes but does not disclose additional behavioral traits like performance or caching details beyond the 'fresh' parameter.

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?

The description is a single concise sentence that efficiently conveys the tool's purpose and contents. No unnecessary words or repetitions.

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?

Despite no output schema, the description adequately describes the checklist components. Parameter details are well-covered, and the tool's function is clear. A small gap is the lack of guidance on output format, but overall it is sufficient.

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 both parameters described in the schema. The description does not add further meaning beyond the schema's parameter descriptions, 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 'Generate' and the resource 'month-end checklist', listing specific components (unconfirmed journals/invoices, unreconciled bank transactions, overdue receivables/payables). This distinguishes it from sibling tools, none of which produce such a checklist.

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 month-end close but does not explicitly state when to use this tool vs alternatives. No exclusions or alternative tool references are provided, so guidance is minimal.

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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