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iseppo

e-arveldaja MCP Server

by iseppo

Parse Lightyear Account Statement

parse_lightyear_statement
Read-onlyIdempotent

Parses a Lightyear account statement CSV to generate a summary or detailed trade/distribution rows. Filter by date range.

Instructions

Parse a Lightyear account statement CSV. Returns summary by default; set include_rows=true for trade/distribution details.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
date_toNoOnly include entries up to this date (YYYY-MM-DD)
file_refNoOpaque Lightyear AccountStatement file reference.
date_fromNoOnly include entries from this date (YYYY-MM-DD)
file_pathNoAccountStatement path/base64 input. Provide exactly one of file_path or file_ref.
include_rowsNoInclude individual trade/distribution rows (default false — summary only)
Behavior4/5

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

Annotations already mark the tool as read-only, idempotent, and non-destructive. The description adds clarity on the return behavior (summary vs. rows) and the input format (CSV), but does not cover additional traits like authentication or error handling.

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 extremely concise, consisting of two sentences that state the purpose and a key parameter behavior with no superfluous content.

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 tool has 5 parameters and no output schema, the description is basic. It explains the main behavior but omits details like expected CSV format, output structure, and date range behavior, relying on the schema for parameter descriptions.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so the baseline is 3. The description adds semantic value for include_rows by explaining its effect on output, though it does not elaborate on date parameters or file input options beyond the schema.

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 tool parses a Lightyear account statement CSV, specifies summary vs. row-level output, and is distinct from sibling tools like 'book_lightyear_distributions' and 'lightyear_portfolio_summary' which serve different purposes.

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 explains when to use the include_rows parameter (for trade/distribution details) but does not provide guidance on when to use this tool over alternatives, nor does it mention prerequisites or exclusions.

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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