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generate_balance_sheet

Create a balance sheet for a specific date to analyze financial position. Export to Excel for detailed reporting and accounting workflows.

Instructions

Generate Balance Sheet as of specified date

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
asOfDateYes
outputToExcelNo
filePathNo
Behavior1/5

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

No annotations are provided, so the description carries full burden. It fails to disclose critical behavioral traits: whether this is a read-only generation or a write operation (e.g., creates a file), what the output format is (e.g., PDF, Excel, text), if it requires specific data access, or any side effects. The description is too vague to inform the agent about the tool's behavior beyond the basic action.

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, efficient sentence with no wasted words. It's front-loaded with the core action and key parameter, making it easy to parse quickly. Every part of the sentence contributes directly to the tool's purpose, achieving optimal conciseness.

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

Completeness1/5

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

Given the complexity (financial reporting tool), lack of annotations, 0% schema coverage, and no output schema, the description is severely incomplete. It doesn't explain what a balance sheet entails, how it's generated, output details, or behavioral context. For a tool with 3 parameters and significant functionality, this description leaves critical gaps that hinder effective use.

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

Parameters1/5

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

Schema description coverage is 0%, meaning parameters are undocumented in the schema. The description mentions 'as of specified date', which aligns with the 'asOfDate' parameter, but doesn't explain the other two parameters ('outputToExcel', 'filePath') or their relationships (e.g., if 'filePath' is required when 'outputToExcel' is true). It adds minimal value beyond the schema, failing to compensate for the coverage gap.

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 clearly states the verb 'Generate' and the resource 'Balance Sheet', specifying it's generated 'as of specified date'. It distinguishes from siblings like 'generate_income_statement' and 'generate_trial_balance' by focusing on balance sheets, though it doesn't explicitly differentiate from non-generate tools. The purpose is specific but lacks explicit sibling differentiation beyond the tool name.

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?

The description provides no guidance on when to use this tool versus alternatives. It doesn't mention prerequisites, context (e.g., accounting period), or compare to other tools like 'financial_ratios_analysis' or 'cash_flow_statement'. Without any usage context, the agent must infer based on tool names alone, which is insufficient for informed selection.

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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