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generate_income_statement

Generate an Income Statement (P&L) for a specified date range to analyze financial performance, with options to export directly to Excel for reporting.

Instructions

Generate Income Statement (P&L) for specified period

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
startDateYes
endDateYes
outputToExcelNo
filePathNo
Behavior2/5

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

No annotations are provided, so the description carries the full burden of behavioral disclosure. It states the tool generates an income statement but doesn't describe what that entails: whether it's a read-only operation, if it requires specific data sources or permissions, how it handles errors, or what the output looks like (e.g., a report, data structure, or file). For a tool with no annotations and potential data access, this is a significant gap.

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: 'Generate Income Statement (P&L) for specified period'. It's front-loaded with the core purpose and wastes no words. Every part of the sentence earns its place by specifying the action and resource.

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?

Given the complexity of generating financial statements, the lack of annotations (0% coverage), no output schema, and 0% schema description coverage, the description is incomplete. It doesn't explain what an income statement includes, how it's generated, or what the result is (e.g., a file, data, or visualization). For a tool with 4 parameters and no structured guidance, this leaves too many unknowns.

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

Parameters2/5

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

Schema description coverage is 0%, meaning none of the 4 parameters have descriptions in the schema. The tool description doesn't mention any parameters, leaving 'startDate', 'endDate', 'outputToExcel', and 'filePath' completely undocumented. This forces the agent to guess their purposes, such as whether 'filePath' is required when 'outputToExcel' is true.

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 tool's purpose: 'Generate Income Statement (P&L) for specified period'. It includes a specific verb ('Generate') and resource ('Income Statement (P&L)'), and distinguishes it from siblings like 'generate_balance_sheet' or 'cash_flow_statement' by focusing on the income statement. However, it doesn't explicitly differentiate from 'comparative_income_statement', which is a minor gap.

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 when to choose this over 'comparative_income_statement' or other financial reporting tools in the sibling list, nor does it specify prerequisites or exclusions. The agent must infer usage from the name and parameters alone.

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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