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generate_trial_balance

Generate a trial balance report for a specific date to verify accounting accuracy and prepare financial statements. Export directly to Excel for analysis.

Instructions

Generate Trial Balance as of specified date

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
asOfDateYes
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. It implies a generation action but does not disclose behavioral traits such as whether it creates a report, modifies data, requires specific permissions, or handles errors. The description is too brief to offer meaningful context 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.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single, straightforward sentence that is front-loaded with the core action. It avoids unnecessary words, but could be more informative without sacrificing brevity. The structure is efficient, though slightly under-specified.

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 tool's complexity (financial reporting with 3 parameters), lack of annotations, no output schema, and 0% schema description coverage, the description is incomplete. It fails to explain the tool's behavior, output format, or parameter details, making it inadequate for effective use by an AI agent.

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%, so the description must compensate for undocumented parameters. It mentions 'specified date' which aligns with 'asOfDate', but does not explain the other two parameters ('outputToExcel' and 'filePath') or their purposes (e.g., exporting to Excel with a file path). This leaves significant gaps in parameter understanding.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose3/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states the tool's purpose as 'Generate Trial Balance as of specified date', which includes a verb ('Generate') and resource ('Trial Balance'). However, it lacks specificity about what a trial balance entails (e.g., listing account balances for accounting verification) and does not differentiate from sibling tools like 'generate_balance_sheet' or 'generate_income_statement', making it somewhat vague.

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 mentions a 'specified date' but does not clarify prerequisites, context (e.g., for accounting period-end), or when to choose this over other financial reporting tools in the sibling list, leaving usage unclear.

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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