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get_balance_sheet

Retrieve a balance sheet for the end of a specified month, including comparative values from the same month in the previous year.

Instructions

Returns a balance sheet for the end of the month of the specified date. It also returns the value at the end of the same month for the previous year.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior2/5

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

No annotations provided, so description must cover behavior; it fails to explain how the date is determined given zero parameters, and omits read-only nature or other traits.

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?

One short sentence is concise, but it could be more efficient by removing the conflicting 'specified date' phrase.

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?

No output schema, no annotations, and the description lacks detail on output format, date handling, or any behavioral caveats; incomplete for a tool with zero parameters.

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 has 0 parameters but description implies a date parameter, creating inconsistency; the description adds value by specifying output fields but misleads on required input.

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 it returns a balance sheet for a specific end-of-month date with prior year comparison, but ambiguity arises from mentioning 'specified date' while the input schema has no parameters.

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?

No guidance on when to use this tool versus siblings like get_bank_transaction or list_accounts, and no mention of prerequisites or context.

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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