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joosthel

sevdesk-mcp

by joosthel

Reconcile bank transactions with vouchers

sevdesk_reconcile_transactions

Reconcile bank transactions with vouchers by matching amounts and dates, flagging missing receipts and uncovered payments as a heuristic checklist.

Instructions

Match bank transactions against vouchers by amount and date proximity, in both directions: payments with no plausible voucher (missing receipts) and non-draft vouchers no payment covers. Matching is a heuristic โ€” treat the result as a checklist, not a verdict. Read-only.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
toNoEnd of period, dd.mm.yyyy or yyyy-mm-dd.
fromNoStart of period, dd.mm.yyyy or yyyy-mm-dd.
maxItemsNoSafety cap per side (default 2000).
dayWindowNoMaximum days between payment and voucher date to still count as a match (default 5).
Behavior4/5

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

With no annotations provided, the description carries the full burden. It discloses that the matching is heuristic, read-only, and works in both directions, providing useful behavioral context.

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?

Three sentences, front-loaded with the core purpose, no wasted words. Efficient and clear.

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

Completeness4/5

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

For a tool with 4 parameters and no output schema, the description covers purpose, behavior, and usage caveat. Missing details about output format, but the 'checklist' hint suffices.

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

Parameters3/5

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

The input schema covers 100% of parameters with descriptions, so the description adds no additional parameter semantics 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 matches bank transactions against vouchers by amount and date proximity, and distinguishes from sibling tools like sevdesk_list_transactions or sevdesk_list_vouchers by focusing on reconciliation in both directions.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description advises treating the result as a checklist rather than a verdict, indicating when to use it for heuristic checking. However, it does not explicitly state when not to use it or point to alternatives.

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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