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knishioka

freee Accounting MCP Server

by knishioka

freee_create_deal_payment

Record a payment for a deal to settle accounts receivable or payable. Supports partial payments. Use freee_get_walletables to look up wallet account IDs.

Instructions

Record a payment for a deal (支払消込) - Add a payment entry to settle accounts receivable/payable. Supports partial payments (amount less than deal total). Use freee_get_walletables to look up wallet account IDs. Essential for monthly closing and cash management.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdNoCompany ID (optional, uses FREEE_DEFAULT_COMPANY_ID if not provided)
dealIdYesDeal ID to add payment to
dateYesPayment date (YYYY-MM-DD)
fromWalletableIdYesSource wallet account ID
fromWalletableTypeYesSource wallet account type
amountYesPayment amount (must be positive)
Behavior3/5

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

No annotations provided, so description carries burden. It mentions settling accounts and partial payments, but does not disclose side effects like deal status changes, reversibility, or idempotency.

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 focused sentences: action, partial payments, wallet reference, and use case. No wasted words.

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?

Covers purpose, parameter hints, and business context (closing). Lacks details on return values or idempotency, but acceptable given no output schema and moderate complexity.

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

Parameters4/5

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

100% schema coverage gives baseline 3. Description adds value by linking fromWalletableId/Type to freee_get_walletables and explaining amount semantics for partial payments.

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 uses a specific verb ('Record a payment') and resource ('deal'), and explicitly mentions supporting partial payments, distinguishing it from siblings like freee_create_deal or freee_update_deal.

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?

It advises using freee_get_walletables to find wallet account IDs and notes partial payment support. It lacks explicit when-not-to-use but implies context for monthly closing and cash management.

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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