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knishioka

freee Accounting MCP Server

by knishioka

freee_get_deals

Retrieve detailed transaction records from freee Accounting with date range, partner, or account item filters. Supports pagination and compact summaries.

Instructions

Get list of deals (transactions) - Use with date filters and pagination for efficiency. For financial analysis, prefer aggregated report APIs (profit_loss, balance_sheet) which process thousands of transactions server-side. Only use for detailed transaction inspection.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdNoCompany ID (optional, uses FREEE_DEFAULT_COMPANY_ID if not provided)
partnerIdNoPartner ID to filter by
accountItemIdNoAccount item ID to filter by
startIssueDateNoStart date (YYYY-MM-DD)
endIssueDateNoEnd date (YYYY-MM-DD)
offsetNoPagination offset
limitNoNumber of results (1-100)
compactNoWhen true, returns summary statistics only without individual records. Useful for quick overviews.
Behavior3/5

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 hints at efficiency concerns (date filters, pagination) but does not explicitly disclose behavior like rate limits, auth requirements, or data volume impacts. Adequate but not comprehensive.

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 brief sentences: first states purpose, second gives efficiency advice, third provides usage boundaries. Each sentence earns its place, front-loaded, no wasted text.

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?

Given no output schema, the description could better explain return values, but it sufficiently covers purpose, usage, and alternatives. Leaves some gaps in output details, but overall adequate for tool selection.

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?

Schema coverage is 100%, so all parameters have descriptions. The description reiterates date filters and pagination but adds minimal extra meaning beyond the schema. Baseline 3 is appropriate.

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 'Get list of deals (transactions)', providing a specific verb and resource. It distinguishes from sibling tools like freee_get_deal (singular) and freee_search_deals.

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

Usage Guidelines5/5

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

Explicitly advises using date filters and pagination for efficiency, recommends aggregated APIs (profit_loss, balance_sheet) for financial analysis, and states 'Only use for detailed transaction inspection'. Provides clear when-to-use guidance and 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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