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knishioka

freee Accounting MCP Server

by knishioka

freee_get_walletables

Retrieve all walletable accounts including bank accounts, credit cards, and wallets. Use withBalance=true to check the current cash position across all accounts.

Instructions

Get list of bank accounts, credit cards, and wallets - Retrieves all walletable accounts in one call. Use with withBalance=true to check current cash position across all accounts. For aggregated financial analysis, prefer balance_sheet API. Use this for account-level balance checks and cash management.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdNoCompany ID (optional, uses FREEE_DEFAULT_COMPANY_ID if not provided)
withBalanceNoWhen true, includes current balance for each account. Useful for cash position analysis.
Behavior4/5

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

With no annotations, the description carries full burden. It implies a read operation and describes the data scope but could more explicitly state it is read-only and note any constraints like pagination.

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?

Two sentences: first states purpose, second gives usage guidance and alternative. No unnecessary words, and the most important info is front-loaded.

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

Completeness5/5

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

For a simple tool with two optional parameters and no output schema, the description fully covers what the tool does, how to use parameters, and when to use alternatives.

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 baseline is 3. The description adds minor context (use case for withBalance) but does not significantly enhance meaning beyond the schema descriptions.

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 retrieves a list of bank accounts, credit cards, and wallets in one call, and distinguishes it from the balance_sheet API for aggregated analysis.

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?

Explicit guidance is provided: use withBalance=true for cash position, and prefer balance_sheet API for aggregated financial analysis, making when to use and when not to use clear.

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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