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knishioka

freee Accounting MCP Server

by knishioka

freee_monthly_closing_check

Automates monthly closing checks for unprocessed transactions, balance verification, temporary accounts, and more. Identifies outstanding items and provides per-check statuses with an overall assessment.

Instructions

Run monthly closing checklist (月次決算チェックリスト) - Executes up to 6 automated checks for a given month: unprocessed bank transactions, cash/deposit balance verification against walletables, temporary account (仮払金/仮受金/立替金) review, receivable aging, payable aging, and unattached receipts. Returns per-check status (ok/warning/error) with details and an overall assessment. Use after month-end to identify outstanding items before closing.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdNoCompany ID (optional, uses FREEE_DEFAULT_COMPANY_ID if not provided)
yearYesFiscal year
monthYesMonth to check (1-12)
checksNoCheck types to execute (all if omitted): unprocessed_transactions, balance_verification, temporary_accounts, receivable_aging, payable_aging, unattached_receipts
Behavior3/5

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

No annotations are provided, so the description carries full burden. It describes the execution of checks and return format (per-check status with details and overall assessment). It does not explicitly state if the tool is read-only or any side effects, which is a minor gap.

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 explains what it does and lists checks, second covers output and usage. No unnecessary words, front-loaded purpose.

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 the tool's complexity (running multiple checks) and 100% schema coverage, the description explains output structure and usage timing. Minor gaps: no mention of prerequisites or that checks are cumulative over the year, but overall adequate.

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 minimal value beyond the schema listing the check types. It reinforces optionality of companyId but adds no new semantic detail.

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 it runs a monthly closing checklist and lists all 6 automated checks. It distinguishes from sibling tools like freee_ar_aging and freee_cash_position by being a consolidated batch check tool.

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?

Explicitly says 'Use after month-end to identify outstanding items before closing.' This provides clear context for when to use it. It does not explicitly exclude alternatives, but it's sufficient.

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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