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luke-nielsen

ledger-mcp

by luke-nielsen

get_balance_sheet

Retrieve a balance sheet of assets, liabilities, and equity as of a specified date to verify rent ledger accuracy and identify discrepancies.

Instructions

Balance sheet (assets, liabilities, equity) as of a date.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_ofNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior2/5

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

No annotations provided, and the description only mentions timing (as of a date). Does not disclose required permissions, data source, or if results are aggregated across entities.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Extremely concise (5 words), but at the expense of completeness. Could be front-loaded but lacks structure.

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

Completeness3/5

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

Despite having an output schema, the description is too minimal. Does not mention typical use cases, report scope, or any caveats.

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

Parameters2/5

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

Schema coverage is 0% and description adds no detail on format or behavior of 'as_of' (e.g., if null, returns most recent balance sheet). The schema's default null is uninterpreted.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool returns a balance sheet with assets, liabilities, and equity as of a date, distinguishing it from siblings like get_income_statement which covers a period.

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

Usage Guidelines2/5

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

No guidance on when to use vs. alternatives (e.g., income statement for performance). Does not mention that this is a snapshot for a single date.

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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