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xero_reports

Get Balance Sheet, Profit and Loss, or Trial Balance reports from Xero by providing report type, date range, and authentication tokens.

Instructions

Get financial reports from Xero.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
report_typeYesBalanceSheet, ProfitAndLoss, TrialBalance
from_dateNo
to_dateNo
access_tokenNo
tenant_idNo
Behavior2/5

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

With no annotations provided, the description must fully disclose behavioral traits. It only implies read-only access but omits details on authentication requirements, rate limits, error handling for invalid report types, or that dates might be required.

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

Conciseness4/5

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

The description is a single, concise sentence that front-loads the core purpose. However, it could include brief additional context without becoming verbose.

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

Completeness1/5

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

Given 5 parameters, no output schema, and no annotations, the description is severely incomplete. It fails to explain required authentication, date format expectations, or how report_type values map to actual reports.

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

Parameters1/5

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

Schema coverage is only 20% (only 'report_type' has a description). The description adds no new parameter info, leaving the purpose of 'from_date', 'to_date', 'access_token', and 'tenant_id' unexplained.

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 action ('Get'), resource ('financial reports'), and source ('Xero'). It effectively distinguishes this tool from sibling Xero tools (e.g., xero_accounts, xero_invoices) which handle different data types.

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 this tool versus other Xero tools or when not to use it. For instance, it does not mention that report_type must be one of the specific options listed in the schema.

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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