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mvicari

Wave MCP Server

wave_balance_sheet

Generate a balance sheet report summarizing your business's assets, liabilities, and equity for a specified date.

Instructions

Generate a Balance Sheet report

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
asOfDateYesReport as-of date (YYYY-MM-DD)
businessIdNoBusiness ID
Behavior2/5

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

With no annotations, the description should disclose behavioral traits, but it only states 'Generate a Balance Sheet report'. It does not mention if the report is read-only, if it requires specific permissions, or any other behavioral aspects like pagination or data freshness.

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?

The description is a single, concise sentence that conveys the core purpose without any unnecessary words or fluff.

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

Completeness2/5

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

The tool lacks an output schema and the description does not explain what the Balance Sheet report contains or how to interpret the results. Given the complexity of financial reports, this is insufficient for an agent to understand the tool's full capability.

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?

The input schema already has clear descriptions for both parameters (asOfDate and businessId) with 100% coverage. The description adds no additional meaning beyond what the schema provides, so a baseline score of 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 the tool generates a Balance Sheet report, which is a specific and common financial statement. It distinguishes itself from sibling tools like wave_profit_and_loss and wave_tax_summary.

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 report tools, such as wave_profit_and_loss or wave_cashflow. No prerequisites or alternative suggestions are provided.

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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