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navin2031992

FIS IntelliMatch MCP Server

by navin2031992

im_get_daily_summary

Retrieve a daily reconciliation summary including items loaded, match rates, open breaks, and job status for any specified date.

Instructions

Generate a daily BAU reconciliation summary: items loaded, match rates, open breaks, and job status for a given date.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
report_dateNoThe report date (YYYY-MM-DD). Defaults to today.
recon_groupNoLimit report to a specific recon group (optional)
Behavior2/5

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

With no annotations provided, the description carries full burden but only states that the tool generates a summary. It does not disclose read-only nature, permissions, or behavior for missing data, leaving significant gaps in transparency.

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 sentence that front-loads the action and includes key elements. It is extremely concise with no wasted words.

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?

The description names the four components of the summary, which is adequate for a simple reporting tool with two optional parameters and no output schema. However, it lacks any indication of the return format or structure.

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% with descriptions for both parameters. The tool description adds context about the report purpose but does not enhance parameter semantics beyond what the schema already provides. Baseline score of 3 is appropriate.

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 generates a daily BAU reconciliation summary with specific components (items loaded, match rates, open breaks, job status). However, it does not explicitly differentiate from sibling tools like im_get_recon_summary or im_get_match_statistics.

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

Usage Guidelines3/5

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

The description implies usage for daily summaries via 'for a given date', but provides no guidance on when not to use it or alternatives among the many sibling reporting tools.

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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