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navin2031992

FIS IntelliMatch MCP Server

by navin2031992

im_get_recon_summary

Retrieve a reconciliation summary for a specific value date, showing matched, unmatched, and exception counts with match percentage per recon group.

Instructions

Get a reconciliation summary for a specific value date. Shows matched, unmatched, and exception counts with match % per recon group.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
value_dateNoValue date to summarise (YYYY-MM-DD). Defaults to today.
recon_groupNoFilter to a specific recon group name (optional)
Behavior2/5

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

No annotations provided. Description only discloses output structure, not behavioral traits like read-only nature, default behavior for missing data, or any side effects. With no annotations, the description should cover these gaps.

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 with no redundancy. Front-loaded with purpose and output details. Every word earns its place.

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?

Adequately describes output (counts, match %) for a tool with 2 optional params and no output schema. Given tool simplicity, missing behavior for missing data is a minor gap.

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

Parameters4/5

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

Schema coverage is 100% (baseline 3). Description adds meaning: explains that value_date defaults to today and recon_group is an optional filter. Provides format specification (YYYY-MM-DD) beyond schema.

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?

Clearly states verb 'Get', resource 'reconciliation summary', and scope 'for a specific value date' with output details (matched/unmatched/exception counts, match % per group). Distinguishes from siblings like im_get_daily_summary.

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?

Implies usage when summary statistics for a date are needed, but lacks explicit guidance on when to use vs alternatives like im_get_daily_summary or im_get_match_statistics. No 'when not to use' or exclusion criteria.

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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