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navin2031992

FIS IntelliMatch MCP Server

by navin2031992

im_get_unmatched_items

Retrieve unmatched reconciliation items for a specified value date, with optional filters by entity, currency, or recon group.

Instructions

Retrieve unmatched items for a date with optional filters. Shows all items with MATCH_STATUS = UNMATCHED.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
value_dateNoValue date (YYYY-MM-DD). Defaults to today.
entityNoFilter by entity (partial match)
currencyNoFilter by currency code
recon_groupNoFilter by recon group name (partial match)
limitNoMax rows (default 100, max 500)
Behavior3/5

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

No annotations are provided, so the description carries the full burden. It states the tool retrieves data and shows all items with UNMATCHED status, but does not disclose any side effects, performance implications, or guarantee that it's read-only.

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: first states purpose, second adds a key detail. No redundant words, front-loaded with the main action.

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?

No output schema exists, and the description does not explain the return structure or fields in the items. It is adequate for a simple retrieval tool but lacks detail on what information is returned.

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 detailed parameter descriptions. The description adds minimal value by noting 'optional filters' but does not elaborate on each parameter beyond what the schema already provides.

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 verb 'Retrieve' and the resource 'unmatched items', specifying the MATCH_STATUS = UNMATCHED condition. This distinguishes it from sibling tools like im_get_breaks or im_get_break_details.

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

Usage Guidelines4/5

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

The description implies usage for retrieving unmatched items by date and optional filters, providing clear context. However, it does not explicitly state when not to use this tool or mention alternatives like im_get_break_details.

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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