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Buchhaltungsbutler MCP

Reports: get sums report postingaccount ledger

reports_get_sums_ledger
Read-onlyIdempotent

Get the postingaccount ledger for a selected period and account. Shows all postings of that account on the fly, no report creation needed.

Instructions

🟢 READ-ONLY — Fetches data. Makes no changes to the accounting records. get sums report postingaccount ledger Returns the postingaccount ledger ("Kontenblatt") of one postingaccount, holding its postings of the requested period.

The postingaccount numbers available for a sums report are provided by reports/get/sums, both as the keys of the 'sums' object and as its entries' 'postingaccount_number'.

In contrast to the report itself the ledger is created on the fly, so no report has to be created beforehand. Note that retrieving the ledger of a postingaccount holding a lot of postings may take a while.

Endpoint: POST /reports/get/sums/ledger

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
baseNoThe date the postings are taken into account by. Can be either 'date' ("Buchungsdatum") or 'date_delivery_else_date' ("Buchungs- und Leistungsdatum"). If specified, the field will be validated.
api_keyNoOptional. The BB customer api_key to act on. Defaults to the BB_API_KEY configured on the server — only set this to target a different customer.
date_toYesThe last day of the period the ledger is returned for, in format 'YYYY-MM-DD' (e.g. '2026-03-31').
date_fromYesThe first day of the period the ledger is returned for, in format 'YYYY-MM-DD' (e.g. '2026-01-01').
postingaccount_numberYesThe number of the postingaccount to return the ledger for

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Addedv1.0.2

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already declare readOnlyHint and idempotentHint, so the description's main added value is explaining that the ledger is generated on the fly, no report must be created beforehand, and large ledgers may take a while. This is useful behavioral context beyond the structured annotations.

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 reasonably compact and front-loads the read-only nature and the core purpose. There is some redundancy, such as repeating the tool name as a bold heading and restating read-only behavior already present in annotations, but it remains clear and scannable.

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?

Given there is no output schema, the description provides the essential invocation context: what the ledger contains, where valid postingaccount numbers come from, the on-the-fly generation, and a performance caveat. It does not describe the exact output structure, but that is not strictly necessary for correct selection and invocation.

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?

The input schema already documents all five parameters with useful details including date formats and api_key behavior, so the baseline is 3. The description adds meaningful guidance by telling the agent that valid postingaccount_number values can be obtained from reports/get/sums, which helps avoid invalid calls.

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 ('Returns') and the resource ('postingaccount ledger' / 'Kontenblatt') for one postingaccount. It also distinguishes this from the aggregated sums report by explicitly mentioning the report itself is created on the fly.

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 explains that postingaccount numbers come from reports/get/sums, and contrasts this ledger with the report itself, implying when this tool is appropriate without needing to create a report first. It does not explicitly enumerate alternative tools or exclusions, but the context is clear enough.

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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