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ohneben

ohneben's Wafeq MCP

wafeq_reports_balance_sheet_list

Read-onlyIdempotent

Generate a balance sheet report as of a specific date, with up to 11 comparison periods grouped by month or year to analyze financial position.

Instructions

๐ŸŸข READ-ONLY ยท Reports ยท GET /reports/balance-sheet/

Balance Sheet

Generate balance sheet report in currency at date with period_count periods to compare and group it by group_by parameter.

PARAMETERS: this report takes date (the 'as of' date) and period_count (0-11 extra comparison periods) โ€” both REQUIRED. It does NOT take a date range; there is no date_from/date_to/date_after/date_before. group_by (month|year) sets the size of the comparison periods.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateYesThe 'as of' date of the report.
currencyNoThe currency of the report. Default: base currency of the organization.
group_byNoGroup the report by this value.month
branch__inNoThe unique identifier of the branch. Multiple values may be provided. The special value '__null__' may be provided to filter for null values.
contact__inNoThe unique identifier of the contact. Multiple values may be provided. The special value '__null__' may be provided to filter for null values.
project__inNoThe unique identifier of the project. Multiple values may be provided. The special value '__null__' may be provided to filter for null values.
period_countYesThe number of periods to include in the report.

Schema Changelog

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

  1. First observedv2.0.0

TDQS

A3.6/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false, and the description reinforces this with a READ-ONLY label and GET endpoint. It adds useful constraints (no date range, required params) but no new behavioral side-effect information beyond what annotations already carry.

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 compact and well-structured, front-loading the READ-ONLY status and endpoint before the parameter explanation. There is minor redundancy: 'Balance Sheet' appears both as a heading and in the opening sentence, but overall each section serves a purpose.

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?

With 7 parameters and full schema coverage, the description covers the key invocation details: required parameters, no date range, and grouping behavior. It does not mention the optional branch/contact/project filters or currency defaults, but those are fully documented in the schema, making the description sufficient for correct 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?

Schema coverage is 100%, so the baseline is 3. The description adds meaningful semantics by explaining period_count as '0-11 extra comparison periods', clarifying that group_by sets the period size, and explicitly defining date as the 'as of' date while ruling out date-range parameters. This goes beyond the schema descriptions.

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 it generates a balance sheet report with specific parameters, and the resource is unambiguous via the /reports/balance-sheet/ endpoint. However, it does not explicitly contrast with sibling report tools such as cash_flow, profit_and_loss, or trial_balance, leaving differentiation largely to the tool name and title.

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 gives explicit input guidance, noting that date and period_count are required and that no date range is accepted. It does not explain when to choose this tool over the alternative report tools, so the 'vs alternatives' aspect is missing.

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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