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orancummins

Open Finance US MCP

by orancummins

get_account_statement

Retrieve an account statement PDF for a customer's account. Returns the document base64-encoded.

Instructions

Get an account statement PDF (returned base64-encoded).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
indexNo
account_idYes
customer_idYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
okYesTrue when the upstream HTTP status was < 400.
dataNoFinicity's native response body.
errorNoError summary when ok is False.
status_codeYesUpstream Finicity HTTP status code.
Behavior2/5

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

No annotations provided, so the description must carry the full burden. It only states the action and return format, but does not mention side effects (likely read-only), permissions, or any behavioral constraints beyond the return type.

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?

Single sentence, directly to the point, no superfluous words. Efficient and clear.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

While an output schema exists, the description lacks crucial context about parameter meanings and usage. The tool has 3 parameters with no documentation, making it incomplete for effective use.

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

Parameters1/5

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

Schema coverage is 0% and the description adds no explanation for the three parameters (customer_id, account_id, index). The 'index' parameter with default 1 is ambiguous; the description does not clarify its meaning (e.g., statement period).

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 action 'Get' and the resource 'account statement PDF' with the return format 'base64-encoded'. It distinguishes this tool from sibling tools like get_customer_account and get_available_balance by specifying a statement PDF.

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

Usage Guidelines2/5

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

No guidance on when to use this tool versus alternatives. No prerequisites or conditions mentioned. The description is minimal and does not help the agent decide between similar account-related 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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