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Pletopay MCP Server

Pletopay MCP Server

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by pletopay

Balance statement: opening, credits, debits, closing per balance

get_statement
Read-onlyIdempotent

Retrieve a balance statement for a date range, showing opening balance, credits, debits, and closing balance for each balance from ledger data.

Instructions

Balance statement: opening, credits, debits, closing per balance.

Opening balance, credits, debits and closing balance for each of your balances over a period, computed from the ledger.

Input Schema

NameRequiredDescriptionDefault
period_endYesEnd of the period (exclusive, ISO 8601).
period_startYesStart of the period (inclusive, ISO 8601).

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.0.0

TDQS

B3.2/5.0
Behavior3/5

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

Annotations already declare this as a read-only, idempotent, non-destructive, closed-world operation. The description adds only that figures are computed from the ledger and cover each balance over a period; it does not add auth, rate-limit, pagination, or output-shape detail beyond what annotations and schema provide.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The definition is short and front-loaded, but the first sentence is essentially the title and the second repeats opening/credits/debits/closing while adding period and ledger context. It is redundant rather than efficiently informative.

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?

For a simple read-only statement tool, the description identifies the returned components and the ledger basis, and the schema fully defines the two period parameters. It is adequate for invocation, though it would be stronger with a note on how it differs from get_balance.

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% and both period_start and period_end have inclusive/exclusive ISO 8601 descriptions. The description only says "over a period" and adds no format or boundary semantics beyond the schema, so this is a baseline 3.

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 states a specific resource (balance statement) and its components (opening, credits, debits, closing), scoped per balance over a period and computed from the ledger. It does not explicitly name or contrast sibling tools such as get_balance or list_transactions, so it earns a 4 rather than a 5.

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?

There is no explicit when-to-use guidance, no when-not-to-use guidance, and no named alternative. The period parameters imply a reporting use case, but the description leaves the choice versus get_balance or list_transactions to inference.

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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