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ppiotis

Xero Practice Aggregator MCP

by ppiotis

Overdue invoices across all clients

overdue_invoices
Read-onlyIdempotent

List every client invoice more than 30, 60 or 90 days past due across all connected Xero orgs, with per-org and per-currency totals of amounts still owing.

Instructions

Every client invoice (receivable) more than 30, 60 or 90 days past its due date, across all connected orgs, with per-org and per-currency totals. Uses amount still due (part-payments excluded).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_ofNoReport date (YYYY-MM-DD). Defaults to today (demo mode: 2026-09-30).
min_daysNoOverdue by MORE than this many days.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.0.0

TDQS

A4/5.0
Behavior4/5

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

Annotations already declare readOnly, idempotent, openWorld and non-destructive, so the safety profile is covered. The description adds real domain behavior: receivables only (not payables), aging measured against due date with strict 'more than' semantics, part-payments excluded via amount-still-due, and per-org/per-currency totals in the output.

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, no filler; scope and aggregation are front-loaded and the calculation caveat (part-payments excluded) is placed last where it belongs.

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 read-only report with no output schema, the description covers scope, aging basis, calculation rule and result granularity adequately. Minor gaps remain: no mention of sorting/pagination or how multi-currency totals are consolidated, which an agent producing a report might want to know.

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%, so both parameters are documented in the schema, including the YYYY-MM-DD pattern and the demo-mode default. The description restates the 30/60/90 thresholds and the due-date basis but adds no syntax or edge-case detail beyond the schema — the baseline 3 for full coverage applies.

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?

States a specific resource (client invoices / receivables) and a precise scope (more than 30/60/90 days past due, across all connected orgs), which cleanly separates it from per-client siblings like client_health or practice_dashboard.

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 'across all connected orgs' phrasing implies a portfolio-wide reporting use case, but the description never says when to pick this over client_health, practice_dashboard or clients_trending_trouble, and names no alternatives or exclusions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.