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rorygeddes

Luni MCP Server

by rorygeddes

get_pnl

Read-only

Retrieve a profit and loss statement for any business entity. Shows revenue, expenses, gross profit, and net profit for a selected period, with optional prior-period comparison.

Instructions

Return the Profit & Loss statement for a business entity for a given period. Shows revenue line items, expense categories, gross profit, and net profit. Use this when the user asks about profitability, revenue, operating expenses, or wants a P&L or income statement for a company. Call list_entities first to get the entity_id.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
periodNoShorthand period. If omitted, use start_date/end_date.
end_dateNoInclusive end, ISO-8601 (YYYY-MM-DD).
entity_idYesThe entity UUID from list_entities.
start_dateNoInclusive start, ISO-8601 (YYYY-MM-DD).
compare_to_previousNoInclude a prior-period comparison column.
Behavior3/5

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

Annotations already indicate readOnlyHint=true. Description adds that it shows revenue, expenses, etc., but no additional behavioral details beyond what annotations provide. No contradiction.

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 fluff, front-loaded with purpose and usage. Every word earns its place.

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 tool with no output schema, description provides enough context on what is returned (revenue, expenses, etc.). Could be more detailed on format but adequate given complexity.

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?

Input schema covers all 5 parameters with descriptions. Description does not add value beyond schema; schema coverage is 100% so baseline 3 is appropriate.

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?

Description clearly states the tool returns a P&L statement for a business entity with specific line items, and it distinguishes from siblings like get_cash_flow and get_budget_status.

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?

Explicitly states when to use (user asks about profitability, revenue, etc.) and prerequisite call to list_entities. Missing explicit when-not-to-use but clear context.

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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