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ai_invoice_pipeline_summary

Aggregates vendor bill moves by next step over the last 60 days to populate dashboard header KPI cards.

Instructions

Dashboard aggregation: counts of vendor bill moves by next_step across the last 60 days. Use for header KPI cards.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
connectionNodefault
tenant_codeNo
Behavior2/5

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

With no annotations provided, the description carries full burden. It only states the aggregation behavior but does not disclose any side effects, permissions needed, data freshness, or limitations. Minimal transparency.

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 that are clear, front-loaded, and to the point. No wasted words.

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

Completeness3/5

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

Given the tool's simplicity (aggregation without output schema or nested objects), the description is moderately complete. However, it lacks parameter explanations and behavioral details, which would be helpful for an agent.

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 description coverage is 0%, and the description does not explain the two parameters (connection and tenant_code). It adds no meaning beyond what the schema provides.

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 tool aggregates counts of vendor bill moves by next_step over the last 60 days, and specifies its use for header KPI cards. This distinguishes it from sibling tools that focus on pipeline steps or runs.

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?

The description explicitly says 'Use for header KPI cards,' providing clear context. It does not explicitly mention when not to use it or alternatives, but the purpose is well-defined.

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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