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samaxbytez

freeagent-mcp-server

by samaxbytez

freeagent_get_profit_and_loss

Retrieve a profit and loss summary from FreeAgent, filtering by optional start and end dates to analyze financial performance over specific periods.

Instructions

Get the profit and loss summary from FreeAgent with optional date range filtering

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
from_dateNoStart date for the P&L report in YYYY-MM-DD format
to_dateNoEnd date for the P&L report in YYYY-MM-DD format
Behavior2/5

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

No annotations provided, so description must fully convey behavior. It states a read operation but lacks any details about side effects, authorization needs, rate limits, data freshness, or what happens if no date range is provided. For a read-only tool, this is minimally adequate but not transparent.

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 that is front-loaded with the primary action and resource. No superfluous words or digressions.

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?

The tool is simple with no required parameters and no output schema. The description provides the essential purpose but could be more complete by mentioning what the summary contains (e.g., revenue, expenses, net profit). Still, it's minimally viable.

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% with clear descriptions for both parameters. The description reiterates 'optional date range filtering' but adds no new meaning beyond the schema. Baseline score of 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 verb 'Get', the resource 'profit and loss summary', and the system 'FreeAgent'. It specifies optional date range filtering, which distinguishes it from sibling tools like 'freeagent_get_balance_sheet' or 'freeagent_get_trial_balance'.

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. For example, it doesn't explain that this is for income and expense summary, while 'freeagent_get_balance_sheet' is for assets and liabilities. No exclusions or prerequisites mentioned.

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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