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samaxbytez

freeagent-mcp-server

by samaxbytez

freeagent_get_trial_balance

Retrieve a trial balance summary from FreeAgent with optional date range filtering to view account balances for a specific period.

Instructions

Get the trial balance summary from FreeAgent with optional date range filtering

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
from_dateNoStart date for the trial balance in YYYY-MM-DD format
to_dateNoEnd date for the trial balance in YYYY-MM-DD format
Behavior1/5

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

No annotations are provided, so the description carries the full burden. It only states 'Get the trial balance summary' and adds optional date range, but it does not disclose behavioral traits such as read-only nature, required permissions, response format, or any side effects. This is insufficient for a tool with no annotations.

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?

The description is a single sentence with no unnecessary words. It is front-loaded and efficient.

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

Completeness2/5

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

Given no output schema and no annotations, the description is incomplete. It does not explain what the trial balance summary contains, how it differs from the related 'freeagent_get_trial_balance_opening', or any usage constraints. More detail is needed for full contextual completeness.

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 description coverage is 100%, so each parameter already has a clear description. The description adds the context that these parameters are 'optional date range filtering', which reinforces their purpose. This adds some value but does not go beyond the schema.

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 clearly states the verb 'Get' and the resource 'trial balance summary', distinguishing it from other FreeAgent report tools like balance sheet or profit and loss. However, it does not explicitly differentiate from the related sibling 'freeagent_get_trial_balance_opening'.

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?

The description mentions optional date range filtering, which gives some context for usage, but it provides no guidance on when to use this tool versus other financial reports (e.g., balance sheet, profit and loss) and no when-not-to-use or alternatives.

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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