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schwarztim

FreeTaxUSA MCP Server

by schwarztim

get_tax_summary

Retrieve your tax return overview: refund/owed amount, AGI, filing status, and completed sections.

Instructions

Get the tax return overview: refund/owed amount, AGI, filing status, completed sections.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior2/5

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

No annotations provided; description does not disclose read-only nature, side effects, authentication needs, or any behavioral traits beyond 'get'. Burden falls on description, which is insufficient.

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, front-loaded sentence with clear purpose; no wasted words.

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?

Adequately describes input (none) and output fields for a simple overview tool; lacks details on format or prerequisites but sufficient given no output schema and zero params.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

No parameters (schema coverage 100% for zero params), description adds value by listing returned fields, making it clear what the tool 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?

Description clearly specifies verb 'Get' and resource 'tax return overview', listing specific data points (refund/owed, AGI, filing status, completed sections), distinguishing it from siblings like get_refund_estimate or get_form_status.

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?

Implied usage for obtaining a tax return summary, but no explicit when-to-use or when-not-to-use guidance; alternatives like get_refund_estimate are not 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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