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steamau

Beeswax Shares MCP Server

by steamau

Attest account out of scope

attest_account

Sign off a bank account as out of scope for a financial year to allow year-end closure when no statement is available.

Instructions

Manually sign off a bank account for a financial year as out of scope (no feed/statement proof) so the year can still close. Use for accounts with no statement to reconcile against.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
notesNoWhy this account is out of scope
fund_idYesFund ID (discover via whoami or list_funds)
financial_yearYesFinancial year — the label "2023-24" or its numeric id (from list_financial_years)
bank_account_idYesBank account ID (find via list_bank_accounts)
Behavior3/5

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

Annotations show readOnlyHint=false, destructiveHint=false, so description carries limited burden. Adds that it 'enables year to close' but doesn't elaborate on side effects, reversibility, or permissions. Adequate but not rich.

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, front-loaded with purpose and condition. 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?

No output schema, but description sufficiently covers when and why to use. Minor omission: no mention of return value or confirmation, but acceptable for a simple action tool.

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%, so schema already describes all 4 parameters. Description does not add extra meaning beyond the schema, meeting baseline.

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?

Title and description clearly state verb (attest/sign off), resource (bank account for financial year), and condition (out of scope). Distinguishes from siblings like reconcile_financial_year or close_financial_year by specifying a specific scenario.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly says 'Use for accounts with no statement to reconcile against,' providing clear when-to-use guidance. Implicitly excludes tools that require statements.

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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