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steamau

Beeswax Shares MCP Server

by steamau

Reconcile financial year

reconcile_financial_year

Match cash transactions for a full financial year and compute balance proofs per bank account. Record statement balances first to ensure accounts reconcile.

Instructions

Run reconciliation for a whole financial year: match cash, then compute a balance proof per bank account (opening + movements vs the statement closing balance). Returns the balance proofs and the run summary. Record statement balances first so accounts can reconcile rather than fall out of scope.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fund_idYesFund ID (discover via whoami or list_funds)
financial_yearYesFinancial year — the label "2023-24" or its numeric id (from list_financial_years)
Behavior2/5

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

Annotations indicate it is not read-only and not destructive, but the description does not disclose side effects like updating reconciliation status or what data changes. Only mentions outputs.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Concise, with purpose front-loaded. The prerequisite is included efficiently. Could be slightly more structured but overall 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?

Covers the main process and expected outputs, plus a critical prerequisite. Lacks detailed handling of edge cases but adequate for a reconciliation 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 already covers both parameters with good descriptions; the tool description adds no extra meaning 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?

Clearly states the tool reconciles a financial year by matching cash and computing balance proofs. However, it does not explicitly differentiate from siblings like run_account_reconciliation.

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?

Provides a useful prerequisite: record statement balances first. But lacks guidance on when not to use or when to prefer alternative tools.

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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