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mcp-statement-of-account

Render the statement of account as a PDF

statement_pdf

Generate a client's A4 statement of account for a specified period, listing movements in date order with the final balance outstanding, and return the PDF path.

Instructions

Call this tool to write one client's A4 statement of account and return the path. Titled STATEMENT OF ACCOUNT, movements in date order, BALANCE OUTSTANDING at the foot, and no VAT re-added. Pro.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
toYesLast day of the period, YYYY-MM-DD, inclusive
fromYesFirst day of the period, YYYY-MM-DD
as_ofNoDate printed on the statement, YYYY-MM-DD. Defaults to today
clientYesClient id from the invoice server, an exact client name, or a name containing this text
currencyNoOnly needed when the client has documents in more than one currency. Currencies are never added together
out_pathNoWhere to write the PDF; defaults to this server's data directory under pdf/. Use a .pdf path: the bytes written are always PDF

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.14.0

TDQS

A3.6/5.0
Behavior4/5

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

With no annotations, the description carries the behavioral burden and does a solid job: it discloses the page size, title, chronological ordering, BALANCE OUTSTANDING placement, VAT handling, file-writing side effect, and returned path. It does not cover overwrite, authentication, or error behavior, but the core behavior is well described.

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?

The description is short and front-loaded with the action and return value. The second sentence is telegraphic but informative; however, the trailing 'Pro.' is unexplained noise that does not earn its place.

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?

For a tool with six parameters and no output schema, it communicates the essential return contract and PDF content well. However, it does not resolve the ambiguity of the fuzzy client parameter or explicitly guide selection among the sibling statement tools, so it is not fully complete for an AI agent.

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 the baseline of 3 applies. The description adds no parameter-specific details beyond the schema, except implicit mapping like 'one client's' to client and 'path' to out_path.

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 action ('write') and resource ('one client's A4 statement of account'), and the title confirms the PDF output. It is specific enough to be distinguished from report-style siblings, though it never names an alternative explicitly.

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?

It gives a direct instruction and a clear context ('one client's'), which implies when to use it. However, it does not explicitly mention when not to use it or point to sibling tools such as statement_text or statements_report, leaving the routing partially implied.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.