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theluckystrike

mcp-statement-of-account

Render the statement of account as a PDF

statement_pdf

Generate a client's A4 statement of account as a PDF, listing every movement in date order and closing with the outstanding balance. Returns the file path for the requested period and client.

Instructions

Call this tool to write one client's A4 statement of account and return the file path. Titled STATEMENT OF ACCOUNT, every movement in date order, closing with the balance outstanding. 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. Dates show when Glama detected each change.

  1. First observedv0.14.0

TDQS

A3.9/5.0
Behavior4/5

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

With no annotations, the description carries the behavioral disclosure burden, and it does a solid job: it states the output is a PDF file path, describes the A4 format, the statement title, the date ordering of movements, and the closing balance. It omits edge-case behaviors like overwrite policy or empty-statement handling, but the core side effect (writing a file) is clearly disclosed.

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 main action in the first clause and output characteristics compactly listed. The trailing 'Pro.' appears to be a stray or unexplained fragment that adds noise, preventing a perfect score.

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?

For a tool with six parameters and no output schema, the description covers the essential context: what the PDF contains, how it is formatted, and what the tool returns. The rich schema covers parameter details, so the description is adequate; only minor gaps such as overwrite behavior and error cases remain.

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 is 3. The description adds a little semantic color ('one client's' for client, 'return the file path' for out_path) but does not meaningfully explain parameter formats or constraints beyond what the schema already documents.

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 states a specific verb ('write'), a resource ('one client's statement of account'), and a clear deliverable ('return the file path'). It is distinct from sibling text/aging tools by explicitly framing this as a PDF-rendering operation, though it does not name any sibling it is not.

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

Usage Guidelines4/5

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

The opening sentence ('Call this tool to write one client's A4 statement...') gives a clear, direct usage context and scopes the tool to a single client and PDF output. It does not, however, provide explicit when-not-to-use guidance or name alternatives such as statement_build or statement_text.

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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