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thriveventurelabs

AccountsOS MCP Server

Official

Get Balance Sheet

get_balance_sheet
Read-onlyIdempotent

Retrieve a balance sheet report for a specified date to view assets, liabilities, and equity in a single snapshot.

Instructions

Get Balance Sheet report as at a given date.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_atNoReport date (YYYY-MM-DD). Default: today

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.2.3

TDQS

B3.4/5.0
Behavior3/5

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

The annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false, so the safety profile is covered. The description adds only the point-in-time snapshot context ('as at a given date'), but does not disclose other behaviors such as report content, currency, or any limitations.

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?

The description is a single, front-loaded sentence with no filler. Every word contributes to identifying the operation and its key parameter.

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 simple read-only report with one optional parameter and full schema annotation, the description is largely sufficient to invoke the tool. However, it does not provide any information about the returned report's structure, which is minor given the tool's straightforward nature and the absence of an output schema.

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?

The input schema fully documents 'as_at' with format (YYYY-MM-DD) and default (today), giving 100% coverage. The description's phrase 'as at a given date' simply restates this parameter's purpose without adding extra meaning.

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 identifies the action ('Get') and resource ('Balance Sheet report'), and adds the key temporal modifier 'as at a given date.' It doesn't explicitly name sibling alternatives like get_profit_and_loss or get_trial_balance, but the tool name itself is unambiguous among the report siblings.

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

Usage Guidelines2/5

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

No guidance is given on when to use this tool versus alternatives. The description only restates the function; it doesn't mention appropriate contexts, exclusions, or relationships to sibling report 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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