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werkstatt-jasper

merit-aktiva-mcp

merit_get_balance_report

Retrieve a balance sheet for a specified end date and period count. This shows the financial position and helps analyze assets, liabilities, and equity from Merit Aktiva data.

Instructions

Balance sheet / statement of financial position (POST /api/v1/getbalancerep). endDate is ISO YYYY-MM-DD; periodCount is the number of months.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
endDateYesBalance date (YYYY-MM-DD, required)
periodCountYesNumber of months (required)
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It reveals the HTTP method and endpoint, but it does not state whether the operation is read-only, what the response format is, or any side effects or permission requirements. This leaves the agent without explicit expectations beyond the basic resource identification.

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 compact sentence with no filler. It efficiently front-loads the report type and then packs the endpoint and both parameter clarifications into minimal space. Every part earns 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?

The tool has only two required parameters and no output schema, so the core invocation details are present. However, the lack of annotations and behavioral details means the agent gets no safety profile, return-value expectations, or guidance on how this report relates to sibling reports. For a straightforward report call it is minimally complete but not fully self-sufficient.

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 schema already documents both parameters. The description's restatement of 'endDate is ISO YYYY-MM-DD' and 'periodCount is the number of months' adds only marginal clarification over the schema fields. It provides no extra value such as examples, ranges, or edge-case guidance.

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 resource as a balance sheet / statement of financial position and gives the endpoint, which makes the tool's function recognizable. However, it uses a noun phrase rather than an explicit verb like 'retrieves' or 'generates', and it does not explicitly contrast with sibling report tools. The report type is specific enough to distinguish it from profit, inventory, and sales reports.

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?

The description implies the tool is for obtaining a balance sheet report, but it does not state when to use this tool over sibling report tools such as profit or inventory reports. There are no explicit conditions, exclusions, or references to alternatives. The usage context must be inferred entirely from the named report type.

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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