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xero_reports_balance_sheet

Retrieve a Balance Sheet report for any specified date, providing a snapshot of assets, liabilities, and equity to assess financial health.

Instructions

Get a Balance Sheet report as of a specific date.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateYesReport date in YYYY-MM-DD format (required)
Behavior2/5

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

No annotations are provided, so the description must carry the burden of disclosing behavior. The description is minimal and does not mention safety, permissions, side effects, return format, or any limitations. It only describes the action without behavioral context.

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 concise sentence that is front-loaded with the main action and resource. There is no redundant information, making it efficient and clear.

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 simple tool with one fully-described parameter, the description is adequate but leaves gaps. It lacks details about the report contents, any caveats about historical dates, or how the date is used exactly. It also does not provide usage guidance among report siblings, making it minimally complete.

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 already covers the parameter fully with description and format. The description adds only 'as of a specific date,' which reinforces the date parameter but does not provide additional meaning beyond the schema. With 100% schema coverage, the baseline is 3, and no extra value is added.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool gets a Balance Sheet report, which is a specific resource and verb. It also mentions 'as of a specific date,' tying to the date parameter. This distinguishes it from sibling report tools like Profit and Loss or Aged Receivables.

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?

There is no guidance on when to use this tool versus alternatives. The description only states what it does, with no context about choosing it over other report tools or any prerequisites. No alternatives or exclusions are mentioned.

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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