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xero_reports_balance_sheet

Retrieve a Balance Sheet report as of a specified date to view assets, liabilities, and equity.

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 disclose behavior. It only states 'Get a Balance Sheet report' without mentioning return format, data scope, or any limitations, leaving significant gaps for a report tool.

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 a single sentence with no wasted words. However, it could include additional context without significant bloat, so a slight deduction for minimalism.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given no output schema and the complexity of a balance sheet report, the description is insufficient. It does not explain report structure, typical line items, or common use cases, leaving the agent underinformed.

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 schema coverage is 100% with a description for the date parameter. The description adds no extra meaning beyond the schema, meeting the baseline but not compensating for lack of detail.

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 retrieves a Balance Sheet report as of a specific date, distinguishing it from sibling report tools like profit_and_loss by specifying the report type.

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 on when to use this tool versus alternatives such as aged payables or profit and loss. The context of a balance sheet being a snapshot of assets, liabilities, and equity is implied but not explicitly stated.

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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