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xero_reports_balance_sheet

Retrieve a Balance Sheet report from Xero as of a specific date to assess a company's financial position at that point in time.

Instructions

Get a Balance Sheet report as of a specific date.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateYesReport date in YYYY-MM-DD format (required)
Behavior3/5

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

No annotations are provided, so the description carries the full burden. It only says 'Get', implying a read operation, but does not disclose any behavioral details such as potential generation delays, report format, or whether it is strictly read-only.

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 sentence of 10 words with no filler. Every word contributes to the purpose, making it highly concise.

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?

Given the tool has only one parameter, no output schema, and no annotations, the description is largely complete. It could optionally mention report structure, but it is not necessary for a simple retrieval tool.

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% for the 'date' parameter, and the description adds 'as of a specific date', which aligns with the schema. However, it does not add new meaning beyond what the schema already provides.

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 'Get a Balance Sheet report', specifying the verb (Get) and resource (Balance Sheet report), which distinguishes it from sibling report tools like xero_reports_profit_and_loss and xero_reports_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 Guidelines4/5

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

It indicates usage 'as of a specific date', suggesting the tool is for a point-in-time balance sheet. However, it does not explicitly state when not to use it or mention alternatives like other 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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