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xero_reports_profit_and_loss

Retrieve a profit and loss report for any date range to analyze income and expenses.

Instructions

Get a Profit and Loss (income statement) report for a date range.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fromDateYesStart date in YYYY-MM-DD format (required)
toDateYesEnd 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 carries the full burden. It only states it retrieves a report but does not disclose behavioral traits such as authentication requirements, rate limits, response structure, or any side effects. This is minimally informative.

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 directly states the tool's purpose. Every word earns its place, and there is no extraneous information.

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?

The description is minimal and does not cover important contextual details such as the report's structure, whether it's a summary or detailed view, or what organization/tenant it applies to. Given the lack of output schema and annotations, this leaves the agent with incomplete understanding.

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 provides full descriptions for both parameters (fromDate, toDate) with 100% coverage. The description adds no additional meaning beyond the schema, so the baseline score of 3 is appropriate.

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 it retrieves a Profit and Loss (income statement) report for a date range, using a specific verb and resource. It distinguishes from sibling report tools (e.g., balance sheet, aged payables) by explicitly naming 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 is provided on when to use this tool versus alternatives like the balance sheet or aged reports. The description only states what it does, lacking explicit context about when it's appropriate or when not to use it.

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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