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yazelin

ERPNext MCP Server

by yazelin

get_party_balance

Retrieve outstanding balances for customers or suppliers in ERPNext to monitor financial status and manage accounts receivable/payable.

Instructions

Get outstanding balance for a Customer or Supplier.

Args: party_type: "Customer" or "Supplier" party: Party name/ID

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
party_typeYes
partyYes
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 of behavioral disclosure. It only states what the tool does ('Get outstanding balance') without mentioning permissions, rate limits, error handling, or what the return value looks like (e.g., numeric balance, currency, timestamp). This is inadequate for a tool with no annotation coverage.

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 front-loaded with the core purpose in the first sentence, followed by a concise 'Args' section that lists parameters without unnecessary details. Every sentence earns its place, making it efficient and well-structured.

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?

Given the tool's moderate complexity (2 required parameters, no output schema, no annotations), the description is partially complete. It explains the purpose and parameters well but lacks behavioral details like return format or usage context. This makes it adequate but with clear gaps, aligning with a minimum viable score.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The description adds significant meaning beyond the input schema, which has 0% description coverage. It explains that 'party_type' must be 'Customer' or 'Supplier' and 'party' is a 'name/ID', clarifying the semantics and constraints. Since there are only 2 parameters and the description covers them well, it compensates effectively for the schema gap.

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 states the verb 'Get' and the resource 'outstanding balance for a Customer or Supplier', making the purpose specific and understandable. However, it does not explicitly differentiate from sibling tools like 'get_stock_balance' or 'get_count', which might also retrieve balance-related information in different contexts, so it falls short of a perfect score.

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?

The description provides no guidance on when to use this tool versus alternatives. It does not mention prerequisites, exclusions, or compare it to siblings like 'get_stock_balance' or 'get_list_with_summary', leaving the agent with no context for tool selection beyond the basic purpose.

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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