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Zenskar MCP Server

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by zenskar

getAccountBalance

getAccountBalance

Retrieve the balance of an accounting account with filters by customer, contract, currency, and date range.

Instructions

Retrieve the balance for a specific accounting account. Supports filtering by customer, contract, currency, and posted-at date range.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
accountIdYesThe unique identifier of the account.
as_ofNoDate for the balance snapshot (YYYY-MM-DD).
customer_idNoFilter the balance to a single customer UUID.
contract_idNoFilter the balance to a single billing contract UUID (enables per-contract GL balance).
currencyNoThree-letter ISO currency code (e.g. 'USD').
journal_entry__posted_at__gteNoLower bound on parent journal entry posted-at date (inclusive).
journal_entry__posted_at__lteNoUpper bound on parent journal entry posted-at date (inclusive).
__userContextNoInternal user context for multi-tenant authentication and approval workflow
Behavior2/5

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

No annotations provided, so description bears full burden. It does not disclose read-only nature, authentication needs, performance implications, or what balance includes (e.g., pending transactions).

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?

Two sentences: first conveys purpose, second lists filtering capabilities. No fluff, front-loaded.

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?

No output schema, so description should explain return format but does not. Missing side effects, return value structure, or prerequisites. Moderate complexity with 8 params, yet incomplete.

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%, so baseline is 3. Description adds some value by summarizing filters, but does not add new syntax or format details beyond schema.

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 verb 'Retrieve' and resource 'account balance', with specific filtering options. It distinguishes from sibling tools like listAccounts and other get tools.

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 explicit guidance on when to use this tool vs alternatives like getBalanceSheet or getIncomeStatement. Missing 'when not to use' or specific context.

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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