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Zenskar MCP Server

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by zenskar

getBalanceSheet

getBalanceSheet

Retrieve a balance sheet report detailing assets, liabilities, and equity. Scope to a specific customer, contract, or GL account with optional currency and cadence settings.

Instructions

Retrieve the balance sheet report (assets, liabilities, equity). Supports per-customer / per-contract / per-account scoping via filters and currency / cadence selection.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateNoStart date for the balance sheet period (YYYY-MM-DD).
end_dateNoEnd date for the balance sheet period (YYYY-MM-DD). Defaults to today.
cadenceNoBucket cadence for the report. One of 'month', 'quarter', 'year'. Defaults to 'month'.
currencyNoThree-letter ISO currency code to scope the report (e.g. 'USD').
customer_idNoRestrict report to a single customer UUID.
contract_idNoRestrict report to a single billing contract UUID (enables per-contract balance sheet).
account_id__inNoFilter to a list of GL account UUIDs.
grouping_keysNoOptional grouping dimensions, e.g. ['customer_id'] or ['contract_id'].
get_changesNoIf true, return period-over-period changes instead of cumulative values.
cursorNoCursor for pagination.
limitNoMaximum rows per page (default 10).
__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 carries full burden. It does not disclose behavioral traits such as read-only nature, authentication needs, rate limits, pagination details, or output format. Basic retrieval action stated without behavioral context.

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?

Single sentence, front-loaded with main purpose, no unnecessary words. Efficient and to the point.

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 complexity (12 parameters, no output schema, nested objects), description covers high-level purpose and filter capabilities but lacks details on return format, pagination, and behavioral aspects. Adequate but notable gaps.

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?

Schema coverage is 100%, providing baseline of 3. Description adds meaning by explaining scoping capabilities (per-customer, per-contract, per-account) and selection of currency/cadence, going beyond schema descriptions. Not exhaustive but adds value.

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?

Description clearly states it retrieves the balance sheet report and identifies key elements (assets, liabilities, equity). It mentions scoping filters, currency, and cadence selection, but does not distinguish from sibling tools like getIncomeStatement. Purpose is specific but lacks differentiation.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

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

Description implies when to use scoping filters and selection options, but does not guide when to use this tool over alternatives (e.g., getIncomeStatement). No explicit context or exclusions provided.

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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