get_projection_config
The forecast/FIRE plan's assumptions (salary, expenses, inflation, retirement dates, tax mode). The projection itself is computed client-side.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
The forecast/FIRE plan's assumptions (salary, expenses, inflation, retirement dates, tax mode). The projection itself is computed client-side.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided. Description adds context about what is not included (the projection itself) but lacks details on read-only nature, authorization needs, or rate limits.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences with zero waste. Front-loads the purpose and provides concrete examples efficiently.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Adequate for a parameterless tool with no output schema. Describes the return content adequately. Could mention output format (e.g., JSON) but not essential.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema has no parameters (100% coverage trivially). Description adds semantic value by listing the included assumption categories, giving the agent meaningful expectations.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Clearly states it retrieves forecast/FIRE plan assumptions, listing specific examples (salary, expenses, etc.), and distinguishes itself from the client-side projection computation. This differentiates it from sibling tools like get_dashboard or get_net_worth_history.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Implied usage for obtaining assumptions, but no explicit when-to-use or when-not-to guidance. No mention of alternatives or exclusions.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Add one secure layer between your agents and this server.
Each tool targets a distinct domain operation: dashboard views, history, pricing, projections, reference data, tax reports, connections, transactions, trade logging, balance adjustments, and syncing. There is no overlap between read-only queries and mutation commands, so an agent should be able to select the right tool for a specific task without confusion.
All tools follow a consistent verb_noun pattern: get_dashboard, get_net_worth_history, get_prices, get_projection_config, get_reference_data, get_tax_report, list_connections, list_transactions, log_trade, record_balance_adjustment, refresh_prices, sync_connections. The verbs (get, list, log, record, refresh, sync) are clear and align with the noun they operate on.
Twelve tools is well-scoped for a personal finance/ledger server. Each tool covers a necessary aspect of the domain (viewing, reporting, data entry, sync), and none feel redundant or excessive. This fits the typical range for a coherent service.
The surface covers core read operations (dashboard, history, prices, reference data, tax, transactions), mutation operations (log_trade, record_balance_adjustment), and maintenance operations (refresh_prices, sync_connections). Missing could be an update/delete for transactions or connections, but the provided tools cover the primary lifecycle of a financial ledger without dead ends.