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Family: Update family shares

update_family_shares
    Replace all sharing permissions from you to the target member.

    Shares is a list of dicts with keys:
        - resource_type (str, required): one of
            "all", "all_accounts", "account", "all_budgets", "budget",
            "all_goals", "goal", "all_estate", "estate_plan"
        - resource_id (int, optional): required for specific-resource types
          (account/budget/goal), omit for "all_*"
        - access_level (str, optional): "view" (default) or "edit"
        - include_in_net_worth (bool, optional): default False

    Passing an empty list revokes all shares from you to the target.

    Args:
        member_id: FamilyMember ID to grant access to
        shares: list of share specs (see above)

    Returns:
        Count of shares created, or error dict
    

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
sharesYes
member_idYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.7/5.0
Behavior5/5

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

The description goes far beyond the sparse annotations by explicitly disclosing the replacement semantics, the full share specification, the revocation behavior when an empty list is passed, and the return shape (count of shares created or error dict). This is especially valuable since the annotations provide little behavioral safety context and there is no output schema.

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 long but every section earns its place: core behavior, share-spec schema, empty-list semantics, parameters, and return value. It is well-organized and front-loaded with the most important behavior, with no filler or repetition beyond what the tool's complexity requires.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given a 0% schema coverage, generic nested object schema, and no output schema, the description carries the full burden and covers nearly everything needed to call the tool correctly. The only minor gaps are lack of explicit error-condition details and any prerequisite checks (e.g., whether the member must already belong to the family group), but the core calling contract is complete.

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

Parameters5/5

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

Input schema coverage is 0%, and both parameters have minimal schema definitions (the shares items are just objects with additionalProperties true). The description compensates completely by documenting member_id, the structure of shares, valid resource_type values, optional resource_id rules, access_level defaults, and include_in_net_worth. This is exemplary parameter documentation.

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 opens with a specific verb and resource: 'Replace all sharing permissions from you to the target member,' which clearly identifies the operation and its direction. This is distinct from the many family invitation, member, and listing tools in the sibling set. It also explains the full share-spec format, making the tool's scope unmistakable.

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

Usage Guidelines4/5

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

The description makes it clear that this tool is for setting or replacing sharing permissions for a specific family member, and the empty-list behavior gives an explicit revocation path. It does not name alternative tools or state when not to use it, but the context is unambiguous enough for an agent to select it correctly among the family-related siblings.

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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