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BilalAtique

expensify-mcp

by BilalAtique

expensify_get_policy

Read-only

Retrieve Expensify policy configuration including categories, tags, report fields, tax rates, and employees. Use this to validate data before creating expenses, as the API rejects values not already set on the policy.

Instructions

Fetch configuration for one or more policies: categories, tags, report fields, tax rates, and the employee roster. Use this to discover valid category and tag names before creating expenses, since the API rejects values that do not already exist on the policy.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fieldsNoWhich sections to return. Defaults to all of: categories, reportFields, tags, tax, employees
policyIDListYesPolicy IDs to fetch
Behavior4/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false. The description adds context that the API rejects unknown values, reinforcing the read-only nature and providing behavioral insight beyond annotations.

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 tightly written sentences: first states purpose and output, second provides usage context. No redundant information; every sentence adds value.

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 the moderate complexity, the description covers what the tool returns (categories, tags, etc.) and provides a critical use case. The lack of an output schema is acceptable because the description lists return sections. Slightly more detail on response structure could help, but not essential.

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%; the description adds no additional parameter-level detail beyond listing the fields in prose. Baseline of 3 is appropriate as the schema already documents each parameter.

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 uses a specific verb ('Fetch') and resource ('configuration for one or more policies') and lists the returned sections. It distinguishes from siblings like expensify_list_policies by implying it retrieves detailed settings and provides a concrete use case.

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?

Explicitly states when to use: 'discover valid category and tag names before creating expenses' and explains the reason (API rejects unknown values). While it doesn't explicitly mention when not to use or list alternatives, the guidance is clear and actionable.

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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