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CryptoCultCurt

Appfolio MCP Server

get_annual_budget_forecast_report

Retrieve an annual budget forecast report for properties, filtered by date range, property IDs, groups, portfolios, or owners.

Instructions

Returns annual budget forecast report for the given filters.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
property_visibilityNoFilter properties by status. Defaults to "active"active
properties_idsNoFilter by specific property IDs
property_groups_idsNoFilter by property group IDs
portfolios_idsNoFilter by portfolio IDs
owners_idsNoFilter by owner IDs
period_fromYesStart period for the forecast (YYYY-MM). Required.
period_toYesEnd period for the forecast (YYYY-MM). Required.
consolidateNoConsolidate results0
gl_account_map_idNoFilter by GL account map ID
columnsNoSpecific columns to include
Behavior2/5

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

No annotations are provided, and the description gives no behavioral context such as read-only nature, performance implications, or any side effects. The agent has no information beyond the name.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Single sentence, no fluff, but lacks front-loading of key details. Adequately concise for a simple purpose.

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?

With 10 parameters, no output schema, and many sibling tools, the description is insufficient. Missing return format, how filters combine, and any explanation of the report's content.

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 coverage is 100% with detailed parameter descriptions. The tool description adds no extra meaning beyond 'given filters', so baseline 3 is appropriate.

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?

The description clearly states it returns an annual budget forecast report and mentions filters. It's specific enough to distinguish from many sibling reports but could be more explicit about what the report contains compared to similar budget reports.

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 guidance on when to use this tool versus alternatives (e.g., get_annual_budget_comparative_report). No prerequisites or context 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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