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add_category

Create single or multiple expense/income categories in the budget library, with optional descriptions, to organize transactions for better tracking.

Instructions

Create one or more categories in the category library.

Supports single category parameters OR a batch list/dict of items in items.

  • items: Optional list of dicts. Each dict can contain: {"name": str, "type": "expense"|"income", "description": str}.

  • name: Unique category name (used if items is omitted).

  • type: Category type ('expense' or 'income', defaults to 'expense').

  • description: Optional description explaining what belongs in this category.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNo
typeNoexpense
itemsNo
descriptionNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

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

No annotations are provided, so the description carries the behavioral burden. It does explain the batching capability and that items can be a list OR dict, but does not disclose return values, uniqueness enforcement behavior, validation nuances, or whether batch partially succeeds on error. As a create/mutation tool with no annotation coverage, more behavioral disclosure would help.

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?

Well organized with a clear lead sentence and bullet-style parameter breakdown. Every line adds value. Slightly verbose in backticks but acceptable for a dual-mode tool that needs to disambiguate the items vs single-param path.

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?

For a moderate-complexity creation tool with no annotations and 0% schema coverage, the description covers the two modes, all fields, defaults, and type constraints. The presence of an output schema reduces the need to document return values. Minor gap: no mention of error handling or duplicate-name behavior, but overall adequate.

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 0%, so the description must document all parameters, and it does thoroughly: name (unique), type (expense/income, defaults to expense), description, and items (list/dict of category dicts with named fields). It adds meaningful defaults, allowed values, and structural context beyond what the raw schema shows.

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?

Clear verb+resource: 'Create one or more categories in the category library.' The description distinguishes itself from siblings like update_category and delete_category, and explicitly notes that it differs from add_transaction. It also states the operational modes (single vs batch via items).

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 explains the two invocation modes: single-category params (name/type/description) OR batch via `items`, and how they interact ('name used if items is omitted'). It lacks explicit when-not-to-use guidance or explicit alternatives, but the mode selection clarity is strong enough to guide the agent correctly.

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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