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RetireGolden

RetireGolden MCP

Official
by RetireGolden

batch_evaluate

Compare after-tax estate value, cumulative tax, or ending traditional balance across up to 500 retirement policy scenarios. Evaluate claim ages, Roth conversions, and withdrawal ordering to optimize your household plan.

Instructions

Educational decision-support only — not tax, legal, or financial advice. Do not prescribe securities actions. Evaluate many policies against the current household plan (search-friendly). Cap batches sensibly (~40 tool calls total in agent loops).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
policiesYesTyped policy params to sweep: claim_ages[], conversion_bracket/years, ordering
objectiveNo
Behavior3/5

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

With no annotations, the description carries the burden. It discloses educational-only nature and prohibits prescribing securities actions, implying read-only intent. However, it does not detail side effects, permissions, 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.

Conciseness4/5

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

The description is concise (3 sentences) and front-loaded with a disclaimer. Every sentence serves a purpose, though it could be slightly more structured.

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?

Without an output schema or annotations, the description lacks detail on return values, result format, or how the output relates to the objective. For a batch evaluation tool with complex inputs, this is insufficient.

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

Parameters2/5

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

Schema coverage is 50%, and the description only mentions 'policies' generically, ignoring the 'objective' parameter entirely. The description adds minimal meaning beyond the schema, failing to compensate for the low coverage.

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 the tool evaluates many policies against the current household plan, with a 'search-friendly' hint. However, it does not explicitly differentiate from siblings like compare_scenarios or solve_max_spending.

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

Usage Guidelines3/5

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

The description provides usage guidance like 'Cap batches sensibly (~40 tool calls total in agent loops)' and a disclaimer. But it lacks explicit when-to-use or when-not-to-use compared to alternative tools.

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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