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Ronit-019

Finance Intelligence MCP

by Ronit-019

create_budget

Create budget tracking limits for overall, category, or subcategory with specified amounts and periods. Supports single or bulk creation.

Instructions

Create one or more budget tracking limits. You can either pass single budget parameters or a list of budget dicts in 'budgets'.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
amountNoBudget limit amount.
periodNo'weekly', 'monthly', 'quarterly', or 'yearly'.
budgetsNoOptional list of budget dictionaries for bulk insertion.
categoryNoOptional category name.
end_dateNoISO end date (YYYY-MM-DD).
start_dateNoISO start date (YYYY-MM-DD).
budget_typeNo'overall', 'category', or 'subcategory'.
subcategoryNoOptional subcategory name.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior2/5

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

No annotations are provided, so the description carries full responsibility for behavioral disclosure. It only mentions input modes (single vs. bulk) but does not disclose side effects, permissions required, validation rules, idempotency, or error behavior. For a mutating 'create' tool, this is a significant gap.

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 concise—two sentences—and front-loads the primary purpose. Every word adds value, and it avoids repeating schema information.

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

Completeness3/5

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

Given the tool's complexity (8 optional parameters, two distinct usage modes), the description is brief and does not specify which fields are required for single vs. bulk creation, nor does it clarify the structure of the budget dicts in the bulk mode. An output schema exists, so return values are covered, but the description leaves some ambiguity about how to correctly compose a request.

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 100%, so the schema already documents all parameters well. The description adds meaningful usage context by explaining that callers can either provide single parameter fields or a list of budget dictionaries via 'budgets', clarifying a non-obvious alternative input mode. This exceeds the baseline for paramet​er semantics.

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 ('Create') and a concrete resource ('budget tracking limits'), clearly distinguishing it from siblings like list_budgets, update_budgets, and delete_budgets. It also clarifies that the tool supports both single and bulk creation via the 'budgets' parameter, reinforcing its purpose.

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 states the tool's capability (creating budgets) but does not explicitly explain when to use it versus alternatives, nor does it mention prerequisites or exclusions. The intended context is implied by the verb 'Create' and the sibling tool names, but no direct guidance is 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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