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Setell-AI

Setell

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Setell margin summary

setell_get_margin_summary
Read-only

Summarize realized margins across recent won jobs: revenue-weighted overall margin, per-job-type averages (worst first), three worst jobs, count below target margin, and uncosted jobs. Use for monthly profitability check-ins.

Instructions

Realized margin across the operator's recent WON jobs: revenue-weighted overall margin (honestly-costed jobs only), per-jobType averages (worst first), the 3 worst jobs, the count below their target margin, and how many jobs could not be costed. Use for 'how are my margins?' or monthly profitability check-ins. OPERATOR-ONLY data. Read-only.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoHow many recent won jobs to consider (1-50). Defaults to 25.
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 reinforces with 'Read-only' and adds operator-only data scope, but does not disclose additional behavioral traits beyond what annotations provide.

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 two sentences, front-loading the key output items and then providing usage context and constraints. Every word adds value; no superfluous content.

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 no output schema, the description compensates by listing what the summary includes (overall margin, per-jobType averages, worst 3 jobs, count below target, uncostable jobs). However, it could further describe output format or structure for full completeness.

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 description for the only parameter 'limit'. The tool description does not add any additional meaning for the parameter, so baseline score of 3 is appropriate.

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 clearly states the tool returns 'realized margin across the operator's recent WON jobs' and lists specific data points (revenue-weighted overall margin, per-jobType averages, worst jobs, count below target, uncostable jobs). It also provides example use cases, distinguishing it from siblings like setell_get_job_margin.

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 explicitly gives usage context: 'Use for 'how are my margins?' or monthly profitability check-ins.' It also notes 'OPERATOR-ONLY data.' However, it does not explicitly state when not to use or provide 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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