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accesstechnology-mike

emma-transactions-mcp

get_spending_summary

Summarize income, spending, and net movement by category, account, and month from transaction data in Google Sheets.

Instructions

Summarize income, spending, net movement, and totals by category, account, and month

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
sheet_urlNoGoogle Sheet URL, published CSV URL, or Sheet ID. Optional when EMMA_SHEET_URL is set.
gidNoGoogle Sheet tab gid. Defaults to 0.
fromNoInclusive lower date bound. Works best with ISO dates.
toNoInclusive upper date bound. Works best with ISO dates.
Behavior2/5

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

No annotations exist, so the description must disclose behavior. It only states what is summarized but does not indicate read-only nature, side effects, or data source behavior (e.g., fetching from sheet).

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 redundant information. It is appropriately concise and front-loaded with the action 'Summarize'.

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 no output schema and no annotations, the description lacks details on return format, output structure, or constraints. It is incomplete for an agent to fully understand the tool's capabilities.

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%, so baseline is 3. The description adds no additional meaning to the parameters beyond what the schema provides.

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 summarizes income, spending, net movement, and totals by category, account, and month. It distinguishes itself from siblings like list_transactions (raw data) and validate_sheet (validation).

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. It does not specify when not to use or mention sibling tools for comparison.

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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