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akutishevsky

LunchMoney MCP Server

get_recurring_items

Read-only

Retrieve recurring items expected for a date range to see upcoming transactions and their match details.

Instructions

Retrieve a list of recurring items expected for a specified date range. The matches object on each item is populated based on the requested range.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateNoStart of the range used to populate `matches` (YYYY-MM-DD). Defaults to the current month. Required if end_date is set.
end_dateNoEnd of the range used to populate `matches` (YYYY-MM-DD). Required if start_date is set.
include_suggestedNoIf true, also returns recurring items suggested by the system that have not yet been reviewed.
Behavior3/5

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

Annotations already indicate read-only. Description adds that 'matches' object is populated, but does not mention pagination, limits, or ordering behavior. Adequate but not rich.

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?

Two concise sentences, front-loaded with purpose. No unnecessary information.

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?

No output schema, but description indicates 'matches' object. Could clarify structure of items, but given optional parameters and read-only annotation, it's sufficiently complete for basic usage.

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 covers all parameters with descriptions (100% coverage). Description adds context about 'matches' but not specific parameter details. Baseline score 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 it retrieves recurring items for a date range, using specific verbs and resource. It distinguishes from siblings like get_single_recurring_item and other list tools by specifying 'recurring items'.

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?

No explicit guidance on when to use this vs alternatives (e.g., get_transactions for non-recurring). The context of date range is implied but not contrasted with other 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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