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albeorla

financial-agent

by albeorla

auto_model_high_confidence_recurring

Convert high-confidence recurring transactions with three or more occurrences into cash-flow obligations to improve runway accuracy.

Instructions

Apply HIGH-confidence, well-evidenced direct-checking recurring candidates (e.g. a car payment) as proper obligations so they enter the cash-flow projection and the runway becomes accurate. Conservative: only confidence=high direct-checking with >=3 occurrences; everything else stays in the review queue.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_of_dateNo
db_pathNo
Behavior3/5

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

No annotations provided, so description must explain behavior. Mentions 'Conservative' and criteria, implying safe mutation. Lacks details on side effects, permissions, or exactly how obligations are applied.

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 succinct sentences with front-loaded action and no redundant words. Efficiently conveys the core functionality and constraints.

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?

Lacks parameter documentation and return value description. With only optional parameters and no output schema, the description should compensate but does not address these missing pieces.

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

Parameters1/5

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

Schema coverage is 0%, but description provides no information about the two parameters (as_of_date, db_path). Agent cannot infer their purpose or usage.

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 applies high-confidence recurring candidates as obligations for cash-flow accuracy, specifying criteria (confidence=high, direct-checking, >=3 occurrences), distinguishing it from sibling tools that handle different types.

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?

Explicitly states when to use (high-confidence candidates with >=3 occurrences) and that everything else stays in review queue. Implies exclusion but does not name specific 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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