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albeorla

financial-agent

by albeorla

generate_income_instances

Generate dated income obligation instances from income schedules for a specified date range, using optional closure dates.

Instructions

Generate dated income obligation instances from configured income schedules.

extra_closure_dates accepts YYYY-MM-DD dates imported from a payroll or calendar source for one-off local closures.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateYes
through_dateYes
db_pathNo
extra_closure_datesNo
Behavior2/5

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

No annotations are provided, and the description does not disclose behavioral traits such as side effects (e.g., does it create records?), permissions needed, or rate limits. It only notes the format of one parameter, leaving the tool's behavior largely unclear.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is short with two sentences, but it omits critical details. It is not verbose, but the lack of essential information reduces its value. Every sentence is earned, but more sentences are needed.

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?

Given four parameters, no annotations, and no output schema, the description is incomplete. It fails to explain the return value, side effects, or how the required date parameters are used. A more comprehensive description is necessary.

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

Parameters2/5

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

Schema coverage is 0%, so the description should add meaning to all parameters. It only explains 'extra_closure_dates' format. No information is given for 'start_date', 'through_date', or 'db_path', leaving them ambiguous.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states that the tool generates dated income obligation instances from configured income schedules. The verb 'generate' and object 'income obligation instances' are specific. However, it does not differentiate from sibling tools that also deal with income sources or obligations.

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 mention prerequisites, when not to use, or any context for invocation.

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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