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albeorla

financial-agent

by albeorla

get_daily_digest

Retrieve a daily finance summary: balances, cash-flow projection, upcoming obligations, drift items, and guardrail status. Optionally renders a markdown narrative.

Instructions

The daily finance summary (replaces just daily): balances, cash-flow projection, upcoming obligations, drift/review items, recurring candidates, and guardrail status, each with provenance. Set render_markdown for a cash-flow.md-style narrative under the 'markdown' key. Read-only.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_of_dateNo
windowsNo
render_markdownNo
db_pathNo
Behavior3/5

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

The description states the tool is read-only and explains the behavior of the render_markdown parameter. However, it does not disclose other potential behaviors like data freshness, performance, or side effects. No annotations are provided to supplement.

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?

The description is concise, using a single paragraph that front-loads the main purpose and then adds details. It is well-structured with no unnecessary information.

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 the lack of an output schema and annotations, the description should provide more detail on the return structure. It lists components but not their format or how they are presented, leaving ambiguity for the agent.

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?

With 0% schema coverage, the description only adds meaning for the render_markdown parameter. The other three parameters (as_of_date, windows, db_path) are not described, leaving the agent without guidance on their purpose or usage.

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 the tool provides a daily finance summary with specific components (balances, cash-flow projection, etc.). It is specific about the resource and verb, but does not explicitly differentiate from the many sibling tools, only mentioning it replaces `just daily` which is not a sibling.

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?

The description implies this is the tool for a daily digest, but lacks explicit when-to-use or when-not-to-use guidance. No alternatives are mentioned, so the agent must infer context from the sibling list.

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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