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albeorla

financial-agent

by albeorla

list_obligation_review_candidates

Identify obligation instances needing review, such as estimated amounts due for refresh, based on a specified date.

Instructions

List obligation instances that need review, such as estimated amounts due for refresh.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_of_dateYes
db_pathNo
Behavior2/5

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

No annotations provided, so description must disclose behavior. Only states it lists instances needing review; does not mention if it is read-only, required permissions, or any side effects. For a listing operation, read-only is assumed but not confirmed.

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, very concise. Front-loaded with the purpose. No wasted words, though could benefit from parameter details.

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 two simple parameters and no output schema, description is incomplete. Does not specify return format, filtering behavior, or parameter purpose. Minimal context for an agent to use correctly.

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 has zero description coverage for parameters. Description does not explain as_of_date or db_path. No added value beyond the schema's type and nullability.

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?

Description clearly states the tool lists obligation instances needing review, with an example 'estimated amounts due for refresh'. This is specific and distinguishes from sibling tools like list_obligations which list all instances.

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 (e.g., list_obligations, list_matched_obligation_instances). The example implies a scenario but no explicit when/when-not.

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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