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bkichler

monarch-mcp

by bkichler

get_cash_flow_summary

Retrieve your cash flow summary with income, expenses, and savings for a selected period to understand your financial position.

Instructions

Top-line cash flow numbers only (income, expense, savings).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateNo
end_dateNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

No annotations provided, so description must carry the burden. It discloses return values (income, expense, savings) but does not mention any behavioral traits like aggregation method, date range dependency, or permissions. Adequate for a simple read tool.

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?

Single sentence, no wasted words. Front-loaded with the core purpose. Highly efficient.

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?

The description omits crucial parameter guidance despite having two optional parameters. With an output schema present, return values are covered, but parameter usage is left to assumption. Incomplete for a tool with optional date range.

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% with no parameter descriptions. The description does not mention 'start_date' or 'end_date' at all, leaving agents uninformed about how to use them. Fails to add any meaning beyond the schema itself.

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?

Clearly states it returns top-line cash flow numbers (income, expense, savings). Specific verb and resource, distinguishes from sibling 'get_cash_flow' which likely provides details.

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?

The phrase 'only' implies a limited scope, hinting at when to use this summary vs. a detailed alternative. Does not explicitly name alternatives but context is clear from sibling tool names.

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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