Skip to main content
Glama
bkichler

monarch-mcp

by bkichler

get_net_worth_history

Retrieves daily net-worth snapshots aggregated across all accounts, with optional filters for account type and date range.

Instructions

Daily net-worth snapshots aggregated across all accounts.

Optional account_type filters to a single type (e.g. 'brokerage'). Dates are ISO YYYY-MM-DD.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateNo
end_dateNo
account_typeNo

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 carries burden. It implies a read operation ('snapshots'), but does not explicitly state it is read-only, non-destructive, or describe any side effects. Lacks details on safety profile.

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 concise sentences, front-loaded with main purpose. No wasted words. Efficient and clear.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With an output schema available, the description covers the tool's purpose, optional filter, and date format adequately. No missing essential information 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.

Parameters4/5

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

Adds meaning beyond input schema: explains account_type filter is optional and filters to a single type, and specifies date format (ISO YYYY-MM-DD). However, does not elaborate on start/end_date semantics beyond format.

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 provides daily net-worth snapshots aggregated across all accounts. Distinguishes from sibling tools like get_net_worth_by_type (which likely gives breakdown by type).

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?

Mentions optional account_type filter and ISO date format, but does not explicitly guide when to use this tool versus alternatives like get_net_worth_by_type, nor does it mention prerequisites or when not to use.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/bkichler/monarch-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server