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bkichler

monarch-mcp

by bkichler

list_category_groups

Retrieve all category groups from Monarch Money, which are the parent groupings for transaction categories, to organize your personal finance data.

Instructions

List all category groups (the parent groupings for categories).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior4/5

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

Description clearly indicates a read-only list operation, with no side effects disclosed. With no annotations, the description carries the burden, but it sufficiently conveys the trivial nature of the 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, concise sentence that conveys the tool's purpose without redundant or unnecessary content. Efficient and front-loaded.

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

Completeness4/5

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

Given the tool has no parameters, is read-only, and has an output schema, the description provides adequate completeness. Could optionally mention expected output (list of group objects) but not required.

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?

No parameters present; schema coverage is 100% trivially. The description adds no parameter information, which is appropriate given no parameters exist. Baseline score of 4 for zero-parameter tools.

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 lists category groups and explains they are parent groupings for categories. The verb 'list' and resource 'category groups' are specific and distinct from sibling tool 'list_categories'.

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?

No explicit guidance on when to use this tool versus alternatives. However, as a simple list tool with no parameters, usage context is implied. Missing when-not-to-use or alternative suggestions.

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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