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bkichler

monarch-mcp

by bkichler

set_budget

Allocate a budget to a category or group, specifying timeframe and whether changes apply to future periods.

Instructions

Set a budget amount. Provide exactly one of category_id or category_group_id.

timeframe: 'month' or 'year'. apply_to_future propagates the change forward.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
amountYes
category_idNo
category_group_idNo
timeframeNomonth
start_dateNo
apply_to_futureNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

No annotations are provided, so the description carries the full burden. It discloses that apply_to_future propagates changes forward, which is a key behavioral trait. However, it does not mention whether this overwrites existing budgets, if the operation is idempotent, or any side effects.

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?

The description is extremely concise with two sentences plus a line break, all front-loaded. Every word serves a purpose: stating the action, the key constraint, and explaining two parameters.

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

Completeness3/5

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

Given the 6 parameters, no annotations, and no output schema details, the description covers the core requirement and two parameters well. However, it leaves out start_date explanation and what happens if both or neither category IDs are provided, making it somewhat incomplete.

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?

With 0% schema description coverage, the description adds essential meaning: timeframe values ('month' or 'year'), the mutual exclusivity of category_id and category_group_id, and the propagation behavior of apply_to_future. However, it omits details about start_date and the format of IDs.

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?

The description clearly states the tool sets a budget amount, which is a specific verb+resource combination. It further distinguishes by requiring exactly one of category_id or category_group_id, setting it apart from sibling tools like get_budgets.

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 description gives clear usage guidelines: provide exactly one of category_id or category_group_id, and explains timeframe and apply_to_future. While it does not explicitly mention when not to use this tool or alternatives, the constraints are clearly stated.

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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