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dannyshaw

Pocketsmith MCP Server

by dannyshaw

pocketsmith_list_budget

List budget analysis broken down by category. Optionally roll up subcategories to see parent totals for a clearer financial overview.

Instructions

List per-category budget analysis

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
roll_upNoWhether to roll up child categories into parent categories
Behavior2/5

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

No annotations are provided, so the description must disclose behaviors. It does not state whether the tool returns only categories with budgets, the format of the analysis (e.g., spent vs budgeted), or any limitations. The description is too minimal.

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?

The description is a single concise sentence with no extraneous words. It is appropriately sized for a simple tool.

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?

With no output schema and no annotations, the description should provide more context about what the tool returns. It lacks details on the structure of the analysis, which is critical for an AI agent to interpret results.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

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

Schema coverage is 100%, and the single parameter 'roll_up' is already described in the schema. The description adds no additional meaning beyond the schema, so baseline 3 is appropriate.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description 'List per-category budget analysis' clearly states the action and resource. It distinguishes from sibling 'pocketsmith_get_budget_summary' which implies a summary view. However, 'budget analysis' is somewhat vague and could be more specific.

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 is provided on when to use this tool versus alternatives like 'pocketsmith_get_budget_summary' or others. The description does not mention prerequisites or context, leaving the agent to infer usage.

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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