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dcode

monarch-mcp2-obot

by dcode

Budget Set Flex Budget Amount

budget_set_flex_budget_amount

Set a flexible budget for a specified month by entering an amount, creating or updating your Monarch budget data to match your plan.

Instructions

Set flex budget amount. This may create or update Monarch data.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
monthYes
amountYes
fieldsNoOptional dotted output field paths to return, such as ['id', 'merchant.name', 'category.name'].
output_modeNoOutput shape to return. Use summary for compact CLI-style defaults, full for complete structured data without raw, and raw for complete structured data including raw payloads.summary
default_amountNo
apply_to_futureNo
Behavior3/5

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

The description discloses that the operation 'may create or update Monarch data,' which is consistent with readOnlyHint=false and destructiveHint=false and adds a mild upsert connotation. It does not detail side effects of apply_to_future or default_amount, but annotations already carry the core safety profile, so the added value is moderate.

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 compact—two short sentences with no redundancy, front-loading the core action. However, the brevity is achieved by omitting substantive guidance, so conciseness is good but not exemplary.

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 tool has 6 parameters and no output schema, and it sits among many similar budget setters, yet the description gives no context on return values, the meaning of 'flex,' or how 'default_amount'/'apply_to_future' behave. This is insufficient for an agent to call it correctly in varied situations.

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

Parameters2/5

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

With only 33% schema description coverage, the description needed to explain the required 'month' and 'amount' parameters and the optional 'default_amount' and 'apply_to_future,' but it does not. Only 'fields' and 'output_mode' have schema descriptions; the description adds no parameter-level meaning.

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 states a specific action ('Set flex budget amount') on a clearly scoped resource, and the word 'flex' distinguishes it from sibling tools like budget_set_budget_amount. However, it does not explain what a flex budget amount is or how it differs beyond the name, so it stops short of full clarity.

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?

There is no guidance on when to select this tool over the many sibling budget setters (budget_set_budget_amount, budget_set_budget_group_amount, etc.). The description provides no context about use cases, prerequisites, or exclusions, leaving the agent to infer from the name alone.

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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