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dfrysinger

finance-mcp

by dfrysinger

allocation_audit_report

Audit scheduled transfers to see if they fired on time, late, early, or not at all, with configurable date range and day tolerance.

Instructions

Audit each scheduled transfer: did it fire on time, late, early, or not at all.

Dates are YYYY-MM-DD; end defaults to today and start to a year back. day_tolerance is how far a transfer may drift and still count as fired. A genuinely-ambiguous allocation surfaces as missing until its transfer link is confirmed via confirm_transfer.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
endNo
startNo
day_toleranceNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior5/5

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

With no annotations, the description fully discloses behavior: date defaults, drift tolerance, and ambiguity handling. It also implies read-only audit behavior without stating destructive actions.

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?

Three concise sentences: purpose, parameter explanation, ambiguity note. No fluff, well-structured.

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?

Given the output schema exists, the description adequately covers the report content and edge cases. It is complete for the tool's complexity.

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

Parameters5/5

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

Despite 0% schema description coverage, the description explains all three parameters: end and start defaults/formats, day_tolerance as drift threshold. It adds meaning beyond the schema.

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 audits scheduled transfers to check if they fired on time, late, early, or not at all. It uses a specific verb and resource, distinguishing it from siblings like confirm_transfer.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explains date format, default values, and day_tolerance meaning. It also mentions when an allocation surfaces as missing and directs to confirm_transfer for resolution, providing explicit when-to-use and alternative.

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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