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dfrysinger

finance-mcp

by dfrysinger

red_flags_report

Audit debt accounts for missed or returned payments, flagging red flags. Downgrade to 'made_good' if later resolved, and highlight unauditable accounts that sync only balance.

Instructions

Loud alerts for debt payments that were returned or missed.

as_of is YYYY-MM-DD, defaulting to today. Audits each configured debt account (loans, mortgages, financed purchases) directly from its own transactions, so a payment is caught no matter which account funded it. A returned payment (posted then reversed) and a month whose payments net to zero or less (none posted, or fully reversed) each surface as a red flag; the payment amount is never compared, so any positive net counts as paid. A returned or missed payment that is later re-made or covered by an extra payment is downgraded to made_good and drops out of the red count. A debt that syncs only a balance surfaces as an explicit unauditable note rather than a silent gap. With no debt_accounts configured the report is simply empty.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_ofNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior5/5

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

No annotations, but description thoroughly discloses behavior: audits each debt account, defines red flags (returned payments, net zero/negative months), downgrading to made_good, and unauditable note for balance-only sync.

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?

Description is detailed but well-structured; each sentence adds value. Could be slightly more concise, but it's informative and clear.

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 complexity of the report (multiple edge cases) and the presence of an output schema, the description covers all necessary behavioral and usage details, including parameter semantics.

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?

Single parameter 'as_of' with 0% schema coverage; description adds format (YYYY-MM-DD), default (today), and purpose, which is essential for correct invocation.

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 provides 'loud alerts for debt payments that were returned or missed.' Distinguishes itself from siblings like account_balances, spending_summary, and subscription_audit_report by specifying debt-focused alerting.

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?

Explains when to use (check for missed/returned debt payments) and conditions (no debt accounts leads to empty report). Lacks explicit when-not-to-use but context is clear.

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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