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compare_transactions

Read-onlyIdempotent

Identify missing bank transactions by comparing CSV statements with YNAB records to ensure accurate financial tracking.

Instructions

Compare bank transactions from CSV with YNAB transactions to find missing entries

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idYes
account_idYes
csv_file_pathNo
csv_dataNo
amount_toleranceNo
date_tolerance_daysNo
enable_chronology_bonusNo
statement_start_dateNo
statement_dateNo
auto_detect_formatNo
debugNo
csv_formatNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
matchesYes
summaryYes
missing_in_bankYes
missing_in_ynabYes
Behavior4/5

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

Annotations indicate read-only, open-world, idempotent, and non-destructive behavior, which the description doesn't contradict. The description adds context by implying a comparison operation that identifies discrepancies, which aligns with the annotations. However, it doesn't detail potential side effects like caching or performance impacts, though annotations cover the core safety profile adequately.

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 a single, efficient sentence that directly states the tool's purpose without unnecessary words. It's front-loaded with the core action and outcome, making it easy to understand at a glance, which is ideal for conciseness.

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

Completeness4/5

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

Given the tool's complexity (12 parameters, nested objects) and the presence of annotations and an output schema, the description is somewhat complete but lacks details on usage context and parameter meanings. It adequately conveys the high-level purpose, but for a tool with many parameters and no schema descriptions, more guidance would be beneficial to fully inform an agent.

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?

With 0% schema description coverage for 12 parameters, the description adds no specific parameter information beyond the general mention of CSV and YNAB transactions. It doesn't explain parameters like 'amount_tolerance' or 'csv_format', leaving the schema to carry the full burden. The baseline is 3 as the schema provides detailed parameter definitions, but the description fails to compensate for the low coverage.

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 specific action ('compare'), resources involved ('bank transactions from CSV with YNAB transactions'), and outcome ('to find missing entries'). It distinguishes this tool from siblings like 'reconcile_account' or 'list_transactions' by focusing on comparison rather than reconciliation or listing.

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?

The description provides no guidance on when to use this tool versus alternatives like 'reconcile_account' or 'create_transactions'. It doesn't mention prerequisites, such as needing CSV data or YNAB transactions to compare, nor does it specify scenarios where this tool is appropriate versus other transaction-related tools.

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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