Skip to main content
Glama
erikrubstein

monarch-mcp2

by erikrubstein

Accounts Get Net Worth Breakdown

accounts_get_net_worth_breakdown
Read-onlyIdempotent

Retrieve a detailed breakdown of net worth over a specified timeframe, with optional account filters to customize the analysis.

Instructions

Get net worth breakdown.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fieldsNoOptional dotted output field paths to return, such as ['id', 'merchant.name', 'category.name'].
filtersNo
timeframeYes
start_dateYes
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
session_pathNo
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, and destructiveHint as false. The description adds no additional behavioral context, but does not contradict annotations. With annotations present, the bar is lower; however, the description does not provide extra useful behavioral details.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness2/5

Is the description appropriately sized, front-loaded, and free of redundancy?

At 4 words, the description is extremely minimal but fails to provide necessary information. It is under-specified for a tool with 6 parameters and no output schema, making it inefficient rather than concise.

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

Completeness1/5

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

The description is too brief to be complete. Given the tool's complexity (6 parameters, no output schema), it does not explain what the net worth breakdown contains, how filters work, or what output format to expect. The description leaves the agent with significant uncertainty.

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

Parameters1/5

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

Schema description coverage is only 33% (2 out of 6 parameters have descriptions). The description 'Get net worth breakdown' adds no meaning to parameters like filters, start_date, timeframe, or session_path. With low coverage, the description must compensate, but it does not.

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

Purpose3/5

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

The description 'Get net worth breakdown' clearly identifies the action (get) and resource (net worth breakdown), but lacks specificity about what the breakdown includes. It does not distinguish it from the sibling tool 'accounts_get_net_worth_performance'.

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 accounts_get_net_worth_performance or other tools. There is no context on prerequisites or typical use cases.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/erikrubstein/monarch-mcp2'

If you have feedback or need assistance with the MCP directory API, please join our Discord server