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erikrubstein

monarch-mcp2

by erikrubstein

Budget Get Flex Rollover Settings

budget_get_flex_rollover_settings
Read-onlyIdempotent

Retrieve flexible budget rollover settings to see how unspent balances carry over to future months.

Instructions

Get flex rollover settings.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
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
session_pathNo
Behavior3/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, destructiveHint=false. The description 'Get' aligns with these annotations. No additional behavioral details are provided, but no contradictions either.

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 a single concise sentence of 5 words. It is front-loaded and efficient, but borderlines on under-specification for agents.

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?

Despite having good annotations, the description lacks context about what flex rollover settings are, what fields are returned, or how the output_mode parameter affects results. For a simple getter, more completeness is needed.

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?

Schema coverage is 67% (2 of 3 parameters described). The description adds no information about parameters beyond what the schema already provides. Baseline 3 is appropriate as the schema handles most of the documentation.

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 clearly states it retrieves flex rollover settings. It is specific and distinguishes from sibling 'budget_set_flex_rollover_settings' by implying a read operation. However, it could be more explicit about the scope.

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 on when to use this tool versus alternatives like budget_get_budget_settings or budget_set_flex_rollover_settings. No context provided for 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.

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