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erikrubstein

monarch-mcp2

by erikrubstein

Budget Set Budget Category Variability

budget_set_budget_category_variability

Set a budget category's variability to fixed, flexible, or non-monthly to control how it is tracked and planned in Monarch budgets.

Instructions

Set budget category variability. This may create or update Monarch data.

Input Schema

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

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

The description 'This may create or update Monarch data' adds minimal behavioral context beyond the annotations (readOnlyHint=false). Annotations already indicate it is a write operation but not destructive. The description does not reveal further traits like idempotency or side effects.

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 highly concise, using two sentences to state purpose and a behavioral note. No extraneous words, and the key information is front-loaded.

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?

Given the tool has 5 parameters, no output schema, and no nested objects, the description is insufficient. It fails to explain the variability option, required category, or return behavior, leaving the agent underinformed for correct invocation.

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?

With only 40% schema description coverage, the description should explain parameters but does not. It does not mention category_id, variability enum, or other parameters, leaving the agent to infer meaning solely from the schema, which lacks descriptions for critical fields.

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 the tool sets budget category variability, which is a specific verb-resource pair. It distinguishes from similar sibling tools like budget_set_budget_group_variability by the resource type, but does not explicitly mention this differentiation.

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 alternative sibling tools like budget_set_budget_amount or budget_set_budget_category_rollover. There is no mention of prerequisites or context.

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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