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erikrubstein

monarch-mcp2

by erikrubstein

Budget Set Budget Group Amount

budget_set_budget_group_amount

Set the budget amount for a category group in a specific month, creating or updating the budget entry in Monarch.

Instructions

Set budget group amount. This may create or update Monarch data.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
monthYes
amountYes
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
default_amountNo
apply_to_futureNo
category_group_idYes
Behavior2/5

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

Annotations already signal mutation (readOnlyHint=false) but are not destructive. The description adds 'may create or update', which is redundant and doesn't disclose specific side effects, permission requirements, or rate limits.

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 very short (two sentences), but it is appropriately concise. However, it lacks substance; it could be more informative without adding length.

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?

With no output schema and 8 parameters (3 required), the description should explain the purpose and usage more thoroughly. It does not define what a budget group is or what the parameters mean, making it incomplete.

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 25% (fields and output_mode have descriptions). The description does not explain any required parameters (month, category_group_id, amount) despite low coverage, leaving their formats and semantics unclear.

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 verb 'Set' and the resource 'budget group amount', distinguishing it from siblings like budget_set_budget_amount which sets individual category amounts. The addition 'may create or update' adds nuance about the operation.

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_set_budget_amount or budget_set_budget_group_rollover. No prerequisites or context provided beyond the action itself.

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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