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erikrubstein

monarch-mcp2

by erikrubstein

Budget Set Budget Group Rollover

budget_set_budget_group_rollover

Set rollover for a budget category group, enabling or disabling rolling over unspent funds with optional start month, starting balance, and rollover type.

Instructions

Set budget group rollover. 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'].
enabledYes
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
start_monthNo
session_pathNo
rollover_typeNo
starting_balanceNo
category_group_idYes
Behavior2/5

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

Annotations already indicate non-read-only and open world behavior. The description adds 'may create or update', but does not elaborate on side effects, permissions, or reversibility. With annotations present, the description could add more value but doesn't.

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

Conciseness3/5

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

The description is very concise with two short sentences, which is efficient for simplicity. However, it is too sparse to be judged as well-structured; it lacks essential details, so conciseness comes at the cost of completeness.

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?

With 8 parameters, no output schema, and a complex financial domain (budget rollover), this minimal description is inadequate. It does not explain the concept of rollover, expected inputs, or the effect of changes, making it insufficient for correct tool usage.

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

Parameters2/5

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

Schema description coverage is low (25%). The description does not explain critical parameters like category_group_id, enabled, rollover_type, or starting_balance. It fails to compensate for the under-documented schema, leaving parameter meanings unclear.

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 states the verb 'set' and resource 'budget group rollover', and adds that it may create or update data, making the purpose clear. However, it does not differentiate from siblings like budget_set_budget_category_rollover or budget_reset_budget_rollover, which have similar names and purposes.

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. It lacks context on prerequisites, typical scenarios, or exclusions, leaving the agent without decision support.

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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