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erikrubstein

monarch-mcp2

by erikrubstein

Budget Set Flex Budget Amount

budget_set_flex_budget_amount

Set a flexible budget amount for a specific month, with options to apply to future months and set a default amount.

Instructions

Set flex budget 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
Behavior2/5

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

Annotations already indicate readOnlyHint=false and destructiveHint=false. The description adds 'may create or update Monarch data,' which is consistent but doesn't disclose any additional behavioral traits such as side effects, authorization requirements, or what 'flex budget' implies. Minimal value beyond annotations.

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 short (two sentences) but lacks essential detail. It is concise but at the cost of completeness, making it barely adequate.

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?

Given the tool has 7 parameters, no output schema, low schema description coverage, and no sibling differentiation, the description is severely incomplete. It fails to provide sufficient context 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?

Schema description coverage is only 29% (2 of 7 parameters have descriptions in the schema). The tool description does not mention any parameters or their meanings, leaving the agent to infer from parameter names alone, which is insufficient for a 7-parameter tool.

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 states 'Set flex budget amount' which is a verb+resource pair, but it does not explain what a 'flex budget amount' is nor how it differs from other budget-setting tools like budget_set_budget_amount or budget_set_budget_group_amount. It is adequate but vague.

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 sibling budget tools, no prerequisites, and no context on scenarios where setting a flex budget is appropriate. It merely states what it does.

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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