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erikrubstein

monarch-mcp2

by erikrubstein

Budget Set Flex Rollover Settings

budget_set_flex_rollover_settings

Enable or update flex rollover settings for budgets, specifying start month and starting balance.

Instructions

Set flex rollover settings. 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
starting_balanceNo
Behavior3/5

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

Annotations already indicate not read-only and not destructive. The description adds 'may create or update Monarch data', which aligns with non-idempotent behavior. However, it doesn't disclose specific side effects or error conditions.

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?

Two concise sentences with no obvious filler. The behavioral note is useful, but the description could be slightly more informative without becoming verbose.

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 6 parameters and no output schema, the description fails to explain what flex rollover settings are, the meaning of key parameters, or the expected response. This leaves the agent with significant gaps.

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 33% schema coverage, the description provides no additional meaning for parameters like 'enabled', 'start_month', 'starting_balance'. The schema's descriptions for 'fields' and 'output_mode' are already there, so the description adds no value.

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 verb 'Set' and resource 'flex rollover settings', and distinguishes from sibling tool 'budget_get_flex_rollover_settings' via name. However, it does not explain what flex rollover settings are, limiting clarity.

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_flex_rollover_settings. There is no mention of prerequisites or context for use.

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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