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erikrubstein

monarch-mcp2

by erikrubstein

Cashflow Get Cashflow Summary

cashflow_get_cashflow_summary
Read-onlyIdempotent

Retrieve a summary of cash flow for a specified date range, with optional filters for accounts, categories, merchants, and tags. Get a quick overview of income and expenses.

Instructions

Get cashflow summary.

Input Schema

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

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false, so the agent knows it's a safe read operation. The description does not add behavioral context beyond that, but does not contradict 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 one sentence, which is concise, but it is too minimal for the complexity of the tool. It sacrifices informativeness for brevity.

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?

The tool has 6 parameters, no output schema, and no explanation of return values or behavior. The description is insufficient for an agent to understand the tool's full functionality.

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 only 33% (2 of 6 parameters have descriptions). The description provides no explanation for parameters, failing to compensate for the low schema coverage.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose2/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description 'Get cashflow summary' is a vague verb+resource. It does not specify what the summary includes or how it differs from sibling tools like cashflow_get_cashflow_breakdown or cashflow_get_cashflow_trends.

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 is given on when to use this tool versus alternatives. The sibling tools suggest related functionality, but the description offers no context for selection.

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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