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erikrubstein

monarch-mcp2

by erikrubstein

Cashflow Get Cashflow Trends

cashflow_get_cashflow_trends
Read-onlyIdempotent

Track cash flow trends over time by specifying date range and optional filters like accounts, categories, or merchants. Choose monthly, quarterly, or yearly intervals.

Instructions

Get cashflow trends.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fieldsNoOptional dotted output field paths to return, such as ['id', 'merchant.name', 'category.name'].
filtersNo
end_dateYes
intervalNomonth
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
Behavior2/5

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

The description adds no behavioral context beyond what annotations already provide (readOnlyHint, idempotentHint). It does not describe output shape, data scope, or any side effects.

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

Conciseness2/5

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

Extremely concise but at the expense of necessary detail. A single sentence with no structure or partitioning of information.

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's complexity (7 parameters, no output schema, multiple siblings), the description is severely incomplete. It does not explain what trends entail, available intervals, filtering options, or output modes.

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%, but the description provides no parameter details. It fails to compensate for the low coverage, leaving agents without guidance on parameters like filters, interval, or output_mode.

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 'Get cashflow trends,' which provides a verb and resource but is vague. It does not distinguish from sibling tools like cashflow_get_cashflow_breakdown or cashflow_get_cashflow_summary.

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 siblings or alternatives. The description lacks context about use cases or exclusions.

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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