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erikrubstein

monarch-mcp2

by erikrubstein

Household Update Household Preferences

household_update_household_preferences

Update household preferences to control transaction review requirements, editing of pending transactions, beta features, and budget exclusions.

Instructions

Update household preferences. 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'].
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
exclude_business_from_budgetNo
new_transactions_need_reviewNo
hidden_transactions_beta_enabledNo
pending_transactions_can_be_editedNo
uncategorized_transactions_need_reviewNo
Behavior3/5

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

Annotations already indicate the tool is not read-only and not destructive. The description adds 'This may create or update Monarch data,' which provides slight additional context on possible side effects, but lacks details on permanence or impact on other users.

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 at one sentence, but given the tool has 8 parameters, it is under-specified. It front-loads the purpose but omits necessary context, striking a poor balance for a tool of this complexity.

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?

With 8 parameters, no output schema, and low schema coverage, the description fails to provide sufficient context about which preferences are updatable, the effects of updating, or any prerequisites. It is incomplete for reliable agent 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 only 25%, with five boolean parameters lacking descriptions. The tool description does not compensate by explaining what these parameters control, leaving the agent with insufficient information to correctly set them.

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 tool updates household preferences, with a specific verb and resource. It adds that it may create or update Monarch data, but does not differentiate from the sibling get counterpart (household_get_household_preferences).

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 provided on when to use this tool versus alternatives. There is no mention of prerequisites, when to prefer update over get, or any usage context beyond the basic purpose.

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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