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erikrubstein

monarch-mcp2

by erikrubstein

Receipts Match Receipt

receipts_match_receipt

Match a receipt to a transaction in Monarch Money to reconcile your financial data.

Instructions

Match receipt. 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'].
receipt_idYes
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
transaction_idYes
Behavior3/5

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

Description says 'may create or update Monarch data', matching annotations (non-readOnly, non-destructive). Adds minimal context beyond annotations but doesn't detail 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.

Conciseness3/5

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

Very short with two sentences; concise but the second sentence is vague and adds little value.

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 the complexity (5 params, no output schema, sibling tools), the description is too minimal; doesn't explain matching process or return value.

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 coverage is 40% (only fields and output_mode have descriptions). Description does not explain parameters like receipt_id or transaction_id, failing to compensate.

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?

Description states 'Match receipt' which is clear but vague; distinguishes from siblings like unmatch, but doesn't specify that it links a receipt to a transaction.

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 (e.g., upload/update/unmatch); agent must infer from context.

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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