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erikrubstein

monarch-mcp2

by erikrubstein

Reports Get Saved Report

reports_get_saved_report
Read-onlyIdempotent

Retrieve a saved report from Monarch Money using its report ID. Optionally select specific fields and output mode.

Instructions

Get saved report.

Input Schema

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

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

Annotations (readOnlyHint=true, destructiveHint=false, idempotentHint=true) already indicate safe, idempotent read behavior. The description adds no behavioral context beyond the annotations, but does not contradict them.

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 under-specified. A single sentence of two words lacks critical information, crossing from conciseness into inadequacy.

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 description is insufficient for the tool's role in a report ecosystem. No output schema, so return format is unknown. Sibling tools exist for related operations, but this description offers no context to differentiate or guide 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 50% (fields and output_mode have descriptions, report_id and session_path do not). The description adds no parameter meaning, failing to compensate for the schema gaps.

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 saved report' is nearly tautological with the tool name. It does not distinguish from sibling tools like reports_list_saved_reports (list) or reports_get_report_data (get data for a report), and provides no specific verb+resource detail beyond the name.

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 guidelines on when to use this tool versus alternatives like reports_get_report_data. No context about prerequisites or when not to use it.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

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