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erikrubstein

monarch-mcp2

by erikrubstein

Reports Update Saved Report

reports_update_saved_report

Update an existing saved report's name and field configuration in Monarch Money to reflect changes in your financial data.

Instructions

Update saved report. This may create or update Monarch data.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYes
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 already indicate non-readonly and non-destructive. The description adds 'This may create or update Monarch data,' which aligns with openWorldHint but is vague. It does not disclose specifics like error handling, auth requirements, or what 'Monarch data' encompasses.

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

Conciseness4/5

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

Two concise sentences with no fluff. However, the second sentence could be more specific to improve clarity. It is appropriately front-loaded.

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 parameters, potential side effects, no output schema), the description is too brief. It does not explain the tool's behavior, return format, or differentiate from sibling tools. Important context is missing.

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 40% (only 2 of 5 parameters described). The description does not elaborate on any parameter, especially report_id and name which lack schema descriptions. The description fails to compensate for the missing parameter details.

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 'Update saved report' which is a specific verb-resource pair. It distinguishes from sibling tools like reports_create_saved_report, though the ambiguous mention of 'create' in the second sentence slightly detracts from clarity.

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., when to update vs create). No prerequisites or conditions mentioned. The description lacks any explicit usage 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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