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report_flow

Aggregate cash flow entries by period to compute monthly income, expenses, net flow, and savings rate sorted by period.

Instructions

Aggregate cash flow entries by period. Returns monthly income, expenses, net flow, and savings rate sorted by period.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax number of periods to return (default: 36)
Behavior2/5

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

No annotations are provided, so description must fully disclose behavior. It states aggregation and output but lacks details on whether it's read-only, auth requirements, data scoping (e.g., which entries are aggregated), or side effects. Minimal transparency beyond the core action.

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

Conciseness5/5

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

Two concise sentences, front-loaded with action and output. Every part adds value with no redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the simple input (1 param, no required) and no output schema, the description adequately explains what is returned. Minor gap: does not specify the period (monthly? weekly?) but it says 'by period' and 'monthly' in output. Could be more explicit about date range scope.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema covers the single 'limit' parameter with full description (coverage 100%), so baseline is 3. Description adds no additional meaning beyond the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Description uses specific verb ('Aggregate') and resource ('cash flow entries by period'), clearly distinguishing it from sibling tools like 'show_flow' that show raw entries. It lists the exact returned metrics (income, expenses, net flow, savings rate) and ordering.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No explicit guidance on when to use this tool vs siblings like report_balance or show_flow. Usage is implied from the description (for aggregated periodic reports), but no exclusions or alternatives are mentioned.

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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