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setup_status

Check API key state, data availability, and analysis capabilities to determine onboarding status. Use to identify missing data or actions needed before analysis.

Instructions

One-shot setup diagnostic. Call this at the start of every conversation, and any time the user asks for analysis but you're unsure what data is available. Returns: API key state, data counts (transactions / balance / flow / prices / snapshots / FX), profile, next_steps for onboarding, capabilities (which kinds of analysis are currently possible), and analyst_context (the persona, principles, data_gating rules, and reasoning frameworks). Treat capabilities as a hard gate — if a required capability is false, follow the matching data_gating rule instead of fabricating an answer.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior4/5

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

Even without annotations, the description fully discloses the tool's return values and behavioral expectations (capabilities as gates, no fabrication). It implies read-only operation and warns against fabricating answers, which is crucial for an AI agent.

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?

The description is a single paragraph that efficiently covers purpose, usage, and output. It is front-loaded with key directives. While dense, every sentence adds value; minor restructuring might help but it's already concise.

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

Completeness5/5

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

Given no parameters and no output schema, the description provides complete context: what it does, when to use, what it returns, and how to interpret results. Nothing is missing for effective tool invocation.

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

Parameters4/5

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

The input schema has zero parameters, so the baseline is 4. The description adds no parameter information, but none is needed.

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?

The description clearly states what the tool does: a one-shot setup diagnostic that returns key state, data counts, capabilities, and context. It distinguishes itself from sibling tools that add, delete, or show data, making its unique role obvious.

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

Usage Guidelines4/5

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

Explicitly instructs to call at the start of every conversation and when unsure about data availability. It also provides guidance on treating capabilities as a hard gate and following data_gating rules. No explicit exclusions or alternatives, but the context is very clear.

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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