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show_flow

Access monthly cash flow entries (income and expenses) filtered by period and currency. For aggregated trends with savings rate, use the flow report.

Instructions

Stored monthly cash flow entries (income + expenses) by period. Each entry has type (income|expense), sub_type, category, amount in display_currency (default USD), date. Without period returns all periods; with period (YYYY-MM) returns one month. For trend analysis use report with target "flow" which aggregates and adds savings rate.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
periodNoPeriod filter e.g. "2025-03"
display_currencyNoDisplay currency for amounts (USD/KRW/EUR/JPY/CNY/GBP/HKD/INR/TWD). Defaults to USD.USD
Behavior3/5

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

With no annotations, the description implies read-only behavior by saying 'stored entries' but does not explicitly state side effects, auth needs, or rate limits.

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-load purpose and cover parameter behavior and alternative, with no wasted words.

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?

Describes return entry structure and parameter effects. No output schema but description covers what to expect. Could mention pagination or response format but not required.

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 coverage is 100%, so description adds minimal value beyond schema. It reiterates period format and display_currency default already in 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?

The description clearly states the tool retrieves stored monthly cash flow entries with fields and explains behavior with/without period, distinguishing it from sibling tools.

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?

The description explains when to use without period vs with period, and suggests an alternative (report with target 'flow') for trend analysis, but does not explicitly state when not to use.

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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