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expenselm

expenselm-mcp-server

Official
by expenselm

get_expense_summary_by_subscription_by_currency

Get a breakdown of expenses by subscription and currency within a chosen date range. Provide start and end dates to obtain categorized spending totals for better financial insight.

Instructions

Get expense summary by subscription and currency for the provided period.

Args: from_date (required): The start date for filtering. Format is YYYY-MM-DD. to_date (required): The end date for filtering. Format is YYYY-MM-DD.

Returns: list[SubscriptionCurAmtStatItem]: The expense summary by subscription and currency.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
to_dateYes
from_dateYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.3.1

TDQS

A4.2/5.0
Behavior3/5

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

No annotations are provided, so the description carries the behavioral burden. It discloses that the tool returns a list of SubscriptionCurAmtStatItem and requires start/end dates in YYYY-MM-DD format, which is useful. However, it does not mention inclusivity of dates, timezone handling, ordering, empty results, or any aggregation details beyond the summary wording.

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?

The description is compact and well-structured with a one-line purpose, an Args section, and a Returns section. Every sentence serves a clear function and no filler or repetition exists.

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?

For a low-complexity tool with two required parameters, an output schema, and clear date formats, the description is largely complete. It could add a note about date-boundary behavior or timezone assumptions, but nothing critical is missing for selecting and invoking the tool correctly.

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?

Schema description coverage is 0%, so the description must add meaning to the two parameters. It clearly defines from_date and to_date as required start/end filters with explicit YYYY-MM-DD format, which goes well beyond the bare schema titles.

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 states a specific verb and resource: 'Get expense summary by subscription and currency for the provided period.' It clearly distinguishes this tool from sibling summaries by month or category, so an agent can identify its unique purpose immediately.

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 gives clear context that this is for fetching a date-filtered expense summary grouped by subscription and currency. It does not explicitly name alternatives or exclusion criteria, but the period-based context and grouping dimensions make the intended use obvious.

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