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finlynq

FinLynq

Official
by finlynq

add_snapshot

Record a net worth snapshot for any asset by providing account name and current value. Optionally include date and note.

Instructions

Record a net worth snapshot for an asset (e.g. house value, car value). Stream D Phase 4: stdio cannot resolve account names — use HTTP MCP or the web UI.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateNoSnapshot date (defaults to today)
noteNoOptional note
valueYesCurrent value
accountYesAccount name or alias (refused on stdio — Stream D Phase 4)
Behavior2/5

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

Annotations indicate readOnlyHint=false and destructiveHint=false, but the description adds no additional behavioral context such as effects on existing data, required permissions, or side effects. It is minimal beyond the annotation hints.

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 short sentences front-loading the purpose and critical usage limitation. Every sentence is necessary and informative.

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

Completeness3/5

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

Missing details about the return value (e.g., confirmation or snapshot ID) and does not elaborate on the snapshot date meaning despite schema pattern. For a simple recording tool, it is adequate but not fully complete.

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 100% and the description adds context with examples (house value, car value) and notes about account name resolution issues. This meaningfully complements 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?

The description clearly states the verb 'record' and the resource 'net worth snapshot for an asset', with examples like house or car value. This differentiates it from siblings like get_net_worth, which retrieves net worth.

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

Usage Guidelines5/5

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

Explicitly warns that stdio cannot resolve account names and directs to use HTTP MCP or web UI. This provides clear when-not-to-use guidance and alternatives.

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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