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hakimelek

monarchmoney-node

by hakimelek

set_budget_amount

Set or clear a budget amount for a specific category or category group in Monarch Money. Specify the amount, category or group, and optionally apply to future months.

Instructions

Set or clear a budget amount for a category or category group.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
amountYesBudget amount. Use 0 to clear.
category_idNoCategory ID (provide this OR category_group_id, not both)
category_group_idNoCategory group ID (provide this OR category_id, not both)
start_dateNoBudget period start date in YYYY-MM-DD format
apply_to_futureNoWhether to apply to future months
Behavior2/5

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

No annotations are provided, so the description carries full burden. It only states 'set or clear,' without detailing side effects, permissions, or whether changes apply retroactively. The apply_to_future parameter hints at recurring application, but the description does not elaborate. A mutation tool should disclose more behavioral traits.

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 a single sentence of 13 words, front-loaded with the verb 'set or clear.' It is concise and contains no unnecessary information.

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

Completeness2/5

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

Given 5 parameters, no output schema, and no annotations, the description is too brief. It does not specify return values, error handling, or edge cases (e.g., amount=0). A mutate tool with multiple parameters requires more completeness.

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 description coverage is 100%, so the input schema already provides meaning for each parameter. The description adds no additional semantic value beyond restating the tool's action. Baseline 3 is appropriate.

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 action (set or clear) and the resource (budget amount for a category or category group). It uses a specific verb-resource pair and is distinct from sibling tools, as no other tool sets budget amounts.

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 alternatives. The input schema mentions the mutual exclusivity of category_id and category_group_id, but the description does not explain when to set vs clear or provide context for choosing between category and group. The sibling tools are not directly competing, so usage is implied.

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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