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henfrydls

actual-budget-mcp

by henfrydls

balance_history

Read-only

Track an account's balance changes over time by viewing the running balance at each transaction date within a chosen period.

Instructions

Track an account's balance changes over time by showing the running balance at key transaction dates.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
accountYesAccount name or ID
start_dateNoStart date (YYYY-MM-DD or natural language). Defaults to 3 months ago.
end_dateNoEnd date (YYYY-MM-DD or natural language). Defaults to today.
Behavior3/5

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

Annotations declare readOnlyHint=true, confirming it's a read operation. The description adds behavioral details about showing running balance at key transaction dates, which is useful but does not elaborate on what constitutes 'key transaction dates' or any limitations.

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, front-loaded sentence with no extraneous words. It efficiently communicates the tool's purpose.

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?

With no output schema, the description partially explains the output (running balance at key transaction dates) but does not specify format or structure. The three parameters are well-documented in the schema, but the tool's simplicity leaves minor gaps.

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?

The schema has 100% coverage with descriptions for all three parameters. The description does not add meaning beyond the schema, so baseline score of 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 tool tracks an account's balance changes over time, specifying 'running balance at key transaction dates'. It uses a specific verb and resource, distinguishing it from sibling tools like 'get_transactions' or 'monthly_summary'.

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

Usage Guidelines2/5

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 versus alternatives such as 'get_transactions' or 'monthly_summary'. The description implies a use case but lacks exclusion criteria or mentions of when not to use it.

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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