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henfrydls

actual-budget-mcp

by henfrydls

get_category_balance

Read-only

Get the balance and spending history for a category across one or more months.

Instructions

Get the balance and spending history for a specific category across one or more months.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
categoryYesCategory name or ID
monthsNoNumber of months to look back (default 3)
Behavior3/5

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

Annotations already declare readOnlyHint=true, so the description doesn't need to restate safety. The description adds that it covers 'one or more months' but lacks details on whether months are calendar or fiscal, or if it returns raw transaction history or aggregated balances.

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?

A single, well-formed sentence that conveys the tool's purpose efficiently with no unnecessary 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?

Given the simple read-only nature and existing annotations/schema, the description is mostly adequate. However, missing details like the format of the return value (since no output schema) could be improved. Sibling tools add context but are not critical.

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 baseline is 3. The description reinforces the 'category' and 'months' parameters but does not add new semantics beyond what the schema already provides.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it retrieves balance and spending history for a specific category over one or more months. However, it does not differentiate from sibling tools like 'balance_history' or 'spending_by_category' which could overlap.

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 guidance on when to use this tool versus alternatives, nor any conditions or exclusions. The description is purely declarative without usage context.

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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