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henfrydls

actual-budget-mcp

by henfrydls

spending_by_category

Read-only

Analyze your spending patterns by category for any date range. Get total amounts and percentage breakdown per category.

Instructions

Break down spending by category for a date range. Shows each category's total spending and percentage of total.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateNoStart date (YYYY-MM-DD or natural language). Defaults to start of current month.
end_dateNoEnd date (YYYY-MM-DD or natural language). Defaults to today.
include_incomeNoInclude income categories (default: false)
limitNoMaximum number of categories to show (default 20)
Behavior4/5

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

Annotations declare readOnlyHint=true, so the tool is read-only. The description adds behavioral context by specifying output details (category total and percentage), which goes beyond annotations. No contradictions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two sentences with clear structure, front-loading the purpose. Could be slightly more structured but is concise and efficient.

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?

No output schema exists, but the description explains return values (category, total, percentage). It lacks details on sorting or pagination, but for a simple aggregation tool, it is mostly complete given sibling context.

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% with all parameters documented. The description adds no additional parameter information beyond what the schema already provides, 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 it breaks down spending by category for a date range, showing total spending and percentage. This is specific and distinguishes it from siblings like 'category_trends' (trends over time) or 'monthly_summary' (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 Guidelines3/5

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

The description implies usage for date-range category breakdown but does not provide explicit when-to-use or when-not-to-use guidance. No alternatives or exclusions are mentioned.

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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