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get_budgets

Read-only

Retrieves current-month effective budgets per category, including per-month overrides history. Optionally filters to active budgets only.

Instructions

Get budgets from Copilot's native budget tracking. Returns the current-month effective budget per category plus the full amounts map of per-month overrides for history lookups. For parent categories, the returned amount is the resolved total (children + rollovers) that Copilot displays in the Budgets view. Totals use the current-month effective amount.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
active_onlyNoOnly return active budgets (default: false)
Behavior4/5

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

Annotations already indicate readOnlyHint=true. The description adds value by detailing that budgets are from native tracking, returns effective budget per category and amounts map, and explains resolved totals for parent categories. 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.

Conciseness5/5

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

Three sentences, front-loaded with the main action, and every sentence adds necessary information. No redundancy or wasted 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?

No output schema, but the description compensates by explaining return values (effective budget, amounts map, resolved totals). It provides sufficient context for a simple read operation.

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 covers 100% of the single parameter (active_only) with a clear description. The tool description adds no additional meaning to the parameter beyond what the schema 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 retrieves budgets from Copilot's native budget tracking, specifies the return content (current-month effective budget per category plus full amounts map), and explains behavior for parent categories. It distinguishes itself from sibling tools by focusing on budgets.

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 budget retrieval but does not explicitly state when to use this tool versus alternatives like get_transactions or get_categories. No exclusions or when-not-to-use guidance is provided.

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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