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get_goals

Read-only

Retrieve financial goals from Copilot's native goal tracking. Returns savings, debt payoff, and investment goals with target amounts, monthly contributions, status, and total target amount.

Instructions

Get financial goals from Copilot's native goal tracking. Retrieves user-defined savings goals, debt payoff targets, and investment goals. Returns goal details including target amounts, monthly contributions, status (active/paused), start dates, and tracking configuration. Calculates total target amount across all goals. Cache-only: no live-mode (--live-reads) counterpart exists because Copilot's GraphQL endpoint does not expose goal data, so this tool always returns cached LevelDB data regardless of the --live-reads flag.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
active_onlyNoOnly return active goals (default: false)
Behavior5/5

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

Discloses beyond readOnlyHint: always returns cached LevelDB data regardless of --live-reads flag, alerting the agent to staleness. No contradiction with annotations.

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 efficiently convey purpose and key constraint. Could be slightly more structured with bullet points, but no waste.

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

Completeness5/5

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

Given simple read-only tool with one parameter and no output schema, description covers all essential aspects: goals covered, fields returned, cache limitation, and no live mode.

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?

Input schema has 1 parameter with full description. Description adds no new info beyond schema, so 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 it retrieves financial goals from Copilot's native goal tracking, listing types (savings, debt, investment) and details returned. It distinguishes from siblings like get_accounts and get_budgets.

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

Usage Guidelines4/5

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

Explicitly mentions cache-only nature and lack of live-mode counterpart, indicating when to use. No explicit alternatives among siblings, but context implies this is the only goal tool.

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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