Skip to main content
Glama
jamiew

Monarch Money MCP Server

Complete Financial Overview

get_complete_financial_overview
Read-only

Get a comprehensive financial overview including accounts, transactions, budgets, and cashflow for any time period in a single API call, reducing round-trips.

Instructions

Get complete financial overview in a single call - accounts, transactions, budgets, cashflow.

This intelligent batch tool combines multiple API calls to provide comprehensive financial analysis, reducing round-trips and providing deeper insights.

Args: period: Time period for analysis ("this month", "last month", "this year", etc.)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
periodNothis month

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
periodYes
accountsNo
budgetsNo
cashflowNo
transactionsNo
categoriesNo
transaction_summaryNo
batch_metadataNo
Behavior3/5

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

Annotations already indicate readOnlyHint=true and openWorldHint=false, so safety is clear. The description adds that it combines multiple API calls and reduces round-trips, but the term 'deeper insights' is vague. No additional behavioral traits beyond annotations are disclosed.

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?

The description is concise and front-loaded, with the core purpose in the first sentence. The second sentence adds moderate value but contains marketing language ('intelligent batch tool', 'deeper insights') that could be trimmed.

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 an output schema exists, the description does not need to detail return values. It sufficiently explains the tool's scope and the single parameter. However, it lacks mention of any prerequisites or limitations.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With 0% schema description coverage, the description bears full responsibility for explaining the single parameter. It provides examples of valid period values ('this month', 'last month', etc.), adding meaning beyond the schema's basic definition.

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's purpose: to get a complete financial overview including accounts, transactions, budgets, and cashflow. It distinguishes itself from sibling tools by highlighting its batching capability, using specific verbs and resources.

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 obtaining comprehensive data in one call, but lacks explicit guidance on when not to use it or alternatives. Given many sibling tools exist for individual data, it would benefit from specifying trade-offs.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/jamiew/monarch-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server