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create_budget_template

Generate a budget vs actual Excel template with predefined categories to track financial performance and compare planned versus actual expenses.

Instructions

Create budget vs actual Excel template

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
categoriesNo
filePathYes
Behavior2/5

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

No annotations are provided, so the description carries the full burden. It mentions 'Create' but doesn't disclose behavioral traits such as file system impact (e.g., overwriting existing files), permissions needed, error handling, or output format. For a tool that creates files, this is a significant gap in transparency.

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?

The description is a single, efficient sentence with no wasted words. It's front-loaded with the core action and resource, making it easy to parse quickly.

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

Completeness2/5

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

Given no annotations, 0% schema description coverage, and no output schema, the description is incomplete. It doesn't explain what the tool returns, how parameters interact, or behavioral details like file creation effects, making it inadequate for a tool with two parameters that likely modifies the file system.

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 description coverage is 0%, so the schema provides no parameter descriptions. The description mentions 'budget vs actual Excel template' but doesn't explain what 'categories' or 'filePath' parameters mean or how they affect the output. It adds minimal semantic value beyond the schema's structure.

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 the verb ('Create') and resource ('budget vs actual Excel template'), making the tool's purpose evident. However, it doesn't differentiate from sibling tools like 'create_cash_flow_template' or 'expense_budget_vs_actual', which might have overlapping functionality in budget/actual analysis contexts.

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 is provided on when to use this tool versus alternatives. With siblings like 'create_cash_flow_template' and 'expense_budget_vs_actual', the description lacks context on specific use cases, prerequisites, or exclusions, leaving the agent to infer usage.

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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