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create_cash_flow_template

Generate Excel templates for cash flow projections to forecast financial performance and support budgeting decisions in finance workflows.

Instructions

Create cash flow projection Excel template

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
monthsNo
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 of behavioral disclosure. It states the tool creates an Excel template but does not mention any behavioral traits such as file system interactions (e.g., overwriting existing files), permissions required, error handling, or output format. This leaves significant gaps for a tool that likely writes to a file system.

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 that directly states the tool's purpose without unnecessary words. It is front-loaded and appropriately sized, 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 the complexity of creating a file-based template (2 parameters, no annotations, no output schema), the description is incomplete. It lacks details on behavior, parameter meanings, output expectations, and how it differs from similar tools, making it inadequate for informed tool selection and invocation.

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

Parameters2/5

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

Schema description coverage is 0%, meaning the input schema provides no descriptions for parameters. The tool description does not add any semantic information about the parameters (e.g., what 'months' represents or the format/purpose of 'filePath'), failing to compensate for the lack of schema documentation.

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 action ('Create') and the resource ('cash flow projection Excel template'), making the purpose specific and understandable. However, it does not differentiate this tool from sibling tools like 'create_budget_template' or 'excel_create_cash_flow_projection', which limits its score to 4 instead of 5.

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?

The description provides no guidance on when to use this tool versus alternatives. With many sibling tools related to Excel creation and cash flow analysis (e.g., 'excel_create_cash_flow_projection', 'create_budget_template'), there is no indication of context, prerequisites, or exclusions, leaving the agent without usage direction.

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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