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excel_create_financial_chart

Create financial charts in Excel using pre-configured templates for revenue trends, expense breakdowns, cash flow, profit/loss, and portfolio performance visualizations.

Instructions

Create financial charts with pre-configured templates for common financial visualizations

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fileNameYesOutput Excel file name
chartTemplateYesPre-configured financial chart template
dataYes
titleNoChart title
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 mentions 'pre-configured templates' but doesn't specify whether this tool creates new files, modifies existing ones, requires specific permissions, or handles errors. For a tool that likely involves file creation or modification, this is a significant gap in transparency about its behavior and potential side effects.

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 front-loads the core purpose without unnecessary details. It avoids redundancy and wastes no words, making it easy to parse quickly. This is an example of optimal conciseness for a tool description.

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 (4 parameters, nested objects) and lack of annotations or output schema, the description is incomplete. It doesn't explain what the tool returns, how errors are handled, or the scope of its operations (e.g., file creation vs. modification). For a tool with this level of complexity, more contextual information is needed to ensure proper usage.

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?

The description adds minimal meaning beyond the input schema. It mentions 'pre-configured templates', which aligns with the 'chartTemplate' parameter's enum values, but doesn't explain the semantics of 'data' or other parameters. With 75% schema description coverage, the schema does most of the work, so the baseline score of 3 is appropriate, as the description doesn't significantly compensate for the remaining gaps.

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 tool's purpose: 'Create financial charts with pre-configured templates for common financial visualizations'. It specifies the verb ('Create'), resource ('financial charts'), and key feature ('pre-configured templates'), which is clear and informative. However, it doesn't explicitly differentiate from sibling tools like 'excel_create_business_chart' or 'excel_create_dashboard_chart', which likely have overlapping functionality, so it doesn't reach the highest score.

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. It doesn't mention any prerequisites, exclusions, or comparisons with sibling tools such as 'excel_create_business_chart' or 'excel_create_native_chart', leaving the agent to infer usage context. This lack of explicit guidance reduces its effectiveness in tool selection.

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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