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joeswann

PocketSmith MCP Server

by joeswann

get_trend_analysis

Analyze spending trends across selected categories and scenarios over a date range, using custom periods and intervals.

Instructions

Get trend analysis for specific categories and scenarios over a date range

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
periodYesAnalysis period: weeks, months, years, or event
end_dateYesEnd date (YYYY-MM-DD)
intervalYesPeriod interval (e.g. 2 = every 2 weeks)
scenariosYesComma-separated scenario IDs
categoriesYesComma-separated category IDs
start_dateYesStart date (YYYY-MM-DD)
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. The description only restates the tool's name with additional parameter context; it does not mention read-only nature, side effects, authentication, rate limits, or any other behavioral traits. 'Get' implies a read operation, but this is minimal.

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 sentence with no wasted words. It is front-loaded with the action and resource, and efficiently conveys the key inputs. It is appropriately concise for a straightforward GET operation.

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?

The tool accepts 6 required parameters and has no output schema. The description does not explain what 'trend analysis' returns, how results are structured, or any limitations. Without annotations or output schema, the description is incomplete for a tool of this complexity.

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 input schema covers all 6 parameters with descriptions (100% coverage). The description adds no new meaning beyond summarizing that categories and scenarios are the focus and a date range is involved. As schema coverage is high, the baseline of 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 the tool's purpose: 'Get trend analysis for specific categories and scenarios over a date range'. It specifies the action (get), the resource (trend analysis), and the scope (categories, scenarios, date range), which distinguishes it from any sibling tool.

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 when to use the tool (when trend analysis is needed for categories/scenarios over a date range) but provides no explicit comparison to alternatives or exclusions. There are no clear sibling conflicts, so the implied usage is sufficient.

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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