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joshuarreid

WhatsMyBudgetMCP

by joshuarreid

analytics_period_categories

Read-only

Get a detailed breakdown of spending by category for a specific billing period, including combined dining out and grocery food expenses.

Instructions

Get category breakdown for a statement period. Before calling: Call analytics_periods_list first to confirm the requested period exists. If missing, ask the user to choose from available periods. When to use: Use for category spending inside one statement period, including food questions where food should be interpreted as dining out plus groceries. Trigger words: period categories, monthly categories, category breakdown, food, food spending, dining out, groceries

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
periodYes
paymentMethodNo
accountNo
Behavior4/5

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

Adds value beyond readOnlyHint and openWorldHint by specifying that 'food' should be interpreted as dining out plus groceries. No contradictions with annotations.

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?

Concise with clear sections: function, prerequisite, when-to-use, trigger words. Every sentence is useful, no redundancy.

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?

No output schema and description lacks details on return format. With 3 parameters and 0% schema coverage, the description should compensate but does not.

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 coverage is 0% and description does not explain parameters. Only 'period' is implied but paymentMethod and account are not described.

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?

Clearly states 'Get category breakdown for a statement period' and distinguishes from siblings by specifying it's for one period with category spending. Includes trigger words for easy selection.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly instructs to call analytics_periods_list first and what to do if period missing. Provides when-to-use guidance including special interpretation of 'food'. Does not explicitly list alternatives but context is clear.

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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