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Business snapshot

business_snapshot

View funnel counts, money position, open safety items, and open action items in a single dashboard. Provides the health check investors and owners ask for first.

Instructions

Everything on one screen: funnel counts, money position, open safety items, and open action items. The health check an investor or owner asks for first.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

No annotations are provided, so the description bears the full burden. The description suggests this is a read-only overview with no side effects, but it does not explicitly confirm read-only behavior or disclose any potential side effects, leaving some ambiguity.

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 extremely concise with two sentences. It front-loads the key contents in the first sentence and adds context in the second. Every word serves a purpose, with no redundancy.

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

Completeness4/5

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

Given no output schema and zero parameters, the description adequately explains what the tool returns (aggregate counts and items). However, it could be more complete by mentioning data freshness or refresh behavior, but for a snapshot tool this is sufficient.

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

Parameters4/5

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

The tool has zero parameters and 100% schema coverage (empty schema). The description adds no parameter information, but with no parameters, the baseline of 4 is appropriate as there is nothing further to clarify.

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 what the tool does: it provides a snapshot including funnel counts, money position, open safety items, and open action items. It also gives context as a health check for investors or owners, effectively distinguishing it from sibling tools that focus on individual lists or actions.

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 usage as a starting point ('the health check an investor or owner asks for first'), but it does not explicitly state when to use this tool versus alternatives, nor does it provide exclusions or conditions.

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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