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generate_monthly_report

Generates a structured monthly review report by classifying transactions, detecting anomalies, and providing category breakdowns for tax accountants to present to clients.

Instructions

Generate a monthly review report. Takes transaction data (from freee API or CSV import), classifies all transactions, detects anomalies, and produces a structured Markdown report with category breakdown, anomaly alerts, and review items. Designed for tax accountants to present to clients.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
monthYesTarget month YYYY-MM (e.g. "2026-05")
formatNomarkdown
use_freeeNoFetch transactions from freee API instead of providing them
company_nameNo会社名 / 顧問先名
transactionsNoArray of transactions to analyze. If omitted, fetches from freee API for the given month.
compare_labelNoComparison label (e.g. "前月", "前年同月")前月
compare_transactionsNoPrevious period transactions for comparison (optional)
Behavior4/5

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

Without annotations, the description carries full burden. It discloses that transactions are fetched from freee API if not provided, and that the tool classifies and detects anomalies without side effects. However, it does not mention authentication needs or rate limits.

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 concise 3 sentences, front-loaded with the core purpose. Every sentence adds value, covering inputs, process, and output, 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 7 parameters and no output schema, the description covers the main workflow and output structure. It mentions the report includes category breakdown, anomaly alerts, and review items. However, it does not specify the exact return format or pagination, leaving minor gaps.

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?

Schema coverage is high (86%), so baseline is 3. The description adds context for some parameters (e.g., data sourcing), but does not elaborate on each parameter beyond the schema. It mostly paraphrases the existing descriptions.

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 generates a monthly review report, specifies the process (classify, detect anomalies, produce report), and distinguishes it from sibling tools like classify_transaction by focusing on the complete report generation for client presentation.

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?

The description implies usage for tax accountants preparing client reports and mentions data sources (freee API or CSV). However, it does not explicitly state when to prefer this tool over alternatives like classify_transaction or import_csv, nor provide 'when not to use' guidance.

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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