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new-village

money-forward-mcp-community

by new-village

Get Money Forward ME cashflow summary

money_forward_get_cashflow_summary
Idempotent

Retrieve monthly income, expense, net balance, and category totals for financial analysis. Use this for monthly summaries before requesting individual transaction rows.

Instructions

Returns monthly income, expense, net balance, and category totals. Use this first for monthly analysis; use cashflow_details only when individual rows are needed. Pass month as YYYY-MM for reproducible results.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
monthNoCalendar month in YYYY-MM format, for example 2026-06

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Annotations already indicate idempotentHint=true and openWorldHint=true. Description adds that month should be passed as YYYY-MM for reproducible results, which is useful behavioral context beyond 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?

Two sentences, front-loaded with what the tool returns, no extraneous words.

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

Completeness5/5

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

With output schema present and 100% schema coverage, the description adequately covers the purpose, usage, and parameter format. No gaps given the tool's simplicity.

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 100% for the single parameter 'month', with pattern and example. Description reinforces the format but adds no new meaning beyond what the schema provides.

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?

Description clearly states it returns monthly income, expense, net balance, and category totals, which is a specific verb and resource. It also distinguishes itself from the sibling cashflow_details.

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

Usage Guidelines5/5

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

Explicitly advises 'Use this first for monthly analysis; use cashflow_details only when individual rows are needed.' Provides clear context on when to use this tool vs. its sibling.

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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