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okfn
by okfn

mcp_iati_transaction_totals_by_sector

Allocate commitments and disbursements across sectors using published percentages, filtered by currency and vocabulary, to get totals per sector.

Instructions

Allocate commitments and disbursements across sectors.

    Amounts are distributed using the published sector percentages.
    Different vocabularies and currencies are reported separately.

    Args:
        transaction_type: Commitment or disbursement. Accepts commitment,
            out commitment, disbursement, 2 or 3.
        currency: Optional currency code, for example USD or EUR.
        vocabulary: Optional sector vocabulary code, for example 1 or 2.
        limit: Maximum number of grouped rows to return per vocabulary and
            currency. Default: 50.

    Returns:
        A table containing the vocabulary, sector, transaction type,
        currency and allocated total amount.

    Relevant IATI terms:
    - Sector: Thematic or economic area an activity contributes to, indicated by a code, a vocabulary and, where applicable, a percentage; sectors can be declared at activity level or per transaction.
  • Vocabulary: Classification system used to interpret an IATI code, such as the OECD DAC CRS for sectors and policy markers, UN COFOG, the SDG goals and targets, or the IASC humanitarian clusters.

  • Transaction: Financial operation associated with an IATI activity, identified by its type, date, value and currency.

  • Transaction type: Code indicating the nature of a financial operation: incoming funds, commitment, disbursement, expenditure, interest payment, loan repayment, reimbursement, purchase or sale of equity, credit guarantee, incoming commitment, or outgoing/incoming pledge.

  • Transaction value: Amount of an individual transaction, expressed in the currency stated on the value or, if unspecified, in the activity's default currency.

  • Commitment: Financial obligation undertaken to provide funds to an activity; it does not necessarily represent a payment already made.

  • Disbursement: Transfer of funds from a provider organisation to a receiver organisation to finance an activity.

  • Default currency: Currency declared for an activity and used whenever a financial value does not explicitly specify another currency.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNo
currencyNo
vocabularyNo
transaction_typeNo2

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
forceNoPlain text message that bypasses LLM processing and should be printed exactly as provided in the user interface.
tableNoTwo-dimensional list (list of rows) representing tabular data, e.g., from CSV or TSV sources. Each row should be a list of cell values.
chartsNoList of dictionaries containing data and configuration for rendering a Chart.js chart in the chat interface.
sourcesYesURL(s) that users can nagivate to to download the data used for the analysis. E.g., landing page, feed, file endpoint, CKAN resource page, etc.
Behavior4/5

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

With no annotations, the description carries the full burden, and it does well: it discloses that amounts are distributed using published sector percentages, that different vocabularies and currencies are reported separately, and that a table is returned. It does not explicitly state that this is a read-only operation, but the 'Returns a table' framing makes that reasonably clear.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The tool summary, Args, and Returns sections are well-structured and front-loaded. However, the 'Relevant IATI terms' glossary is long and only tangentially operational; much of it defines domain concepts rather than helping an agent invoke the tool. It is not harmful, but it prevents the definition from being tightly concise.

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?

For a read-style aggregation tool, the description provides the core needed context: allocation logic, grouping behavior, parameter meanings, defaults, and return columns. The missing usage guidance is a gap, but the presence of an output schema and thorough parameter documentation makes the tool callable without further lookup.

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

Parameters5/5

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

Schema description coverage is 0%, so the description must fully compensate. It does: every parameter is covered, including accepted transaction_type values ('commitment, out commitment, disbursement, 2 or 3'), optional examples for currency and vocabulary, and the limit default of 50.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The opening line states a specific operation and resource: allocating commitments and disbursements across sectors. The 'Returns' section clarifies that it produces a grouped table of totals. It does not explicitly contrast itself with sibling totals tools (by_year, by_country, by_organisation), so it stops short of full sibling differentiation.

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

Usage Guidelines2/5

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

There is no explicit guidance about when to use this tool versus transaction_totals_by_year, transaction_totals_by_country, or transaction_totals_by_organisation. The sector-specific scope is implied by the name and first sentence, but no alternatives, prerequisites, or exclusions are stated.

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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