Skip to main content
Glama
orancummins

Open Finance US MCP

by orancummins

generate_cashflow_analytics_report

Create a cash flow analytics report for a customer to assess income, expenses, and spending trends from their financial accounts.

Instructions

Generate a Cash Flow Analytics report.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
user_typeNopersonal
account_idsNo
customer_idYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
okYesTrue when the upstream HTTP status was < 400.
dataNoFinicity's native response body.
errorNoError summary when ok is False.
status_codeYesUpstream Finicity HTTP status code.
Behavior1/5

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

With no annotations provided, the description must fully disclose behavioral traits. It mentions none—no side effects, authentication needs, rate limits, or whether the report generation is destructive. This is a critical gap.

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

Conciseness2/5

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

The description is a single sentence with no structure. While concise, it is under-specified and lacks necessary information, making it ineffective.

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

Completeness1/5

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

Despite having an output schema, the description fails to explain the tool's purpose, parameter usage, or differentiation from siblings. It is completely inadequate for a tool with 3 parameters and many similar siblings.

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

Parameters1/5

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

Schema description coverage is 0%, and the description adds no meaning to the parameters (customer_id, user_type, account_ids). The agent cannot infer what each parameter means or how to use them correctly.

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

Purpose2/5

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

The description 'Generate a Cash Flow Analytics report' is vague and does not distinguish this tool from similar sibling tools like generate_cash_flow_personal_report or generate_cash_flow_business_report. It restates the name without clarifying what makes this report unique.

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

Usage Guidelines1/5

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

No guidance on when to use this tool versus alternatives. The description offers no context, prerequisites, or exclusions, leaving the agent without decision criteria.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/orancummins/openfinance-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server