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preethampathi2305

finance-agent

get_balances

Fetch live account balances for all linked bank accounts to view current funds. Use to monitor available cash across your connected financial institutions.

Instructions

Fetch live balances for all linked Items using plaid balance --all.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

With no annotations, the description carries the burden of behavioral disclosure. 'Fetch' and 'live' indicate a read-only, real-time operation, and 'all linked Items' clarifies scope. However, it omits potential latency, authentication requirements, or whether results are cached, which are minor gaps for a simple read tool.

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 single sentence with no redundancy. It front-loads the action ('Fetch live balances') and adds the command for clarity, making it highly efficient.

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?

For a tool with no parameters and no output schema, the description is fully complete: it states what is fetched, the scope, and the underlying CLI command. Sibling tools cover distinct domains, so no ambiguity remains.

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, so the schema fully covers input. The description correctly adds no parameter-specific details, and the baseline for a zero-parameter tool is 4.

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 uses the specific verb 'Fetch' with the clear resource 'live balances for all linked Items,' distinguishing it from siblings like get_transactions or get_liabilities. The scope is explicit and unambiguous.

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 clearly implies when to use this tool (when you need balances for all linked items) but does not explicitly state alternatives or when not to use it. The context is clear from the scope, but no direct comparison to siblings is provided.

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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