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preethampathi2305

finance-agent

list_plan_notes

Retrieve monthly planning notes saved from previous conversations. Specify a month in YYYY-MM format to review past budgeting intentions and goals.

Instructions

List monthly planning notes saved from prior conversations.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
monthNoYYYY-MM
Behavior3/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It states the core behavior (listing notes) and adds context ('saved from prior conversations'), but does not mention the optionality of the month parameter, result ordering, or possible side effects. For a read-only list operation, this is basic but not comprehensive.

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, front-loaded sentence with no unnecessary words. It is concise, direct, and immediately conveys the tool's purpose.

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

Completeness3/5

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

The tool has one optional parameter and no output schema. The description explains the overall function but does not clarify how the month parameter affects results or what content is returned in each note. For a simple tool, this is adequate but has gaps that require inference from the schema.

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?

The schema fully describes the single 'month' parameter with format 'YYYY-MM' (100% coverage). The description adds no additional meaning beyond the schema, so the baseline score of 3 is appropriate.

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 a specific verb 'List' with a clear resource ('monthly planning notes') and source ('saved from prior conversations'). It clearly distinguishes itself from sibling tools like 'add_plan_note', which performs the opposite action.

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 a retrieval use case for notes persisted from previous conversations. It does not explicitly name alternatives or exclusions, but the context is clear enough for a simple list tool, and the sibling relationship to 'add_plan_note' provides implicit 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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