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robcerda

monarch-mcp-server

by robcerda

refresh_accounts

Refresh account data from connected financial institutions to update balances and transactions.

Instructions

Request account data refresh from financial institutions.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior2/5

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

No annotations provided; description adds little beyond the name. Lacks disclosure of side effects (mutation), asynchronicity, or impact on account data. Only reveals that a refresh is requested, but not the consequences.

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

Conciseness4/5

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

Single sentence with no extraneous words. While concise, the brevity sacrifices informational value. Could be expanded without losing conciseness.

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

Completeness2/5

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

Given zero parameters, no output schema, and no annotations, the description is too minimal. For a tool that initiates a refresh (likely async with side effects), missing details on outcome, latency, and notifications.

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?

No parameters exist and schema coverage is 100%, so description need not add param info. Baseline score of 4 applies as per guidelines for zero parameters.

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?

Description clearly states action: requesting a data refresh from financial institutions. Verb+resource is specific and distinguishes from siblings like get_accounts (retrieval) and create_transaction (creation). No ambiguity.

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?

No guidance on when to use this tool vs alternatives (e.g., get_accounts for current data) or prerequisites (e.g., auth status). Missing context on execution timing or frequency.

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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