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rorygeddes

Luni MCP Server

by rorygeddes

get_budget_status

Read-only

Compare your personal budget to actual spending for any month. Identify which categories are over or under budget to manage finances.

Instructions

Show the user's personal budget vs actual spend for the current month (or a specified month). Use this when the user asks 'how am I doing', 'am I over budget', 'which categories am I over on', or similar. For business-entity P&L, call get_pnl instead.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
monthNoMonth to report on, YYYY-MM. Defaults to current month.
Behavior4/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false, so the description adds the specific behavioral context of comparing budget to actual spend. This is useful but does not detail output format.

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?

Two sentences, front-loaded with purpose, followed by usage examples and alternative reference. No wasted words.

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?

The description explains the tool's output concept (budget vs actual) and usage, but doesn't explicitly state the return structure (e.g., per-category breakdown). The example queries imply category-level granularity, so it's mostly complete for a simple tool without output 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 single parameter 'month' is fully described in the schema with format and default. The description only reiterates the month can be specified, adding no new semantic information beyond the schema.

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?

Clearly states the tool shows 'personal budget vs actual spend' for a month. Distinguishes from sibling get_pnl by explicitly noting business-entity P&L should use a different tool.

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

Usage Guidelines5/5

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

Provides explicit user query examples ('how am I doing', 'am I over budget') and directs to alternative get_pnl for business P&L. Clearly defines when to use and when not.

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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