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rorygeddes

Luni MCP Server

by rorygeddes

get_recurring

Read-only

Retrieve recurring inflows and outflows for a business entity, including subscriptions, retainers, and regular vendor payments. Filter by direction and status to understand fixed costs and predictable revenue.

Instructions

List recurring inflows and outflows for a business entity: subscriptions, retainers, recurring revenue, and regular vendor payments. Use this when the user asks about fixed costs, recurring revenue, SaaS spend, or wants to know what the business can count on month to month. Call list_entities first to get the entity_id.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
statusNoFilter by status. Default: active (detection only returns active).
directionNo'inflow' = recurring revenue, 'outflow' = recurring expenses, 'all' (default).
entity_idYesThe entity UUID from list_entities.
Behavior3/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false, making safety clear. The description adds minimal behavioral context beyond listing examples; it does not mention response format, pagination, or error handling.

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 concise sentences plus a practical usage hint. No redundancy; every sentence adds value.

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?

For a simple list tool with well-documented parameters and no output schema, the description covers purpose, usage context, and prerequisite. Missing return format details, but overall adequate.

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?

Schema coverage is 100%, so parameters are fully documented in the schema. The description adds no new semantic meaning beyond what the schema provides, meeting the baseline of 3.

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 clearly states the verb 'list' and the resource 'recurring inflows and outflows' with examples (subscriptions, retainers, etc.), distinguishing it from siblings like list_transactions or get_cash_flow.

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?

Explicitly says when to use (fixed costs, recurring revenue, SaaS spend) and provides a prerequisite (call list_entities). Lacks explicit when-not-to-use or alternatives, but the guidance is clear and actionable.

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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