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vargahis

monarch-mcp

get_recent_account_balances

Retrieve daily balances for all accounts starting from a specified date. Track account balances over time.

Instructions

Get daily balance for all accounts from a start date.

Args: start_date: Start date in YYYY-MM-DD format (optional)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior2/5

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

With no annotations, the description must disclose behavioral traits. It mentions 'daily balance' and 'start date' but does not state whether the operation is read-only, what happens if start_date is omitted, or any response characteristics. The description lacks detail on side effects, auth needs, or rate limits.

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 extremely concise with two sentences, no redundancy, and all text serves a purpose. It efficiently communicates the core functionality and parameter format.

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?

Given the presence of an output schema, return values are not needed. However, the description lacks context about the meaning of 'daily balance', whether it covers a range, and how this tool relates to siblings. More detail would improve completeness without adding excessive length.

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 description coverage is 0%, so the description compensates partially by specifying the format 'YYYY-MM-DD' and optionality for start_date. However, it does not explain behavior when omitted or provide additional context about the parameter's effect, leaving some ambiguity.

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?

The description uses a clear verb 'Get' and specifies the resource 'daily balance for all accounts' with a start date parameter. However, it does not differentiate from sibling tools like 'get_account_history' or 'get_account_holdings', which could also return balance-related data, leaving ambiguity about when to use this specific tool.

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 guidelines are provided about when to use this tool versus alternatives. The description only states what the tool does, without indicating prerequisites, limitations, or suitability compared to siblings like 'get_accounts' or 'get_account_history'.

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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