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vargahis

monarch-mcp

get_transactions_summary

Generate aggregate transaction summaries including count, sum, average, maximum values, income, and expenses from Monarch Money financial data.

Instructions

Get aggregate transaction summary (count, sum, avg, max, income, expenses).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior2/5

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

No annotations are provided, so the description carries full burden. It states what the tool does but lacks behavioral details: it doesn't specify if this is a read-only operation, any rate limits, authentication requirements, or what the output format entails. For a tool with zero annotation coverage, this is a significant gap in disclosing operational traits.

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, efficient sentence that front-loads the core action ('Get aggregate transaction summary') and lists key metrics without fluff. Every word earns its place, making it highly concise and well-structured for quick understanding.

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 0 parameters, 100% schema coverage, and an output schema exists, the description is minimally adequate. It explains what the tool returns but lacks context on usage, behavioral traits, or integration with siblings. For a tool with no annotations, it should provide more guidance to be fully complete, but the output schema mitigates some gaps.

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?

The input schema has 0 parameters with 100% coverage, so no parameter documentation is needed. The description appropriately doesn't discuss parameters, focusing on the tool's purpose. Baseline is 4 for zero parameters, as it avoids unnecessary detail and matches the schema's completeness.

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 clearly states the verb ('Get') and resource ('aggregate transaction summary') with specific metrics listed (count, sum, avg, max, income, expenses). It distinguishes from siblings like 'get_transactions' (detailed list) and 'get_cashflow_summary' (different financial metric), though not explicitly named. The purpose is specific but could be more explicit about sibling differentiation.

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 is provided on when to use this tool versus alternatives. It doesn't mention prerequisites (e.g., authentication), context for choosing summary over detailed transactions, or exclusions. The agent must infer usage from the name and description alone, which is insufficient for optimal tool selection.

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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