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vmrchnk

BudgetBakers MCP Server

by vmrchnk

cashflow_summary

Calculate income, expenses, and net cash flow for an account over any date range. Get a clear financial summary to assess earnings and spending.

Instructions

Calculate income, expenses, and net cashflow for a date range.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateToYesEnd date (YYYY-MM-DD)
dateFromYesStart date (YYYY-MM-DD)
accountIdYesAccount ID (required)
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 states the calculation but does not indicate whether the operation is read-only, what constitutes income vs expenses, or the structure of the returned data. Since there is no output schema, this leaves the agent without key behavioral context.

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, focused sentence that front-loads the core purpose without extraneous detail.

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?

The tool is simple, but without an output schema, the description should clarify the return format. It does not, and it also lacks usage alternatives. However, the core calculation is described adequately for a basic summary tool.

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 input schema documents all three parameters with descriptions, achieving 100% coverage. The description adds no additional parameter semantics, so baseline 3 is appropriate.

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 tool's function with a specific verb ('Calculate') and identifies the three key outputs (income, expenses, net cashflow) and the date-range scope. This distinguishes it from siblings like get_transaction or spending_by_category.

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 such as spending_by_category or search_transactions. The description implies use for a date range but does not exclude other tools or state prerequisites.

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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