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Show XMemo monthly spending summary

get_monthly_ledger_summary
Read-onlyIdempotent

Summarize monthly totals for income, expenses, refunds, and net balance by currency to review budgets and spending trends.

Instructions

Summarize Ledger totals by month and currency. Call this when the user asks for monthly spending, income, refunds, net balance, budget review, or spending trends.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
scopeNoOptional scope that narrows memory access; leave blank for the token default.
bucketNoMemory bucket or namespace to read from or write to; use % only for tools that support wildcard reads.%
monthsNoNumber of recent ledger months to summarize.
currencyNoCurrency code or label, such as CNY, RMB, JPY, yen, or USD. For ledger search/list tools, leave blank unless the user explicitly requested one currency; labels are normalized to codes.
output_jsonNoReturn a machine-readable JSON response instead of a human-readable summary.
transaction_typeNoOptional ledger type filter: expense, income, refund, or transfer.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, destructiveHint=false. Description adds that it summarizes totals but does not disclose any additional behavioral traits like pagination or data currency. With annotations covering safety, the description provides adequate but not extra depth.

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 core purpose, followed by usage examples. No extraneous words. Highly concise and structured for quick agent comprehension.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Output schema is present so return values are documented. Description covers what it does, when to use, and all parameters are optional with defaults. No gaps given tool complexity and context richness.

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 100%, so baseline is 3. The description does not add new meaning beyond the schema; it repeats intent. However, the overall description ties parameters to the summarization goal, maintaining adequacy.

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 uses a specific verb 'Summarize' and identifies the resource 'Ledger totals by month and currency'. It lists example user queries that map to this tool, clearly differentiating it from siblings like list_ledger_transactions.

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 states when to call: 'when the user asks for monthly spending, income, refunds, net balance, budget review, or spending trends'. No explicit 'when not to use' or alternatives, but the list of examples is sufficient guidance.

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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