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zvika-finally

Marqeta DiVA API MCP Server

get_program_balances

Retrieve program-level balance data with day-level aggregation. View beginning and ending bank balances, amounts to send and receive. Filter by date and other fields, sort results, and limit records to up to 10,000.

Instructions

Get program-level balance data. Includes beginning/ending bank balances, amounts to send/receive. Day-level aggregation only.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fieldsNoSpecific fields to return
filtersNoFilters on data fields. For date filtering, use actual date field names with operators (e.g., {'post_date': '>=2023-10-20'})
sort_byNoField to sort by
countNoMaximum records to return (up to 10,000, default 10,000)
programNoOverride default program
Behavior3/5

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

No annotations are provided, so the description must disclose behavioral traits. It mentions day-level aggregation, which is a key behavioral constraint, but does not explicitly state that the tool is read-only, nor does it discuss authentication, rate limits, or potential side effects. The description provides some transparency but is not comprehensive.

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 two sentences long, front-loaded with the purpose, and contains no extraneous words. Every sentence contributes meaningful information.

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?

Given the absence of an output schema, the description adequately explains the returned data (balance details, day-level aggregation). It covers the essential behavioral aspect (aggregation) but could mention pagination or default count (10,000) as context. Still, it is largely complete for a simple listing 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?

All five parameters have descriptions in the input schema (100% coverage). The tool description does not add parameter-level details beyond what the schema provides, so the baseline of 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 retrieves program-level balance data, specifies the included fields (beginning/ending bank balances, amounts to send/receive), and notes the day-level aggregation. This distinguishes it from sibling tools like get_activity_balances (likely transaction-level) and get_program_balances_settlement (settlement-level).

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explains what the tool does but provides no guidance on when to use it versus alternatives like get_activity_balances or get_program_balances_settlement. Usage context is implied but not explicit.

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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