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Open Ledger

open_ledger
Read-onlyIdempotent

Open the interactive Ledger for Net flow or external-service Renewal reminders. Use the compatibility value view=subscriptions for reminder intent; it does not mean an XMemo plan. Do not look for or invent a separate open_subscriptions tool. Use this when the user asks to open, browse, explore, or work with Ledger. The owner_timezone input must be the user's real IANA timezone; never guess UTC. For a quick text-only monthly total use ledger(action='summary'), and for transaction rows or item search use ledger(action='list'). Recording a transaction uses ledger(action='add_expense'). Existing transactions can be edited inside the widget; deletion stays in Chat and requires explicit confirmation.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
viewNoLedger workspace mode: overview for transactions and Net flow, or subscriptions (compatibility value) for external-service renewal reminders.overview
periodNoLedger period preset: current_month, previous_month, last_3_months, last_6_months, year_to_date, or custom.current_month
searchNoOptional title search query for the board.
date_toNoOnly include ledger transactions on or before this YYYY-MM-DD date.
categoryNoOptional spending category, such as food, transport, or electronics.
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.
date_fromNoOnly include ledger transactions on or after this YYYY-MM-DD date.
project_idNoOptional project identifier to filter the Ledger or TODO workspace.
owner_timezoneYesThe user's real IANA timezone, such as Asia/Tokyo or America/Los_Angeles. Required for honest calendar periods; never guess UTC.
transaction_typeNoOptional ledger type filter: expense, income, refund, or transfer.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Added

TDQS

A4.9/5.0
Behavior5/5

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

Beyond the annotations (readOnlyHint=true, idempotentHint=true), the description adds valuable behavioral context: view=subscriptions is a compatibility value and does not imply an XMemo plan, owner_timezone must be the user's real IANA timezone and never guessed UTC, and existing transactions can be edited inside the widget while deletion stays in Chat requiring confirmation. These details clarify agent expectations without contradicting the annotations.

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 compact yet information-dense, front-loading the primary purpose and then covering usage, disambiguation, and behavioral caveats. Every sentence serves a distinct disambiguation or instruction purpose, with no filler or repetition of schema fields beyond critical clarifications.

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?

Given the tool's complexity (10 parameters, many sibling tools, rich schema), the description is complete: it covers purpose, use cases, alternatives, special parameter semantics, timezone rules, and widget interaction behaviors. The output schema exists, so return value details are not needed. No significant 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?

Schema coverage is 100% with detailed parameter descriptions, so the baseline is 3. The description adds extra semantic clarity for view (clarifying subscription compatibility and XMemo warning) and owner_timezone (reinforcing real IANA timezone), which pushes it above baseline. However, most parameter meanings are already well-documented in the schema.

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 opens the interactive Ledger for Net flow or Renewal reminders, with a specific verb and resource. It proactively distinguishes itself from a non-existent open_subscriptions tool and differentiates from sibling ledger tools by clarifying it is the entry point for opening/browsing the Ledger.

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

Usage Guidelines5/5

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

Explicitly states when to use this tool ('when the user asks to open, browse, explore, or work with Ledger') and names alternatives: ledger(action='summary') for quick totals, ledger(action='list') for transaction rows/search, and ledger(action='add_expense') for recording. Also warns against inventing a separate open_subscriptions tool, providing clear when-not-to-use 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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TDQS

A3.9/5.0
Disambiguation3/5

Multiple memory-retrieval tools (recall, search_memory, recall_context, read_memory, memory_overview) have overlapping purposes; detailed descriptions help but an agent could easily pick the wrong one. Similarly, ledger/open_ledger and todo/open_todo_board split text vs UI interaction, and forget overlaps with todo delete_all and ledger deletion.

Naming Consistency3/5

Most tools follow a verb_noun snake_case pattern (read_memory, update_memory, search_memory, open_ledger). However, several tools use bare nouns or verbs (forget, ledger, project, todo, recall, remember) and memory_overview is noun_noun, creating inconsistent conventions.

Tool Count3/5

19 tools is on the heavy side for the apparent scope, and the surface includes several pairs that duplicate the same domain in text vs UI form (ledger/open_ledger, todo/open_todo_board). Still, the count is defensible given the combined memory, project, TODO, and ledger coverage.

Completeness4/5

Memory has full lifecycle coverage (remember, read, search/recall, update, forget, restore), and TODO and Ledger workflows are largely complete. Minor gaps exist—no explicit project deletion and no pure text list-projects tool—but core workflows do not dead-end.