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finance

Transactions: Bulk categorize transactions

bulk_categorize_transactions
    Assign a category to multiple transactions at once.

    Args:
        transaction_ids: List of transaction IDs to categorize
        category_name: Category name to assign (case-insensitive)

    Returns:
        Count of updated transactions.
    

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
category_nameYes
transaction_idsYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.7/5.0
Behavior3/5

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

Annotations already indicate this is a mutating call, and the description adds useful behavioral context with 'Returns: Count of updated transactions' and the case-insensitive nature of category_name. It does not disclose behavior for invalid category names, nonexistent transaction IDs, or whether existing categories are overwritten.

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, uses a clear Args/Returns structure, and contains no filler or meaningless repetition. Every sentence contributes useful 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?

For a tool with only two required parameters and no output schema, the description covers purpose, parameters, and return value adequately. It omits edge-case behavior such as partial failures or category existence requirements, but a caller has enough to invoke it correctly.

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 description coverage is 0%, so the description must explain the parameters, and it does: transaction_ids as the list to categorize and category_name as the case-insensitive category to assign. Both required parameters receive meaningful semantic explanations, though more detail about validation or constraints would be helpful.

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 states a clear action: 'Assign a category to multiple transactions at once.' This identifies the verb, resource, and batch scope. However, it does not explicitly differentiate the tool from similar siblings such as bulk_delete_transactions or recategorize_similar_transactions.

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 phrase 'at once' implies this tool is for batch categorization, which gives some usage context. Yet the description provides no explicit guidance about when to prefer it over single-transaction update tools or alternatives like recategorize_similar_transactions.

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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