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finance

Transactions: Export transactions as CSV

export_transactions_csv
Read-onlyIdempotent
    Export transactions as CSV data.

    Args:
        account_id: Filter to a specific account (optional)
        start_date: Start date YYYY-MM-DD (optional)
        end_date: End date YYYY-MM-DD (optional)

    Returns:
        CSV data as a string with column headers
    

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
end_dateNo
account_idNo
start_dateNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.2/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint, and destructiveHint, covering the safety profile. The description adds the useful behavior that the tool returns 'CSV data as a string with column headers', which is a non-obvious output trait. It does not discuss edge cases like date inclusivity or row limits, but the annotation coverage lowers the burden.

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 and well organized with clear sections: one-sentence purpose, parameter list, and return statement. No redundant or filler content is present, and each line earns its place.

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 low-complexity, read-only, optional-parameter export tool, the description provides sufficient information: the action, the filters, and the return type. It does not list exact CSV headers or when to prefer sibling export tools, but these are minor gaps given the simple surface area and helpful annotations.

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 carries full responsibility for explaining parameters. It provides a one-line meaning for each parameter and specifies the date format (YYYY-MM-DD). It could clarify default behavior when no filters are given, but it already adds meaningful semantics beyond the bare schema properties.

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?

States a specific verb ('Export'), resource ('transactions'), and output form ('CSV data'), which clearly differentiates it from siblings like export_accounts_csv and export_all_data. The title reinforces the same scope. An agent can identify what this tool does without opening the schema.

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 optional filter parameters imply usage for exporting transactions by account and date range, but the description does not explicitly say when to choose this over list_transactions, export_accounts_csv, or export_all_data. There are no stated exclusions or alternative-routing guidance, so usage is mostly implied.

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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