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Pennylane MCP Server and API by Cotlet

Categorise transaction in Pennylane

pennylane_categorise_transaction
Read-onlyIdempotent

Categorise transaction in the user's own Pennylane account from ChatGPT, Claude or any AI agent. Returns how to do it in Pennylane step by step (screens, buttons, fields) and opens nothing by itself; then do it with the cotlet_browser_* tools in the user's Pennylane Cloud Browser. Pennylane's official API: Yes, Pennylane has a public REST API (Company API v2) with read and write scopes for customers, customer and supplier invoices, transactions, categories and ledger entries (checked 14 Oct 2026).

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "pennylane_categorise_transaction"
  }
}

Input Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.8/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true and destructiveHint=false, so the safety profile is covered; the description reinforces this with 'opens nothing by itself', which is exactly the non-obvious fact an agent needs to avoid assuming side effects. It adds the output nature (step-by-step screens/buttons/fields) and the hand-off tools. The closing paragraph about Pennylane's official REST API is unrelated to this tool's behavior and adds no operational transparency.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The first two clauses are well front-loaded and carry the essential information (what it returns, that it performs no action, what to use next). The third sentence about Pennylane's public API v2, scopes and a 'checked 14 Oct 2026' stamp is tangential marketing-style filler that does not help an agent select or invoke the tool.

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

Completeness3/5

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

For a zero-parameter tool with no output schema, the description does cover the return shape and the follow-up workflow, which is the core need. It omits the operational preconditions (must the Pennylane Cloud Browser session already be open? what if the guide mismatches the user's tenant?) and spends its final sentence on unrelated API facts instead.

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?

Zero parameters, so per the baseline this is a 4. The description does not explain why no transaction identifier is required (the guide is generic), but there are no parameter semantics to compensate for.

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 names a specific verb+resource (categorise a transaction in Pennylane) and then immediately clarifies the unusual shape of the tool: it does not act, it returns a step-by-step guide ('screens, buttons, fields') and 'opens nothing by itself'. That resolves the tension between the action-oriented name and the read-only, instruction-returning behavior. It falls short of 5 because it does not distinguish itself from the guide/app-help siblings (e.g. cotlet_app_guide) that may return similar procedural content.

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?

It gives explicit sequencing guidance: call this to get the steps, 'then do it with the cotlet_browser_* tools in the user's Pennylane Cloud Browser' — a clear, actionable usage path. It does not state any when-not conditions or prerequisites (e.g. whether a browser session must already be open), which keeps it below 5.

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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