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Update Allocations

brc_update_allocations
Destructive

Updates transaction allocations using eligible receiver transactions and an unconfirmed payload preview. Requires a valid routeToken issued for the matching action workflow. The token remains valid through lookup, preview and the permitted transaction. Placeholder tokens are invalid. A routeToken does not bypass preview or explicit-confirmation requirements. A call without confirmWrite: true returns confirmation_required and a payload preview. confirmWrite: true applies the previewed change after explicit confirmation. Passing preflight is not confirmation.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
bookTranIdYesBook transaction id to allocate from, for example 1001.
routeTokenYesOpaque routeToken from brc_route_request for this action workflow. Required for transactional tools. Routing permission only — does not replace preview-before-posting or confirmWrite.
companyNameYesCompany context name, for example YOUR-COMPANY-NAME.
confirmWriteNoMust be true only after the user explicitly confirms posting the allocation update.
connectionRefNoOpaque Red connection reference returned by brc_confirm_company_connection. Pass this exact value on every later tool call when the MCP client rotates session ids (for example Vibe/Mistral). Keep reusing the same connectionRef after successful tool calls — do not start a new connection because a lookup returned empty or partial data. It is not an API key and does not contain credentials.
allocationResolversYesAllocations to create or update.

TDQS

A4.2/5.0
Behavior5/5

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

Annotations mark destructiveHint=true, and the description substantially extends that: routeToken lifecycle through lookup/preview/transaction, invalid placeholder tokens, the routeToken not bypassing preview or confirmation, the two-phase confirmWrite behavior, and the preflight-is-not-confirmation warning. This goes well beyond what annotations alone convey and fully discloses the tool's safety-critical behavior.

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

Conciseness4/5

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

The description is eight sentences and dense, but every sentence carries a distinct, invocation-relevant fact about the token contract or confirmation protocol. It is front-loaded with the core action and the workflow details that follow are justified for a destructive transactional tool. Slightly tight grouping of token clarifications could trim it, but nothing is wasted.

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 destructive tool with no output schema, the description covers the critical path well: action, token prerequisite, preview/confirmation semantics, and even the key response condition ('returns confirmation_required'). Minor gaps remain, such as how receiver transaction eligibility is determined and what a successful confirmed write returns, but nothing blocks correct invocation.

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 100%, so the baseline is 3. The description adds value beyond the schema by spelling out the behavioral consequence of confirmWrite=false (confirmation_required plus payload preview) and reinforcing routeToken's non-bypass property, which amplifies the meaning of those parameters rather than merely repeating it.

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 specific verb and resource ('Updates transaction allocations') and adds the mechanism ('using eligible receiver transactions and an unconfirmed payload preview'), which meaningfully narrows scope. It does not explicitly differentiate from sibling tools like brc_delete_allocation_resolver or brc_list_allocated_transactions, so it stops short of a 5.

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?

The description gives strong workflow-level guidance: when confirmWrite:true is permitted ('only after the user explicitly confirms'), what happens without it (returns confirmation_required and a preview), and the routeToken contract. However, it never names alternative tools or says when not to use this tool, so it has clear context without explicit exclusions.

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

B3.2/5.0
Disambiguation4/5

Most tools have a clear single resource-and-action focus, and the systematic naming helps an agent separate create/get/update/delete/list operations. The main confusion risks are the help/search cluster (red_help, find_help_resources, get_help_resource_details) and the payment/cash-payment/batch-payment variants, which require careful reading of the descriptions to avoid misselection.

Naming Consistency4/5

The brc_ prefix with snake_case verb_noun naming is used consistently across the vast majority of tools, e.g. brc_list_customers, brc_create_sales_invoice, brc_delete_purchase. A few noun-style names like brc_company_readiness_check, brc_grouped_nominal_accounts_report, and brc_red_help break the pattern, but these are minor deviations.

Tool Count1/5

159 tools is an extreme count for an MCP server, well beyond the 50+ threshold described as an extreme mismatch. While the accounting domain is broad, the surface is inflated by batch variants, generated-reference variants, and without-dormant list variants that could be consolidated.

Completeness4/5

Core accounting entities have strong lifecycle coverage: customers, suppliers, products, sales reps, bank accounts, quotes, sales invoices/entries/credit notes, purchases, payments, cash receipts, accruals, prepayments, and nominal journal batches all support relevant CRUD and batch operations. Minor gaps include the quote update being limited to the reference only, no update/create tools for VAT categories or company settings, and email sending being limited to quotes, invoices, and statements.