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bulk_update_transactions

Update multiple transactions at once. Provide transactionIds plus at least one of categoryId, tagIds, note, or payeeId. Tags can be added to, removed from, or replaced on all specified transactions.

Input Schema

NameRequiredDescriptionDefault
noteNoNote to set on all transactions
tagIdsNoTag IDs to apply according to tagMode
payeeIdNoPayee ID to assign to all transactions. Pass null to clear
tagModeNoHow to apply tagIds: add (default) appends, replace overwrites, remove removes those tags
categoryIdNoNew category ID to assign to all transactions
transactionIdsYesIDs of transactions to update

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • addedInput schema / properties / note / maxLength
      Added value: +1000
  2. Changed1 schema field changed
    • addedInput schema / properties / payeeId
      Added value: +{
      +  "anyOf": [
      +    {
      +      "format": "uuid",
      +      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "description": "Payee ID to assign to all transactions. Pass null to clear"
      +}
  3. First observed

TDQS

A3.9/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full behavioral burden. It says the tool updates transactions in bulk and supports tag add/remove/replace, but it does not disclose permissions, partial-failure behavior, max batch size, reversibility, or return behavior, which are important for a bulk mutation.

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 three compact sentences with no filler. The purpose is front-loaded, followed by the required parameter combination and tag-mode behavior.

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 bulk mutation with no annotations and no output schema, the description covers purpose, required fields, and tag modes, but leaves out operational details such as batch limits, failure handling, and return shape. It is adequate but incomplete for an agent deciding whether and how safely to invoke it.

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%, so the baseline is 3. The description adds a meaningful cross-field constraint not expressed in the schema: transactionIds must be supplied together with at least one of categoryId, tagIds, note, or payeeId.

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 states a specific verb and resource: update multiple transactions at once. The bulk scope distinguishes it from single-transaction siblings such as update_transaction, and it lists the fields that can be changed.

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 a clear invocation rule: provide transactionIds plus at least one of categoryId, tagIds, note, or payeeId. It does not explicitly name when to use this versus update_transaction or the tag-specific sibling tools, so it lacks exclusion 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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