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Banco do Nordeste do Brasil MCP

openfinance_update_transaction_category

Corrects the category of one or more transactions (PATCH /transactions/:id). Pass items as an array of { transaction_id, category_id } — transaction_id comes from openfinance_list_transactions, category_id from openfinance_list_categories. This overrides Pluggy's automatic categorization AND teaches Pluggy: recategorizing a transaction automatically creates a Category Rule for this client (case-insensitive exact match on the transaction's data), so FUTURE similar transactions are categorized the same way — use this to fix miscategorized transactions and improve categorization accuracy going forward. Batch shape: returns { updated, results: [{ transaction_id, category, categoryId }], errors: [{ id, status, message }] } — per-item errors do not fail the whole batch.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
itemsYes

TDQS

A4.7/5.0
Behavior5/5

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

Discloses important behavioral traits beyond annotations: that it overrides automatic categorization, teaches Pluggy by creating Category Rules, and per-item errors do not fail the whole batch. No contradiction with annotations (which are neutral).

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 moderately long but efficient, with no redundancy. Information is well-organized: purpose, usage, side effects, response. Could be slightly more concise, but every sentence adds value.

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

Completeness5/5

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

Given the complexity (batch update with side effects) and no output schema, the description thoroughly covers response shape (updated, results with fields, errors) and error behavior. Leaves no critical gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Despite 0% schema description coverage, the description fully explains the 'items' parameter: array of { transaction_id, category_id } with sources. This compensates completely, adding meaning beyond the raw schema.

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 clearly states the tool corrects transaction categories (PATCH /transactions/:id), with a specific verb ('corrects') and resource ('category of transactions'). It distinguishes itself from sibling tools like openfinance_list_transactions and openfinance_list_categories by focusing on updates.

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?

Provides clear guidance on where to obtain transaction_id and category_id (from list tools), explains the side effect of creating Category Rules, and states the batch shape. Lacks explicit when-not-to-use guidance, but context is sufficient given sibling tools.

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

A3.9/5.0
Disambiguation4/5

Most openfinance_* tools target a distinct resource and action, and the descriptions carefully separate overlapping endpoints like openfinance_list_transactions vs openfinance_list_transactions_by_item and openfinance_get_credit_card_bill vs openfinance_list_credit_card_bills. The main ambiguity risk is the broad marketplace mega-tool, but its many sub-capabilities are explicitly enumerated.

Naming Consistency4/5

Tool names consistently use snake_case with a strong openfinance_ prefix and verb-led patterns like list_, get_, update_, disconnect_, and force_sync. Minor deviations exist: openfinance_provider_status lacks a verb, openfinance_get_accounts_detail is awkwardly pluralized, and the platform tools (connect, marketplace, authenticate) break from the prefix pattern.

Tool Count3/5

At 25 tools, the server sits at the heavy end of the appropriate range. The Open Finance domain is complex enough to justify most entries, but the inclusion of platform-level tools like marketplace, authenticate, connect, and toolkit_info makes the overall surface feel denser and less focused than a pure banking-data server.

Completeness4/5

The set provides strong coverage of the Open Finance lifecycle: connections, sync/status, accounts, balances, transactions, credit card bills, loans, investments, category management, and provider health. Minor gaps exist, such as no dedicated investment-detail-by-id tool and no way to set custom connection labels, but these are workable and do not create critical dead ends.