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openfinance_search_bank_connectors

Read-onlyIdempotent

Searches the available bank connectors by name (pass keywords[], e.g. ['nubank','btg']) and returns, per match: the connector id, whether it's Open Finance or API (access), PF/PJ (audience), the user's already-linked connections (and accounts when include_accounts=true), and a ready connect_url with the bank pre-selected. Some non-Open-Finance credential connectors carry a caveat warning that they don't auto-update (needs periodic manual reconnection) — surface it so the user can prefer the institution's Open Finance connector for automation. Honors the user's plan (a PF plan hides PJ banks; a PJ plan covers BOTH — PF and PJ banks connect and count under the same plan). Call this BEFORE connecting to hand the user a one-click link to the right bank. keywords[] is REQUIRED — without it returns a hint (never dumps the whole catalog).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
keywordsNo
include_accountsNo

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

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TDQS

A4.9/5.0
Behavior5/5

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

Beyond readOnly/ idempotent annotations, describes return of connect_url, plan-dependent filtering, hint on missing keywords, and caveat about credential connectors. No contradictions with annotations.

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?

Single dense paragraph, all sentences valuable, but could be structured with bullet points for easier parsing. Slightly verbose but not wasteful.

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?

Covers input requirements, return fields, plan behavior, caveats, and usage ordering relative to other tools. No output schema, but return values described adequately.

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?

Both parameters are fully explained: keywords[] with example values, include_accounts with effect on returned data. Schema coverage is 0%, but description compensates completely.

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 searches bank connectors by name, returning connector ID, access type, audience, linked connections, accounts (optional), and a connect URL. It distinguishes this search from sibling tools like 'connect' and 'openfinance_list_connections'.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly instructs to call BEFORE connecting, notes that keywords are required (returns hint otherwise), explains plan behavior (PF hides PJ, PJ covers both), and advises surfacing caveats to prefer Open Finance connectors. Provides clear when-to-use and why.

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

A4.2/5.0
Disambiguation4/5

Most tools are highly distinct, targeting different resources (accounts, transactions, bills, loans, investments, connections). However, openfinance_list_transactions and openfinance_list_transactions_by_item both return transaction data with different scopes, which could cause misselection. Also openfinance_get_item_status vs openfinance_provider_status are distinct but similar in name.

Naming Consistency5/5

The openfinance_* tools follow a consistent verb_noun pattern (list_accounts, get_credit_card_bill, force_sync). Generic tools (authenticate, connect, marketplace) are also clearly named and consistent within their own domain. No mixed conventions or chaotic naming.

Tool Count4/5

At 25 tools, the server is on the heavier side (borderline of the 16-25 range) but each tool serves a clear purpose in the open finance domain, covering multiple resource types and auxiliary functions like marketplace and status. A slight trim could be made (e.g., merging some list/get pairs), but it's not excessive.

Completeness4/5

The server covers the full read lifecycle for accounts, transactions, bills, loans, and investments, plus connection management (list, disconnect, force sync) and category updates. Minor gaps like lack of direct deletion for financial records are acceptable since those are not typical operations. The generic tools (marketplace, auth, version) round out the toolkit.