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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

TDQS

A4.7/5.0
Behavior5/5

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

Annotations already indicate safe, read-only, idempotent. Description adds crucial behaviors: plan-based filtering (PF/PJ), caveat warnings for credential connectors, and returning a ready connect_url. No contradiction.

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?

Single dense paragraph with front-loaded purpose. Every sentence adds value: search action, return fields, plan behavior, caveat, usage directive. No wasted words.

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 no output schema, description thoroughly explains return values, plan behavior, edge cases (caveat), and required parameters. Complete for a search tool of this complexity.

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 has 0% coverage; description adds meaning by explaining keywords as an array of strings (with example) and include_accounts triggers accounts retrieval. Useful but could mention default value for include_accounts.

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?

Description clearly states it searches bank connectors by name, specifies returned fields (connector id, access, audience, linked connections, connect_url), and distinguishes from sibling list tools by emphasizing it's for pre-connection one-click linking.

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?

Explicitly says 'Call this BEFORE connecting' and notes that keywords[] is required (without it returns a hint). Does not explicitly exclude alternatives but context implies its unique role.

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
Disambiguation5/5

Every tool has a clearly distinct purpose: accounts, transactions, credit card bills, loans, investments, connections, sync, categories, provider status, and platform meta-tools are all separable. Even the two transaction tools differ (per-account list vs consolidated analysis) and the two status tools differ (connection vs provider health).

Naming Consistency4/5

The openfinance_* prefix is consistently applied across the financial domain, and most follow a verb_noun pattern (list_accounts, get_balance, update_category). However, there are non-prefixed tools (authenticate, connect, marketplace, toolkit_info) and one outlier like openfinance_provider_status (noun instead of verb) that slightly break the pattern.

Tool Count3/5

25 tools is at the upper boundary of what feels heavy for a single server, even for a comprehensive financial aggregation toolkit. The number is justified by the breadth of domains covered (accounts, credit, loans, investments, connections, platform features), but it requires careful agent selection and might be better split into separate servers.

Completeness5/5

The surface covers the full financial data lifecycle: listing and fetching details for all asset types, updating transaction categories, managing connections (list, sync, disconnect, reauth), checking provider health, and searching connectors. There are no obvious dead ends—every domain has read and appropriate write/update operations.

Resources