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EQI MCP

by io.github.mcp-dir

openfinance_list_transactions_by_item

Read-onlyIdempotent

Consolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call. Resolves the connection's accounts internally and fans out their transactions, so you do NOT need to call openfinance_list_accounts first nor carry account_id uuids between calls. Pass item (connector_id, connector_name or item_id) to target one bank, or OMIT it to analyze ALL linked banks at once. from/to are ISO dates (YYYY-MM-DD). Default granularity:'monthly' returns a COMPACT summary (no raw rows): total entradas, saídas, saldo_liquido, monthly evolution (por_mes), and top_despesas/top_recebimentos (largest N each), plus a per-account breakdown (by_account). Use this for 'análise anual/mensal', 'fluxo de caixa', 'entradas e saídas', 'maiores gastos/recebimentos'. Set granularity:'raw' to ALSO get every consolidated transaction (heavier — only when itemized rows are needed); combine with detail:'rich' to enrich those rows with merchantInfo (cnpj/cnae/businessName/category) + extra creditCardMetadata (billId, purchaseDate, fees), or detail:'raw' for the full untouched Pluggy object per row, when the connector provides them. type filters BANK or CREDIT accounts. On a connection with many transactions the scan caps at 5000/account and flags truncated:true. May include a provider_incident block when the Open Finance provider has an OPEN incident affecting a connected bank: the totals/rows may be incomplete or wrong until the provider recovers, and reconnecting does not fix it.

Bulk support: accepts item_ids for batched execution.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
toNo
fromNo
itemNo
typeNo
top_nNo
detailNo
item_idNo
item_idsNo
granularityNo

Schema Changelog

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

  1. Added
  2. Removed
  3. Added
  4. Removed
  5. Added
  6. Removed
  7. Added
  8. Removed
  9. Changed2 schema fields changed
    • addedInput schema / properties / item_id
      Added value: +{
+  "type": "string"
+}
    • addedInput schema / properties / item_ids
      Added value: +{
+  "items": {
+    "type": "string"
+  },
+  "type": "array"
+}
  10. Added
  11. Removed
  12. First observed

TDQS

A4.7/5.0
Behavior5/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false. The description adds substantial behavioral context beyond these: a cap of 5000 transactions per account with a 'truncated:true' flag, a 'provider_incident' block for incomplete data from Open Finance providers, and bulk support via 'item_ids'. No contradiction 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?

The description is relatively long but well-structured. It front-loads the core purpose and usage, then details parameters and edge cases. Every sentence adds value, though some sections (like the granularity explanation) could be slightly more terse. Overall, it is appropriately sized for the tool's complexity.

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 absence of an output schema and low schema coverage, the description compensates thoroughly. It explains the return structure (compact summary vs raw rows, fields like 'entradas', 'saídas', 'por_mes', 'top_despesas', 'by_account'), handling of truncation, provider incidents, and bulk execution. The tool is complex (9 parameters, multiple modes), and the description covers all necessary context for correct usage.

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?

Schema description coverage is 0%, placing the burden on the description to explain parameters. The description does so comprehensively: 'item' accepts connector_id, connector_name, or item_id; 'from'/'to' are ISO dates; 'granularity' values ('monthly' vs 'raw') are explained; 'detail' values ('compact','rich','raw') are detailed with output differences; 'type' filters BANK or CREDIT; 'top_n' is implied as controlling 'top_despesas'/'top_recebimentos' counts. All nine parameters are effectively documented.

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's purpose: consolidated cash-flow analysis for a whole bank connection over a period, resolving accounts internally. It distinguishes itself from sibling tools by explicitly noting that users do not need to call openfinance_list_accounts first. The verb 'analyze' and resource 'transactions' are specific, and the scope (connection-level, with option to omit for all banks) is well-defined.

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 provides explicit usage scenarios (e.g., 'análise anual/mensal', 'fluxo de caixa') and explains when to set 'granularity' to 'raw'. It also clarifies that omitting 'item' analyzes all linked banks. However, it does not explicitly mention when not to use this tool versus its siblings, though the context implicitly differentiates it from other transaction- or account-related 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

A4.1/5.0
Disambiguation4/5

The openfinance_* tools are clearly separated by resource and action, and their detailed descriptions make most choices unambiguous. However, marketplace is a multi-action mega-tool that duplicates report_bug, and openfinance_list_transactions vs openfinance_list_transactions_by_item have some overlap that could cause misselection.

Naming Consistency4/5

The 19 openfinance_* tools follow a consistent and predictable 'openfinance_<verb>_<noun>' pattern. The non-openfinance tools are a mixed set (marketplace, toolkit_info, show_version, report_bug, authenticate, connect), which is readable but not fully uniform.

Tool Count3/5

25 tools lands right at the heavy end of the borderline range. The Open Finance domain genuinely has many distinct resources, but the marketplace tool alone packs in many sub-actions, which makes the total tool count feel more bloated than the domain strictly requires.

Completeness4/5

The surface covers the full Open Finance lifecycle well: connections, sync/disconnect, accounts, transactions, credit card bills, loans, investments, categories, provider health, and platform administration. Minor gaps exist, such as no direct connect/add-bank tool beyond returning a connect_url and no get-single-transaction endpoint, but agents can work around these.

Resources