Skip to main content
Glama

Banco Master 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. 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"
+}
  4. Added
  5. Removed
  6. First observed

TDQS

A4.9/5.0
Behavior5/5

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

Annotations already mark the tool as read-only and idempotent. The description adds behavioral traits: truncation at 5000/account, provider_incident block for incomplete data, and bulk support. 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 moderately lengthy but well-organized with front-loaded purpose and clear sections. Some minor redundancy exists (e.g., repeating 'granularity' defaults), but overall efficient.

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?

No output schema exists, but the description details the return structure: total entradas/saídas/saldo_liquido, monthly evolution, top expenses/revenues, per-account breakdown, truncation flag, and provider_incident block. Bulk support is also documented.

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%, so the description must fully explain parameters. It does so, covering item (connector_id/name/item_id), from/to (ISO dates), granularity (monthly/raw), detail (compact/rich/raw), type (BANK/CREDIT), top_n, and item_ids for bulk. Defaults and behavior are explained.

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 performs consolidated cash-flow analysis for a bank connection, resolving accounts internally. It distinguishes itself from siblings like openfinance_list_accounts and openfinance_list_transactions by eliminating the need for prior account listing.

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?

The description explicitly tells when to use this tool versus alternatives (no need to call openfinance_list_accounts). It guides on granularity and detail settings, provides example use cases, and notes the truncation behavior at 5000 transactions per account.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

All Banco Master MCP toolsInspect
Try in Browser
RayrunBuild, deploy, and operate MCP servers without becoming an infrastructure team.ray.runAd

Glama MCP Gateway

Add one secure layer between your agents and this server.

TDQS

A3.9/5.0
Disambiguation3/5

Most openfinance_* tools are clearly separated by resource and action, and the long descriptions help, but several pairs can trip up an agent: authenticate/connect both deal with login/connection state, openfinance_list_transactions and openfinance_list_transactions_by_item sound nearly identical, and marketplace internally exposes report_bug/list_tools functions that also exist as top-level tools. This is more than a single ambiguous edge.

Naming Consistency3/5

The 19 openfinance_* tools follow a clean get_/list_/update_ pattern and are easy to navigate, but the platform-level tools break the convention: authenticate, connect, marketplace, toolkit_info, report_bug, and show_version mix bare verbs, nouns, and noun-noun compounds. The pattern is not chaotic, but it is definitely mixed.

Tool Count3/5

25 tools is on the heavy end of the borderline range and is a large working set for an agent. The openfinance tools are individually justified and support batching, but the extra platform/marketplace tools add scope and some redundancy with report_bug and toolkit_info.

Completeness5/5

For a bank-data aggregation server, the surface is complete: connector discovery, linking/reconnecting/disconnecting, account lists and details, balances, transactions, categorization, credit-card bills, investments, loans, sync status, and provider health are all covered. There are no obvious dead ends in the main workflows.

Resources