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Midway 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.

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  15. Added
  16. Removed
  17. 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"
+}
  18. Added
  19. Removed
  20. First observed

TDQS

A4.6/5.0
Behavior5/5

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

Beyond the annotations (readOnlyHint, idempotentHint), the description discloses important behaviors: the 5000/account scan cap with `truncated:true`, the `provider_incident` block explaining incompleteness during provider incidents, and the effect of omitting `item`. No contradictions with annotations exist. This level of disclosure exceeds the bar set by 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 long but every sentence carries useful information. It is front-loaded with the core purpose, then covers parameters, use cases, and caveats in a logical order. It could be slightly tightened, but the density is justified by the tool's complexity and the lack of schema descriptions. No redundant or filler sentences are present.

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 tool has 9 parameters, no output schema, and zero schema descriptions, the description is remarkably complete. It explains return elements (monthly evolution, top_despesas, by_account), row enrichment options, truncation behavior, provider incidents, and bulk support. Minor details like `top_n` control are not fully specified, but the overall context is sufficient for an agent to understand the tool's capabilities and limitations.

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?

With 0% schema description coverage, the description compensates strongly. It explains `item` (connector_id, connector_name or item_id), `from`/`to` ISO dates, `granularity`, `detail`, `type`, and bulk `item_ids`. However, it does not explicitly explain `top_n` or the singular `item_id` parameter, which leaves some ambiguity. Despite this, the description adds substantial meaning beyond the bare 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's purpose: 'Consolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call.' It specifies the main resource (transactions by item) and distinguishes it from siblings by mentioning it resolves accounts internally and supports batched execution. The scope and use cases are explicit.

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 instructions: 'Use this for 'análise anual/mensal', 'fluxo de caixa', 'entradas e saídas', 'maiores gastos/recebimentos'.' It also gives guidance on when to use `granularity:'raw'` and `detail` values. It contrasts with `openfinance_list_accounts` but does not directly compare to the sibling `openfinance_list_transactions`, which is a minor gap. Overall, clear context with no misleading alternatives.

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

A4/5.0
Disambiguation3/5

The openfinance_* family is largely well-differentiated by resource and action, but the monolithic `marketplace` tool bundles search, invoke, install, billing, and prompt-library actions into one name, creating ambiguity about where platform capabilities live. Additionally, `openfinance_list_transactions` and `openfinance_list_transactions_by_item` both return transaction data and could be misselected despite their different aggregation intent.

Naming Consistency3/5

The openfinance_* tools consistently follow a clear verb_noun pattern, which gives the majority of the surface a predictable shape. But the generic platform tools mix bare verbs (`authenticate`, `connect`), nouns (`marketplace`, `toolkit_info`), and verb_noun names (`report_bug`, `show_version`), so the server has two naming dialects rather than one uniform convention.

Tool Count3/5

At 25 tools, this sits right at the top of the heavy range, and the server genuinely spans two broad domains: MCP platform administration and Open Finance banking data. The count is defensible given the breadth, but it is not a lean or easily navigable surface for an agent.

Completeness4/5

The Open Finance side is quite complete, covering connections, accounts, transactions, credit card bills, loans, investments, categories, provider status, sync, and disconnection. The platform side covers authentication, connection status, marketplace operations, bug reporting, and versioning, though some marketplace sub-actions are packed into one tool and bank connection itself is only reachable through URLs returned by other tools.

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