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Monte Bravo 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. 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"
+}
  6. Added
  7. Removed
  8. First observed

TDQS

A4.7/5.0
Behavior5/5

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

The description goes beyond annotations by disclosing truncation at 5000 transactions per account with a truncated flag, potential provider_incident block affecting data completeness, and bulk support via item_ids. Annotations only indicate read-only and idempotent, so this additional context is highly valuable.

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 well-structured, starting with the main purpose, then parameter details, and ending with edge cases. It is slightly verbose with examples like 'análise anual/mensal', but every sentence adds value. A more concise version could omit some examples, but current length is justified by 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 9 parameters, no output schema, and many sibling tools, the description is remarkably complete. It covers what the tool does, how to use it, parameter formats and defaults, response contents (summary fields like por_mes, top_despesas), truncation behavior, and provider incidents. Without output schema, it provides sufficient detail for correct invocation.

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?

With 0% schema description coverage, the description fully compensates by explaining every parameter: item (connector_id, connector_name, or item_id), from/to as ISO dates, granularity with default and raw option, type for BANK/CREDIT, detail levels (compact, rich, raw), top_n implied in top_despesas, and item_ids for batch. No formal param descriptions exist, so this is critical.

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 it provides consolidated cash-flow analysis for a bank connection in one call, resolving accounts internally. It uses specific verb 'analyze' and resource 'connection transactions', and distinguishes itself from siblings like openfinance_list_transactions by explaining it avoids separate 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 Guidelines4/5

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

The description explicitly says when to use this tool: for annual/monthly cash flow analysis, and explains that it eliminates the need for prior account listing. It also provides use case examples. However, it could more directly state when alternatives like openfinance_list_transactions are preferred (e.g., for per-account raw data), but the context is still clear.

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

A3.9/5.0
Disambiguation3/5

Most openfinance_* tools target distinct resource/action pairs, but openfinance_list_connections and openfinance_get_item_status overlap on connection status/reconnect URLs, and openfinance_list_transactions vs openfinance_list_transactions_by_item can be confused. The long descriptions reduce ambiguity, but selection risk remains.

Naming Consistency3/5

The openfinance_* block is consistently verb_noun, but the platform tools mix bare verbs (authenticate, connect), nouns (marketplace), and noun_info (toolkit_info). No single naming convention spans the whole set, though each subgroup is internally readable.

Tool Count3/5

At 25 tools, this sits at the top of the heavy borderline range. The broad scope—MCP.AI platform management, prompt library, and Open Finance data—justifies many tools, but the set feels like a bundled suite rather than a tightly scoped single-purpose server.

Completeness4/5

The Open Finance side is well covered: accounts, balances, transactions, credit card bills, loans, investments, connections, sync, status, provider health, and category updates. The platform side has auth, toolkit info, marketplace, and feedback. Minor gaps exist, such as no explicit identity fetch or payment initiation, but those seem outside the intended read/analysis domain.

Resources