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openfinance_force_sync

Forces the bank to re-sync one or more connections NOW and WAITS for it to finish (PATCH /items/:id, then polls until the item stops updating, up to ~60s). Use this when a balance or transaction list looks stale: a connection can read UPDATED yet be hours old, and this pulls fresh data WITHOUT disconnecting/reconnecting. Pass items as an array of selectors (item_id, connector_id, connector_name, or the user-set custom_label nickname); OMIT items to sync ALL linked banks. Returns { results, errors }; each result has the final status, executionStatus, lastUpdatedAt (advances when data is refreshed), and synced (true = fresh data is ready). needs_action (e.g. MFA_REINTERACTION / LOGIN_ERROR / WAITING_USER_INPUT) means the user must re-authenticate — those results include a reconnect_url that opens the widget in UPDATE mode for that exact connection (user enters credentials / MFA token, data refreshes in place, no slot consumed, no disconnect needed). timed_out: true means the sync is still running — re-check with openfinance_get_item_status. Set wait: false for fire-and-forget (returns immediately while UPDATING).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
waitNo
itemsNo

TDQS

A5/5.0
Behavior5/5

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

Adds behavioral details beyond annotations: waits up to 60s, polls, handles errors with reconnect_url, timed_out flag, and no disconnect needed.

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?

Well-structured and each sentence adds value; no unnecessary fluff while covering purpose, parameters, return values, and edge cases.

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?

Complete given complexity: covers sync behavior, polling, error states, return format, and fire-and-forget option.

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 coverage is 0%, but description fully explains both parameters: wait (fire-and-forget) and items (selectors or omit for all).

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 forces a bank re-sync, waits for completion, and distinguishes it from sibling tools like openfinance_get_item_status.

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?

Explicitly says when to use (stale balances/transactions), provides alternative actions (re-check with get_item_status), and explains fire-and-forget mode via wait:false.

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

Each openfinance_* tool targets a distinct resource (account, transaction, bill, loan, investment) with a clear action (get/list/update/force_sync). The administrative tools (connect, authenticate, report_bug) are clearly separate. No two tools appear to perform the same function.

Naming Consistency4/5

The openfinance_* tools follow a consistent verb_noun pattern (e.g., get_account_balance, list_transactions, update_transaction_category). Minor deviations like openfinance_provider_status (lacks a verb) and openfinance_force_sync (verb phrase) slightly break the pattern, but the overall convention is predictable.

Tool Count4/5

25 tools is on the higher end but appropriate for a comprehensive Open Finance server covering accounts, transactions, bills, loans, investments, connections, and administration. Each tool has a distinct purpose and none feel redundant.

Completeness5/5

The tool surface is complete for the domain: it covers connection management (connect/disconnect/force sync/status), account and transaction queries, credit card bills, loans, investments, and transaction categorization, plus admin utilities. No obvious gaps that would block typical workflows.