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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

A4.6/5.0
Behavior5/5

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

Discloses behavioral traits beyond annotations: truncation at 5000 transactions per account, truncation flag, provider incident block, and that reconnecting does not fix provider issues. This adds significant context beyond the read-only and idempotent hints already annotated.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is comprehensive but somewhat verbose. It front-loads the core purpose but contains redundant phrasing and could be tightened without losing meaning. For example, the first sentence is excellent, but later sentences on details could be condensed.

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 high parameter count (9), zero schema descriptions, and no output schema, the description provides thorough context: explains when to use each parameter, behavior, limitations (truncation, provider incidents), and bulk support. It leaves no major gaps for the agent to infer.

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 each parameter's meaning, allowed values, defaults (granularity: monthly, detail: compact), and behavioral implications (e.g., 'compact' returns summary, 'rich' adds merchant info). It also clarifies the dual use of 'item' and 'item_ids' for bulk.

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 over a period, resolving accounts internally and fanning out transactions. It distinguishes itself by eliminating the need to first call openfinance_list_accounts and by supporting analysis of all linked banks at once.

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 states when to use this tool (analyze connection transactions, cash flow, bigger expenses) and when alternatives like calling openfinance_list_accounts are not needed. It also explains different granularity levels for compact summaries versus raw rows. However, it could be more explicit about comparing to the sibling openfinance_list_transactions.

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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