Skip to main content
Glama

Sicredi 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. Added
  6. Removed
  7. 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"
+}
  8. Added
  9. Removed
  10. First observed

TDQS

A4.7/5.0
Behavior5/5

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

The description adds substantial behavioral context beyond the annotations. It discloses that the tool caps at 5000 transactions per account with a truncated flag, mentions the provider_incident block that may cause incomplete data, and explains the behavior of granularity and detail modes. These are not covered by the 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 comprehensive but slightly verbose. It front-loads the main purpose and then details options. While clear, it could benefit from structured formatting like bullet points. However, every sentence adds value, and there is no redundant content.

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?

Despite having 9 parameters and no output schema, the description covers all aspects: parameter meanings, output structure (e.g., total, por_mes, top_despesas), edge cases (truncated, provider_incident), and bulk support. It provides complete guidance for an agent to use the tool effectively.

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 explains all parameters. It specifies that 'item' can be a connector_id, connector_name, or item_id; 'from' and 'to' are ISO dates; 'granularity' defaults to 'monthly' returning a summary; 'detail' changes the richness of data; 'type' filters accounts; and 'top_n' is implied. Every parameter's meaning and effect is described.

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 distinguishes itself by explaining it resolves accounts internally, avoiding the need to call openfinance_list_accounts or carry account IDs. This differentiates it from sibling tools.

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 examples of when to use the tool (e.g., for 'análise anual/mensal', 'fluxo de caixa'). It also explains when to use different granularities and detail options. However, it does not explicitly state when not to use it, such as when only single-account transactions are needed.

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

All Sicredi 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 have clearly distinct resource-action pairs, but several pairs overlap enough to cause misselection: authenticate vs connect, openfinance_list_accounts vs openfinance_get_accounts_detail, and openfinance_list_credit_card_bills vs openfinance_get_credit_card_bill. The long descriptions help, but the monolithic marketplace tool also mixes many sub-actions that overlap with report_bug and connection management.

Naming Consistency3/5

The openfinance_* tools mostly follow a consistent openfinance_<verb>_<noun> pattern, and the utility tools are all snake_case, but the conventions are mixed: marketplace is a bare noun, connect/authenticate are bare verbs, and openfinance_provider_status/toolkit_info lack a verb prefix. The pattern is readable but not uniform across the whole set.

Tool Count3/5

At 25 tools, this sits at the top of the borderline-heavy range. The Open Finance domain justifies many of them, but the marketplace mega-tool plus several overlapping list/get variants make the set feel larger than necessary.

Completeness4/5

The surface covers the full Open Finance lifecycle well: connection search/status/sync/disconnect, accounts, balances, transactions, credit card bills, loans, investments, and category correction. Minor gaps exist, such as no direct payment/transfer initiation or single-transaction detail endpoint, but these are outside the apparent read/aggregate purpose and are workable around.

Resources