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Tokenbooks - crypto and fiat accounting and payments

Confirm Portfolio Transaction

confirm_transaction

Post a proposed accounting transaction to the books; this queued action returns a requestId.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolioRefYesPortfolio exact name or slug
workspaceRefYesWorkspace exact name or slug
transactionIdYesPortfolio transaction ID

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.5/5.0
Behavior3/5

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

Annotations already cover readOnlyHint=false, idempotentHint=false, and destructiveHint=false, so the bar for the description is lower. The phrase 'this queued action returns a requestId' adds genuinely useful async behavior beyond the annotations. However, it does not explain what 'post to the books' entails (e.g., ledger effects, authorization needs) or how the queued result is retrieved.

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?

The description is a single sentence with two tightly coupled clauses, no filler, and the core action is front-loaded. Every word earns its place, and the async-return detail is appended without bloating the text.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the absence of an output schema, stating that it returns a requestId is helpful, and the annotations cover the safety profile. However, the description lacks workflow context: how a transaction becomes 'proposed', how to poll the returned requestId (e.g., get_request_status), and how this tool differs from update_transaction or reprocess_transaction. This is a minimum-viable description with clear gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the schema fully documents all three parameters. The description's reference to a 'proposed accounting transaction' loosely maps to transactionId but adds no new semantic detail about workspaceRef or portfolioRef beyond what the schema already states, so baseline 3 is appropriate.

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 uses a specific verb-action ('Post'), a clear resource ('a proposed accounting transaction'), and an outcome ('to the books'), which fully clarifies what 'confirm' means. It also distinguishes the tool from preview-style siblings (e.g., preview_transaction_classification) and mutation siblings (e.g., update_transaction) by focusing on posting a queued proposal.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

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

No explicit when-to-use or when-not-to-use guidance is provided. With 50+ sibling tools, an agent cannot tell whether to call confirm_transaction versus reprocess_transaction, update_transaction, or preview_transaction_classification, and there is no mention of prerequisites such as a transaction needing to already be in a 'proposed' state.

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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