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Frihet-io

Frihet MCP Server

Categorize Transaction

categorize_transaction
Idempotent

Categorize a bank transaction to track tax-deductible expenses by assigning a category like supplies, travel, or software.

Instructions

Apply a category to a bank transaction for manual classification. Categories map to expense categories for tax deduction tracking. Example: id='tx_abc', category='supplies', notes='Office paper Q1' / Asigna una categoria a un movimiento bancario. Las categorias se mapean a categorias de gastos para el control de deducciones fiscales.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesTransaction ID / ID del movimiento
categoryYesCategory slug (e.g. 'supplies', 'travel', 'software') / Categoria
notesNoOptional notes for this classification / Notas opcionales

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYes
accountIdNo
amountYes
currencyNo
descriptionNo
postedAtNo
categoryNo
statusNo
matchedDocIdNo
createdAtNo
updatedAtNo
Behavior3/5

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

Annotations already indicate idempotent and non-destructive. Description adds that categories map to expense categories but lacks detail on overwriting behavior or reversibility, adding limited value beyond 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?

Concise two sentences plus example and bilingual translation, though duplication reduces efficiency. Front-loaded with key action and purpose.

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

Completeness4/5

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

Description is complete for a simple classification tool: explains purpose, mapping, and provides an example. Output schema handles return values, so no need for further detail.

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 covers all 3 parameters with descriptions. Description includes an example that adds context, but given 100% coverage, baseline is 3 with only minor value added.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

Description clearly states the tool applies a category to a bank transaction for manual classification and tax deduction tracking, with an example. However, it does not differentiate from sibling tools like match_transaction_to_invoice, so not a 5.

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

Usage Guidelines3/5

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

Provides context for manual classification and tax deductions but no explicit guidance on when to use vs. alternatives or when not to use.

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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