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Marcusdt-UX

finance-mcp-server

by Marcusdt-UX

Add Category Rule

finance_add_category_rule
Idempotent

Automatically categorize transactions by matching a substring in the merchant name or descriptor, recategorizing all matching past and future entries.

Instructions

Create a rule that assigns a category to any transaction whose merchant name or bank descriptor contains a given substring — and immediately recategorize all matching transactions (past and future imports/syncs honor it too). Use this to clean up transactions stuck in 'other'. Match is case-insensitive. Args: match (substring, e.g. 'menards'), category. Returns how many transactions were recategorized. Example: {match:'robinhood', category:'transfers'}.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
matchYesSubstring to match on merchant name / descriptor (case-insensitive)
categoryYesCategory to assign to matches
Behavior5/5

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

Discloses that the rule applies immediately to past and future transactions, is case-insensitive, and returns a count of recategorized transactions. Annotations already indicate idempotent and non-destructive, and description aligns with these.

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?

Single paragraph, front-loaded with the action, then details and example. Every sentence adds value with no redundancy.

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?

With 2 parameters, no output schema, and adequate annotations, the description fully covers purpose, behavior, usage, and provides an example, making it complete.

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

Parameters4/5

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

Both parameters have descriptions in the schema, but the description adds context (case-insensitive matching) and an example that clarifies usage beyond schema definitions.

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 creates a rule that assigns a category to transactions matching a substring, and distinguishes from sibling tools like finance_list_category_rules and finance_remove_category_rule.

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?

Explicitly says 'Use this to clean up transactions stuck in other' and provides a concrete example, but does not explicitly state when not to use the tool.

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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