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add_transaction

Log single or batch income and expense transactions to your budget. Import multiple entries at once, optionally without categories, then assign categories later for organized tracking.

Instructions

Add one or more income or expense transactions to the budget.

Supports single transaction parameters OR a batch list/dict of items in items.

Bulk Import Workflow:

  • You can bulk import transactions without categories (category_id is optional).

  • After bulk logging, use get_uncategorized_transactions to review uncategorized transactions sorted by description.

  • Then use update_transaction to systematically assign category IDs to matching descriptions in bulk.

Arguments:

  • items: Optional list of dicts (or single dict) for batch insertion. Each dict can contain: {"amount": float, "category_id": int (optional), "description": str, "type": "expense"|"income", "date": "YYYY-MM-DD"}.

  • amount: Transaction monetary value (used if items is omitted).

  • category_id: Optional integer category ID from list_categories (omitting logs as 'Uncategorized').

  • description: Details or description of transaction (used if items is omitted).

  • type: Must be either 'expense' or 'income' (defaults to 'expense').

  • date: Optional transaction date formatted as YYYY-MM-DD or ISO string.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateNo
typeNoexpense
itemsNo
amountNo
category_idNo
descriptionNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

No annotations are provided, so the description carries full burden. It transparently discloses that omitting category_id logs as 'Uncategorized', that type defaults to 'expense', and that items supports batch or single dict insertion. However, it doesn't describe return values or confirm what happens on validation failure despite having an output schema.

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 well-organized with a clear bulk-import workflow section and a structured Arguments list. It's somewhat lengthy but every section earns its place given the dual single/batch modes. Could trim slightly but structure is logical and scannable.

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?

For a tool with 6 parameters, 0% schema coverage, and no annotations, the description is remarkably complete. It documents all parameters, the dual usage modes, the batch import workflow referencing sibling tools, and type/date formats. The only minor gap is not describing the output schema, but that exists separately, so the description doesn't need to explain it.

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?

Schema description coverage is 0%, so the description must fully compensate. It thoroughly documents every parameter: amount, category_id (with source from list_categories), description, type (with enum values and default), date (with format), and items (with the full dict structure). The items parameter structure is particularly well documented given the schema only shows additionalProperties:true.

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 adds income or expense transactions to the budget, with a specific verb+resource ('add transactions'). It distinguishes from siblings by explicitly covering both single and batch insertion, and the bulk-import workflow differentiates it from update_transaction and delete_transaction.

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 clear context on when to use it (adding/importing transactions) and explicitly references sibling tools like get_uncategorized_transactions for post-import review and update_transaction for categorization. It doesn't explicitly state when NOT to use it, but the workflow guidance gives strong usage context.

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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