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xero_create_bank_transaction

DestructiveIdempotent

Creates a bank transaction in Xero through the connector, recording financial movements.

Instructions

Xero connector operation create_bank_transaction (platform tool xero.create_bank_transaction).

Routes only through the exact project/account governed connector authority.

Args: arguments: JSON string of arguments for the connector operation. project_id: Authenticated Project UUID. project_ref: Exact project correlation reference. connector_account_ref: Project-bound connector account alias. idempotency_key: Stable business-action identity. effect: Claimed read or write effect; Spring verifies it. approval_ref: Approved platform task UUID when resuming a write.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
effectNo
argumentsNo{}
project_idNo
project_refNo
approval_refNo
idempotency_keyNo
connector_account_refNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed6 schema fields changedv0.1.1
    • addedInput schema / properties / approval_ref
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "title": "Approval Ref"
      +}
    • addedInput schema / properties / connector_account_ref
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "title": "Connector Account Ref"
      +}
    • addedInput schema / properties / effect
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "title": "Effect"
      +}
    • addedInput schema / properties / idempotency_key
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "title": "Idempotency Key"
      +}
    • addedInput schema / properties / project_id
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "title": "Project Id"
      +}
    • addedInput schema / properties / project_ref
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "title": "Project Ref"
      +}
  2. First observedv0.1.0

TDQS

C2.7/5.0
Behavior4/5

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

Annotations already communicate read/write/destructive/idempotent hints, and the description adds useful behavioral context beyond them: routing through governed connector authority, Spring verifying the claimed effect, and approval_ref being needed when resuming a write. This gives the agent important context about approval and idempotency behavior.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The Args list is structured and easy to scan, and the governance/approval notes are brief. The first sentence merely repeats the tool name and platform tool path, adding no semantic value, so the description is adequate but not exceptionally tight.

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

Completeness2/5

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

Even with output schema and annotations present, an agent cannot confidently determine what the operation does, what JSON to place in `arguments`, or when to choose it over related Xero tools. The governance and idempotency details help, but the core Xero-level business semantics are missing.

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?

At 0% schema description coverage, the Args list adds meaning to every parameter and clarifies wrapper fields like project_id, project_ref, connector_account_ref, idempotency_key, effect, and approval_ref. However, the primary `arguments` parameter is only described as 'JSON string of arguments for the connector operation', leaving the actual Xero bank transaction payload structure unspecified.

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

Purpose2/5

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

The opening sentence only restates the operation name and platform tool name ('Xero connector operation `create_bank_transaction` (platform tool `xero.create_bank_transaction`)') without explaining what creating a bank transaction actually does in Xero. It is essentially a label, not a purpose statement, and it does not distinguish this tool from related sibling tools like xero_create_bill or xero_update_bank_transaction.

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?

There is no explicit when-to-use guidance, no exclusions, and no mention of alternatives such as xero_list_bank_transactions, xero_update_bank_transaction, or xero_create_bill. The line about routing through governed connector authority is an invocation constraint, not usage guidance.

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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