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Vaultix MCP Server

vaultix_list_transactions

Retrieve a unified view of all payment transactions including charges, refunds, and payouts. Filter results by type or source to manage payment data efficiently.

Instructions

List all transactions (unified view of charges, refunds, payouts)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum results (1-100)
typeNoFilter by type
sourceNoFilter by source

Implementation Reference

  • The handler logic for the 'vaultix_list_transactions' tool. It calls the VaultixClient's get method on '/transactions' endpoint with optional limit, type, and source filters from the input arguments.
    case 'vaultix_list_transactions':
      return client.get('/transactions', {
        limit: args.limit,
        type: args.type,
        source: args.source,
      })
  • The tool definition including name, description, and input schema for 'vaultix_list_transactions'. This registers the tool with MCP and defines its input validation.
    {
      name: 'vaultix_list_transactions',
      description: 'List all transactions (unified view of charges, refunds, payouts)',
      inputSchema: {
        type: 'object',
        properties: {
          limit: { type: 'number', description: 'Maximum results (1-100)' },
          type: { type: 'string', enum: ['charge', 'refund', 'payout'], description: 'Filter by type' },
          source: { type: 'string', enum: ['charge', 'refund', 'payout'], description: 'Filter by source' },
        },
      },
    },
  • The tools array exports all tool definitions for MCP registration, including 'vaultix_list_transactions'.
    export const tools: Tool[] = [
      // ==================== CHARGES ====================
      {
        name: 'vaultix_create_charge',
        description: 'Create a new payment charge (PIX, Credit Card, or Boleto). Amount is in cents (e.g., 5000 = R$ 50,00)',
        inputSchema: {
          type: 'object',
          properties: {
            amount: { type: 'number', description: 'Amount in cents (minimum 100 = R$ 1,00)' },
            payment_method: { type: 'string', enum: ['pix', 'credit_card', 'boleto'], description: 'Payment method' },
            customer_name: { type: 'string', description: 'Customer name' },
            customer_email: { type: 'string', description: 'Customer email' },
            customer_document: { type: 'string', description: 'Customer CPF/CNPJ' },
            description: { type: 'string', description: 'Charge description' },
          },
          required: ['amount', 'payment_method', 'customer_name', 'customer_email'],
        },
      },
      {
        name: 'vaultix_get_charge',
        description: 'Retrieve a charge by ID',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Charge ID (ch_...)' },
          },
          required: ['id'],
        },
      },
      {
        name: 'vaultix_list_charges',
        description: 'List all charges with optional filters',
        inputSchema: {
          type: 'object',
          properties: {
            limit: { type: 'number', description: 'Maximum results (1-100)' },
            status: { type: 'string', enum: ['pending', 'paid', 'failed', 'canceled', 'refunded'], description: 'Filter by status' },
            payment_method: { type: 'string', enum: ['pix', 'credit_card', 'boleto'], description: 'Filter by payment method' },
          },
        },
      },
      {
        name: 'vaultix_cancel_charge',
        description: 'Cancel a pending or authorized charge',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Charge ID to cancel' },
          },
          required: ['id'],
        },
      },
    
      // ==================== CUSTOMERS ====================
      {
        name: 'vaultix_create_customer',
        description: 'Create a new customer',
        inputSchema: {
          type: 'object',
          properties: {
            name: { type: 'string', description: 'Customer name' },
            email: { type: 'string', description: 'Customer email' },
            document: { type: 'string', description: 'CPF/CNPJ' },
            phone: { type: 'string', description: 'Phone number' },
          },
          required: ['name'],
        },
      },
      {
        name: 'vaultix_get_customer',
        description: 'Retrieve a customer by ID',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Customer ID (cus_...)' },
          },
          required: ['id'],
        },
      },
      {
        name: 'vaultix_list_customers',
        description: 'List all customers',
        inputSchema: {
          type: 'object',
          properties: {
            limit: { type: 'number', description: 'Maximum results (1-100)' },
            email: { type: 'string', description: 'Filter by email' },
          },
        },
      },
      {
        name: 'vaultix_update_customer',
        description: 'Update a customer',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Customer ID' },
            name: { type: 'string', description: 'New name' },
            email: { type: 'string', description: 'New email' },
            phone: { type: 'string', description: 'New phone' },
          },
          required: ['id'],
        },
      },
      {
        name: 'vaultix_delete_customer',
        description: 'Delete a customer',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Customer ID to delete' },
          },
          required: ['id'],
        },
      },
    
      // ==================== REFUNDS ====================
      {
        name: 'vaultix_create_refund',
        description: 'Create a refund for a paid charge. Amount in cents for partial refund.',
        inputSchema: {
          type: 'object',
          properties: {
            charge: { type: 'string', description: 'Charge ID to refund' },
            amount: { type: 'number', description: 'Amount in cents (optional, for partial refund)' },
            reason: { type: 'string', description: 'Reason for refund' },
          },
          required: ['charge'],
        },
      },
      {
        name: 'vaultix_get_refund',
        description: 'Retrieve a refund by ID',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Refund ID (re_...)' },
          },
          required: ['id'],
        },
      },
      {
        name: 'vaultix_list_refunds',
        description: 'List all refunds',
        inputSchema: {
          type: 'object',
          properties: {
            limit: { type: 'number', description: 'Maximum results (1-100)' },
            charge: { type: 'string', description: 'Filter by charge ID' },
          },
        },
      },
    
      // ==================== BALANCE ====================
      {
        name: 'vaultix_get_balance',
        description: 'Get current account balance (available and pending)',
        inputSchema: {
          type: 'object',
          properties: {},
        },
      },
      {
        name: 'vaultix_list_balance_transactions',
        description: 'List balance transactions (statement)',
        inputSchema: {
          type: 'object',
          properties: {
            limit: { type: 'number', description: 'Maximum results (1-100)' },
            type: { type: 'string', enum: ['charge', 'refund'], description: 'Filter by type' },
          },
        },
      },
    
      // ==================== PRODUCTS ====================
      {
        name: 'vaultix_create_product',
        description: 'Create a new product in the catalog. Price is in cents.',
        inputSchema: {
          type: 'object',
          properties: {
            name: { type: 'string', description: 'Product name' },
            price: { type: 'number', description: 'Price in cents' },
            description: { type: 'string', description: 'Product description' },
            stock_quantity: { type: 'number', description: 'Stock quantity' },
            sku: { type: 'string', description: 'SKU code' },
          },
          required: ['name', 'price'],
        },
      },
      {
        name: 'vaultix_get_product',
        description: 'Retrieve a product by ID',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Product ID (prod_...)' },
          },
          required: ['id'],
        },
      },
      {
        name: 'vaultix_list_products',
        description: 'List all products',
        inputSchema: {
          type: 'object',
          properties: {
            limit: { type: 'number', description: 'Maximum results (1-100)' },
            status: { type: 'string', enum: ['active', 'draft', 'archived'], description: 'Filter by status' },
            search: { type: 'string', description: 'Search by name or SKU' },
          },
        },
      },
      {
        name: 'vaultix_update_product',
        description: 'Update a product',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Product ID' },
            name: { type: 'string', description: 'New name' },
            price: { type: 'number', description: 'New price in cents' },
            stock_quantity: { type: 'number', description: 'New stock quantity' },
          },
          required: ['id'],
        },
      },
      {
        name: 'vaultix_delete_product',
        description: 'Delete a product',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Product ID to delete' },
          },
          required: ['id'],
        },
      },
    
      // ==================== ORDERS ====================
      {
        name: 'vaultix_get_order',
        description: 'Retrieve an order by ID',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Order ID' },
            expand: { type: 'string', enum: ['items'], description: 'Expand items' },
          },
          required: ['id'],
        },
      },
      {
        name: 'vaultix_list_orders',
        description: 'List all orders',
        inputSchema: {
          type: 'object',
          properties: {
            limit: { type: 'number', description: 'Maximum results (1-100)' },
            status: { type: 'string', enum: ['pending', 'processing', 'completed', 'canceled'], description: 'Filter by status' },
            payment_status: { type: 'string', enum: ['pending', 'paid', 'failed'], description: 'Filter by payment status' },
          },
        },
      },
    
      // ==================== TRANSACTIONS ====================
      {
        name: 'vaultix_get_transaction',
        description: 'Retrieve a transaction by ID',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Transaction ID' },
          },
          required: ['id'],
        },
      },
      {
        name: 'vaultix_list_transactions',
        description: 'List all transactions (unified view of charges, refunds, payouts)',
        inputSchema: {
          type: 'object',
          properties: {
            limit: { type: 'number', description: 'Maximum results (1-100)' },
            type: { type: 'string', enum: ['charge', 'refund', 'payout'], description: 'Filter by type' },
            source: { type: 'string', enum: ['charge', 'refund', 'payout'], description: 'Filter by source' },
          },
        },
      },
      {
        name: 'vaultix_get_transactions_summary',
        description: 'Get transaction summary for a period',
        inputSchema: {
          type: 'object',
          properties: {
            period: { type: 'string', enum: ['24h', '7d', '30d', '90d'], description: 'Period for summary (default: 30d)' },
          },
        },
      },
    
      // ==================== PAYMENT LINKS ====================
      {
        name: 'vaultix_create_payment_link',
        description: 'Create a shareable payment link. Amount in cents.',
        inputSchema: {
          type: 'object',
          properties: {
            amount: { type: 'number', description: 'Amount in cents (minimum 100)' },
            description: { type: 'string', description: 'Link description' },
            payment_methods: { type: 'array', items: { type: 'string' }, description: 'Allowed methods: pix, credit_card' },
            success_url: { type: 'string', description: 'Redirect URL after payment' },
            max_uses: { type: 'number', description: 'Maximum number of uses' },
          },
          required: ['amount'],
        },
      },
      {
        name: 'vaultix_get_payment_link',
        description: 'Retrieve a payment link by ID',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Payment Link ID (plink_...)' },
          },
          required: ['id'],
        },
      },
      {
        name: 'vaultix_list_payment_links',
        description: 'List all payment links',
        inputSchema: {
          type: 'object',
          properties: {
            limit: { type: 'number', description: 'Maximum results (1-100)' },
            status: { type: 'string', enum: ['active', 'inactive'], description: 'Filter by status' },
          },
        },
      },
      {
        name: 'vaultix_deactivate_payment_link',
        description: 'Deactivate a payment link',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Payment Link ID to deactivate' },
          },
          required: ['id'],
        },
      },
    
      // ==================== PAYOUTS ====================
      {
        name: 'vaultix_create_payout',
        description: 'Create a payout (withdrawal) via PIX or bank transfer. Amount in cents.',
        inputSchema: {
          type: 'object',
          properties: {
            amount: { type: 'number', description: 'Amount in cents (minimum 100)' },
            pix_key: { type: 'string', description: 'PIX key (for PIX payout)' },
            bank_code: { type: 'string', description: 'Bank code (for bank transfer)' },
            branch: { type: 'string', description: 'Branch number' },
            account: { type: 'string', description: 'Account number' },
            account_type: { type: 'string', enum: ['checking', 'savings'], description: 'Account type' },
            holder_name: { type: 'string', description: 'Account holder name' },
            holder_document: { type: 'string', description: 'Holder CPF/CNPJ' },
            description: { type: 'string', description: 'Payout description' },
          },
          required: ['amount'],
        },
      },
      {
        name: 'vaultix_get_payout',
        description: 'Retrieve a payout by ID',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Payout ID (po_...)' },
          },
          required: ['id'],
        },
      },
      {
        name: 'vaultix_list_payouts',
        description: 'List all payouts',
        inputSchema: {
          type: 'object',
          properties: {
            limit: { type: 'number', description: 'Maximum results (1-100)' },
            status: { type: 'string', enum: ['pending', 'in_transit', 'completed', 'failed', 'canceled'], description: 'Filter by status' },
          },
        },
      },
      {
        name: 'vaultix_cancel_payout',
        description: 'Cancel a pending payout',
        inputSchema: {
          type: 'object',
          properties: {
            id: { type: 'string', description: 'Payout ID to cancel' },
          },
          required: ['id'],
        },
      },
    ]
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It states this is a list operation, implying read-only behavior, but doesn't mention pagination, sorting, default ordering, rate limits, authentication requirements, or what the output format looks like. For a list tool with zero annotation coverage, this leaves significant gaps in understanding how it behaves.

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, efficient sentence that immediately conveys the core purpose. There's no wasted verbiage or unnecessary elaboration, making it easy to parse and understand quickly.

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?

For a list tool with no annotations and no output schema, the description is incomplete. It doesn't explain the return format (e.g., array of objects with fields), pagination behavior, or how the unified view differs from individual list tools. Given the context of multiple sibling list tools, more guidance would help an agent use this correctly.

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 already documents all three parameters with descriptions and enums. The description doesn't add any parameter-specific information beyond what's in the schema, such as explaining how 'type' and 'source' differ or providing usage examples. Baseline 3 is appropriate when the schema does the heavy lifting.

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?

The description clearly states the verb ('List') and resource ('all transactions'), with a helpful clarification about what 'transactions' means ('unified view of charges, refunds, payouts'). It doesn't explicitly differentiate from siblings like 'vaultix_list_charges' or 'vaultix_get_transactions_summary', but the unified view aspect provides some implicit distinction.

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 guidance is provided on when to use this tool versus alternatives like 'vaultix_list_charges', 'vaultix_list_refunds', or 'vaultix_get_transactions_summary'. The description mentions a 'unified view', but doesn't explain when this is preferable over the more specific list tools or what the summary tool offers differently.

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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