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abco20

ezbookkeeping-mcp-server

by abco20

Preview batch transaction update

preview_transaction_batch

Preview a batch update that changes categories, tags, or accounts on multiple transactions, and receive a signed token to confirm the operation.

Instructions

Preview one batch category, tag or account update and receive a signed confirmation token.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
selectorYes
operationYes
Behavior3/5

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

With no annotations, the description itself must signal behavior. 'Preview' and 'signed confirmation token' imply a non-mutating operation that returns a credential for later use, but the description does not explicitly state that no changes are applied, token expiration, or that the token is required by apply_transaction_batch.

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 a single sentence with no filler, front-loading the core action. The phrase 'one batch category, tag or account update' is slightly awkward but not wasteful.

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?

Given a large nested schema, no output schema, and no annotations, one sentence is insufficient for an agent to invoke this tool correctly. The description omits how the selector filters transactions, what operations are available, and how the returned token is consumed.

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

Parameters2/5

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

Schema description coverage is 0%, and the description only vaguely mentions 'category, tag or account update'. It does not explain the selector object, the six operation variants, or how the two required parameters relate. This adds minimal value beyond the raw schema.

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 uses a specific verb ('Preview') and resource ('batch transaction update'), and mentions the signed confirmation token output. This clearly distinguishes it from the sibling tool apply_transaction_batch.

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?

The description implies a pre-apply verification step by saying 'Preview' and returning a token, but it never explicitly states 'use before apply_transaction_batch' or provides when-not-to-use guidance. The sibling apply tool is an obvious alternative but is not referenced.

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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