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adelaidasofia

finance-mcp

sync_all

Sync balances, holdings, liabilities, and transactions in a single sequence for daily or on-demand full refresh of your financial data.

Instructions

Convenience: balances + holdings + liabilities + transactions in sequence. Use this for daily / on-demand full refresh.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
institution_aliasNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior2/5

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

No annotations are provided, so the description must fully convey behavioral traits. It mentions sequence but does not disclose side effects, authentication needs, or whether operations are destructive. For a multi-sync tool, more transparency is needed.

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?

Two sentences, front-loaded with purpose, zero filler. The second sentence adds valuable usage guidance. Every word earns its place.

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 the tool runs multiple syncs, the description lacks details about output format, error handling, or side effects. An output schema exists but is not described, leaving the agent without a complete picture of the tool's behavior.

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

Parameters1/5

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

Schema description coverage is 0%, so the description must explain the 'institution_alias' parameter. It does not mention it at all, leaving the parameter's purpose and usage entirely undocumented.

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 is a convenience tool that syncs balances, holdings, liabilities, and transactions in sequence. It names the specific resources and distinguishes it from siblings that sync individual types.

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 for daily / on-demand full refresh,' which tells when to use. It lists components, implying alternatives for individual syncs, but does not explicitly state when not to use or mention alternative tools.

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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