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adelaidasofia

finance-mcp

sync_balances

Pull current balances from linked financial institutions and update the sync block in Accounts.md file. Supports syncing all accounts or a specific alias.

Instructions

Pull current balances for all linked institutions (or one specific alias) and write the auto-sync block in Accounts.md.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
institution_aliasNoPass empty string to sync ALL linked institutions. Otherwise sync just the named one.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

No annotations are provided, so the description carries the full burden. It mentions writing to Accounts.md, which is a behavioral trait, but does not disclose whether the write is destructive or additive, or what happens if the institution alias is invalid. Additional context on side effects would improve transparency.

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 that is front-loaded with key information. It is concise and contains no unnecessary words, though it could be slightly clearer about the auto-sync block.

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

Completeness4/5

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

Given the low complexity (one optional parameter, no required, output schema exists), the description adequately covers what the tool does. It distinguishes from siblings and mentions the output file, though it could explicitly note prerequisites like linked institutions.

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% for the single parameter. The tool description reiterates the parameter behavior but does not add meaning beyond what the schema already provides. Baseline 3 applies.

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 the verb 'pull' and the resource 'current balances for all linked institutions (or one specific alias)', and specifies the action 'write the auto-sync block in Accounts.md'. This distinguishes it from sibling tools like sync_transactions and sync_liabilities.

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 usage for syncing balances, but does not explicitly state when to use this tool over alternatives like sync_all or when not to use it. No comparisons or exclusions are provided.

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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