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berthelius

Frihet MCP Server

List Bank Categorization Rules

frihet_bank_rules_list
Read-onlyIdempotent

List all bank auto-categorization rules in the workspace, showing their conditions, actions (category/tag/client), and active status.

Instructions

List all bank auto-categorization rules for the workspace. Rules automatically categorize transactions matching conditions (description, amount, counterparty). Returns rule name, conditions, actions (category/tag/client assign), and active status. / Lista las reglas de categorizacion automatica de transacciones bancarias del workspace. Devuelve nombre, condiciones, acciones (categoria/etiqueta/cliente) y estado activo.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax results / Resultados maximos
offsetNoOffset / Desplazamiento
isActiveNoFilter by active/inactive rules / Filtrar por reglas activas/inactivas

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYes
limitYes
totalYes
offsetYes
nextCursorNo
Behavior3/5

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

Annotations already declare readOnlyHint and idempotentHint, covering safety. The description adds that it lists all rules (no default filter) and describes return fields, which is useful but not extensive behavioral context beyond annotations.

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 concise English sentences front-load the purpose and output, followed by a Spanish translation. No wasted words; ideal structure.

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

Completeness5/5

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

Given the output schema exists, the description adds useful context about return fields. For a list tool with clear parameters and annotations, this is fully adequate.

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?

All three parameters are fully described in the schema (100% coverage). The description does not add parameter-specific semantics beyond the schema, so 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 specifies the action ('List all') and the resource ('bank auto-categorization rules for the workspace'). It distinguishes from sibling 'frihet_bank_rule_create' and other list tools by focusing on workspace rules. The bilingual text adds no ambiguity.

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 usage is implied: use when you need to view existing auto-categorization rules. However, there is no explicit 'when not to use' or comparison with alternatives. The output description helps but lacks direct guidance on selection among siblings.

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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