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bu5hm4nn

zoho-bookkeeper-mcp

by bu5hm4nn

get_bank_transaction_matches

Read-only

Retrieve candidate Zoho transactions for matching an uncategorized bank transaction. Use this to inspect possible matches before finalizing reconciliation.

Instructions

Get candidate Zoho transactions that can be matched to an uncategorized bank transaction. Use this before match_bank_transaction to inspect possible matches. Zoho may return direct bank transactions and also invoices, bills, or credit notes that can be reconciled via derived payment/refund entries.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
organization_idNoZoho org ID (uses ZOHO_ORGANIZATION_ID env var if not provided)
account_idYesBank account ID
transaction_idYesUncategorized bank transaction ID
transaction_typeNoOptional transaction type filter for candidate matches
date_startNoFilter matches on or after this date (YYYY-MM-DD)
date_endNoFilter matches on or before this date (YYYY-MM-DD)
amount_startNoMinimum match amount
amount_endNoMaximum match amount
reference_numberNoReference number filter
show_all_transactionsNoIf true, return all candidates instead of only Zoho's best suggestions
pageNo
per_pageNo
Behavior4/5

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

Annotations indicate readOnlyHint=true and openWorldHint=true. The description adds that candidates may include invoices, bills, or credit notes, providing useful 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?

Three concise sentences. First states purpose, second gives usage guidance, third adds behavioral nuance. No wasted words, front-loaded.

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?

For a list tool with 12 parameters and no output schema, the description covers purpose, usage, and behavioral aspects adequately. Lacks details on pagination or ordering, but overall sufficient.

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 coverage is 83% with parameter descriptions already present. The description does not add specific guidance on parameter usage, so it meets the baseline but does not exceed it.

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 tool retrieves candidate Zoho transactions for matching to uncategorized bank transactions, distinguishing it from the sibling match_bank_transaction tool by specifying it is used beforehand.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly instructs to use this tool before match_bank_transaction to inspect possible matches, providing clear context for when to use this tool versus alternatives.

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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