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bu5hm4nn

zoho-bookkeeper-mcp

by bu5hm4nn

uncategorize_bank_transaction

Reverse an incorrect bank transaction categorization and reset it to uncategorized status for reprocessing.

Instructions

Uncategorize a previously categorized bank transaction and return it to uncategorized status. Use this to reverse an incorrect categorization and reprocess the bank line correctly. After uncategorizing, decide whether the bank line should be matched to an existing Zoho transaction, recategorized, or handled with a manual journal only in exception cases.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
organization_idNoZoho org ID (uses ZOHO_ORGANIZATION_ID env var if not provided)
account_idYesBank account ID
transaction_idYesCategorized bank transaction ID to uncategorize
Behavior3/5

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

Annotations indicate readOnlyHint=false (mutation) and openWorldHint=true. The description adds that it 'reverses categorization' and 'returns to uncategorized status', which is the core behavioral effect. However, it does not disclose permissions required, reversibility of the action itself, or potential side effects beyond the stated change.

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?

The description is three sentences, each serving a distinct purpose: action, usage, and post-action guidance. No redundant or extraneous information, making it concise and well-structured.

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 simple mutation tool with no output schema, the description covers purpose, usage, and aftercare. It is mostly complete but could mention error conditions or prerequisites (e.g., transaction must be categorized) to be fully comprehensive.

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%, and the schema descriptions adequately explain each parameter. The tool description does not add significant additional meaning beyond what the schema provides, so a baseline score of 3 is appropriate.

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 action (uncategorize) and the resource (bank transaction), and it distinguishes from sibling tools that categorize or match transactions. The verb 'uncategorize' is specific and unambiguous.

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?

The description explicitly says to use this to reverse an incorrect categorization and provides guidance on next steps (match, recategorize, journal). It implies the context of correction but does not explicitly state when not to use it or name 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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