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bu5hm4nn

zoho-bookkeeper-mcp

by bu5hm4nn

unmatch_bank_transaction

Reverse a matched bank transaction to restore it to uncategorized status. Use when an incorrect transaction was reconciled.

Instructions

Unmatch a previously matched bank transaction and return it to uncategorized status. Use this when the wrong Zoho transaction was reconciled to a statement line.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
organization_idNoZoho org ID (uses ZOHO_ORGANIZATION_ID env var if not provided)
account_idYesBank account ID
transaction_idYesMatched bank transaction ID to unmatch
Behavior4/5

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

Discloses that the transaction returns to uncategorized status, which is beyond the readOnlyHint false annotation. Could mention potential side effects like loss of categories, but the openWorldHint true annotation is not contradicted.

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 short, front-loaded sentences with no wasted words. Perfectly concise.

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?

Adequately covers purpose and usage for a simple tool. Could mention that transaction_id must correspond to a matched transaction or any error conditions, but it's 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 100%, so baseline is 3. The description does not add extra parameter-specific meaning beyond the schema.

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 (unmatch) and the resource (previously matched bank transaction), with a specific outcome (return to uncategorized status). It distinguishes from sibling tools like match_bank_transaction and uncategorize_bank_transaction.

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 when the wrong Zoho transaction was reconciled to a statement line,' providing clear context. However, it does not mention alternatives or when not to use it.

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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