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dannyshaw

Pocketsmith MCP Server

by dannyshaw

pocketsmith_categorize_transaction

Assign a category to a transaction, optionally adding a note and marking it as reviewed, to organize financial data in Pocketsmith.

Instructions

Categorize a transaction by setting its category. This is a convenience wrapper around update_transaction.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
transaction_idYesThe transaction ID to categorize
category_idYesThe category ID to assign
noteNoOptional note explaining the categorization
mark_reviewedNoWhether to mark the transaction as reviewed (default true)
Behavior3/5

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

With no annotations provided, the description must disclose behavioral traits. It states it is a convenience wrapper, implying no unexpected side effects, but it does not detail defaults (e.g., mark_reviewed defaults to true) or clarify if any permissions are needed. Adequate but not thorough.

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 extremely concise: two sentences that convey purpose and relationship to sibling. No redundant or extraneous information.

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 lack of output schema and annotations, the description provides sufficient context for a simple wrapper tool. It explains the purpose and references update_transaction, giving the agent enough to understand its role among many siblings. Missing some behavioral details but overall 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?

The input schema has 100% coverage with descriptions for all parameters. The description adds no additional semantics beyond the schema, which is acceptable per guidelines. 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 tool's purpose: 'Categorize a transaction by setting its category.' It distinguishes itself from siblings by explicitly noting it is a convenience wrapper around update_transaction, making its specific use case obvious.

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 indicates when to use this tool (for categorization) by positioning it as a wrapper for update_transaction. However, it does not provide explicit guidance on when not to use it or mention alternatives beyond the implied update_transaction.

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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