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dannyshaw

Pocketsmith MCP Server

by dannyshaw

pocketsmith_create_category_rule

Create categorization rules that match payee keywords to automatically assign a category to future transactions, with options to apply to existing uncategorized or all transactions.

Instructions

Create a rule to automatically categorize future transactions matching a payee pattern

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
category_idYesThe category ID to assign when rule matches
payee_matchesYesKeyword pattern to match in payee field
apply_to_uncategorisedNoApply this rule to existing uncategorised transactions
apply_to_allNoApply this rule to ALL existing transactions (re-categorizes)
Behavior2/5

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

With no annotations, the description carries full burden for behavioral disclosure. It states the rule applies to 'future transactions' but the schema includes parameters 'apply_to_uncategorised' and 'apply_to_all' that affect existing transactions, creating a potentially misleading omission. The description fails to disclose the destructive impact of re-categorizing existing transactions.

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 a single, front-loaded sentence with no filler. Every word contributes to the core purpose, making it highly scannable for an AI agent.

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

Completeness2/5

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

Given the tool has 4 parameters (2 required) and no output schema, the description is insufficient. It does not explain what a category rule is, how the matching works, or the implications of the apply_to parameters. With siblings like 'list_category_rules', the description should provide more context about the rule lifecycle.

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 the baseline is 3. The description adds minimal value beyond the schema, only clarifying 'future transactions' which is not entirely accurate given the apply_to parameters. No additional parameter details or usage examples are provided.

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 verb 'Create', the resource 'category rule', and the purpose 'automatically categorize future transactions matching a payee pattern'. It effectively distinguishes from sibling tools like 'categorize_transaction' (one-time) and other creation tools.

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 description implies use when setting up recurring categorization but provides no explicit guidance on when to use versus alternatives, nor does it offer exclusion criteria or mention prerequisites. It is adequate but lacks directive clarity.

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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