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dannyshaw

Pocketsmith MCP Server

by dannyshaw

pocketsmith_list_events

Retrieve recurring transactions within a specific date range using Pocketsmith. Enter start and end dates to list events like bills and subscriptions for financial planning.

Instructions

List events (recurring transactions) for a date range

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateYesStart date for events (YYYY-MM-DD)
end_dateYesEnd date for events (YYYY-MM-DD)
Behavior2/5

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

No annotations provided; description gives only the read action (list) without additional behavioral details such as pagination, ordering, permissions, or side effects.

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?

Single concise sentence that includes both verb and resource with clarification. No unnecessary words.

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?

No output schema and no annotations; description does not explain return format, pagination, or expected response, leaving the agent without sufficient context for a read operation.

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% with clear parameter descriptions. Description adds no extra meaning beyond schema, so baseline 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?

Description clearly states verb 'list' and resource 'events' with parenthetical clarification 'recurring transactions', distinct from sibling tools like pocketsmith_list_transactions.

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

Usage Guidelines2/5

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

No guidance on when to use this tool versus siblings like pocketsmith_list_transactions or pocketsmith_list_accounts. The description simply states functionality without context.

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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