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dannyshaw

Pocketsmith MCP Server

by dannyshaw

pocketsmith_list_transactions

Retrieve and filter Pocketsmith transactions by date, category, search, type, and more. Excludes transfers by default to help analyze core spending and identify unreviewed or uncategorized items.

Instructions

List transactions from Pocketsmith with optional filters. Transfers excluded by default.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateNoFilter transactions on or after this date (YYYY-MM-DD)
end_dateNoFilter transactions on or before this date (YYYY-MM-DD)
needs_reviewNoFilter to transactions that need review
uncategorisedNoFilter to uncategorised transactions
searchNoSearch string to match against payee, category, notes, etc.
transaction_typeNoFilter by transaction type
limitNoMaximum number of transactions to return (default 100)
exclude_transfersNoExclude transfer transactions (default true)
exclude_zeroNoExclude zero-amount transactions (default true)
exclude_category_idsNoCategory IDs to exclude from results
Behavior2/5

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

No annotations are provided, so the description carries the full burden. It only states the basic function and a default behavior (excluding transfers) but does not disclose any other behavioral traits such as rate limits, idempotency, or output format expectations.

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 two sentences, concise and front-loaded with the main purpose. Every sentence adds value; there is no unnecessary text.

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 parameter count (10, all optional), the lack of an output schema, and the simplicity of the tool, the description provides adequate context for an agent to understand the basic functionality. However, more details about default behaviors or how the filters interact could be beneficial.

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 each parameter described in the schema. The description adds no additional semantics beyond the schema, 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.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it lists transactions with optional filters and notes the default exclusion of transfers, providing a clear purpose. However, it does not explicitly differentiate from sibling tools like 'pocketsmith_list_transactions_by_account' or 'pocketsmith_search_transactions'.

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 usage for fetching transaction data with filters, but it does not provide explicit guidance on when to use this tool versus alternatives (e.g., by account, by category, or search). No exclusions or contexts are mentioned.

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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