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dannyshaw

Pocketsmith MCP Server

by dannyshaw

pocketsmith_list_transactions_by_category

Filter and view financial transactions by category to analyze spending patterns and track budget performance over specific date ranges.

Instructions

List transactions for one or more categories

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
category_idsYesCategory IDs to filter by
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 transaction fields
transaction_typeNoFilter by transaction type
Behavior2/5

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

With no annotations provided, the description carries full burden but only states the basic operation without disclosing behavioral traits. It doesn't mention whether this is a read-only operation, pagination behavior, rate limits, authentication requirements, or what the output format looks like. For a listing tool with 7 parameters, this leaves significant gaps.

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, efficient sentence that states the core purpose without unnecessary words. It's appropriately sized for a listing tool and gets straight to the point.

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?

For a tool with 7 parameters, no annotations, and no output schema, the description is insufficient. It doesn't explain the relationship between parameters (e.g., how category_ids interacts with uncategorised), doesn't describe the return format, and provides no behavioral context. The 100% schema coverage helps but doesn't compensate for the lack of operational guidance.

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 description coverage is 100%, so all parameters are documented in the schema. The description adds no additional parameter semantics beyond implying category filtering, which is already covered by the required category_ids parameter. This meets the baseline for high schema coverage.

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 the verb ('List') and resource ('transactions') with a specific filter condition ('for one or more categories'). It distinguishes from generic list_transactions by specifying category-based filtering, though it doesn't explicitly differentiate from other filtered listing tools like list_transactions_by_account.

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 is provided on when to use this tool versus alternatives like list_transactions, list_transactions_by_account, or search_transactions. The description implies category filtering but doesn't clarify if this is the preferred method for category-based queries or when other tools might be more appropriate.

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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