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dannyshaw

Pocketsmith MCP Server

by dannyshaw

pocketsmith_update_transaction

Update a transaction's category, payee, note, labels, or review status in Pocketsmith to keep financial records accurate.

Instructions

Update a transaction's category, payee, note, labels, or review status

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
transaction_idYesThe transaction ID to update
category_idNoNew category ID to assign
payeeNoNew payee name
noteNoNew note/memo for the transaction
labelsNoNew labels to assign
needs_reviewNoSet whether transaction needs review
Behavior2/5

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

With no annotations, the description bears full responsibility for disclosing behavior. It states 'Update' but does not specify whether this is a partial update or full replacement, whether it returns the updated transaction, if it requires special permissions, or if the operation is reversible.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single sentence that lists the key fields. It is concise and front-loaded, though it could be slightly more structured (e.g., bullet points) but remains efficient.

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 6 parameters, no output schema, and no annotations, the description is incomplete. It does not explain the update behavior (partial vs full), return format, or potential side effects. The agent is left guessing about important operational details.

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% description coverage, so the baseline is 3. The description enumerates the parameters but adds no extra meaning beyond the schema descriptions; it does not clarify format constraints or relationships between parameters.

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 uses the specific verb 'Update' and resource 'transaction', and lists the exact fields that can be modified (category, payee, note, labels, review status). This clearly differentiates it from siblings like 'pocketsmith_categorize_transaction' which likely only changes the category.

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 such as 'pocketsmith_categorize_transaction' or 'pocketsmith_delete_transaction'. There is no mention of prerequisites, side effects, or scenarios where updating is 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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