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dfrysinger

finance-mcp

by dfrysinger

list_transfers

List reconstructed transfer links showing from-to accounts, amount, and reason. Optionally filter by status to view confirmed, inferred, unconfirmed, or unmatched transfers.

Instructions

List reconstructed transfer links as from_account -> to_account $amount [why].

The raw feed names only the product type a transfer went to, never the named account; each link here recovers the hidden counterparty and records why it was drawn. status optionally restricts to one lifecycle state (confirmed / inferred / unconfirmed / unmatched); unconfirmed links are the ones awaiting the user's review and sort first.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
statusNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior5/5

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

No annotations provided, but description fully explains reconstruction, status meanings, and sorting order with no contradictions.

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?

Two short, well-structured paragraphs with no wasted words; front-loads the key purpose.

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

Completeness5/5

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

Given the single parameter and presence of output schema, the description provides all necessary context for a listing tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Only parameter 'status' is explained with possible values and their implications, compensating for 0% schema coverage.

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 it lists reconstructed transfer links in a specific format, distinguishing it from siblings like confirm_transfer.

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

Usage Guidelines4/5

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

Provides clear context for status filtering and behavior (e.g., unconfirmed sort first), but does not explicitly compare to alternatives.

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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