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dfrysinger

finance-mcp

by dfrysinger

set_transaction_category

Pin a category to a single transaction, overriding all automated rules. The change persists through re-syncs, correcting one-off misclassifications.

Instructions

Pin a category to a single transaction.

Manual overrides win over every rule and survive re-syncs, so use this to fix a one-off that the rules get wrong.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
txn_idYes
categoryYes
is_transferNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

Despite no annotations, the description discloses key behaviors: manual overrides override rules and persist across re-syncs. However, it lacks details on side effects, permissions, or error conditions.

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 extremely concise: two sentences that front-load the action and context without any wasted words.

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

Completeness3/5

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

Given the tool has 3 parameters, no annotations, and an output schema, the description covers purpose and usage but omits parameter semantics and output details, leaving gaps for a complete understanding.

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

Parameters1/5

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

With 0% schema description coverage, the description adds no parameter-level details. It does not explain txn_id, category, or is_transfer, leaving the agent reliant on parameter names alone.

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 the action ('Pin a category to a single transaction') and distinguishes it from sibling tools like add_category_rule by emphasizing manual overrides as one-off fixes.

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?

It explains when to use this tool (to fix one-off categorization errors that rules get wrong), but does not explicitly mention when not to use it or suggest 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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