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georgebashi

lunchmoney-mcp

by georgebashi

update_deleted_account_details

Idempotent

Update the display details of a deleted account to correct or clarify historical Net Worth entries. Provide at least one field; pass null to clear any field.

Instructions

Update the display details shown for a deleted account in the Net Worth views. Applies to all historical entries for that deleted source. At least one field must be provided; pass null to clear a field.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
maskNoLast few digits of the deleted account's number.
nameNoOfficial or full name of the deleted account.
subtypeNoSubtype of the deleted account.
account_idYesThe deleted_account_id from a balance history entry whose source type is `deleted`.
account_typeNoType of the deleted account.
display_nameNoDisplay name for the deleted account.
institution_nameNoName of the institution that held the deleted account.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv3.0.0

TDQS

A4.4/5.0
Behavior4/5

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

Beyond the idempotentHint annotation, the description discloses a nontrivial side effect: changes apply to all historical entries for that deleted source, and null clears fields. This gives the agent important awareness of the update's global reach. It does not mention authorization or rollback, but the annotations and expected update semantics cover the main safety 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?

Three short sentences, all informative. The core behavior is front-loaded, and the constraint and clearing semantics are stated in minimal, unambiguous wording.

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?

For a simple seven-parameter update with a complete schema and no nested objects, the description covers the critical context: historical-entry scope, the at-least-one-field requirement, and null semantics. The only minor gap is the absence of a return-value description, but no output schema exists to clarify it.

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

Parameters4/5

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

Schema coverage is 100%, so each parameter is already documented in the schema. The description adds value by stating that at least one field must be provided and by clarifying that null means 'clear this field', which the per-parameter schema descriptions do not explicitly communicate.

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?

Identifies the exact operation (update), the exact target (display details of a deleted account), and the affected scope (Net Worth views / historical entries). This distinguishes it from the many other update_* siblings, none of which target deleted-account display metadata.

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?

The description clearly states when it applies: to deleted accounts shown in Net Worth views. It also gives practical usage guidance: at least one field must be provided and null clears a field. It does not explicitly name an alternative tool or state when not to use it, but the deleted-account scope makes the choice unambiguous against the sibling list.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.