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hakimelek

monarchmoney-node

by hakimelek

create_transaction

Add a new transaction to a designated account by specifying date, amount, merchant, and category. Optionally include notes and update the account balance.

Instructions

Create a new transaction in a specific account.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateYesTransaction date in YYYY-MM-DD format
account_idYesThe account ID to create the transaction in
amountYesTransaction amount (positive = income, negative = expense)
merchant_nameYesMerchant or payee name
category_idYesCategory ID for the transaction
notesNoOptional notes
update_balanceNoWhether to update the account balance
Behavior2/5

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

With no annotations, the description must convey behavioral traits but fails to mention side effects like account balance updates (implied by the update_balance parameter), required permissions, or return behavior. The tool creates a record, but the description omits critical behavioral context.

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?

A single, complete sentence with no superfluous words. It efficiently conveys the core purpose.

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 7 parameters (5 required) and no output schema, the description should explain return values and behavior of flags like update_balance. It does not, leaving the agent without enough context to invoke correctly.

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 the schema adequately documents all parameters. The description adds no new semantics beyond the schema, but also does not mislead. Baseline 3 is appropriate.

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 action ('create') and the resource ('transaction') with a qualifier ('in a specific account'), distinguishing it from update and delete tools. However, it does not elaborate on the nature of transactions (e.g., financial), leaving some ambiguity.

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 update_transaction or delete_transaction. The description merely states what it does, offering no contextual usage cues.

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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