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hakimelek

monarchmoney-node

by hakimelek

get_transactions

Retrieve transactions from Monarch Money using filters for date range, search text, categories, accounts, and tags, with pagination to limit results.

Instructions

Search and filter transactions with pagination. Returns up to limit transactions at a time.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax transactions to return (default: 100)
offsetNoPagination offset (default: 0)
start_dateNoStart date in YYYY-MM-DD format (requires end_date)
end_dateNoEnd date in YYYY-MM-DD format (requires start_date)
searchNoSearch text to filter by merchant name, notes, etc.
category_idsNoFilter by category IDs
account_idsNoFilter by account IDs
tag_idsNoFilter by tag IDs
Behavior3/5

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

No annotations are provided, so the description carries full burden. It discloses pagination behavior (limit, offset) and filtering capability but lacks details on ordering, default behavior, rate limits, or side effects. Adequate but minimal.

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 concise sentences are front-loaded with the core purpose. No unnecessary words or information.

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 8 optional parameters, no output schema, and no annotations, the description covers basic functionality but omits details on default sorting, response structure, and behavior with no filters. Adequate but could be more complete.

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 coverage is 100% with all parameters documented. The description adds little beyond 'Search and filter transactions with pagination' which is already implied by the parameter names and descriptions. Baseline 3 applies.

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 verb (Search and filter), resource (transactions), and mechanism (pagination). It distinguishes from sibling tools like get_transaction_details (single transaction) and get_transactions_summary (summary).

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

Usage Guidelines3/5

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

The description implies usage for searching/filtering transactions but does not explicitly state when to use this tool vs. siblings like get_transaction_details or get_transactions_summary. No when-not or alternative guidance provided.

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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