easy-equities-mcp

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get_transactions

Retrieve the last 12 months of transactions for any Easy Equities or Satrix investment account by providing session and account ID.

Instructions

Get transactions for the last year for an account.

Args: session: The session name (from list_sessions). account_id: The account ID (from list_accounts).

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "session": "<session>",
      "account_id": "<account_id>"
    },
    "name": "get_transactions"
  }
}

Input Schema

Name	Required	Description	Default
`session`	Yes
`account_id`	Yes

Output Schema

Name	Required	Description	Default
`result`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

First observedv0.1.0Aug 9, 2026

TDQS

A4.2/5.0

Behavior3/5

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

With no annotations, the description must disclose behavioral traits. It adds the time scope ('last year') and implies read-only access via the verb 'Get', but lacks explicit details on safety, pagination, or output format. This is a basic but not fully transparent disclosure.

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, using two short sentences plus a structured argument list. Every sentence adds value, and the key action is front-loaded.

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?

Given the tool's simplicity and the presence of an output schema, the description covers essential context: the time window, required inputs, and where to source them. It might have explained the meaning of 'last year' (calendar vs. rolling), but is otherwise adequate.

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?

The schema has 0% description coverage, but the description compensates by explaining the provenance of each parameter ('from list_sessions', 'from list_accounts'). This adds meaning beyond the schema's bare property names, though it does not describe formats or constraints.

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 tool's function with a specific verb ('Get') and resource ('transactions') along with a defined scope ('for the last year for an account'). This distinguishes it from the sibling tool 'get_transactions_for_period', which handles custom time ranges.

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 indicates that the session and account_id should be obtained from list_sessions and list_accounts, providing clear prerequisites. However, it does not explicitly mention when to prefer this tool over get_transactions_for_period, so exclusions are not stated.

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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