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henfrydls

actual-budget-mcp

by henfrydls

recategorize_transaction

Idempotent

Reassign an existing transaction to a new category by providing its ID and the desired category name or ID.

Instructions

Change the category of an existing transaction.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
transaction_idYesTransaction ID
categoryYesNew category name or ID
Behavior3/5

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

Annotations already indicate it's not read-only and is idempotent. Description adds only that it changes category, consistent with annotations. No extra behavioral details beyond what annotations provide.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Extremely concise: single 5-word sentence. No wasted words, but could include more context without being verbose. Still effective for a simple tool.

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?

Tool is simple, but description lacks information on error cases (e.g., invalid transaction_id or category) and return values. No output schema, so agent must infer. Adequate but not comprehensive.

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 covers both parameters with descriptions. Description does not add meaning beyond the schema. Baseline score for 100% schema coverage.

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?

Description clearly states it changes the category of an existing transaction. Verb 'change' and resource 'category of an existing transaction' are specific. Distinguishes from sibling tools like create_transaction (new) and update_transaction (broader changes).

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 on when to use this tool vs alternatives like update_transaction or when a transaction/category must exist. Lacks context about prerequisites or preferred use cases.

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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