Skip to main content
Glama
henfrydls

actual-budget-mcp

by henfrydls

update_transaction

Idempotent

Update specific fields of an existing budget transaction, such as amount, payee, category, date, notes, or cleared status, by providing only the changes needed.

Instructions

Update fields of an existing transaction. Only the fields you provide will be changed.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
transaction_idYesTransaction ID
amountNoNew amount (negative for expenses, positive for income). Human amounts, not cents.
payeeNoNew payee name
categoryNoNew category name or ID
dateNoNew date (YYYY-MM-DD or "today", "yesterday")
notesNoNew notes
clearedNoWhether the transaction is cleared
Behavior3/5

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

Annotations already indicate mutation and idempotency; description adds partial update detail but omits error handling, permissions, or side effects.

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?

Single sentence conveying essential information with no waste; front-loaded and efficient.

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?

Lacks details on return value, prerequisites (e.g., transaction must exist), and potential constraints for fields like 'cleared'; inadequate for a mutation tool with 7 parameters.

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 100% of parameters with descriptions; the description adds no extra meaning beyond 'only provided fields change'.

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 specifies it updates existing transactions and notes partial update behavior, distinguishing it from create/delete siblings.

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?

States partial update behavior, but lacks explicit differentiation from specialized tools like recategorize_transaction or when to use alternatives.

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

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/henfrydls/actual-budget-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server