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iseppo

e-arveldaja MCP Server

by iseppo

Classify Bank Transactions

classify_bank_transactions
Destructive

Classify unmatched bank transactions, preview classifications with dry-run, and apply with approval to reconcile accounts.

Instructions

Merged unmatched-bank classification. classify groups; dry_run_apply previews; execute_apply requires approval.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
modeNoWorkflow phase to run. Defaults to classify.
date_toNoOptional upper transaction date bound for mode='classify' (YYYY-MM-DD).
date_fromNoOptional lower transaction date bound for mode='classify' (YYYY-MM-DD).
classifications_jsonNoStructured output from mode='classify'. Required for apply modes.
accounts_dimensions_idNoBank account dimension ID. Required for mode='classify'.
Behavior3/5

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

Annotations already indicate destructiveHint=true. Description adds that execute_apply requires approval, which is useful context, but does not elaborate on side effects or data mutation beyond what annotations imply.

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?

Very concise (one sentence with three fragments). Front-loaded with core concept, but brevity sacrifices clarity. Could be restructured for better flow.

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?

No output schema, so description should cover return values or workflow outcomes. It does not explain what classify returns, how dry_run_apply differs in output, or approval process details. Incomplete for effective use.

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%, so baseline is 3. Description does not add significant meaning beyond the schema; it restates mode and date parameters without additional clarification.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose3/5

Does the description clearly state what the tool does and how it differs from similar tools?

Description states it handles classification of unmatched bank transactions across three modes, but 'merged unmatched-bank classification' is jargon and unclear. The purpose is discernible but not fully explicit.

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 versus siblings like reconcile_bank_transactions. The three modes are described but not contextualized against alternatives.

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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