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iseppo

e-arveldaja MCP Server

by iseppo

Create Transaction

create_transaction

Create a bank transaction by specifying bank account dimension, amount, date, and optional direction (incoming/outgoing), client, reference, and duplicate blocking.

Instructions

Create a bank transaction

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateYesTransaction date (YYYY-MM-DD)
typeNoStatement direction, which decides the cash-account leg at confirmation: 'D' = incoming (money in, cash debited, 'Laekumine'), 'C' = outgoing (money out, cash credited, 'Tasumine'). Defaults to 'C' (outgoing) when omitted. Set 'D' for owner deposits, customer receipts, refunds, and other incoming rows.
amountYesTransaction amount
clients_idNoRelated client ID
ref_numberNoReference number
descriptionNoDescription
cl_currencies_idNoCurrency (default EUR)
bank_account_nameNoRemitter/beneficiary name
block_on_duplicateNoRefuse creation when a possible duplicate bank posting is found (default false: warn only).
accounts_dimensions_idYesBank account dimension ID
Behavior2/5

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

The description does not add behavioral context beyond what annotations already provide (readOnlyHint=false indicates a write operation). It omits details like side effects, required permissions, or whether duplicate detection is enabled (though mentioned in parameter description).

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?

The description is a single sentence with no wasted words. It is front-loaded and concise, but could be slightly expanded to improve clarity without sacrificing conciseness.

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?

Given the tool's complexity (10 parameters, required fields, enums) and the absence of an output schema, the description is too minimal. It does not explain the overall function or common use cases, leaving the agent to infer from parameter names alone.

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 the baseline is 3. The tool description does not add meaning beyond the property descriptions in the schema, failing to highlight key parameters like 'type' or 'block_on_duplicate' that have critical semantics.

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

Purpose4/5

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

The description clearly states the verb 'create' and the resource 'bank transaction', making the basic purpose understandable. However, it does not differentiate this from sibling tools like 'create_sale_invoice' or 'create_purchase_invoice' which also create financial records.

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 is provided on when to use this tool versus alternatives, such as 'create_sale_invoice' for invoices or 'update_transaction' for modifications. There are no prerequisites or contextual hints.

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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