Skip to main content
Glama
jamiew

Monarch Money MCP Server

by jamiew
OverviewSchemaRelated ServersScoreDiscussions
Python
Remote

Bulk Update Transactions

update_transactions_bulk
Idempotent

Update multiple transactions at once with a single API call, reducing round-trips by applying changes in parallel.

Instructions

Update multiple transactions in a single call to save round-trips.

This is much more efficient than calling update_transaction multiple times. Updates are executed in parallel for maximum performance.

Args: updates: JSON string containing list of transaction updates. Each update should have: - transaction_id (required): ID of transaction to update - amount (optional): New amount - merchant_name (optional): New merchant display name - category_id (optional): New category ID - date (optional): New date in YYYY-MM-DD format - notes (optional): New notes - goal_id (optional): Goal ID or empty string to clear - hide_from_reports (optional): Boolean visibility flag - needs_review (optional): Boolean review flag

Example: [ {"transaction_id": "123", "category_id": "cat_456", "notes": "Updated"}, {"transaction_id": "789", "merchant_name": "Starbucks", "needs_review": false} ]

Returns: JSON with results for each transaction including successes and any failures

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
updatesYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
summaryYes
resultsYes
messageNo

Tool Definition Quality

A4.6/5.0
Behavior4/5

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

Beyond annotations (idempotentHint=true, etc.), it discloses parallel execution and return format (JSON with results per transaction). No contradictions.

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?

Well-structured with sections, front-loaded purpose, no fluff. Every sentence adds value.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given an output schema exists, the description succinctly covers the return value. All relevant aspects are addressed.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema has 0% description coverage, but the description fully explains the JSON structure, required/optional fields, types, format, and provides an example.

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 'Update multiple transactions in a single call' and contrasts with the sibling tool update_transaction, distinguishing it effectively.

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?

Explicitly notes efficiency over calling update_transaction multiple times, implying when to use it. Lacks explicit when-not-to-use, but context is clear.

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/jamiew/monarch-mcp'

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