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joeswann

PocketSmith MCP Server

by joeswann

create_category

Create a new category to organize transactions, budgets, and bills within PocketSmith. Specify title, colour, and optional parent or bill settings.

Instructions

Create a new category

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleYesCategory title
colourNoCSS hex colour
is_billNoMark as bill category
roll_upNoRoll up into parent
parent_idNoParent category ID
is_transferNoMark as transfer category
refund_behaviourNoRefund behaviour
Behavior2/5

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

With no annotations, the description carries the full burden, but it only states 'Create a new category'. It does not disclose side effects, idempotency, permissions, return behavior, or failure modes. This falls short for a write operation without annotation support.

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, front-loaded sentence with no wasted words. However, given the tool's complexity (7 parameters), it may be too terse to convey necessary context, though that is captured by other dimensions.

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?

With 7 parameters, no annotations, and no output schema, this minimal description is inadequate. It does not explain return values, constraints (e.g., parent_id requirements), or any behavioral nuances, leaving significant gaps for successful invocation.

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?

The input schema provides 100% coverage with descriptions for all 7 parameters, so baseline is 3. The description adds no parameter-level meaning beyond what the schema already contains.

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 'Create a new category' clearly states the verb and resource, distinguishing it from category get/update/delete/list siblings. It is specific and unambiguous.

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, nor any preconditions such as parent category existence or permission requirements. The description simply states the action without usage context.

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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