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PocketSmith MCP Server

by joeswann

delete_institution

Delete a PocketSmith institution and optionally merge its accounts into another institution to clean up your financial data.

Instructions

Delete a PocketSmith institution. Optionally merge accounts into another institution.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesThe institution ID to delete
merge_into_idNoOptional institution ID to merge accounts into
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It notes the merge option but does not state whether deletion is permanent, what happens to accounts if not merged, or any permission requirements. For a destructive operation, this is a significant gap.

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?

Two short sentences, no redundancy, and the most critical information (delete + optional merge) is front-loaded. Every word earns its place.

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

Completeness3/5

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

For a simple two-parameter delete tool with full schema coverage, the description is minimally adequate. However, it omits consequences and safety information that would typically be expected for a destructive op, so it falls short of being fully complete.

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 schema already provides 100% coverage with clear descriptions for both parameters. The description adds little beyond restating the optionality of merge_into_id, so it does not meaningfully enhance what the schema already explains.

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 the primary action (delete) and the optional merge behavior, making it distinct from related tools like update_institution or list_institutions. The verb 'Delete' combined with the resource 'institution' leaves no ambiguity about the tool's purpose.

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 exclusions or prerequisites. There is no mention of when merging accounts is appropriate or needed, so an agent lacks context for choosing between deleting directly or merging first.

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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