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joeswann

PocketSmith MCP Server

by joeswann

get_transaction_account

Retrieve a specific transaction account by its ID to access detailed account information for personal finance management.

Instructions

Get a PocketSmith transaction account by ID

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesThe transaction account ID
Behavior3/5

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

No annotations are provided, so the description must carry the burden of behavioral disclosure. 'Get' implies a read-only operation, but the description does not add further context such as error behavior, response shape, or any special constraints. It is adequate but minimal, without extra value beyond the obvious.

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?

The description is a single, front-loaded sentence with no wasted words. Every word earns its place, conveying the resource, action, and parameter scope efficiently.

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

Completeness4/5

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

For a simple read-only tool with one well-documented parameter, the description is complete enough to understand the tool's function. It does not mention the return format, but the absence of an output schema and the straightforward nature of a 'get by ID' operation make this a minor gap rather than a critical omission.

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 fully covers the only parameter 'id' with a clear description, so baseline is 3. The description's 'by ID' adds no additional meaning beyond what the schema already provides, so no bonus is warranted.

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 tool's function: retrieving a specific PocketSmith transaction account by its ID. The verb 'Get' combined with the resource 'transaction account' and the qualifier 'by ID' makes the purpose specific and immediately distinguishes it from sibling tools like list_transaction_accounts (which lists all) and update_transaction_account (which modifies).

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?

The description implies the tool is for retrieving a single transaction account when the ID is known, providing clear context. It does not explicitly mention alternatives, but the resource and constraint are unambiguous, so no exclusions are needed for a simple getter.

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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