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joeswann

PocketSmith MCP Server

by joeswann

list_account_transactions

Retrieve transactions for a specific account with optional filters for date range, search, type, review status, and uncategorised transactions.

Instructions

List transactions for a specific account

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default: 1)
typeNoLimit to debit or credit transactions
searchNoSearch keyword matched against payee, note, labels, and amount
end_dateNoLimit to transactions on or before this date (YYYY-MM-DD). Required if start_date is provided.
per_pageNoResults per page (10-1000, default: 30)
account_idYesThe account ID
start_dateNoLimit to transactions on or after this date (YYYY-MM-DD). Required if end_date is provided.
needs_reviewNoSet to 1 to only return transactions needing review
uncategorisedNoSet to 1 to only return uncategorised transactions
updated_sinceNoLimit to transactions updated since this ISO 8601 timestamp
Behavior2/5

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

No annotations are supplied, so the description must carry the full burden of behavioral disclosure. It only says 'List transactions' without mentioning pagination, filtering options, read-only guarantees, response format, or any side effects. The verb 'List' implies a read operation, but this is not explicitly stated.

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 redundant words. It is appropriately concise for a simple listing operation, though it could be slightly more informative without losing 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?

With 10 parameters, no annotations, and no output schema, this tool is more complex than the description acknowledges. The description omits important context such as return shape, pagination behavior, and how this tool fits among siblings, making it insufficient for reliable 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 covers all 10 parameters with descriptions, so the description does not need to add parameter details. It does reinforce the 'specific account' context for account_id, but otherwise adds no meaning beyond the schema. Baseline 3 is appropriate given the high schema coverage.

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 specifies the action 'List' and the resource 'transactions for a specific account', which clearly distinguishes it from a generic all-transactions query. However, it does not differentiate from closely related siblings like list_transaction_account_transactions, so it is clear but not fully distinctive.

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?

There is no guidance on when to use this tool versus alternatives such as list_transactions or list_category_transactions. No exclusions, preconditions, or alternative recommendations are provided, leaving the agent to infer usage from the name alone.

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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