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joeswann

PocketSmith MCP Server

by joeswann

list_transaction_account_transactions

List transactions from a transaction account using optional filters for date, type, search, and review status to streamline financial data retrieval.

Instructions

List transactions for a specific transaction 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)
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
transaction_account_idYesThe transaction account ID
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 only states that the tool lists transactions and does not describe pagination behavior, return format, or any implicit constraints beyond what the schema already provides.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single sentence and is concise. However, it is under-specified for a tool with 10 parameters and several closely related siblings, making it minimally acceptable rather than well-structured and informative.

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?

The tool has 10 parameters and no output schema or annotations, but the description does not explain return values, filter usage scenarios, or how it relates to sibling tools. This leaves the agent under-informed about when to choose this tool over similar ones.

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 has 100% coverage, with all parameters described inline. The tool description adds no additional parameter semantics beyond the schema, which is acceptable when the schema is comprehensive. It does not compensate for any gaps, but none exist.

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 clearly states the tool's function: listing transactions for a specific transaction account. However, it does not differentiate itself from the similarly named sibling tool 'list_account_transactions', which may perform a similar or identical operation.

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?

The description provides no guidance on when to use this tool versus alternatives such as 'list_transactions' or 'list_account_transactions'. It does not mention prerequisites, exclusions, or typical use cases.

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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