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joeswann

PocketSmith MCP Server

by joeswann

update_account

Update a PocketSmith account's type, title, net worth status, or currency code to maintain accurate financial records.

Instructions

Update a PocketSmith account

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesThe account ID
typeNoAccount type (bank, credits, loans, mortgage, stocks, vehicle, property, insurance, other_asset, other_liability)
titleNoNew title
is_net_worthNoWhether the account is a net worth asset
currency_codeNoNew currency code
Behavior2/5

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

No annotations are provided, so the description must carry the full burden. It only states the action ('update') without disclosing side effects, permission requirements, idempotency, or response behavior. This is a significant gap for a mutation tool.

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 concise (one sentence), but it is under-specified and does not add value beyond the tool name. It is not structured or informative enough to be considered efficient.

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 5 parameters, no annotations, and no output schema, the description should provide more context about behavior, return values, or use cases. It is incomplete for a mutation tool, leaving the agent without essential guidance.

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?

Schema coverage is 100%, so all parameters are already described in the schema. The description adds no parameter-specific context, but the baseline for high coverage is 3.

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 updates a PocketSmith account, which is a specific verb+resource. However, it does not differentiate from sibling tools like update_transaction_account or update_institution, which could cause ambiguity.

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 instead of alternatives. The description simply says 'Update a PocketSmith account' without noting prerequisites, exclusions, or contrasting with other update tools.

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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