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knishioka

freee Accounting MCP Server

by knishioka

freee_create_transfer

Create a bank transfer entry to move funds between accounts, supporting bank accounts, credit cards, and wallets.

Instructions

Create a new bank transfer (口座振替) - Records a fund movement between accounts. Requires source and destination account IDs/types (use freee_get_walletables to look up). Supports bank_account, credit_card, and wallet types.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdNoCompany ID (optional, uses FREEE_DEFAULT_COMPANY_ID if not provided)
dateYesTransfer date (YYYY-MM-DD)
amountYesTransfer amount (must be positive)
fromWalletableIdYesSource walletable account ID
fromWalletableTypeYesSource walletable account type
toWalletableIdYesDestination walletable account ID
toWalletableTypeYesDestination walletable account type
descriptionNoTransfer description/memo
Behavior2/5

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

No annotations are provided, so the description carries the full burden. It describes the tool as creating a transfer but does not disclose side effects, permissions required, or error conditions. Minimal behavioral disclosure beyond the basic action.

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 concise sentences achieve clarity: first states the purpose, second adds a prerequisite and supported types. No unnecessary words.

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?

The tool has 8 parameters (6 required) and no output schema. The description covers purpose and a prerequisite, but omits details on return value, error handling, or post-creation effects. Adequate but not complete for a potentially complex operation.

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 baseline is 3. The description reinforces that source/destination IDs are needed and lists supported wallet types, matching the schema enums. It adds no new meaning beyond the schema.

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 action ('Create a new bank transfer') and the resource ('口座振替'), with a specific verb and resource that distinguishes it from sibling tools like freee_get_transfers (read).

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 explicitly recommends using freee_get_walletables to look up account IDs, providing a clear prerequisite. It does not explicitly state when not to use the tool, but the context is sufficient for an AI agent to infer appropriate usage.

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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