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knishioka

freee Accounting MCP Server

by knishioka

freee_get_wallet_txns

Get wallet transactions (bank, credit card, or wallet) for a specific account. Filter by date, entry side, and paginate up to 100 records.

Instructions

Get list of wallet transactions (口座明細) - Retrieves bank/credit card/wallet transaction entries. Requires walletableType and walletableId for specific account filtering. Use freee_get_walletables first to get account IDs. Max 100 records per page. For cash flow analysis, consider report APIs for aggregated data.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdNoCompany ID (optional, uses FREEE_DEFAULT_COMPANY_ID if not provided)
walletableTypeNoType of wallet account to filter
walletableIdNoWallet account ID to filter
startDateNoStart date (YYYY-MM-DD)
endDateNoEnd date (YYYY-MM-DD)
entrySideNoFilter by income or expense
offsetNoPagination offset
limitNoNumber of results (1-100)
Behavior4/5

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

No annotations present, so description fully bears the burden. Discloses pagination limit and filtering requirements. Implicitly a read operation. Could explicitly state read-only, but otherwise transparent.

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?

Three sentences with clear structure: purpose, requirements, alternatives. No wasted words. Front-loaded with main action.

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?

No output schema, so description should describe return shape. It doesn't. Lacks details on response structure. Otherwise covers key usage aspects.

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 description adds minimal value beyond schema. It reiterates that walletableType and walletableId are required for filtering and mentions page limit, which is already in schema. Baseline 3 justified.

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 retrieves wallet transactions, using specific verb and resource. It distinguishes itself from siblings by referencing wallet-specific accounts and providing alternatives for aggregated data.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly mentions requirement of walletableType and walletableId, recommends using freee_get_walletables first, notes pagination limit, and suggests report APIs for cash flow analysis. Provides when-to-use and when-not-to-use guidance.

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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