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matvei77

Maybe Finance MCP Server

by matvei77

auto_categorize_all

Automatically categorize all uncategorized transactions in Maybe Finance. Preview changes with a dry run, or filter by account and date range.

Instructions

Auto-categorize all uncategorized transactions

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dryRunNoPreview without applying changes
endDateNoEnd date for categorization
accountIdNoFilter by account ID
startDateNoStart date for categorization
Behavior2/5

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

With no annotations, the description carries full responsibility for behavioral disclosure. It does not explain how categorization is applied (e.g., based on rules), whether changes are permanent, or how to preview with dryRun (though dryRun is in the schema). The behavior is underspecified for a bulk 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.

Conciseness5/5

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

A single sentence that is concise, front-loaded, and contains no fluff. It immediately conveys the tool's core function without extraneous detail.

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?

Given the absence of annotations and output schema, the description is incomplete. It doesn't mention what happens on success, whether the operation is reversible, or any side effects. For a bulk mutation tool, more context is needed to understand the tool's impact.

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 four parameters with descriptions, so the baseline is 3. The description adds no parameter-level meaning beyond the schema, but it doesn't need to since schema coverage is 100%.

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 a specific action ('Auto-categorize') applied to a well-defined resource ('all uncategorized transactions'). It distinguishes from single-transaction categorization tools like categorize_transaction by emphasizing the exhaustive scope and automatic nature.

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 versus alternatives such as bulk_categorize or categorize_transaction. The description implies a batch operation but does not state exclusions, prerequisites, or scenarios where another tool would be more appropriate.

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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