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matvei77

Maybe Finance MCP Server

by matvei77

get_transactions

Retrieve financial transactions using filters like date range, category, merchant, amount, and tags. Narrow down results to find specific transactions for analysis or reporting.

Instructions

Get transactions with various filters

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tagsNoFilter by tags
limitNoNumber of results per page
offsetNoNumber of results to skip
endDateNoEnd date (ISO format or DD-MM-YYYY)
categoryNoFilter by category
merchantNoFilter by merchant name
accountIdNoFilter by account ID
maxAmountNoMaximum amount filter
minAmountNoMinimum amount filter
startDateNoStart date (ISO format or DD-MM-YYYY)
includeExcludedNoInclude excluded transactions
excludeTransfersNoExclude transfer transactions
Behavior2/5

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

No annotations are provided, so the description must disclose behavioral details. It only says 'Get transactions' and does not mention pagination behavior, default filter settings, or how filters combine. The read-only nature is implied but not explicit.

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 is under-specified. It lacks useful structure or differentiation, making it minimally viable but not helpful or 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?

With 12 parameters and no output schema or annotations, the description is too sparse. It fails to explain response format, default values, or how this tool relates to 'search_transactions'. The context is incomplete for a tool of this complexity.

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 description coverage is 100%, so the description adds no additional parameter meaning. A baseline of 3 is appropriate since the schema carries the full burden and the description contributes nothing beyond the tool's general purpose.

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 action ('Get transactions') and the resource ('transactions'), but 'with various filters' is vague and does not differentiate this tool from the sibling 'search_transactions' which likely has a similar purpose.

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?

There is no guidance on when to use this tool versus alternatives like 'search_transactions'. The description provides no context about ideal use cases, exclusions, or prerequisites.

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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