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matvei77

Maybe Finance MCP Server

by matvei77

update_transaction

Update an existing financial transaction by modifying its category, merchant, notes, tags, or whether it is excluded from reports.

Instructions

Update an existing transaction

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tagsNoNew tags (replaces existing)
notesNoNew notes
categoryNoNew category
merchantNoNew merchant name
descriptionNoNew description
transactionIdYesTransaction ID to update
excludeFromReportsNoExclude from reports
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure, but it only says 'Update an existing transaction.' It does not mention side effects, whether fields are replaced or merged, error behavior, or any prerequisites. 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.

Conciseness4/5

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

The description is a single, concise sentence with no wasted words. It is efficiently structured and front-loaded, though it sacrifices helpful detail for brevity.

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 tool's complexity (7 parameters, no output schema, no annotations), the description is incomplete. It does not explain the effect of omitted parameters, whether updates are partial or full replacements, or any expected outcomes. The schema covers parameter meanings, but the description lacks critical behavioral context for a mutation tool.

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 100% of the parameters with descriptive text, so the baseline is 3. The description itself adds no parameter semantics beyond what the schema already provides, but it does not need to compensate due to the high schema coverage.

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 'Update an existing transaction' clearly identifies the verb and resource, and it distinguishes the tool from siblings like create_transaction and categorize_transaction. It does not elaborate on scope or specific fields, but it is specific enough to convey the core 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 such as create_transaction, categorize_transaction, or bulk_categorize. The description simply states the action without any context or exclusions.

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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