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mydata-ag

bexio-mcp

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by mydata-ag

bexio Currencies

bexio_currencies
Destructive

Manage currencies and retrieve exchange rates via bexio API. Perform CRUD operations on currencies and access ISO codes or exchange rate lists.

Instructions

Manage currencies and read their exchange rates (bexio 3.0 API). Actions: "list" (all currencies; optional limit/offset, embed — e.g. "exchange_rate" to include rate fields — and date for the rate validity date), "get" (currency by numeric id), "create" (payload required: name in ISO 4217 format like "CHF", round_factor), "update" (id + payload; PATCH — only round_factor can be changed), "delete" (permanently delete a currency by id — cannot be undone), "list_codes" (all available currency codes such as CHF, EUR), "list_exchange_rates" (configured exchange rates of a currency by id; optional date for the validity date).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idNoCurrency id (required for get/update/delete/list_exchange_rates)
dateNoValidity date (ISO 8601) for fetched exchange rates ("list" with embed, "list_exchange_rates")
embedNoFor "list": embed related resources, e.g. "exchange_rate" to include exchange rate fields
limitNoMax results for "list"
actionYesOperation to perform
offsetNoResults to skip for "list"
payloadNoCurrency fields. Required on create: name, round_factor. Update (PATCH) can only change round_factor.
Behavior5/5

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

Discloses beyond annotations: delete is permanent and cannot be undone; update is PATCH only changes round_factor. This aligns with destructiveHint=true and adds critical behavioral detail.

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?

Description is a single paragraph but efficiently covers all actions and parameters. Slightly dense; could benefit from bullet points for readability, but no unnecessary content.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Covers all 7 parameters, schema descriptions present, annotations provide destructive hint. No output schema needed; description adequately explains each action's behavior and required inputs.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so baseline 3. Description adds value by explaining embed example ('exchange_rate'), date format ISO 8601, limit max 2000, and payload examples ('CHF', 0.05).

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 manages currencies and reads exchange rates, listing specific actions (list, get, create, update, delete, list_codes, list_exchange_rates) that distinguish it from other bexio sibling tools.

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?

Each action has context (e.g., list with optional parameters, update only round_factor, delete permanent). However, no explicit when-not-to-use or comparison to alternatives, though none exist for this resource.

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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