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nalyDzzz

finance-reconcile-mcp

by nalyDzzz

List SimpleFIN Accounts

setup_list_simplefin_accounts
Read-onlyIdempotent

Lists SimpleFIN account balances to simplify creating an account-map.json for reconciliation.

Instructions

List SimpleFIN accounts for building account-map.json. Returns balances only, no transactions.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior4/5

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

Annotations declare readOnly, openWorld, idempotent, non-destructive. Description adds specific return content (balances only, no transactions), which is valuable beyond annotations.

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?

Two sentences, no waste. Front-loaded with action and purpose.

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?

Complete for a parameterless list tool with rich annotations. Specifies return data clearly. No output schema needed.

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?

No parameters, so baseline 4 applies. Description adds no parameter info, which is acceptable as 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?

Clearly states action (list), resource (SimpleFIN accounts), and purpose (building account-map.json). Differentiates from sibling tool `setup_list_firefly_accounts` by resource type.

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

Usage Guidelines3/5

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

Implied usage for setup phase through purpose, but no explicit when-to-use or alternatives. Sibling tools like `setup_validate_account_map` suggest a sequence, but the description doesn't guide selection.

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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