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ninetails-io

gnucash-mcp

create_transaction_from_scheduled

Turn a scheduled transaction template into an actual GnuCash transaction by providing the scheduled GUID and, optionally, a transaction date. Uses the next scheduled occurrence when no date is given.

Instructions

Create an actual transaction from a scheduled template.

Args: guid: Scheduled transaction GUID (or 8+ char prefix). transaction_date: Date for the transaction. Defaults to next occurrence.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
guidYesScheduled transaction GUID (32-char hex or 8+ char prefix)
transaction_dateNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

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

With no annotations provided, the description carries the full burden. It discloses that a transaction is created from a template and that transaction_date defaults to next occurrence, which adds useful behavior context. However, it doesn't clarify whether the scheduled template is consumed/deleted after creation, whether it can be invoked repeatedly, or what side effects occur on the schedule.

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 compact with a clear Args section, front-loading the purpose. Two parameters documented in a readable format. Slight redundancy exists where the description's Args section largely mirrors the schema, but the length is appropriate and every line contributes.

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

Completeness3/5

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

This is a state-changing creation tool with no annotations, but it has a basic output schema. The description covers the essential mechanics (what it creates, date defaulting) but omits important context like repeated-invocation behavior, side effects on the scheduled template, and whether the transaction is immediately posted or created as draft. For a mutation tool, more behavioral detail would improve completeness.

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 description coverage is 50% (guid documented in schema, transaction_date not). The description adds the default behavior of transaction_date ('Defaults to next occurrence'), which goes beyond the schema's bare 'Date for the transaction'. It also adds the GUID prefix flexibility hint in the Args section, though the schema already covers this. The transaction_date semantics beyond what the schema states is the key added value.

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 uses a specific verb+resource ('Create an actual transaction from a scheduled template'), clearly distinguishing it from siblings like create_scheduled_transaction, update_scheduled_transaction, and the main create_transaction. The purpose is clear and unambiguous.

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?

The description implies its use context (materializing a scheduled transaction into an actual transaction) versus siblings like create_scheduled_transaction or list_scheduled_transactions, but doesn't explicitly state when-not-to-use or name alternatives. It doesn't explain the workflow relationship between scheduled templates and actual transactions.

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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