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orancummins

Open Finance US MCP

by orancummins

run_happy_path

Automates a complete sandbox end-to-end flow: create a test customer, link FinBank accounts, list accounts, and fetch transactions via headless linking.

Instructions

Run a full sandbox happy path end-to-end and return every step.

Steps: create testing customer -> link FinBank accounts -> list accounts -> fetch transactions. Sandbox only; uses headless linking (no browser).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
profile_keyNofinbank_demo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
okYesTrue when the upstream HTTP status was < 400.
dataNoFinicity's native response body.
errorNoError summary when ok is False.
status_codeYesUpstream Finicity HTTP status code.
Behavior4/5

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

Describes what steps are performed and constraints (sandbox only, no browser). No annotations provided, so description carries burden well, though could mention if data is persisted.

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, front-loaded with purpose and steps. No wasted words.

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

Completeness4/5

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

Provides sufficient context for a multi-step tool given its complexity and output schema existence, but lacks explanation of the parameter.

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

Parameters2/5

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

Schema description coverage is 0%, but description does not explain the 'profile_key' parameter or its default value, leaving the agent to infer from the schema alone.

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 it runs a full sandbox happy path end-to-end, listing the exact steps. Distinguishes itself from sibling tools which are individual API calls.

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?

Mentions 'sandbox only' and 'headless linking', implying testing context, but does not explicitly state when to use this composite tool versus individual sibling tools.

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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