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list_transactions

Retrieve a list of transactions with optional filters by customer, invoice, status, type, date range, and gateway. Sort and paginate results for efficient transaction management.

Instructions

List transactions. GET /transactions. Optional: customerId, invoiceId, status (settled|authorized|declined|error|voided|requiresPaymentMethod|awaitingForSettlement|authorizeAndHold), type (sale|refund), dateFrom, dateTo, companyGatewayId, orderBy, sortBy, itemPerPage, pageNo.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
customerIdNoFilter by customer ID
invoiceIdNoFilter by invoice ID
statusNoFilter by transaction status
typeNoFilter by transaction type
dateFromNoFilter by date from (YYYY-MM-DD)
dateToNoFilter by date to (YYYY-MM-DD)
companyGatewayIdNoFilter by company gateway ID
orderByNoSort column
sortByNoSort direction
itemPerPageNoItems per page
pageNoNoPage number
Behavior2/5

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

No annotations are provided, so the description must carry the full burden. It implies a read operation via 'List' and GET, but it does not explicitly state that it is read-only or disclose other behaviors like pagination defaults or rate limits.

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 sentence followed by a compact list of parameters, making it efficient with no wasted words, though the list format could be more structured.

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?

With no output schema, the description should indicate the return format (e.g., list of transaction objects) but does not. It covers the filtering capabilities well but omits the output context.

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 has 100% description coverage, so the description adds marginal value by compactly listing parameters and their enum values, but the schema already provides detailed descriptions for each parameter.

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 clearly states 'List transactions' and provides the endpoint and available filters. It differentiates from get_transaction (singular) but does not explicitly contrast with other list tools like list_invoices.

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 lists optional parameters and their allowed values, which helps with usage, but it does not provide guidance on when to use this tool versus alternatives like get_transaction or refund_transaction.

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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