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create_transaction

Log income, expense, or transfer transactions and update the associated account balance.

Instructions

Registra um novo ganho (income), gasto (expense) ou transferência de valor, atualizando o saldo da conta associada.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
typeYesTipo da transação.
amountYesValor financeiro da transação.
account_idYesID da conta de origem/destino.
category_idNoID opcional da categoria do lançamento.
descriptionYesBreve descrição do lançamento.
transaction_dateNoData do lançamento opcional (formato YYYY-MM-DD). Padrão é hoje.
transfer_account_idNoID da conta de destino (apenas para transferências).
Behavior4/5

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

With no annotations, the description carries the full burden of behavioral disclosure. It reveals a key side effect: 'atualizando o saldo da conta associada' (updating the account balance). However, it does not detail transfer mechanics (e.g., requiring transfer_account_id) or error conditions, but those are partly covered by the schema.

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?

The description is a single, front-loaded sentence with no fluff. It efficiently conveys the primary purpose and a critical side effect, earning every word.

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?

Given the moderate complexity and a comprehensive schema with 100% parameter coverage, the description is sufficiently complete. It includes the transaction types and balance-update effect, which the schema does not state. It does not explain conditional transfer behavior, but the schema covers it.

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?

Schema description coverage is 100%, so the baseline is 3. The description adds the concept of income/expense/transfer, which maps to the 'type' parameter, but it does not provide additional meaning beyond what the parameter descriptions already offer.

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 action: 'Registra um novo ganho (income), gasto (expense) ou transferência de valor' with a specific verb and resource. It also notes the side effect of updating the account balance, distinguishing it from read-only siblings like list_transactions and get_finance_summary.

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 when to use the tool (to record a new financial transaction) but does not explicitly compare it to alternatives or state exclusions. Siblings like list_transactions serve a different purpose, but no direct guidance is provided.

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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