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Beeswax Shares MCP Server

by steamau

Run account reconciliation (cash matcher)

run_account_reconciliation

Reconcile unmatched bank feed rows by linking settlement legs to trades/income, pairing internal transfers, and categorizing cash-only events. Run after recording trades.

Instructions

Run the cash matcher over a bank account's unmatched feed rows — link settlement legs to trades/income, pair internal transfers, and categorise cash-only events (interest, fees). Returns the match summary. Use after recording trades/income to auto-link the matching bank rows.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fund_idYesFund ID (discover via whoami or list_funds)
bank_account_idYesBank account ID (find via list_bank_accounts)
Behavior3/5

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

Annotations already declare non-readOnly and non-destructive. Description details the matching actions but doesn't clarify if records are modified or only linked. Some behavioral gaps remain.

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 tight sentences: first covers purpose, second covers usage. Every word adds value and is front-loaded.

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?

Describes return value (match summary) and process. Lacks differentiation from sibling reconciliation tools but is otherwise complete for a batch operation.

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 coverage is 100% with detailed descriptions. The tool description adds no extra semantic value beyond the schema, meeting the baseline.

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 tool's function: running cash matcher over unmatched feed rows to link, pair, and categorize. It distinguishes from sibling tools like reconcile_cash_transaction by describing a batch process.

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

Usage Guidelines4/5

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

Explicitly says 'Use after recording trades/income' which gives clear timing context. Lacks explicit when-not-to-use or alternatives, but the context is sufficient.

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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