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thriveventurelabs

AccountsOS MCP Server

Official

Create Transaction

create_transaction

Record a new income or expense transaction in the accounting ledger by specifying date, description, amount, and direction. Optionally assign a category or trading entity.

Instructions

Create a new transaction manually

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateYesTransaction date (YYYY-MM-DD)
notesNoAdditional notes
amountYesTransaction amount (positive number)
directionYesMoney direction: in (income) or out (expense)
category_idNoCategory ID (optional - will auto-categorize if not provided)
descriptionYesTransaction description
counterpartyNoName of the other party
trading_entity_idNoTrading entity ID to assign transaction to a specific income stream

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.2.3

TDQS

C2.9/5.0
Behavior2/5

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

Annotations already declare readOnlyHint=false, destructiveHint=false, idempotentHint=false, but the description adds little beyond the word 'manually.' It does not disclose side effects like auto-categorization, VAT implications, or journal entry creation. The schema mentions auto-categorization, but that is structured data, not behavioral transparency in the description.

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 concise sentence with no filler. It is well-structured and easy to parse, though it could convey a bit more detail without losing conciseness.

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

Completeness2/5

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

With 8 parameters, no output schema, and a large sibling list including update_transaction, categorize_transaction, create_bill, and create_estimate, the description is far too thin. It does not mention what the tool returns, typical usage scenarios, or how it relates to other transaction-related tools, leaving the agent to guess.

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%, so the input schema thoroughly documents all 8 parameters. The description adds no extra meaning to any parameter; it simply restates the action. Baseline 3 is appropriate because the schema does the heavy lifting.

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 the action ('Create') and the resource ('transaction'), and 'manually' hints at manual entry vs automated processes. It does not explicitly name siblings like update_transaction or create_bill, but the verb and resource are specific enough that an agent can infer the primary purpose.

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

Usage Guidelines2/5

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

There is no guidance on when to use this tool vs alternatives. No mention of when manual creation is appropriate, when to use create_bill or create_estimate instead, or any exclusions. The 'manually' hint is implicit but not actionable for tool selection.

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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