CDF Finance

Atualizar conta

update_account

Idempotent

Atualiza campos de uma conta existente (parcial — campo omitido/vazio mantém o valor atual). Tanto o dono (OWNER) quanto membros (MEMBER) de uma conta conjunta podem chamar esta tool; para excluir a conta, porém, só o dono pode (veja delete_account). Editar balance aqui sobrescreve o saldo diretamente, sem relação com o histórico de transações — não é o mesmo que registrar uma transação de ajuste.

Input Schema

TableJSON Schema

Name	Required	Description
`id`	Yes	ID da conta a atualizar
`name`	No	Novo nome da conta
`type`	No	CHECKING, SAVINGS, WALLET ou INVESTMENT
`color`	No	Cor hex para exibição, ex: #3B82F6
`balance`	No	Sobrescreve o saldo diretamente (não é uma transação — não afeta fatura de cartão nem histórico)
`bankCode`	No	Código do banco
`currency`	No	Moeda ISO 4217
`balanceDate`	No	Data ISO de referência do saldo informado em `balance`

Output Schema

TableJSON Schema

Name	Required	Description	Default
`id`	No
`name`	No
`type`	No
`color`	No
`userId`	No
`balance`	No
`bankCode`	No
`currency`	No
`createdAt`	No
`updatedAt`	No
`balanceDate`	No

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

Changed2 schema fields changedSep 1, 2026
- addedInput schema / properties / bankCode / description
```
Added value: +"Código do banco"
```
- addedInput schema / properties / name / description
```
Added value: +"Novo nome da conta"
```

Changed6 schema fields changedSep 1, 2026

addedInput schema / properties / balance / description

Added value: +"Sobrescreve o saldo diretamente (não é uma transação — não afeta fatura de cartão nem histórico)"

addedInput schema / properties / balanceDate

Added value: +{
+  "description": "Data ISO de referência do saldo informado em `balance`",
+  "type": "string"
+}

addedInput schema / properties / color

Added value: +{
+  "description": "Cor hex para exibição, ex: #3B82F6",
+  "type": "string"
+}

addedInput schema / properties / currency / description
```
Added value: +"Moeda ISO 4217"
```

changedInput schema / properties / id / description

Previous value: -"ID da conta"New value: +"ID da conta a atualizar"

addedInput schema / properties / type / description

Added value: +"CHECKING, SAVINGS, WALLET ou INVESTMENT"

First observedSep 1, 2026

TDQS

A4.9/5.0

Behavior5/5

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

Annotations only carry generic hints (readOnlyHint=false, idempotentHint=true, destructiveHint=false). The description discloses what those hints cannot: the partial-update behavior (omitted/empty fields retain their values), the joint-account permission model, and the side-effect profile of writing balance (direct overwrite with no effect on invoice or transaction history). No contradiction with any annotation.

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?

Three dense sentences, each carrying distinct information: the core update contract, the permission/deletion caveat, and the balance warning. The core purpose is front-loaded, and there is zero filler or restatement of schema content.

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

Completeness5/5

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

With an output schema present (return values covered) and annotations covering the safety/idempotency profile, the description supplies the remaining invocation-critical facts: who has permission, what partial updates do, and how balance behaves. Nothing an agent needs to call update_account correctly is missing.

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

Parameters4/5

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

Schema coverage is 100%, so the baseline is 3. The description adds value beyond the schema by establishing the cross-cutting partial-update rule that applies to all 7 optional parameters (omitted means unchanged), and by flagging balance as the semantically dangerous parameter. The schema describes each field individually, but the tool-level description clarifies the omission contract and the balance pitfall at the right abstraction level.

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 states a specific verb+resource — 'Atualiza campos de uma conta existente' (updates fields of an existing account) — with the crucial partial-update contract added. Combined with the sibling set containing create_account/delete_account and many update_* tools, the phrase 'conta existente' and the explicit pointer to delete_account clearly distinguish this tool from its siblings.

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

Usage Guidelines5/5

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

The description explicitly states who may call it ('Tanto o dono (OWNER) quanto membros (MEMBER) de uma conta conjunta podem chamar'), carves out an exclusion with the alternative named ('para excluir a conta, porém, só o dono pode (veja delete_account)'), and warns that editing balance 'não é o mesmo que registrar uma transação de ajuste', routing the agent away from this tool when a transaction adjustment is intended. Full when/when-not guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

All CDF Finance tools Inspect

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TDQS

A3.7/5.0

Disambiguation3/5

The tools are individually well-described and many cross-reference their closest neighbors, but the set contains several easily confused clusters: create_transaction/confirm_new_transaction, update_equity/add_equity_valuation, the invoice tools (current_invoice, next_invoice, list_pending_invoices, get_invoice), and the many analytics/projection tools. The descriptions help a careful reader, but with 81 tools an agent is likely to misselect among these overlapping surfaces.

Naming Consistency3/5

CRUD operations consistently use create_/list_/update_/delete_ plus a resource noun, and all names are snake_case. However, there is a large second group of noun-phrase analytics tools (cashflow_forecast, spending_projection, categories_insights, transport_routine) plus one-off verbs such as can_afford, pay_invoice, and validate_current_invoices, so the naming convention is mixed even though it remains readable.

Tool Count1/5

81 tools is far beyond the practical MCP tool surface and exceeds the rubric's 50+ extreme-mismatch threshold. Even if each tool maps to a real finance endpoint, the volume overwhelms an agent's context window and makes selection much harder.

Completeness4/5

The server covers the finance lifecycle extensively: accounts, cards, invoices, transactions, recurring rules, budgets, goals, debts, equities, categories, tags, cost centers, profile, projections, and insights all have working read/write paths. Minor gaps remain, such as no update/delete for tags and no direct update/delete for system-generated invoices, but agents can usually work around these.

Atualizar conta

Input Schema

Output Schema

Schema Changelog

TDQS

Glama MCP Gateway

TDQS

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