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Crefisa MCP

by io.github.mcp-dir

openfinance_update_transaction_category

Corrects the category of one or more transactions (PATCH /transactions/:id). Pass items as an array of { transaction_id, category_id } — transaction_id comes from openfinance_list_transactions, category_id from openfinance_list_categories. This overrides Pluggy's automatic categorization AND teaches Pluggy: recategorizing a transaction automatically creates a Category Rule for this client (case-insensitive exact match on the transaction's data), so FUTURE similar transactions are categorized the same way — use this to fix miscategorized transactions and improve categorization accuracy going forward. Batch shape: returns { updated, results: [{ transaction_id, category, categoryId }], errors: [{ id, status, message }] } — per-item errors do not fail the whole batch.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
itemsYes

Schema Changelog

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

  1. Added
  2. Removed
  3. Added
  4. Removed
  5. First observed

TDQS

A4.4/5.0
Behavior4/5

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

Discloses side effect: 'creates a Category Rule' that affects future transactions. Explains batch behavior: per-item errors do not fail the whole batch, and response shape. Annotations are consistent.

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?

Concise paragraph with every sentence adding value. Front-loaded with purpose. Could be slightly shorter but no redundancy.

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?

Covers purpose, input, side effects, error handling, and response format. No output schema, but description fully explains the response. Complete for a batch update tool.

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?

With 0% schema coverage, description compensates by explaining the items array structure, the required fields, and where to obtain transaction_id and category_id. Adds meaning beyond raw schema.

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?

Clearly states the action: 'Corrects the category of one or more transactions (PATCH /transactions/:id).' It distinguishes from siblings by specifying the source of IDs (openfinance_list_transactions and openfinance_list_categories).

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?

Provides context for when to use: 'fix miscategorized transactions and improve categorization accuracy going forward.' Implicitly distinguishes from read/list tools. No explicit when-not-to-use, but clear purpose.

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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TDQS

A4/5.0
Disambiguation3/5

Most open_-finance tools are clearly bound to a resource+action, but several pairs require careful reading: list_transactions vs list_transactions_by_item, get_iate_status vs get_provider_status, and connect vs list_connections. The marketplace tool is also a single heavily overloaded tool that bundles search/describe/invoke/install and a prompt library, which blurs its boundary.

Naming Consistency4/5

The Open Finance tools follow openfinance_verb_noun consistently, and the top-level tools are all snake_case, so there is no wild con convention mixing. Deviations exist in generic tools like marketplace/toolki_i/nfo and in non-verb patterns like accent_status, but overall the naming is readable and predictable.

Tool Count3/5

At 25 tools the server sits at the upper edge of what is comfortably scoped; the many list/get/status endpoints are justified by the Open Finance domain, but the extra marketplace and admin utilities make it feel broader than a single-purpose sovereign. It is not abusive, but it is definitely on the heavy side.

Completeness4/5

The Open Finance access covers accounts, balances, transactions, credit card bills, investment, loans, connections, diagnostics, force-sync, and transaction recategorization. Missing operations are mostly intentional autentications/connection widget hand-offs (add_connection_url, reconnect_url), so the set can still support common workflows without dead ends.

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