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Activate Algorithm

activate_algo
Destructive

Link an algorithm to a trading instance with capital allocation and start live trading. algo_id is the saved algo id (from create_algo / list_my_algos), not LinkedAlgo id. instance_id is from create_instance / list_instances. ALWAYS ask the user for capital_allocation — never invent a dollar amount. Capital is from broker buying power; the cumulative sum across this agent's live algos (allocated AI Trading Power) must stay ≤ policy max_total_capital. First call with confirm_allocation=false; server returns allocation_requires_confirm with broker_equity, allocation_pct_of_equity, and warning_level (high≥50%, critical≥90%). Show those to the user with risk settings; after explicit OK retry with confirm_allocation=true (acknowledge_capital_risk still accepted as alias). capital > equity is hard-blocked. Optional risk_preset override: conservative|moderate|aggressive|custom. On success check engine_started (or utml_started), is_live, symbols, timeframe, and capital vs equity.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
algo_idYesID of the algorithm
instance_idYesID of the trading instance
risk_presetNoOptional: conservative | moderate | aggressive | custom
risk_advancedNoOptional advanced: trailingStopEnabled, trailingStopAmount, allowPyramiding, maxPyramidPositions
capital_allocationYesUSD capital for this algo from broker buying power. Ask the user. Adds to instance AI Trading Power; cumulative across this agent's live algos must stay ≤ policy max_total_capital.
confirm_allocationNotrue only after the user accepts capital vs live broker equity (and high/critical % warnings when present).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
errorNo
messageNo
successNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changed
    • changedOutput schema / description
      Previous value: -"Structured Gogi result. Error responses include error and message fields."New value: +"Structured result. Error responses include error and message."
    • addedOutput schema / properties
      Added value: +{
      +  "error": {
      +    "type": "string"
      +  },
      +  "message": {
      +    "type": "string"
      +  },
      +  "success": {
      +    "type": "boolean"
      +  }
      +}
  2. Changed1 schema field changed
    • changedOutput schema / (root)
      Previous value: -nullNew value: +{
      +  "additionalProperties": true,
      +  "description": "Structured Gogi result. Error responses include error and message fields.",
      +  "type": "object"
      +}
  3. First observed

TDQS

A4.8/5.0
Behavior5/5

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

Annotations already flag destructive/non-idempotent/open-world, and the description adds substantial behavioral context beyond them: the two-step confirm handshake, the cumulative ≤ policy max_total_capital constraint, the capital > equity hard block, warning_level thresholds, and post-success fields to verify (engine_started, is_live, symbols).

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?

Dense but front-loaded: the action and the ID-provenance caveats come first, then the confirm workflow. A few clauses restate schema content (capital_allocation definition) and could be trimmed, but nearly every sentence carries operational weight.

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?

For a destructive, multi-step activation tool with nested risk_advanced params and an output schema, this description covers the workflow, prerequisites, guardrails, and what to verify on return. Nothing an agent needs to invoke it safely 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 baseline is 3, but the description still adds real meaning: capital comes from broker buying power and accumulates into AI Trading Power, risk_preset enumerates the same values but frames it as an override, and confirm_allocation's alias is documented. It repeats the capital_allocation semantics already present in the schema, keeping it short of a 5.

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?

States a specific verb+resource+scope: 'Link an algorithm to a trading instance with capital allocation and start live trading.' It even distinguishes the algo_id source (create_algo / list_my_algos) from the LinkedAlgo id, which is exactly the confusion an agent would have among the many sibling algo tools.

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?

Gives explicit when-to-use and sequencing: ask user for capital, first call with confirm_allocation=false, surface allocation_requires_confirm data, then retry with true after explicit OK. It also names the alias acknowledge_capital_risk and the hard-block condition, leaving little to inference.

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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