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Portfolio book

portfolio_book
Read-onlyIdempotent

The monitored book itself: one row per exposure with the team whose book holds it (team_id, team_name), its label, register identifier, entity class (corporate, sovereign_or_public_body, bank, spv or fund, derived from register-stated facts and null when none has been derived yet), desk, current status band, score, completeness, seen_share (the weight share of applicable signals actually observed), explained_share and reachable_share (the observed share of what a connected source can serve, the figure the insufficient floor reads), the top contributing signals with their citation ids, the most recent status change, and the standing credit review (disposition, note, next review date, and whether that date has passed). Ordered most severe first (red, amber, insufficient, not_assessed, green). Paged with limit and offset; the response carries the exact total. Set include_inactive true to include exposures no longer actively monitored.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoPage size, default 50, maximum 100.
offsetNoRows to skip, default 0.
include_inactiveNoInclude exposures no longer actively monitored.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.8/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint, and destructiveHint, so the safety profile is clear. The description adds meaningful behavioral context beyond annotations: ordering by severity, pagination with limit/offset, exact total in the response, and the effect of include_inactive. This is useful and non-redundant.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is dense and informative but structured as one long run-on sentence that lists many fields. Every piece of information is relevant, but the lack of clear separation between output fields, ordering, and paging makes it harder to parse quickly.

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?

There is no output schema, so the description carries the full burden of explaining the return value. It thoroughly enumerates the fields, explains derived values like entity class and seen_share, specifies ordering, and covers pagination and the include_inactive behavior. Nothing critical for calling the tool 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 description coverage is 100%, so the baseline is 3. The description adds value by explaining how limit/offset control paging, that the response carries the exact total, and what include_inactive does. This goes beyond the schema's basic parameter descriptions.

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 identifies the resource as 'the monitored book itself' and specifies that it returns one row per exposure with a detailed set of fields. It is distinct from sibling tools like portfolio_overview by focusing on the book's exposure-level data, though it does not explicitly name an alternative.

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

Usage Guidelines3/5

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

The description implies usage as a list/read operation for the monitored book and gives specific guidance on the include_inactive parameter. However, it does not state when to choose this tool over siblings such as portfolio_overview or deal_book, and there are no explicit exclusions or alternative conditions.

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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