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Change a portfolio

update_portfolio
Destructive

Rename a portfolio, or replace its strategies and their shares (give the whole list: it replaces the old one).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYes
nameNo
strategiesNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.9/5.0
Behavior4/5

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

The annotations already flag destructiveHint=true and readOnlyHint=false, so the safety profile is known. The description adds what is destroyed (the previous strategy list is fully overwritten) and implies name changes are benign, which is meaningful context beyond the annotations. It omits auth requirements and error behavior.

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?

A single front-loaded sentence with the destructive replacement semantics in a parenthetical that directly follows the parameter it modifies. No filler, and the most important constraint is not buried.

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

Completeness4/5

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

For a small three-parameter mutation tool with no output schema, the description covers the two behavioral essentials: renaming and full replacement of strategies. It leaves partial-update behavior (name only) and failure modes unstated, which is a minor gap.

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 description coverage on the top-level parameters, the description does the compensating work: it maps 'name' to a rename and 'strategies' to a wholesale replacement list whose entries carry allocation 'shares' (weights). It does not explain the 'id' parameter or the min/max list limits, so not fully exhaustive.

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?

States specific verbs and resources: rename (name) or replace the strategies/weights of a portfolio. An agent can distinguish this from create_portfolio, delete_portfolio, and get_portfolio. It stops short of explicitly naming a sibling it should be preferred over, so it is clear but not maximally differentiating.

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?

Provides one real usage rule: strategies must be the complete list because it replaces the old one, which prevents accidental data loss. It offers no guidance on when to choose this versus create_portfolio or update_strategy, and no note on required permissions, so usage is only partially covered.

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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