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Hedgr FX Risk & Treasury

get_dashboard_context

Read-only

Returns a compact read-only snapshot of the authenticated Hedgr dashboard: organisation, provider, base currency, selected entity/workspace context, data timestamp, FX currencies, invoice counts, headline exposure and P&L totals, and available rates. Use when the user asks for a dashboard-level summary. Also returns Scout-aligned blocks: book_value (open and settled FX invoice face-value sums), invoice_book (counts, receivable/payable and local/foreign splits, per-currency open/overdue, ageing, top open invoices), profit_and_revenue (net profit, operating profit, revenue, profit_basis, provider_has_unrealised_fx), data_coverage (invoice lookback and rate-history window), inter_company lens state and totals.dashboard_total_fx_impact_base. Also returns entity_scope: when the workspace consolidates several entities, entity_scope.ask_user is true and the block carries a scope question and its options (consolidated group, or one entity with its entity_id).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
entity_idNoScope the P&L totals and the bank leg to one entity, the same blocks get_pnl_attribution scopes. Omit for the consolidated group. Use an entity_id from entity_scope.options or list_entities.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYesTool-specific payload. Null when connection_status.state is 'setup_required'.
connection_statusYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

B3.3/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=true, openWorldHint=false and destructiveHint=false, so the safety profile is fully covered; the description's 'compact read-only snapshot' is redundant with that. The genuinely additive behavioral disclosure is the entity_scope.ask_user interactive behavior when several entities are consolidated, but this arrives after a long enumeration of return fields that the output schema already covers, so the net new behavioral content is thin.

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 purpose and usage trigger are front-loaded in the first sentence, which is good, but the description then runs long enumerating return blocks (book_value, invoice_book, profit_and_revenue, data_coverage, etc.) that an output schema already documents. Much of that length does not earn its place and dilutes the key behavioral point about entity_scope.

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

Completeness3/5

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

Because an output schema exists, the description need not re-explain return values, yet it spends most of its length doing so. The interactive entity_scope behavior is covered, but the description leaves the agent without routing guidance against the many overlapping dashboard-slice siblings, so completeness for correct invocation is only adequate.

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

Parameters3/5

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

Schema description coverage is 100%, so the single entity_id parameter is already fully documented in the schema (including the consolidated-group default and aligned_blocks_scope_basis). The description adds no syntax, format or default detail beyond what the schema provides, so the baseline 3 applies.

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 a specific verb+resource: 'Returns a compact read-only snapshot of the authenticated Hedgr dashboard,' and enumerates the scope (organisation, provider, base currency, entity context, exposure, P&L). It is clear what the tool does, though it never explicitly names the sibling slice tools (get_pnl_attribution, get_fx_exposure, get_cash_position) it aggregates over, so differentiation is left implicit.

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 trigger condition, 'Use when the user asks for a dashboard-level summary,' which is more than nothing but gives no when-not guidance and names no alternatives, despite 26 heavily overlapping siblings. The agent must infer that this is the roll-up view versus the per-slice tools.

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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