Skip to main content
Glama

Hedgr FX Risk & Treasury

get_hedge_portfolio

Read-only

Returns all open forward contracts and hedges with maturity date, notional amount, contracted rate, and current mark-to-market value. Use this to answer 'what is my current hedge ratio on EUR?' without needing execute permissions. hedges[] is drawdown-normalised: a parent forward is listed once at its remaining notional and child draws are excluded, exactly as the dashboard hedge book counts cover. Also returns coverage (Protection Ratio and over-hedge flag as published by the dashboard), policy_band (hedge-ratio policy band and per-currency status), residual_coverage (net exposure vs active hedge notional per currency), drawdowns (original, drawn and remaining notional per parent) and hedge_mark_to_market.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
currencyNoFilter to hedges on a specific currency.
entity_idNoFilter to a single entity's hedges.
include_expiredNoInclude hedges that have already matured.

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

A4.1/5.0
Behavior4/5

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

Annotations already establish readOnly, non-destructive, closed-world behavior, so the safety profile is covered. The description adds genuinely non-obvious behavioral semantics: hedges are drawdown-normalised, parent forwards are listed once at remaining notional, and child draws are excluded to match the dashboard hedge book — details an agent could not infer from annotations or schema.

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?

Purpose is front-loaded and the sentences earn their place by explaining the drawdown-normalisation rule. The trailing enumeration of return fields (coverage, policy_band, residual_coverage, drawdowns, hedge_mark_to_market) is somewhat redundant given an output schema exists, which keeps it from a 5.

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 read-only portfolio tool with a full schema and an output schema, the definition covers the data semantics an agent needs (normalisation, dashboard alignment, permission-free access) without over-explaining return values. Minor gaps like pagination or portfolio size limits remain unaddressed.

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 all three parameters are already documented in the schema. The description only gestures at filtering via the 'hedge ratio on EUR' example and adds no format, default, or syntax detail beyond the schema, warranting the baseline 3.

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 (returns) and resource (open forward contracts and hedges) and enumerates the key fields returned (maturity, notional, contracted rate, mark-to-market). This clearly distinguishes it from siblings such as get_fx_exposure or get_protection_builder_snapshot, which address exposure or candidate trades rather than the live hedge book.

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?

Gives a concrete usage scenario ('what is my current hedge ratio on EUR?') and clarifies it works without execute permissions, which helps an agent choose it over an execution-oriented tool. It stops short of naming a specific alternative sibling or stating when-not-to-use it.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

Resources