create_portfolioCreate a portfolio with a name and base currency.
Args:
name: Portfolio name
currency: Base currency (default USD)
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| currency | No | USD |
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already indicate this is a mutation (readOnlyHint=false). The description only restates the schema parameters (name, currency) without adding any extra behavioral details such as idempotency, duplicate handling, or required permissions. It adds no information beyond what annotations and schema provide.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is extremely concise, leading with a clear purpose sentence and then listing the two parameters. Every sentence earns its place, with no filler or repetition.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple two-parameter create tool with an output schema present, the description sufficiently covers the required inputs. It does not need to explain return values since the output schema exists. Minor omissions like duplicate name behavior are not essential for basic invocation.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema has zero description coverage for its parameters. The description compensates fully by explaining 'name' as the portfolio name and 'currency' as the base currency with a default of USD. This provides clear meaning beyond the raw schema definitions.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states 'Create a portfolio' with a specific verb and resource. This distinguishes it from sibling tools like create_watchlist or create_alert by targeting the portfolio entity.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The context is clear: use this tool to create a new portfolio. It does not explicitly exclude any scenarios or mention alternatives, but the purpose is evident among the sibling tools. No exclusion is necessary for such a straightforward create operation.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Add one secure layer between your agents and this server.
Each tool targets a distinct resource and action. Portfolio, alert, watchlist, library, journal, and search tools have clearly separated purposes with no overlapping functionality. Even similar tools like get_portfolio_statistics and get_positions provide different outputs.
The majority follow a clear verb_noun pattern in snake_case (e.g., create_portfolio, delete_library_item). However, 'finance_search' inverts the verb-noun order and 'run_deepdive' uses a less common verb, creating minor but noticeable exceptions.
31 tools is on the high side but each serves a distinct purpose across portfolio management, alerts, watchlists, library, journal, search, and bug reporting. The library subsystem alone accounts for 11 tools (CRUD + versions + move + rename + search), which is justifiable for a full document manager.
Core operations are present but several lifecycle gaps exist: no delete_watchlist, delete_portfolio, update_portfolio, update_alert, or delete_transaction. The journal and deepdive areas also lack update/delete capabilities. Agents may hit dead ends when trying to remove or modify certain resources.