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Submit journal draft

submit_journal_draft

Submit a journal draft for a day. Same-day resubmissions are retained as separate drafts.

The draft is accepted immediately but the readable daily journal entry is
generated automatically at end of day; it then appears in list_journal.
The returned draft id is not a list_journal / get_journal_entry id until then.

Args:
    entry_date: Day the draft is for (YYYY-MM-DD)
    content: Draft text

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
contentYes
entry_dateYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

TDQS

A4.7/5.0
Behavior5/5

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

Annotations only indicate non-readonly and non-destructive. The description adds critical behavioral detail: the draft is accepted immediately, the readable entry is generated at end of day, and the draft id cannot be used with list_journal/get_journal_entry until then. This is beyond what annotations convey.

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?

The description is compact and front-loaded with the primary action, followed by essential caveats. The Args section is clearly structured. Every sentence adds value without redundancy.

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?

For a tool with two-phase behavior and an id mismatch, the description covers all key points: same-day resubmissions, immediate acceptance, automatic generation, appearance in list_journal, and the temporary id discrepancy. It is complete despite the lack of parameter details in the schema.

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 coverage is 0%, but the description provides an Args section explaining entry_date as 'Day the draft is for (YYYY-MM-DD)' and content as 'Draft text.' This compensates for the schema's bare property names and gives format guidance.

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?

The description opens with 'Submit a journal draft for a day,' a specific verb+resource+scope statement. It further distinguishes itself from siblings like list_journal and get_journal_entry by clarifying that the returned draft id is not the same as the entry id until the end of day.

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?

The description provides clear context for use: same-day resubmissions are retained as separate drafts, and the entry appears in list_journal only after end-of-day processing. It doesn't explicitly name alternatives or when-not-to-use, but the context is sufficient for an agent to select this tool for draft submission.

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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TDQS

A3.8/5.0
Disambiguation5/5

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.

Naming Consistency4/5

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.

Tool Count4/5

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.

Completeness3/5

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.

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