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Check proposed stocks targets

preview_stock_basket
Read-onlyIdempotent

Check a proposed set of stocks and weights, building nothing: tokens listed and Active, each weight at least the minimum, at most the maximum positions, no duplicates, entries + cash = 10000 bps. With no stocks portfolio yet this OPENS one — a transaction the wallet sends itself, no sign-in — at the address it predicts; otherwise it replaces the portfolio's targets (owner only). Missing CoW approvals are added. Pass previewId to prepare_stock_basket.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "address": "<address>",
      "entries": "<entries>",
      "cashTargetBps": "<cashTargetBps>"
    },
    "name": "preview_stock_basket"
  }
}

Input Schema

NameRequiredDescriptionDefault
addressYesThe wallet that owns, or will own, the stocks portfolio.
entriesYese.g. [{token:"NVDAc",targetBps:5000}]
cashTargetBpsYesUSDC share, bps. Entries + cash = 10000.

Output Schema

NameRequiredDescriptionDefault
dataNo
warningsNo

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?

Beyond the annotations it discloses the permission model (owner only), that no sign-in is required for the self-sent transaction, that missing CoW approvals get added, that the call itself builds nothing, and that it is a safe re-check. The one ambiguity is that "this OPENS one" and "approvals are added" read like real mutations even though the call is framed as a prediction — a sentence making clear these are counterfactual/simulated effects would remove all doubt about the readOnlyHint.

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?

Front-loaded with the core guarantee ("building nothing") and then the validation rules, branch behaviour and handoff, with no filler sentences. The semicolon-chained validation list is dense and takes a second read, which keeps it off 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 three-parameter preview tool with full schema coverage, an output schema and rich annotations, the description covers purpose, permissions, branch semantics, validation and next step — everything needed to invoke it correctly. Only the read/write framing around opening a portfolio and adding approvals leaves residual ambiguity.

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?

With 100% schema description coverage the schema already documents all three parameters and their nesting, so the baseline is 3. The description does add enforced constraints that are not in the schema — tokens must be listed and Active, each weight at least the minimum, no duplicate tokens, at most the maximum positions, entries + cash = 10000 bps — but these are framed as aggregate validation rules rather than per-parameter meaning, so it is a modest lift over the schema.

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 opening clause gives a specific verb and resource ("Check a proposed set of stocks and weights") and immediately scopes it against the write-side sibling ("building nothing... Pass previewId to prepare_stock_basket"). An agent can tell it apart from prepare_stock_basket, preview_deposit and preview_withdraw without opening any schema.

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?

It states the two outcome branches explicitly — no portfolio yet means one is opened at a predicted address; otherwise the owner's targets are replaced — and names the exact next step ("Pass previewId to prepare_stock_basket"). It does not spell out a when-not-to-use case (for example, calling prepare_stock_basket directly without previewing), so it stops just short of 5.

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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