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Glama

Antevo Wealth

Get portfolio positions

get_portfolio_positions
Read-onlyIdempotent

Positions for a household, paginated, sorted by market value.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNo
cursorNo
household_idNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. First observed

TDQS

B3/5.0
Behavior3/5

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

Annotations already establish that this is read-only, idempotent, and non-destructive. The description adds that results are paginated and sorted by market value, which is useful, but it does not explain cursor semantics, default pagination behavior, or how an empty household_id is handled.

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?

The description is a single sentence with no filler, and the most important facts are front-loaded. It is concise but slightly too compressed to cover parameter semantics or usage boundaries.

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?

For a simple read-only list tool with an output schema and safety annotations, a short description can be adequate. However, with three optional parameters and many sibling portfolio-related tools, the absence of usage guidance and paramter detail leaves meaningful gaps.

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

Parameters2/5

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

Schema description coverage is 0%, and the description adds little beyond the parameter names themselves. 'Paginated' hints at limit and cursor roles, but the description does not explain expected values, defaults, or the meaning of an empty household_id.

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?

The description clearly names the resource ('positions') and scope ('for a household'), and adds useful distinguishing details: paginated and sorted by market value. It does not explicitly contrast with sibling portfolio tools like get_portfolio_summary or get_portfolio_drift, so the differentiation is left mostly to the resource name.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides no guidance on when to use this tool versus alternatives such as get_portfolio_summary, get_portfolio_risk, or list_accounts. Pagination and household context imply an intended use case, but there are no explicit selection criteria, exclusions, or alternative conditions.

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

C2.8/5.0
Disambiguation3/5

Most tools are distinct, but several pairs overlap in purpose: get_market_data and list_watchlist both return watchlist prices/signals, and the four 'brief' tools have fuzzy boundaries. Descriptions help, but an agent could easily select the wrong one without deeper context.

Naming Consistency4/5

The dominant verb_noun pattern (get_* for details, list_* for collections) is clear and consistent in style. There are minor deviations like lookup_index_by_brand and run_technical_analysis, and several plural collections use get_, but these remain readable and mostly predictable.

Tool Count2/5

39 tools is well past the 25+ threshold and represents a heavy surface for an agent to navigate. The broad wealth domain explains some of the count, but many granular getters could be consolidated or curated.

Completeness3/5

The set covers the advertised wealth surface well—portfolio, risk, credit, real assets, markets, geopolitics, watchlist, goals, family, and documents—but it is read-only and lacks obvious navigation endpoints like list_portfolios or detail views for goals/alerts. Agents can retrieve most data, but not all lifecycle operations or entity enumerations are present.

Resources