get_portfolio_summaryPortfolio summary — market value, cost basis, unrealised P&L, allocation by asset class.
| Name | Required | Description | Default |
|---|---|---|---|
| household_id | No |
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |
Changes observed during successful MCP inspections. Dates show when Glama detected each change.
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
The annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false, and the description does not contradict them. It adds no further behavioral context such as what happens when household_id is omitted or whether the summary aggregates across households, but the annotation coverage lowers the burden.
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 a single front-loaded phrase that immediately identifies the resource and key contents. Every word contributes, with no filler or repetition of structured fields.
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?
Despite the tool being simple and having an output schema and safety annotations, the description is missing parameter meaning and usage differentiation. An agent comparing this to the many get_* siblings has insufficient context to reliably pick or invoke it.
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?
Schema description coverage is 0%, and the description never mentions the only parameter, household_id. With no schema description and no description-level explanation, the agent is left to guess the parameter's semantics from its name alone.
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 names a concrete resource and enumerates the exact metrics returned (market value, cost basis, unrealised P&L, allocation by asset class), so an agent can tell this is a portfolio-level summary. It stops short of explicitly distinguishing it from sibling tools like get_household_aum or get_portfolio_positions.
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?
There is no guidance on when to use this tool versus the many portfolio/household siblings, and no mention of how the optional household_id affects results. Usage must be inferred from the name and metric list, which is weak guidance.
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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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.
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.
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.
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.