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Before and after a proposed change

test_a_change
Read-onlyIdempotent

Any change to one portfolio, measured before it is made: the current and the proposed holdings side by side on the same price history (structure, risk, worst falls, and what the change adds or removes). For a single new holding, check_before_you_buy says more; for one holding at every weight, sweep_holding. current and proposed are the two sets of holdings; start and end, when given, fix the window instead of the longest shared one. The 'after' figures are counterfactual. Never says whether to make the change.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
endNoOptional window end, YYYY-MM-DD.
baseNoCurrency every figure is expressed in (USD, EUR, GBP, CAD…). Default USD.
startNoOptional window start, YYYY-MM-DD.
currentYesWhat is held now, {ticker: weight}.
proposedYesWhat would be held after the change, {ticker: weight}.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
axesNoPer axis: label, the question it answers, before, after.
dataNoWhere the prices came from and what was missing or repaired.
kindNoKind of figures (counterfactual).
_fenceYesWhat these figures are and are not: descriptive, no forecast, no advice. Repeat its sense when presenting the result.
deltasNoPer measure: label, before, after, direction, unit.
windowNoThe shared window: start, end, years, which holding set it, crises inside.
similarNoMeasures that barely moved.
summaryNoOne sentence on what the change moves.
improvedNoMeasures that moved one way.
worsenedNoMeasures that moved the other way.
historicalNoPer past crisis: before and after.
introducesNoRisk the proposed holdings add that the current ones did not carry.
kind_meansNoWhat that kind means.
limitationsNoWhat this comparison cannot show.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.6/5.0
Behavior4/5

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

Annotations already declare readOnly, idempotent, non-destructive, closed-world behavior, so the bar is lower. The description adds real beyond-annotation context: the 'after' figures are counterfactual and the window defaults to the longest shared one unless start/end are supplied. It stops short of describing output format, though the output schema covers that.

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-loads the core purpose, then alternatives, then parameter notes, then the scope caveat — a logical order with little wasted text. Slightly dense and clause-heavy in the opening sentence, which keeps it from a 5.

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 nested-object comparison tool, the description covers purpose, alternatives, window behavior, and the counterfactual caveat; annotations carry the safety profile and an output schema exists so return values need no explanation. Nothing an agent needs to call it correctly is missing.

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 description coverage is 100%, so the baseline is 3. The description goes further by explaining that start/end override the default 'longest shared' window and by restating that current/proposed are the two holding sets, giving the parameter meaning beyond the bare 'Optional window start' text.

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?

States a specific verb and resource ('any change to one portfolio, measured before it is made') with the exact output dimensions (structure, risk, worst falls, additions/removals). It also distinguishes itself from siblings by naming check_before_you_buy and sweep_holding with the conditions that select them.

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

Usage Guidelines5/5

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

Explicitly routes the agent: for a single new holding use check_before_you_buy, for one holding at every weight use sweep_holding. It also closes a scope question by stating the tool 'never says whether to make the change', so the agent knows the output is diagnostic only.

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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