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Read an import status

get_portfolio_import
Read-onlyIdempotent

Read the status and receipt of a portfolio import submitted by this OAuth client for this investor. A preview is not a completed import: only status confirmed means the investor saved it. Confirmed receipts remain readable after preview cleanup. Requires portfolio:import. Unconfirmed expired previews need a new request_id.

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": {
      "draft_id": "<draft_id>"
    },
    "name": "get_portfolio_import"
  }
}

Input Schema

NameRequiredDescriptionDefault
draft_idYes

Output Schema

NameRequiredDescriptionDefault
statusYes
receiptYes
draft_idYes
expires_atYes
review_urlYes
import_run_idYes
holdings_countYes
portfolio_nameYes
transactions_countYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / properties / receipt / anyOf
      Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "confirmedAt": {
-        "type": "string"
-      },
-      "duplicateRows": {
-        "maximum": 9007199254740991,
-        "minimum": 0,
-        "type": "integer"
-      },
-      "holdingsClosed": {
-        "maximum": 9007199254740991,
-        "minimum": 0,
-        "type": "integer"
-      },
-      "holdingsCreated": {
-        "maximum": 9007199254740991,
-        "minimum": 0,
-        "type": "integer"
-      },
-      "holdingsUpdated": {
-        "maximum": 9007199254740991,
-        "minimum": 0,
-        "type": "integer"
-      },
-      "importRunId": {
-        "format": "uuid",
-        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
-        "type": "string"
-      },
-      "portfolioId": {
-        "format": "uuid",
-        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
-        "type": "string"
-      },
-      "portfolioOutcome": {
-        "enum": [
-          "created",
-          "updated",
-          "reactivated"
-        ],
-        "type": "string"
-      },
-      "rejectedRows": {
-        "maximum": 9007199254740991,
-        "minimum": 0,
-        "type": "integer"
-      },
-      "skippedRows": {
-        "maximum": 9007199254740991,
-        "minimum": 0,
-        "type": "integer"
-      },
-      "targetLinkedAccountId": {
-        "format": "uuid",
-        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
-        "type": "string"
-      },
-      "transactionsCreated": {
-        "maximum": 9007199254740991,
-        "minimum": 0,
-        "type": "integer"
-      },
-      "transactionsSkipped": {
-        "maximum": 9007199254740991,
-        "minimum": 0,
-        "type": "integer"
-      },
-      "valuationCoverage": {
-        "enum": [
-          "complete",
-          "partial",
-          "none"
-        ],
-        "type": "string"
-      },
-      "warnings": {
-        "items": {
-          "additionalProperties": false,
-          "properties": {
-            "code": {
-              "enum": [
-                "arbiter_collapse",
-                "identity_replaced",
-                "isin_contradiction",
-                "costs_exceed_gross",
-                "instrument_unresolved",
-                "instrument_reference_retained",
-                "instrument_currency_mismatch",
-                "instrument_unverified_figi",
-                "instrument_unverified_td",
-                "instrument_symbol_unknown",
-                "instrument_symbol_ambiguous",
-                "csv_headers_unrecognized",
-                "date_order_required",
-                "as_of_date_order_unclear",
-                "csv_format_collision",
-                "mapping_inferred",
-                "generic_parser_fallback",
-                "pp_cash_export",
-                "no_position_rows",
-                "no_derivable_positions",
-                "unrecognized_sections",
-                "profile_cash_section",
-                "cash_refusal_ing",
-                "cash_refusal_dkb",
-                "cash_refusal_dkb_legacy",
-                "cash_refusal_comdirect_giro",
-                "cash_refusal_comdirect_visa",
-                "cash_refusal_sparkasse_camt",
-                "cash_refusal_flatex_konto",
-                "cash_refusal_degiro_account",
-                "cash_refusal_ubs_account",
-                "refuse_all_comdirect_depot",
-                "post_parse_flatex_fees",
-                "post_parse_degiro_dividends",
-                "post_parse_comdirect_fees",
-                "degiro_fees_not_read",
-                "post_parse_ibkr_trades_only",
-                "ibkr_positions_before_period",
-                "ibkr_no_open_positions",
-                "ibkr_categories_not_read",
-                "ibkr_dividend_entries_unmatched",
-                "ibkr_corporate_actions_not_read",
-                "ibkr_positions_reduced_outside_trades",
-                "ibkr_other_listing_trades",
-                "stated_positions_snapshot",
-                "xtb_listing_unclear",
-                "xtb_foreign_currency_trades",
-                "xtb_dividends_unbooked",
-                "xtb_account_currency_unknown",
-                "history_sold_before_file",
-                "history_transfer_without_cost",
-                "rows_rejected",
-                "rows_duplicate",
-                "rows_skipped_unparseable",
-                "rows_skipped_status",
-                "rows_cash_cost",
-                "row_price_missing",
-                "row_market_value_mismatch",
-                "csv_cell_parse_error",
-                "row_refused_number_unreadable_dot",
-                "row_refused_number_unreadable_comma",
-                "row_refused_date_unreadable",
-                "row_refused_field_required",
-                "row_refused_field_positive",
-                "row_refused_field_min",
-                "row_refused_currency_code",
-                "row_refused_type_unsupported",
-                "asset_class_empty",
-                "asset_class_no_distinct_class",
-                "asset_class_unrecognized",
-                "asset_class_unmapped",
-                "asset_class_unidentified",
-                "portfolio_currency_conflict",
-                "mixed_position_currencies",
-                "mixed_currency_totals",
-                "foreign_gross_rows",
-                "foreign_price_rows",
-                "currency_mismatch_rows",
-                "rows_without_instrument_identity",
-                "deferred_price_fx",
-                "live_holdings_unvalidated",
-                "live_transactions_unvalidated",
-                "positions_skipped",
-                "transactions_skipped",
-                "dividends_incoherent",
-                "pdf_positions_skipped",
-                "pdf_activities_skipped",
-                "pdf_no_activities"
-              ],
-              "type": "string"
-            },
-            "line": {
-              "type": "number"
-            },
-            "message": {
-              "type": "string"
-            },
-            "params": {
-              "additionalProperties": {
-                "type": "string"
-              },
-              "propertyNames": {
-                "type": "string"
-              },
-              "type": "object"
-            },
-            "stage": {
-              "enum": [
-                "parse",
-                "confirm"
-              ],
-              "type": "string"
-            },
-            "type": {
-              "enum": [
-                "unknown_security",
-                "ambiguous_match",
-                "missing_field",
-                "data_quality"
-              ],
-              "type": "string"
-            }
-          },
-          "required": [
-            "type",
-            "message"
-          ],
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "warningsCount": {
-        "maximum": 9007199254740991,
-        "minimum": 0,
-        "type": "integer"
-      }
-    },
-    "required": [
-      "importRunId",
-      "portfolioId",
-      "holdingsCreated",
-      "transactionsCreated",
-      "warningsCount",
-      "skippedRows",
-      "rejectedRows",
-      "duplicateRows",
-      "confirmedAt"
-    ],
-    "type": "object"
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "confirmedAt": {
+        "type": "string"
+      },
+      "duplicateRows": {
+        "maximum": 9007199254740991,
+        "minimum": 0,
+        "type": "integer"
+      },
+      "holdingsClosed": {
+        "maximum": 9007199254740991,
+        "minimum": 0,
+        "type": "integer"
+      },
+      "holdingsCreated": {
+        "maximum": 9007199254740991,
+        "minimum": 0,
+        "type": "integer"
+      },
+      "holdingsUpdated": {
+        "maximum": 9007199254740991,
+        "minimum": 0,
+        "type": "integer"
+      },
+      "importRunId": {
+        "format": "uuid",
+        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
+        "type": "string"
+      },
+      "portfolioId": {
+        "format": "uuid",
+        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
+        "type": "string"
+      },
+      "portfolioOutcome": {
+        "enum": [
+          "created",
+          "updated",
+          "reactivated"
+        ],
+        "type": "string"
+      },
+      "rejectedRows": {
+        "maximum": 9007199254740991,
+        "minimum": 0,
+        "type": "integer"
+      },
+      "skippedRows": {
+        "maximum": 9007199254740991,
+        "minimum": 0,
+        "type": "integer"
+      },
+      "targetLinkedAccountId": {
+        "format": "uuid",
+        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
+        "type": "string"
+      },
+      "transactionsCreated": {
+        "maximum": 9007199254740991,
+        "minimum": 0,
+        "type": "integer"
+      },
+      "transactionsSkipped": {
+        "maximum": 9007199254740991,
+        "minimum": 0,
+        "type": "integer"
+      },
+      "valuationCoverage": {
+        "enum": [
+          "complete",
+          "partial",
+          "none"
+        ],
+        "type": "string"
+      },
+      "warnings": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "code": {
+              "enum": [
+                "arbiter_collapse",
+                "identity_replaced",
+                "isin_contradiction",
+                "costs_exceed_gross",
+                "instrument_unresolved",
+                "instrument_reference_retained",
+                "instrument_currency_mismatch",
+                "instrument_unverified_figi",
+                "instrument_unverified_td",
+                "instrument_symbol_unknown",
+                "instrument_symbol_ambiguous",
+                "csv_headers_unrecognized",
+                "date_order_required",
+                "as_of_date_order_unclear",
+                "csv_format_collision",
+                "mapping_inferred",
+                "generic_parser_fallback",
+                "pp_cash_export",
+                "no_position_rows",
+                "no_derivable_positions",
+                "unrecognized_sections",
+                "profile_cash_section",
+                "cash_refusal_ing",
+                "cash_refusal_dkb",
+                "cash_refusal_dkb_legacy",
+                "cash_refusal_comdirect_giro",
+                "cash_refusal_comdirect_visa",
+                "cash_refusal_sparkasse_camt",
+                "cash_refusal_flatex_konto",
+                "cash_refusal_degiro_account",
+                "cash_refusal_ubs_account",
+                "refuse_all_comdirect_depot",
+                "post_parse_flatex_fees",
+                "post_parse_degiro_dividends",
+                "post_parse_comdirect_fees",
+                "degiro_fees_not_read",
+                "post_parse_ibkr_trades_only",
+                "ibkr_positions_before_period",
+                "ibkr_no_open_positions",
+                "ibkr_categories_not_read",
+                "ibkr_dividend_entries_unmatched",
+                "ibkr_corporate_actions_not_read",
+                "ibkr_positions_reduced_outside_trades",
+                "ibkr_other_listing_trades",
+                "stated_positions_snapshot",
+                "xtb_listing_unclear",
+                "xtb_foreign_currency_trades",
+                "xtb_dividends_unbooked",
+                "xtb_account_currency_unknown",
+                "history_sold_before_file",
+                "history_transfer_without_cost",
+                "rows_rejected",
+                "rows_duplicate",
+                "rows_skipped_unparseable",
+                "rows_skipped_status",
+                "rows_cash_cost",
+                "row_price_missing",
+                "row_market_value_mismatch",
+                "csv_cell_parse_error",
+                "row_refused_number_unreadable_dot",
+                "row_refused_number_unreadable_comma",
+                "row_refused_date_unreadable",
+                "row_refused_field_required",
+                "row_refused_field_positive",
+                "row_refused_field_min",
+                "row_refused_currency_code",
+                "row_refused_type_unsupported",
+                "asset_class_empty",
+                "asset_class_no_distinct_class",
+                "asset_class_unrecognized",
+                "asset_class_unmapped",
+                "asset_class_unidentified",
+                "portfolio_currency_conflict",
+                "mixed_position_currencies",
+                "mixed_currency_totals",
+                "foreign_gross_rows",
+                "foreign_price_rows",
+                "currency_mismatch_rows",
+                "rows_without_instrument_identity",
+                "deferred_price_fx",
+                "live_holdings_unvalidated",
+                "live_transactions_unvalidated",
+                "positions_skipped",
+                "transactions_skipped",
+                "dividends_incoherent",
+                "pdf_positions_skipped",
+                "pdf_activities_skipped",
+                "pdf_no_activities",
+                "unsupported_positions_skipped",
+                "unsupported_transactions_skipped",
+                "cash_balance_not_imported",
+                "transaction_history_pending"
+              ],
+              "type": "string"
+            },
+            "line": {
+              "type": "number"
+            },
+            "message": {
+              "type": "string"
+            },
+            "params": {
+              "additionalProperties": {
+                "type": "string"
+              },
+              "propertyNames": {
+                "type": "string"
+              },
+              "type": "object"
+            },
+            "stage": {
+              "enum": [
+                "parse",
+                "confirm"
+              ],
+              "type": "string"
+            },
+            "type": {
+              "enum": [
+                "unknown_security",
+                "ambiguous_match",
+                "missing_field",
+                "data_quality"
+              ],
+              "type": "string"
+            }
+          },
+          "required": [
+            "type",
+            "message"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "warningsCount": {
+        "maximum": 9007199254740991,
+        "minimum": 0,
+        "type": "integer"
+      }
+    },
+    "required": [
+      "importRunId",
+      "portfolioId",
+      "holdingsCreated",
+      "transactionsCreated",
+      "warningsCount",
+      "skippedRows",
+      "rejectedRows",
+      "duplicateRows",
+      "confirmedAt"
+    ],
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]
  2. Added

TDQS

A4.1/5.0
Behavior4/5

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

With readOnlyHint/idempotentHint already declaring the safety profile, the description adds genuinely non-obvious behavior: the portfolio:import scope requirement, that confirmed receipts survive preview cleanup, and that expired previews are unrecoverable without a new request_id. That lifecycle and retention detail is exactly the extra context annotations cannot convey.

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?

Four short sentences, front-loaded with the core purpose, then status interpretation, then permission and expiry caveats. Dense but nearly every sentence carries decision-relevant information; only the request_id/draft_id naming mismatch costs clarity.

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?

An output schema exists, so return shape need not be described, and the description covers scope, retention, permissions, and expiry semantics for a simple single-parameter read. The remaining gap is sparse coverage of the status vocabulary beyond 'confirmed', which an agent may need to interpret other returned states.

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?

Schema description coverage is 0% and the single draft_id parameter is only constrained by format/pattern, so the description must carry the meaning. It instead references a 'request_id' that is not a parameter, leaving the draft_id-to-import relationship (presumably returned by prepare_portfolio_import) unstated, which risks confusion between the two identifiers.

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 names a specific verb ('Read the status and receipt') and resource ('a portfolio import'), and scopes it to imports submitted by this OAuth client for this investor. This clearly separates it from prepare_portfolio_import and from the generic get_status sibling.

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 gives concrete interpretation rules ('a preview is not a completed import: only status confirmed means the investor saved it') and a recovery path ('Unconfirmed expired previews need a new request_id'), which tells an agent when the result is actionable versus when to re-submit. It stops short of naming which sibling to call to submit or retry an import.

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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