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log_trade

Log a trade (buy / sell / swap), expressed as from-asset to to-asset. Same body and validation as POST /api/transactions.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
to_riskNo
tx_dateYesToday or tomorrow at the latest (the user's own calendar day); later dates are rejected
to_assetYes
from_riskNo
to_amountYes
to_tickerYes
from_assetYes
to_accountYes
descriptionNo
from_amountYes
from_tickerYes
to_categoryNo
to_providerYes
from_accountYes
from_categoryNo
from_providerYes
to_descriptionNo
allow_new_valuesNoCreate accounts/providers/tickers not yet in reference-data. Default false.
from_descriptionNo
overall_eur_valueYesThe trade's total value in the ledger's base currency (the field name is historical: EUR was the only base)

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • addedInput schema / properties / tx_date / description
      Added value: +"Today or tomorrow at the latest (the user's own calendar day); later dates are rejected"
  2. Changed1 schema field changed
    • changedInput schema / properties / overall_eur_value / description
      Previous value: -"The trade's total value in the ledger's base currency (the field name is historical — EUR was the only base)"New value: +"The trade's total value in the ledger's base currency (the field name is historical: EUR was the only base)"
  3. First observed

TDQS

B3.1/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full burden of behavioral disclosure. It only says 'Same body and validation as POST /api/transactions', which is vague and assumes external API knowledge. It does not disclose that this is a mutating operation, that reference-data values may need to exist unless allow_new_values is set, or what side effects occur.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is two sentences with no fluff. It front-loads the core purpose and then points to the API contract. Every sentence earns its place, and there is no redundant repetition of the tool name.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a tool with 20 parameters, 12 required fields, no output schema, and no annotations, this description is insufficient. It relies on the agent already knowing POST /api/transactions, does not mention return behavior, and does not summarize required inputs. It is far from self-contained.

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 only 15%, so the description must compensate, but it does not explain the 20 parameters. The 'from-asset to to-asset' framing provides a useful high-level mapping for from_* and to_* fields, but leaves account, provider, ticker, amount, category, and risk semantics undocumented.

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 uses a specific verb and resource: 'Log a trade (buy / sell / swap)'. The 'from-asset to to-asset' phrasing clarifies the trade structure, and 'Same body and validation as POST /api/transactions' gives a precise contract. This clearly distinguishes it from siblings like record_balance_adjustment.

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 does not state when to use this tool versus alternatives, nor does it mention exclusions or prerequisites. While it implies usage for recording trades, it gives no guidance about using list_transactions for retrieval or record_balance_adjustment for non-trade changes.

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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