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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_dateYes
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)

TDQS

B3.2/5.0
Behavior2/5

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

With no annotations, the description carries the full burden of behavioral disclosure. It mentions 'Same body and validation as POST /api/transactions' which hints at API-level validation, but it does not disclose side effects, reversibility, permissions, or output behavior. The behavior beyond the action itself is largely opaque.

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, front-loaded with the core purpose and a concise technical note. Every word earns its place, with no redundancy or filler.

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?

Given the tool's complexity (20 parameters, 12 required, no output schema, no annotations), this description is drastically incomplete. It omits details on required fields, expected input formats, validation rules, return values, and any side effects, making it insufficient for an agent to fully understand the tool's behavior.

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 10%, and the description adds minimal parameter insight beyond the from/to asset concept already evident in the parameter names. It does not compensate for the lack of schema descriptions for the 20 parameters, leaving many fields unexplained.

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 states the tool logs a trade (buy/sell/swap) and specifies the from-asset to to-asset structure, making the primary purpose unambiguous. It is distinguished from sibling tools by explicitly focusing on trades rather than adjustments or reads, though it does not explicitly name alternatives.

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?

The description implies clear usage for logging trades and differentiates from other tools by the trade context. However, it provides no explicit guidance on when not to use this tool (e.g., for balance adjustments) or alternatives, so it lacks explicit exclusions.

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

A4/5.0
Disambiguation5/5

Each tool targets a distinct domain operation: dashboard views, history, pricing, projections, reference data, tax reports, connections, transactions, trade logging, balance adjustments, and syncing. There is no overlap between read-only queries and mutation commands, so an agent should be able to select the right tool for a specific task without confusion.

Naming Consistency5/5

All tools follow a consistent verb_noun pattern: get_dashboard, get_net_worth_history, get_prices, get_projection_config, get_reference_data, get_tax_report, list_connections, list_transactions, log_trade, record_balance_adjustment, refresh_prices, sync_connections. The verbs (get, list, log, record, refresh, sync) are clear and align with the noun they operate on.

Tool Count5/5

Twelve tools is well-scoped for a personal finance/ledger server. Each tool covers a necessary aspect of the domain (viewing, reporting, data entry, sync), and none feel redundant or excessive. This fits the typical range for a coherent service.

Completeness4/5

The surface covers core read operations (dashboard, history, prices, reference data, tax, transactions), mutation operations (log_trade, record_balance_adjustment), and maintenance operations (refresh_prices, sync_connections). Missing could be an update/delete for transactions or connections, but the provided tools cover the primary lifecycle of a financial ledger without dead ends.

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