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OptimistFi

get_overview

Read-only

Headline size and liquidity: market cap, shares outstanding, average volume, short interest.

Assembled from sources already held — SEC XBRL for the share count, FINRA for short interest
and volume, the price vendor for the last close — so it costs no extra subscription. Every
figure carries the date of the input behind it, because a market cap built from a share count
filed months before the close it multiplies is wrong in a way nothing else reveals.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
entityYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.6/5.0
Behavior4/5

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

With readOnlyHint=true already signaling a safe read, the description adds valuable behavioral context: the data is assembled from existing sources, costs no extra subscription, and every figure carries the date of its underlying input to avoid misleading date-mixing. This goes beyond the annotation without contradicting it.

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 concise and front-loaded, leading with the key headline metrics. The second sentence earns its place by explaining data provenance and the critical date-matching rationale without excessive verbosity.

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?

For a simple one-parameter read-only tool with an output schema, the description covers the core output, data sources, cost implications, and date-stamping behavior. It is complete enough to invoke correctly, though clearer usage guidance and entity parameter semantics would make it fully robust.

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 coverage is 0% for the single entity parameter, and the description does not explain how to specify the entity (ticker, name, ID) or what format is expected. The tool concept makes 'entity' inferable, but the description does not compensate for the lack of schema parameter documentation.

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 identifies the resource and content: a headline overview of size and liquidity metrics (market cap, shares outstanding, average volume, short interest). It is distinct in subject matter, though it does not explicitly differentiate itself from sibling tools like get_profile or get_fundamentals.

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

Usage Guidelines3/5

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

The description implies when the tool is useful: when an agent needs headline market size and liquidity metrics, especially with properly dated inputs. However, it gives no explicit guidance on when to choose get_overview over alternatives, nor any exclusion criteria.

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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