get_account_allocation
Return current account allocation by type for a specific date.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| as_of | Yes | ||
| currency | Yes |
Return current account allocation by type for a specific date.
| Name | Required | Description | Default |
|---|---|---|---|
| as_of | Yes | ||
| currency | Yes |
Changes observed during successful MCP inspections. Dates show when Glama detected each change.
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries full burden. It indicates a read operation but does not disclose behavioral traits such as whether it returns aggregate data, how 'current' relates to the as_of date, or any rate limits or permissions.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single sentence of 12 words, making it concise. It is front-loaded with the main action. However, it may be too brief for a tool with no other documentation.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the lack of output schema and annotations, the description is incomplete. It does not explain what 'by type' includes (e.g., asset classes, account types), nor does it provide return format or example values. A more complete description would clarify the scope of the allocation.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, and the description does not mention the two parameters (as_of, currency). The schema provides minimal info (type, format, length), but the description adds no additional meaning or usage context.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool returns account allocation by type for a specific date using a verb ('Return') and specifying the resource. It is distinguishable from sibling tools which focus on broader portfolio or financial summaries.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance on when to use this tool versus alternatives like get_portfolio_historical_timeline or get_net_worth_summary. No prerequisites or exclusions are mentioned.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Add one secure layer between your agents and this server.
Each tool targets a distinct aspect of personal finance (budget, country comparisons, portfolio, net worth, retirement, salary, tax) with no apparent overlap in functionality.
All tools follow a consistent verb_noun pattern in snake_case, using verbs like 'build', 'compare', 'export', 'get', 'run' followed by a descriptive noun phrase.
With 11 tools covering various personal finance analysis tasks, the count is well-scoped—neither too few to be useful nor too many to cause confusion.
The set covers key areas like budget, portfolio, net worth, retirement, salary, and tax, but may lack more granular operations like transaction management, which could be intentional for an analysis-focused server.