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finance

by com.zoninga
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Family: List accounts shared with you

list_shared_accounts
Read-onlyIdempotent
    List accounts other family members have shared with you (view-only).

    One of the few tools that read another user's rows — only through
    family shares resolved by family/permissions.py (SEC-C1 validated),
    not raw queries. Useful for questions about a family member's
    finances, e.g. an elder parent's checking account a guardian is
    watching.

    Returns:
        Shared accounts with balance, type, who shared each one, and
        Plaid sync staleness (days_since_sync, None for manual accounts).

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "list_shared_accounts"
  }
}

Input Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.3/5.0
Behavior4/5

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

Annotations cover read-only, idempotent, non-destructive. The description adds meaningful behavioral context beyond annotations: that this reads another user's rows only through family shares resolved by family/permissions.py (SEC-C1 validated), not raw queries, and that results include Plaid sync staleness. It does not mention pagination or limits.

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?

The description is front-loaded with the core purpose, then adds scope and return details in a structured way. It is concise but the middle sentence is slightly dense; overall it earns its place.

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 parameterless read tool, the description covers what it returns (balance, type, who shared, days_since_sync) and the security model. With annotations handling safety and no output schema, this is nearly complete; minor gaps are pagination and limits.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

There are 0 parameters, so the baseline is 4; the schema has no parameters to document, and the description does not need to add any.

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?

States a specific verb+resource: lists accounts shared with you by family members, view-only. It is clearly distinguished from the sibling list_accounts (your own accounts) by the 'shared with you' scope, and from update_family_shares by being read-only.

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?

Provides clear context for when to use it (questions about a family member's finances, e.g. an elder parent's checking account). It implies the read-only share scope but does not explicitly name the alternative (list_accounts) or state 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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