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List the Portfolio

list_portfolio
Read-onlyIdempotent

Lists the client workspaces of the connected team account (brand workspaces on Business Enterprise), one page at a time, with the total so an answer can say how many are shown out of how many. Each row has the client_id, client name and website, the latest Diagnostic (report_id and date; it may still be running or may have failed) and the days since it, the MIDAS score with its tier, its change from the previous scored Diagnostic and whether that change is larger than the usual run-to-run variation, open_action_items (the Portfolio page's own count: items not done and not dismissed, so suggested, queued and in progress), open_high_priority_items (the open items that are critical or high), and the next scheduled Diagnostic. Both item counts cover only work the account owes: items from Diagnostics classified as a competitor, research or a prospect are not counted (list_action_items still lists them). Sorts: name, largest_decline, largest_improvement, lowest_midas, most_open_high_priority, most_open_items, longest_since_last_diagnostic, most_recent_diagnostic and next_scheduled; in the score and date sorts, a client with no Diagnostic or no score comes last. Filters: search (name or website), status, MIDAS tier, client_id, pillar (counts only that area's critical and high items) and min_open_high_priority_items. An empty page means no workspace matched these filters, not that the account has none. Included with team accounts on the Agency plans, Business Enterprise and custom plans. Fits "which clients need attention", ranking clients, and finding a client's client_id by name for list_action_items or list_diagnostics.

Input Schema

NameRequiredDescriptionDefault
sortNoRow order (default name).
tierNoOnly workspaces whose latest MIDAS score is in this tier, or that have no score yet.
limitNoPage size (default 10, max 25).
cursorNoOpaque pagination cursor (next_cursor) from a previous response.
pillarNoAn area (compliance is shown to people as Trust & Security). The critical and high item count, and min_open_high_priority_items, then cover that area only.
searchNoPart of a client name or website, matched without regard to case.
statusNoActive workspaces (default), archived ones, or all.
client_idNoOne client workspace's row.
min_open_high_priority_itemsNoOnly workspaces with at least this many open items of critical or high priority, counting only work the account owes.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.8/5.0
Behavior5/5

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

Annotations already declare read-only, idempotent, non-destructive and closed-world, so the description is free to add real behavioral context — and it does: pagination is one page at a time with a total for 'shown out of how many', the latest Diagnostic may be running or failed, unscored clients sort last, and the two item counts exclude competitor/research/prospect Diagnostics while noting list_action_items still returns them.

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?

Purpose is front-loaded in the first clause and every sentence carries information, but the body is a single dense run-on covering rows, sorts, filters and plan gating with no visual separation, forcing the agent to parse clauses rather than sections. The sort list duplicates the schema enum verbatim, which costs space without adding meaning.

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

Completeness5/5

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

No output schema exists, so the description carries the full burden of describing return values and it does so field by field, including the caveat that the Diagnostic may be in-flight or failed and the precise definition of each open-item count. For a nine-parameter, paginated list tool, an agent has everything needed to call it and interpret the response.

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?

Schema coverage is 100%, so the schema already carries the bulk of parameter meaning; the description still adds value by stating that in the score and date sorts a client with no Diagnostic or score comes last, and that pillar narrows both the critical/high count and min_open_high_priority_items to that area. The sort and pillar additions go slightly beyond the enum text, but most of the rest restates what the schema already says.

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?

Opens with a specific verb and resource plus the exact scope: 'Lists the client workspaces of the connected team account (brand workspaces on Business Enterprise), one page at a time.' It then enumerates the per-row payload (client_id, name, website, latest Diagnostic, MIDAS score and tier, action-item counts, next Diagnostic), which unambiguously separates it from list_action_items, list_diagnostics and get_portfolio_changes.

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

Usage Guidelines5/5

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

States concrete fit scenarios ('which clients need attention', ranking clients, finding a client_id by name) and explicitly routes to the downstream tools that consume the result: list_action_items and list_diagnostics. It also states the plan gate (Agency, Business Enterprise, custom) and clarifies that an empty page means no match rather than no workspaces — a real usage trap.

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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