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hire_plan_rebalancer

Plan a hire of the ChainHelix rebalancer agent (ERC-8004 #269223, Portfolio rebalancing plan). Given current holdings, target weights and prices, returns current vs target weights, per-asset drift and the ordered trade list (sells before buys) that moves the portfolio to target, with the residual cash the plan does not net out. Deterministic arithmetic, no custody, no execution. Send the job parameters; you get back the agent's live wallet-signed quote (the job price, paid into escrow on chain when you fund) and the createJob calldata to sign from YOUR wallet, then fund and tell the agent (steps in the answer). This call is free; the job is not. The parameters here are exactly what the agent accepts; the same schema is on its agent card at https://agents.chainhelix.io/rebalancer/.well-known/agent-card.json. Example: {"holdings":{"BTC":1,"ETH":10},"targets":{"BTC":0.5,"ETH":0.5},"prices":{"BTC":60000,"ETH":2000},"driftThresholdPct":1}

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
termsNooptional ERC-8183 terms {deliverables, quality_standards}; the agent quotes its fixed price either way
pricesNoa mark for every symbol in holdings or targets (also accepted as: marks, quotes, pricesUsd)
targetsNodesired weights, must sum to 1 (also accepted as: targetWeights, weights, allocation)
holdingsNocurrent position sizes in token units, one key per symbol (also accepted as: positions, balances, portfolio)
minTradeUsdNodust filter on emitted trades, default 5
driftThresholdPctNono-trade band per asset, default 1

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
txNo
nextNo
planNo
agentYes
errorNo
exampleNo
missingNo
envelopeNo
expectedNo
erc8004IdNo

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Added

TDQS

A4.2/5.0
Behavior5/5

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

With no annotations provided, the description fully carries the burden of behavioral disclosure. It explicitly states 'Deterministic arithmetic, no custody, no execution,' clarifies that the job is not free, explains that the returned calldata must be signed from YOUR wallet, and describes the follow-up funding steps. This gives an agent a clear picture of side effects and limitations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is mostly efficient and front-loaded with the core purpose, but it includes a redundant inline example that duplicates the schema example and introduces a typo/error. The URL and process details are useful, but the flawed example adds noise and reduces overall conciseness.

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?

Despite output schema existing, the description richly explains the essential outputs (weights, drift, trade list, residual cash, quote, calldata) and the action sequence (sign, fund, tell the agent). It also references the agent card for authoritative schema and notes the cost distinction. Nothing critical is missing for an agent to decide to invoke the tool.

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 100%, so the baseline should be 3, but the description's inline example is misleading: it shows targets {'BTC':0.5,'ETH':1} which sum to 1.5, contradicting the schema's rule that targets must sum to 1. The description adds little beyond the schema and the erroneous example actively undermines correct parameter usage.

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?

The description clearly identifies the tool as planning a hire of the ChainHelix rebalancer agent and specifies both inputs (current holdings, target weights, prices) and outputs (current vs target weights, drift, ordered trade list, residual cash, quote, createJob calldata). It is distinguished from siblings like hire_plan_gridtrader and hire_plan_healthmon by the explicit 'rebalancer' agent and portfolio rebalancing context.

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 gives clear context for when the tool is used—when you want to plan a rebalancing hire and receive a quote/calldata—and notes that the call is free while the job is not. It does not explicitly name alternatives or state when not to use this tool, but the rebalancer-specific language and sibling tool names make the use case evident.

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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