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Mizan: Screen a whole portfolio

mizan_screen_portfolio
Read-onlyIdempotent

Mizan. Screen a whole portfolio. Screens up to 15 holdings under all four standards and returns the share of the portfolio that is compliant under each, the holdings that fail, and a combined dividend purification ratio.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
holdingsYesComma-separated tickers, each optionally followed by a colon and the value held, for weighting.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.7/5.0
Behavior4/5

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

Annotations already declare the safety profile (readOnly, idempotent, non-destructive, openWorld), so the description only needs to add context. It does so by disclosing the return contents: compliance share per standard, failing holdings, and a combined dividend purification ratio. It does not, however, mention rate limits or weighting behavior beyond the schema.

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?

Front-loaded in one tight sentence that leads with the action and scope. Minor waste in the opener 'Mizan. Screen a whole portfolio.' which restates the name and title, but overall efficient.

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?

With no output schema, the description carries return-value explanation and does so adequately (compliance share per standard, failures, purification ratio). It also notes the 15-holding cap. It leaves the referenced 'four standards' unexplained, relying on mizan_list_standards, which is a small gap for a low-complexity one-parameter tool.

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

Parameters3/5

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

Schema description coverage is 100%, so the single 'holdings' parameter and its weighting syntax are fully documented in the schema. The description adds no parameter detail beyond what the schema already provides, making the baseline 3 correct.

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?

States a specific verb (screen) and resource (a whole portfolio) with the scope detail 'up to 15 holdings under all four standards,' which clearly separates it from mizan_screen_company. It does not explicitly name the sibling, but the batch-vs-single distinction is inferable.

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?

Usage is implied by the batch 'whole portfolio' framing and the 15-holding boundary, but there is no explicit when-to-use versus mizan_screen_company or when-not-to-use guidance. An agent must infer the routing from scope alone.

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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