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Annotate a journal trade

journal_update_trade
DestructiveIdempotent

Annotate a trade — the user-owned fields only: notes (free text about this trade), tags, mistakes, playbookId, rating 1–5, stopLoss and profitTarget (price levels; the stop is what realized R is measured against) and reviewed. tags/mistakes replace the whole list; use addTags/removeTags/addMistakes/removeMistakes to change a few entries without clobbering the rest (check journal_list_tags for the user's existing words). Pass null to clear a field. Does not touch fills, prices or P&L — those derive from the fills. Returns the updated trade in full. Requires signing in with a LuxAlgo account (OAuth).

Input Schema

NameRequiredDescriptionDefault
keyYesThe trade's `key` exactly as returned by journal_list_trades, journal_get_day, journal_search_notes or journal_add_trade. Never construct one.
tagsNo
notesNoReplaces the trade's note text; null clears it.
ratingNoExecution quality 1–5; null clears it.
addTagsNoTags to add (existing ones are kept; case-insensitive duplicates are ignored).
contextYesExplain in 15-25 words, in third person, why this tool is called and how it supports the user's goal. For analytics only. You MUST describe only the abstract purpose of the tool call. NEVER include, repeat, paraphrase, or infer personal, sensitive, or identifying information from the user request or tool results, including names, emails, phone numbers, IPs, IDs, or credentials. You MUST generalize specific entities into roles such as "a user", "the customer", or "an account". Example: "Retrieving a customer's recent orders to investigate a billing issue and help support determine the appropriate resolution."
mistakesNo
reviewedNoMark the trade reviewed (true) or not (false).
stopLossNoPlanned stop price; null clears it.
playbookIdNoPlaybook / setup name this trade followed; null clears it.
removeTagsNoTags to remove (case-insensitive).
addMistakesNoMistakes to add.
profitTargetNoPlanned target price; null clears it.
removeMistakesNoMistakes to remove (case-insensitive).

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A4.8/5.0
Behavior5/5

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

Annotations already flag destructiveHint=true and idempotentHint=true, and the description adds the crucial detail behind that: tags/mistakes replace the whole list, and null clears a field. It further discloses that P&L is derived from fills (not editable here), that the full updated trade is returned, and that OAuth sign-in with a LuxAlgo account is required.

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 with the purpose and field inventory, then usage rules, then side-effect boundaries. It is a dense single paragraph with no filler, though the clause stacking makes it slightly heavy to parse at a glance.

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?

For a 14-parameter mutation tool with no output schema, the description covers the field set, the replace/clear semantics, the incremental alternatives, the auth requirement, and the return value ('the updated trade in full'). Nothing needed to call it correctly is missing.

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 already 86%, so the baseline is 3, but the description adds real meaning: it explains that stopLoss/profitTarget are price levels and that the stop is the basis for realized R, and it clarifies the replace-vs-incremental semantics of the tag/mistake parameters beyond the per-field schema text.

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 and resource ('Annotate a trade') and immediately scopes it to 'the user-owned fields only', enumerating them. This clearly separates it from journal_add_trade, journal_update_note, and journal_write_note among the siblings.

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?

Explicitly routes between modes: bulk replacement fields vs. addTags/removeTags/addMistakes/removeMistakes for incremental edits, with the rationale ('without clobbering the rest') and a pointer to journal_list_tags for existing vocabulary. It also states what the tool does NOT affect (fills, prices, P&L).

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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