get_stockGet bounded current 13F holders, quarter moves, quality warnings and ordinal research score for one ticker.
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | US ticker symbol. | |
| holder_limit | No | ||
| movement_limit | No | ||
| include_quality_details | No |
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true, idempotentHint=true, making the tool's read-only nature clear. The description adds context about bounded results and data types, but does not disclose additional behavioral traits like rate limits or pagination. With annotations covering safety, this is adequate but not exceptional.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single, front-loaded sentence of 18 words with no redundancy. Every word adds value, making it highly efficient.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Although an output schema exists, the description omits details on parameter usage and fails to explain 'bounded' behavior. For a tool with four parameters and minimal schema descriptions, it is incomplete and could mislead agents.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is only 25% (only 'ticker' has a description). The tool description adds no detail about 'holder_limit', 'movement_limit', or 'include_quality_details'. The term 'bounded' hints at limits but does not explain parameters. Given low coverage, description should compensate but fails to do so.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description specifies the verb 'Get' and resource 'one ticker', listing returned data types: 13F holders, quarter moves, quality warnings, and ordinal research score. This clearly states what the tool does, but lacks explicit differentiation from sibling tools.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
There is no guidance on when to use this tool versus alternatives. The description does not mention prerequisites, limitations, or scenarios where another tool would be more appropriate.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Add one secure layer between your agents and this server.
Most tools have distinct purposes, but there is potential confusion between get_confluence_signals and get_signal_history (both dealing with signals) and between get_fund and get_stock (both about holdings). Descriptions help clarify, but minor overlap remains.
All tool names follow a consistent verb_noun pattern (e.g., get_fund, list_funds, preview_watchlist) and use snake_case throughout, making them predictable and easy to understand.
With 13 tools, the server is well-scoped for its domain of 13F filings and research. Each tool serves a clear function, and the count is neither too sparse nor overwhelming.
The tool set covers key operations like listing funds, getting holdings, signal history, and quality warnings. However, it lacks a tool for searching tickers or funds by name, which could be a minor gap for some use cases.