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openfinance_list_investments

Read-onlyIdempotent

Returns the investment portfolio for a connection (broker or bank with INVESTMENTS product enabled): FIIs, stocks, ETFs, fixed income (CDB/LCI/LCA/Tesouro), mutual funds, retirement (previdência) and COE. Each row carries balance, amount, amountOriginal, amountProfit, lastMonthRate / annualRate / lastTwelveMonthsRate (when available), dueDate, issuer, ISIN, etc. Returns { total:0, results:[], warning } instead of throwing when INVESTMENTS isn't enabled (403) or other upstream errors. DATA INTEGRITY: when MULTIPLE positions come back as TOTAL_WITHDRAWAL with balance/quantity 0 at once (mass zeroing), the tool cross-checks each position's own transaction history upstream; if the zeroing is contradicted (BUY with no sale/redemption/transfer) the response carries data_integrity_warning and the affected rows are flagged integrity:'suspect_zeroed' — treat those balances as UNAVAILABLE (likely a temporary connector failure publishing zeros), never as real R$0, and do NOT sum them into the portfolio.

Bulk support: accepts item_ids for batched execution.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
itemNo
pageNo
typeNo
item_idNo
item_idsNo
page_sizeNo

TDQS

A4.3/5.0
Behavior5/5

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

Beyond the annotations (readOnlyHint, idempotentHint), the description richly discloses behavior: returns a structured warning object instead of throwing, and details the data-integrity zeroing detection with integrity:'suspect_zeroed' flags. This is substantial added context that annotations do not provide, and no contradictions exist.

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

Conciseness5/5

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

The description is dense but every sentence adds value: purpose, fields, error fallback, data integrity rule, and bulk support. It is well-structured with clear sections and front-loads the core function. Given the complexity, length is justified.

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 explains the return shape ({ total, results, warning }), row fields, error handling, and integrity flags. However, pagination behavior (page/page_size) and parameter mapping are not covered, leaving some gaps for a complex tool. Still, most operational context is present.

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 0%, so the description must compensate for parameter meaning. It only mentions item_ids for bulk execution and never explains item, page, type, item_id, or page_size. The enum values for type are undocumented. This is a significant gap for a 6-parameter tool, though the bulk note earns a little credit.

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 states the tool returns an investment portfolio for a connection, enumerating specific asset types (FIIs, stocks, ETFs, fixed income, etc.). This distinguishes it from sibling tools like list_investment_transactions and list_accounts. The verb 'returns' and resource 'investment portfolio' are specific and unambiguous.

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 provides clear context: use for a connection with INVESTMENTS product enabled, and explains fallback behavior when not enabled. It does not explicitly name alternatives or exclusions, but the context is sufficient to guide selection among sibling list tools. Missing an explicit 'use this instead of...' keeps it from a 5.

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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TDQS

A4.4/5.0
Disambiguation4/5

Each tool targets a specific resource/action (balance, transactions, bills, loans, investments, connections, categories, provider status), with clear boundaries. Minor overlap exists between openfinance_list_transactions and openfinance_list_transactions_by_item, and among the multiple account-related tools, but the descriptions are detailed enough to disambiguate.

Naming Consistency4/5

Almost all tools follow an openfinance_<verb>_<noun> snake_case pattern (list_accounts, get_credit_card_bill, update_transaction_category). Minor deviations include openfinance_provider_status (noun_noun) and openfinance_list_transactions_by_item (extra preposition), but the overall convention is predictable and consistent.

Tool Count4/5

19 tools is on the heavier side but fits the broad scope of an Open Finance banking integration covering connections, accounts, transactions, credit cards, loans, investments, and provider health. Each tool appears justified; the count does not feel bloated.

Completeness5/5

The surface covers the full lifecycle: connection discovery/search/list/sync/disconnect/status, account and transaction retrieval, credit card bill summaries and detail, loans, investments, transaction categorization, and provider diagnostics. No critical dead ends are apparent for the stated banking data domain.