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Get Portfolio Actions

get_portfolio_actions
Read-onlyIdempotent

Highest-impact actions across every brand in the portfolio.

The portfolio-actions view rolls up the unified action queue for all brands the API key can see (or a single brand group if specified), ranked by impact. Built for agencies running many clients — "what should I work on first today, across every account?"

Args: group_id: Optional — limit to one brand group. quick_win: If true, only high-impact / low-effort actions. limit: Max actions, 1-200. Default 50.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNo
group_idNo
quick_winNo
user_intentNoAnalytics hint: the user's latest request in one short sentence. Omit secrets and prior chat.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.8/5.0
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, non-destructive and closed-world, so the safety profile is covered. The description adds useful ranking semantics (impact-ordered output) and default limit, but says nothing about pagination, ordering ties, or latency for a portfolio-wide rollup. With annotations carrying the safety burden, a 3 is appropriate.

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?

The lead sentence delivers the core purpose up front, followed by a short scoping paragraph and a compact args block. Slightly redundant wording in the parenthetical brand-group clause, but no sentence is wasted.

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?

For a read-only rollup with no output schema and 4 params at 25% coverage, the description covers scope, ranking intent, group filtering, quick_win semantics and limit bounds. The one real gap is user_intent, which appears in the schema but is never mentioned in the description, so an agent gets no hint about what analytics hint to pass.

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 description coverage is low at 25%, so the description must compensate: it explains group_id as an optional brand-group filter, quick_win as high-impact/low-effort filtering, and limit as 1-200 with default 50. It omits any explanation of the user_intent parameter, leaving one of four parameters undocumented in prose, which caps it below 5.

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?

The description states a specific verb and resource: rolling up the unified action queue across all brands, ranked by impact. It distinguishes itself from get_actions by emphasizing the portfolio/multi-brand scope and the agency use case, though it never names get_actions as the narrower single-brand alternative, leaving that inference to the reader.

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 agency framing ("what should I work on first today, across every account?") gives a clear context for when to reach for this tool, and the group_id arg narrows it to a brand group. It stops short of explicit when-not-to-use guidance or naming a sibling, so it is clear context without exclusions.

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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