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Banco do Brasil MCP

by io.github.mcp-dir

openfinance_list_investment_transactions

Read-onlyIdempotent

Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER. Each row carries quantity, value, amount, netAmount, agreedRate (treasury), brokerageNumber, and itemized expenses (brokerageFee, incomeTax, settlementFee, custodyFee, stockExchangeFee, etc.). Use after openfinance_list_investments to get the investment_id.

Bulk support: accepts investment_ids for batched execution.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNo
page_sizeNo
investment_idYes
investment_idsNo

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already indicate read-only, idempotent, non-destructive behavior. Description adds return field details and bulk execution support, providing valuable behavioral context beyond annotations.

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?

Two concise paragraphs with front-loaded purpose and specific details. Every sentence adds value; no redundancy.

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?

No output schema, but description lists many return fields. Covers prerequisite, bulk support, and transaction types. Missing pagination parameter details and potential error conditions.

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%, yet description only explains investment_id and investment_ids (batched). No explanation for page or page_size parameters, leaving pagination undocumented.

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 movement history for investment positions, listing specific transaction types (BUY, SELL, etc.) and fields. It distinguishes from sibling tool openfinance_list_investments by noting the prerequisite.

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?

Explicitly advises using after openfinance_list_investments to obtain the investment_id. Mentions bulk support but lacks explicit when-not-to-use or alternatives.

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

A4/5.0
Disambiguation4/5

Most tools target distinct resources and operations (balance, accounts, loans, investments, connections, provider status), but credit card bill handling is split across three overlapping tools (get_credit_card_bill, list_credit_card_bills, list_transactions), which could cause misselection. The platform-level tools (authenticate, connect, marketplace, etc.) are clearly distinct from the finance tools.

Naming Consistency3/5

The openfinance_* tools mostly follow a verb_noun snake_case pattern (list_accounts, get_account_balance, update_transaction_category), but a few deviate (openfinance_provider_status, openfinance_search_bank_connectors). The non-prefixed platform tools break the pattern entirely with mixed styles: verbs (connect, authenticate), nouns (marketplace), and noun_verb (report_bug, show_version).

Tool Count3/5

At 25 tools, this sits at the high end of reasonable scope. Each Open Finance tool maps to a specific endpoint or workflow, and the platform tools are needed for the MCP meta-layer, but the sheer number makes the set feel heavy and harder to navigate.

Completeness4/5

The Open Finance surface is thorough: connection lifecycle, accounts, balances, transactions, credit card bills, loans, investments, categories, and provider health. Minor gaps exist (e.g., no webhook management, no bulk CSV export), but core workflows are well covered and there are no dead ends.

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