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Banco do Nordeste do Brasil MCP

by io.github.mcp-dir
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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. When INVESTMENTS isn't enabled (403) returns available:false + reason + warning (no results: it does not mean the portfolio is empty). Temporary provider failures fail with an error saying when to retry; with several connections, the ones that failed are listed in errors and the response is flagged complete:false. 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.

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "openfinance_list_investments"
  }
}

Input Schema

NameRequiredDescriptionDefault
itemNo
pageNo
typeNo
item_idNo
item_idsNo
page_sizeNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added
  2. Removed
  3. Added
  4. Removed
  5. Changed2 schema fields changed
    • addedInput schema / properties / item_id
      Added value: +{
+  "type": "string"
+}
    • addedInput schema / properties / item_ids
      Added value: +{
+  "items": {
+    "type": "string"
+  },
+  "type": "array"
+}
  6. Added
  7. Removed
  8. First observed

TDQS

A3.8/5.0
Behavior4/5

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

Annotations already declare readOnly/idempotent/non-destructive, and the description adds substantial beyond that: the 403 shape (available:false, reason, warning, no results), provider failure retry semantics, per-connection errors with complete:false, and the mass-zeroing integrity cross-check with suspect_zeroed rows. This is unusually rich behavioral disclosure, though it stops short of describing pagination behavior.

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?

Dense but front-loaded: core purpose first, exception/integrity semantics after. The DATA INTEGRITY block is long yet operationally important. Minor redundancy in the rate-field enumeration and the standalone 'Bulk support' line that repeats item_ids already implied.

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 carries the return-shape burden well, naming the key fields (balance, amount, amountProfit, rate variants, dueDate, issuer, ISIN) and the error/integrity envelopes. The gap is pagination: page/page_size behavior and whether results are paginated is never stated for a list operation.

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% across six parameters. The description compensates only for item_ids (batched execution) and never explains item, item_id, page, page_size, or the type enum values, leaving most parameters undocumented in both schema and description.

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?

Opens with a specific verb and resource ('Returns the investment portfolio for a connection') and enumerates exactly which asset classes are covered (FIIs, stocks, ETFs, fixed income, funds, previdência, COE). It is clearly distinguishable from sibling openfinance_list_investment_transactions, which lists transactions rather than the portfolio itself.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It gives real usage context: requires the INVESTMENTS product to be enabled, explains the 403 path, and notes item_ids enables batched execution. However, it never routes the agent explicitly between item vs item_id vs item_ids, nor does it name an alternative sibling for related needs, so the when-to-use guidance remains implicit.

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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