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Caixa Econômica Federal MCP

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

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Added
  2. Removed
  3. Added
  4. Removed
  5. First observed

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false, and idempotentHint=true. The description adds behavioral details beyond these: it lists specific transaction types and describes the structure of each row (quantity, value, amount, expenses breakdown), which helps agents understand what the tool returns and its safe read-only nature.

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 well-structured sentences. The first sentence provides a clear overview of what the tool returns, and the second adds bulk support guidance. No redundant or unnecessary text; every sentence adds value.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given no output schema, the description details the return structure including specific fields (quantity, value, netAmount, agreedRate, brokerageNumber, and itemized expenses). This gives agents a good understanding of the output. The tool's complexity is moderate, and the description covers key aspects.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 0%, so description must compensate. It explains the key parameter investment_id (from prior tool) and the bulk alternative investment_ids. However, it does not describe page and page_size parameters, which are common pagination fields and could benefit from clarification (e.g., default values, limits).

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?

Description clearly states tool returns movement history for a specific investment position, enumerating transaction types (BUY, SELL, TAX, etc.) and key data fields. It distinguishes itself by directing users to use openfinance_list_investments first to obtain the investment_id, differentiating it from sibling tools like openfinance_list_transactions.

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?

Provides explicit usage context: use after openfinance_list_investments to get investment_id, and mentions bulk support with investment_ids. While it doesn't explicitly state when not to use or list alternatives, the guidance is clear and sufficient for most agents.

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

A4.2/5.0
Disambiguation4/5

Most tools have distinct purposes, especially with the openfinance_ prefix grouping banking operations. However, pairs like openfinance_list_accounts vs openfinance_get_accounts_detail and openfinance_get_credit_card_bill vs openfinance_list_credit_card_bills could cause minor confusion, though descriptions help.

Naming Consistency5/5

Tools consistently use snake_case with a clear verb_noun pattern. Open finance tools all start with openfinance_, and utility tools use simple verbs like authenticate, connect, report_bug. No mixing of conventions.

Tool Count3/5

At 24 tools, the count is on the higher side of the borderline range. The server combines platform management (6 tools) and banking operations (18 tools), which justifies the number, but it feels slightly heavy for a single server.

Completeness5/5

The tool surface covers all major banking operations (accounts, transactions, credit cards, investments, loans) and includes essential maintenance tools (sync, status, disconnect, search connectors). Platform management is also comprehensive with authentication, marketplace operations, and diagnostics.