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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

Schema Changelog

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

  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

A4/5.0
Behavior5/5

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

Annotations already provide readOnlyHint, idempotentHint, and destructiveHint. The description adds critical behavioral details: error handling returns empty structure instead of throwing, data integrity checks for zeroing, and flagging suspect rows. No contradiction with annotations.

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 description is detailed but front-loaded with the main purpose. It includes multiple paragraphs, but each sentence provides value (error handling, data integrity, bulk support). Could be slightly more concise, but structure is clear.

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?

Given no output schema, the description covers output fields, error handling, and data integrity well. However, it does not explain pagination parameters (page, page_size) or all input parameters, leaving some gaps for a complex tool.

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?

Input schema has 6 parameters with 0% description coverage. The description only mentions 'Bulk support: accepts item_ids' and does not describe item, page, page_size, type, or item_id. With low schema coverage, more parameter descriptions are needed.

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 the investment portfolio for a connection, listing specific investment types (FIIs, stocks, etc.), and distinguishes itself from sibling tools like openfinance_list_investment_transactions by focusing on portfolio listing.

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?

The description mentions bulk support with item_ids but does not explicitly state when to use this tool versus alternatives (e.g., openfinance_list_investment_transactions) or when not to use it. It implies usage for portfolio listings but lacks direct guidance.

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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