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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

A3.7/5.0
Behavior4/5

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

Annotations already indicate readOnlyHint and idempotentHint. The description adds detail about return fields (quantity, value, expenses) and bulk support. No contradictions, but it could mention pagination behavior or error handling.

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 a single focused paragraph, front-loading the core purpose and fields, then usage guidance. It is concise but could be slightly more structured.

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

Completeness3/5

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

Given no output schema, the description explains many return fields and provides usage context. However, it omits pagination details (page, page_size) and lacks explicit response format or sorting behavior.

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?

With 0% schema description coverage, the description must compensate. It explains investment_id (from list_investments) and investment_ids for bulk, but does not describe page or page_size parameters, leaving a significant gap.

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 a specific investment position, listing transaction types (BUY/SELL/etc.) and fields. It mentions using after openfinance_list_investments, distinguishing 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 Guidelines3/5

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

The description advises to use after openfinance_list_investments to get the investment_id, and mentions bulk support. However, it does not provide explicit when-not-to-use alternatives or compare with siblings like openfinance_list_transactions.

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 openfinance_ tools target distinct resources (accounts, transactions, bills, loans, investments, connections, categories), so the core surface is clearly separated. However, several pairs could be confused at first glance: list_transactions vs list_transactions_by_item (both return transactions but at different scopes), get_credit_card_bill vs list_credit_card_bills (bill detail vs list of bills), and get_account_balance vs get_accounts_detail (balance snapshot vs full account object). The detailed descriptions help, but the overlap is nontrivial.

Naming Consistency4/5

The openfinance_* tools follow a consistent pattern (list_, get_, update_, search_, force_sync, provider_status, disconnect_bank), all using snake_case with a clear domain prefix. However, the general platform tools (authenticate, connect, marketplace, report_bug, show_version, toolkit_info) have no such prefix or consistent verb_noun pattern, mixing the convention. The finance subset is strong, but the overall set isn't uniform.

Tool Count3/5

At 25 tools, this is at the upper boundary of acceptable for a broad financial domain covering connections, accounts, transactions, credit cards, loans, investments, categories, and provider health. Each tool adds real capability, so it doesn't feel bloated, but it's heavier than typical and pushes the borderline between well-scoped and too many.

Completeness4/5

The surface covers the Open Finance lifecycle thoroughly: connection management (list, reconnect, force sync, disconnect, provider status), account/balance reads, transaction listing (with filters, pagination, rich detail), credit card bills (closed and open/debt), loans, investments, category management, and a connector search. Obvious gaps like a tool for creating connections are handled via widget URLs rather than an API call, so the coverage feels adequate. Minor gaps exist (e.g., no explicit tool for updating a connection's credentials beyond reconnect URLs), but nothing that would block core workflows.

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