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by io.github.mcp-dir
OverviewAdmin

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

A3.7/5.0
Behavior4/5

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

Beyond the annotations (readOnlyHint, idempotentHint), the description details error behavior (returning a structured response instead of throwing), data integrity checks, and the special handling of mass zeroing with warnings. This adds significant transparency.

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 front-loaded with the main purpose and provides detailed but relevant information. It could be slightly more concise, especially regarding the data integrity explanation, but it remains well-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?

The description adequately covers the output structure, error handling, and the data integrity warning, but it omits explanations for most input parameters. Given the lack of output schema, the output description is good, but input parameter documentation is incomplete.

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?

The input schema has 0% description coverage for its 6 parameters. The description only briefly mentions 'item_ids' and does not explain 'item', 'page', 'page_size', or 'type'. Without schema descriptions, the description fails to compensate adequately.

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 that the tool returns the investment portfolio for a connection, listing specific asset types (FIIs, stocks, ETFs, fixed income, etc.) and output fields. It differentiates from siblings like 'openfinance_list_investment_transactions' and mentions bulk support with item_ids.

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 provides context about when the tool is applicable (for connections with INVESTMENTS enabled) and error handling, but it does not explicitly compare with alternative tools or state when not to use it. The guidance is implicit rather than direct.

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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