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Necton MCP

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

A4.2/5.0
Behavior4/5

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

Annotations already mark as readOnly, idempotent, and not destructive. Description adds detail on return fields (quantity, value, expenses breakdown) and the underlying operation. No contradiction.

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 short paragraphs, front-loaded with core purpose and prerequisites. No redundant information. Every sentence adds value.

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, description explains return fields adequately. It mentions prerequisite and bulk support. Missing pagination details and explicit return type, but close to complete for a list tool.

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 investment_id and investment_ids, but page and page_size are not described. Partially addresses the 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 it returns movement history for investment positions, enumerates transaction types (BUY/SELL/TAX/etc.) and key fields. It distinguishes from sibling 'openfinance_list_investments' by specifying it is used after that tool to get investment_id.

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?

Explicitly says to use after openfinance_list_investments to get investment_id, and mentions bulk support with investment_ids. Does not give negative guidance or alternatives, but context is clear.

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

A4.1/5.0
Disambiguation4/5

Most tools have clearly distinct purposes (e.g., force_sync vs get_item_status, list_accounts vs get_accounts_detail). Minor overlap exists between list_transactions and list_transactions_by_item, and between get_account_balance and list_accounts (which also contains balance), but descriptions clarify when each should be used.

Naming Consistency4/5

All openfinance_* tools follow a consistent snake_case verb_noun pattern (list, get, force_sync, disconnect, update). The generic tools (authenticate, connect, marketplace, report_bug, show_version, toolkit_info) are also lowercase with underscores where needed, though they lack the openfinance prefix. No mixing of camelCase or chaotic patterns, so mostly consistent with minor deviation.

Tool Count3/5

25 tools is on the heavy side for a single server, but justified given the breadth of Open Finance operations (accounts, transactions, bills, loans, investments, connections, categories, provider status). The count is borderline heavy but not excessive for the domain, though some consolidation could be possible (e.g., merging get_account_balance into list_accounts).

Completeness5/5

The tool surface covers the full lifecycle for financial data: listing, getting details, forcing syncs, disconnecting, updating categories, checking provider status, and handling investments/loans/bills. No obvious dead ends; even connection management includes search, connect URLs, and re-authentication flows. The set appears comprehensive for its intended purpose.

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