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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

A4.1/5.0
Behavior4/5

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

Annotations already declare readOnlyHint and idempotentHint. The description adds value by detailing output fields (quantity, value, netAmount, etc.) and the variety of transaction types, which is not in the annotations or schema. It also mentions bulk support. It does not address pagination behavior or error handling, but these are less critical given the 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 concise, with two short paragraphs. The first paragraph explains the core functionality and output; the second addresses bulk support. It is front-loaded with key information. A bulleted list might improve readability, but overall structure is efficient.

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 provides substantial detail about return fields and transaction types. It also covers the prerequisite (use after openfinance_list_investments) and bulk capability. It does not explain pagination or potential errors, but for a read-only listing tool with clear annotations, this is fairly complete.

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 required investment_id and the bulk investment_ids parameter ('Bulk support: accepts investment_ids for batched execution'). However, it does not describe page and page_size parameters, which are left entirely to the schema. This is adequate but incomplete, as pagination parameters are common but their meaning could be clarified.

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 output fields. It distinguishes itself from sibling openfinance_list_investments by requiring the investment_id obtained from that tool, and implies it is specific to investment transactions rather than general 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?

The description explicitly says to use this tool after openfinance_list_investments to get the investment_id, providing sequential guidance. It also mentions bulk support for batched execution. However, it does not directly compare to alternatives like openfinance_list_transactions, though context implies differentiation.

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

A3.9/5.0
Disambiguation4/5

The openfinance_* family is cleanly separated by resource and action, and tricky pairs like list_accounts vs get_account_balance and list_transactions vs list_transactions_by_item are explicitly cross-referenced in descriptions. However, marketplace bundles a large set of sub-actions, and connect/toolkit_info partially overlap on reporting connection state, so a couple of boundaries are fuzzy.

Naming Consistency4/5

The openfinance_* tools consistently follow a verb_resource pattern with snake_case, which is highly predictable. The generic platform tools mostly fit the same style, but marketplace and toolkit_info are noun-only names, and openfinance_provider_status also breaks the verb pattern, so it is not perfectly uniform.

Tool Count3/5

At 25 tools, this server falls at the heavy end of the borderline range. The many openfinance_* list/get tools are individually justified for the financial domain, but adding platform tools like marketplace, connect, toolkit_info, and show_version makes the overall surface larger than a minimal server needs.

Completeness5/5

The financial surface is remarkably thorough: accounts, transactions, credit card bills, loans, investments, categories, connection lifecycle, sync, and provider health are all covered with list/get and update paths where applicable. The platform side also covers auth, connection status, marketplace discovery/execution, versioning, and bug reporting, leaving no obvious dead ends.