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Banco PAN 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

Schema Changelog

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

  1. Added
  2. Removed
  3. Added
  4. Removed
  5. First observed

TDQS

A3.9/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, destructiveHint=false, establishing it as safe and idempotent. The description adds value by detailing the output fields (quantity, value, expenses, etc.) and transaction types, enriching understanding beyond 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 sentences, front-loading the core purpose. However, it could be structured to list parameters explicitly. Still efficient and clear for the most part.

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 4 parameters, no output schema, and no parameter descriptions, the description partially compensates by listing output fields but leaves out pagination behavior and parameter details. It is adequate but not fully complete for an agent to invoke correctly without additional inference.

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?

Schema coverage is 0% with no parameter descriptions. The description only indirectly mentions investment_id and investment_ids for bulk support, but fails to explain pagination parameters (page, page_size) or the required nature of investment_id. This is a significant gap for an agent.

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 a specific investment position, listing transaction types (BUY, SELL, etc.) and distinguishes from the sibling openfinance_list_investments by directing to use it afterward to obtain the 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?

The description explicitly states 'Use after openfinance_list_investments to get the investment_id', providing clear context and order-of-operations guidance. It also notes bulk support, but does not explicitly mention when not to use or alternatives.

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

The tools are mostly distinct, covering authentication, marketplace navigation, Open Finance data retrieval (accounts, transactions, bills, loans, investments), and status/connector management. Some overlap exists between openfinance_list_transactions and openfinance_list_transactions_by_item (both return transactions, but the latter is a consolidated summary), which could cause momentary confusion, though descriptions clearly differentiate them.

Naming Consistency4/5

Tool names follow a clear pattern: 'openfinance_' prefix for Open Finance operations, with consistent verb_noun structure (list_accounts, get_account_balance, update_transaction_category). However, there are a few outliers like 'authenticate', 'connect', 'marketplace', 'report_bug', and 'show_version' that don't follow the Open Finance naming convention, though they serve different purposes and are still readable.

Tool Count4/5

With 25 tools, the count is slightly high but justifiable given the broad scope: the server covers Open Finance banking data (accounts, transactions, bills, loans, investments, connections), marketplace operations, and system utilities. Not all tools are used in every session, but each serves a distinct purpose, and the count remains manageable due to clear grouping.

Completeness4/5

The tool surface covers the core Open Finance lifecycle well: list and get accounts, transactions, bills, loans, investments, plus sync, reconnect, and category updates. It also includes connector search and provider status. Minor gaps exist, such as no explicit tool for updating or deleting a transaction category rule, and no direct CRUD for connections (only list and disconnect), but these are acceptable gaps.

Resources