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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. Added
  6. Removed
  7. 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"
      +}
  8. Added
  9. Removed
  10. First observed

TDQS

A4.1/5.0
Behavior5/5

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

Descriptions goes far beyond annotations by disclosing error handling (returns { total:0, results:[], warning } on 403/upstream errors), a detailed data integrity cross-check that flags rows as suspect_zeroed, and bulk support via item_ids. These are meaningful behavioral traits not captured by readOnlyHint/idempotentHint/destructiveHint.

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 long but front-loaded with a clear purpose and structured into logical sections (return fields, error behavior, data integrity, bulk support). While it could be trimmed, every sentence adds substantive value, and the data integrity callout is crucial.

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 covers return fields, error responses, and data integrity warnings well. It does not explicitly describe pagination or navigation behavior, but the presence of page and page_size parameters implies it, and the description is otherwise thorough for a list endpoint.

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 has 0% property descriptions, so the description must compensate. It only explains item_ids (bulk support) and leaves item, page, page_size, type, and item_id semantically unexplained. Enum values in the schema are self-explanatory, but most parameters rely on name inference alone.

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 explicitly states it returns the investment portfolio for a connection, enumerating asset types (FIIs, stocks, ETFs, fixed income, mutual funds, retirement, COE). This clearly differentiates it from sibling tools like openfinance_list_investment_transactions, which focus on transactions rather than holdings.

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?

Provides clear context: use for a broker/bank with INVESTMENTS product enabled, and even explains fallback behavior when the product is not enabled (returns warning instead of throwing). However, it does not explicitly name alternative tools or give when-not-to-use scenarios.

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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