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audit_portfolio_batch

Batch ingest and analyze 10–500 properties from CSV text or structured JSON array for real estate agents, listing brokers, and portfolio landlords. Calculates certified comparable sales equity, overassessment delta, estimated annual tax recovery, and ranks top targets.

Input Schema

NameRequiredDescriptionDefault
csv_dataNoOptional raw CSV string containing property rows. Headers must include address, city, state, zip.
async_taskNoOptional flag to control background task execution. Batches up to 50 properties run synchronously by default for snappy sub-second responses; larger bulk batches (> 50 properties) automatically run as an asynchronous background task unless async_task is explicitly set to false.
propertiesNoOptional list of property objects with address, city, state, zip, parcel_id, owner_name, current_assessment, building_sqft.
realtor_nameNoOptional name of presenting real estate agent for co-branded executive reporting.
brokerage_nameNoOptional real estate brokerage or investment fund name.
text_addressesNoOptional multiline text string of addresses (one per line) for fast intake.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added
  2. Removed
  3. Added

TDQS

A3.7/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full behavioral burden. It says 'batch ingest' without stating whether ingested properties persist into a portfolio, whether the operation is read-only computation, what permissions or credits are required, or how malformed rows are handled — all material for a bulk write/analysis tool. It adds some value by bounding batch size and naming the computed metrics, but persistence and failure semantics are unaddressed.

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?

A single dense sentence front-loaded with the verb and the batch-size constraint, followed by the output summary — no boilerplate or filler. The enumerated metric list is long but each item conveys a distinct return 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?

With no output schema, the description usefully enumerates what comes back (equity, overassessment delta, recovery estimate, ranked targets), and sync/async behavior is covered by the async_task schema entry. Remaining gaps are persistence of the ingested batch and error handling for invalid rows, which an agent needs before submitting 500 records.

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 description coverage is 100%, so the baseline is 3; each parameter including async_task behavior and required CSV headers is already documented in the schema. The description adds only the framing that inputs arrive as CSV text or a JSON array and omits the third intake route (text_addresses) and the co-branding params (realtor_name, brokerage_name).

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?

States a specific verb+resource ('Batch ingest and analyze 10–500 properties') plus the accepted input formats and the exact computed outputs (comparable sales equity, overassessment delta, annual tax recovery, ranked targets). This clearly separates it from single-parcel siblings like audit_property_tax and from selection tools like curate_portfolio_selection.

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?

Gives a concrete usage envelope: 10–500 properties, CSV text or JSON array, aimed at agents/brokers/landlords performing portfolio-scale screening. It never names an alternative or exclusion (e.g., when to prefer single-property audit tools or a staging tool), so the boundary against siblings is left to inference.

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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