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Tokenbooks - crypto and fiat accounting and payments

Find Portfolios

find_portfolios
Read-onlyIdempotent

Search portfolios by name or slug before calling portfolio-scoped tools.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, starting at 1
limitNoMaximum items to return, maximum 100. Preferred MCP pagination field.
queryYesPortfolio name or slug search query
pageSizeNoDeprecated alias for limit, maximum 100. Prefer limit for new MCP calls.
workspaceRefYesWorkspace exact name or slug

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4/5.0
Behavior3/5

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

Annotations already establish the tool as read-only, idempotent, and non-destructive. The description adds no further behavioral context beyond the core search action, such as no-match behavior, pagination defaults, or what fields are returned.

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?

A single sentence with no filler. The main action is front-loaded, and the usage context is appended efficiently without redundancy.

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?

The description is nearly complete for a read-only lookup tool: it states the purpose, the usage context, and the schema documents all parameters. It does not describe the return shape or explicitly separate this tool from list_portfolios, but an agent has enough information to invoke it correctly.

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 parameter semantics are already fully documented. The description only reinforces that query searches by name or slug, which does not add meaning beyond the schema.

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 uses a specific verb and resource: 'Search portfolios by name or slug'. It also positions the tool as a prerequisite step for portfolio-scoped tools, which distinguishes it clearly from list_portfolios or get_portfolio.

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?

It explicitly tells the agent when to use the tool: 'before calling portfolio-scoped tools'. It does not name alternatives or exclusions, such as using list_portfolios for full enumeration, but the guidance is clear enough for correct selection.

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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