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Update holding

update_holding
Destructive

Rename a holding, change its price source/symbol, or archive it. delete_lot removes a mistaken buy/sell.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYes
nameNo
archivedNo
quote_symbolNo
delete_lot_idNo
quote_providerNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already indicate destructiveHint=true, and the description adds behavioral specifics: delete_lot removes a mistaken buy/sell and the tool can archive a holding. It gives useful context about what operation may be destructive. No contradiction with the annotations is present.

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?

Two short sentences deliver the core operations and the deletion behavior without filler. The most important actions are front-loadedached, and every phrase earns its place.

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 that an output schema exists and the annotations cover safety, the description is mostly complete for a 6-parameter update tool. It does not explicitly describe partial-update semantics or interaction between fields, but the schema and the operation list give enough guidance for correct invocation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With 0% schema description coverage, the description compensates by mapping nearly every optional parameter to its meaning: name→rename, quote_provider→price source, quote_symbol→symbol, archived→archive, delete_lot_id→removes a mistaken buy/sell. Only the self-evident required id is left implicit, which is acceptable.

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 states concrete actions on the holding resource: rename it, change its price source/symbol, or archive it. It also clarifies that delete_lot removes a mistaken buy/sell, which differentiates this tool from sibling tools like delete_transaction. This goes well beyond a tautology of the tool name.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies the use cases: rename, adjust price source/symbol, archive, or delete a mistaken lot. It gives clear context for when to call this tool, but it does not explicitly name alternatives or state when not to use it. The coverage is adequate but not explicit.

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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