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get_hold_state

Read-onlyIdempotent

THE SELL-SIDE READ: is the case for a name you already hold still intact, or deteriorating? Returns published trend state, the hold label, maturity-late flag, overnight gap-risk level, the book's regime, and watch_flags: which deterioration conditions are TRUE right now (structure light off green, leadership lost, mature leg, trend cold, high gap risk, earnings within 7 trading days), plus the mechanical rules those states flip on. BTC-USD / ETH-USD return the crypto IN|CASH daily-close state. Up to 3 comma-separated symbols. Reports conditions only; impersonal, it never reads your entry, size or account. Free sample: up to 3 symbols per call, headline fields, one market day delayed.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesTicker, e.g. NVDA — or up to 3 comma-separated (NVDA,AMD,BTC-USD)

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedInput schema / properties / symbol / description
      Previous value: -"Ticker, e.g. NVDA — or up to 10 comma-separated (NVDA,AMD,BTC-USD)"New value: +"Ticker, e.g. NVDA — or up to 3 comma-separated (NVDA,AMD,BTC-USD)"
  2. Added

TDQS

A4.6/5.0
Behavior5/5

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

Beyond the readOnly/idempotent annotations, it discloses substantive operational traits: sample limits (3 symbols, headline fields only), a one-market-day data delay, and that it never reads entry, size or account. It also pins the exact conditions behind watch_flags and that mechanical flip rules 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.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Front-loaded with the framing question that tells the agent what the tool is for, and every clause carries information (return fields, watch_flags enumeration, sample limits). It is a single long run-on paragraph with heavy parentheticals, which costs it a point on structure but not on substance.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

There is no output schema, so the description carries the return-value burden and does so thoroughly: it lists each returned field and spells out the seven watch_flag conditions. Combined with delay, sample caps and crypto handling, an agent has everything needed to call and interpret it.

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

Parameters4/5

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

Schema coverage is 100% with a single documented 'symbol' param, so baseline is 3. The description earns extra credit by adding crypto-specific semantics not in the schema: BTC-USD/ETH-USD return the crypto IN|CASH daily-close state, and comma-separated multi-symbol input is bounded at 3.

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 ('sell-side read' of hold state for a name you already hold) and enumerates the exact return payload (trend state, hold label, maturity-late flag, gap-risk level, regime, watch_flags). It distinguishes itself from buy-side siblings and, via the 'one market day delayed' free sample, from the live variant.

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?

Frames the decision it supports ('is the case for a name you already hold still intact, or deteriorating?') and scopes itself to held positions, which selects it over get_buy_list and get_stock_read. It never explicitly names get_hold_state_live as the alternative or states exclusions, so no full 5.

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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