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Start brokerage connection

start_brokerage_connect

Start a SnapTrade connection for YOUR account (requires api:account). Returns a portal URL. Show that URL to the user and have them finish the brokerage login in the browser, then poll get_setup_status until brokerage_connected is true. Optional broker is a SnapTrade slug (for example ROBINHOOD); omit it to let the user pick.

Input Schema

NameRequiredDescriptionDefault
brokerNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.5/5.0
Behavior4/5

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

Annotations declare a non-read-only, non-idempotent, open-world operation, and the description adds meaningfully beyond them: it requires the api:account scope, returns a portal URL rather than completing the connection, and hands off to a human browser flow plus polling. That auth and out-of-band completion detail is exactly the context annotations cannot express.

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?

Three tight sentences, front-loaded with the action and return value, then the required human workflow, then the optional-param behavior. Every sentence earns its place with no filler.

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?

For a single-optional-param tool with no output schema, the description supplies the missing pieces: what it returns (a URL), that the connection is not completed synchronously, the scope needed, and the polling follow-up. Nothing an agent needs to invoke it correctly is absent.

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 description coverage is 0%, so the description carries the param burden, and it does: broker is a SnapTrade slug (with ROBINHOOD as an example), it is optional, and omitting it lets the user choose. Only the maxLength/minLength constraint and the full slug vocabulary remain undocumented.

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 ('Start a SnapTrade connection for YOUR account') and immediately names the return value (a portal URL), so an agent can distinguish it from sibling setup tools like get_setup_status and list_brokerages without opening any schema.

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 gives the exact follow-up workflow: show the URL to the user, have them finish login in the browser, then poll get_setup_status until brokerage_connected is true. It also explains when to omit the broker param. It stops short of explicit when-not-to-use or prerequisite ordering against other siblings, but the routing context is strong.

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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