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paperinvest

Paper MCP Server

by paperinvest

reset_portfolio

Reset a specified portfolio to its initial state by providing the portfolio ID. Use this to clear all changes and revert to the starting configuration.

Instructions

Reset portfolio to initial state

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolioIdYesPortfolio ID to reset

Implementation Reference

  • Handler implementation for the reset_portfolio tool. It performs a POST request to the API endpoint `/accounts/portfolios/${portfolioId}/reset` to reset the portfolio to its initial state.
    case 'reset_portfolio': response = await api.post(`/accounts/portfolios/${args.portfolioId}/reset`); break;
  • src/index.ts:144-153 (registration)
    Tool registration entry for reset_portfolio, defining its name, description, and input schema (requires portfolioId). This object is part of the tools array returned by ListTools.
    name: 'reset_portfolio', description: 'Reset portfolio to initial state', inputSchema: { type: 'object', properties: { portfolioId: { type: 'string', description: 'Portfolio ID to reset' } }, required: ['portfolioId'] } },
  • Input schema definition for the reset_portfolio tool, specifying the required portfolioId parameter.
    inputSchema: { type: 'object', properties: { portfolioId: { type: 'string', description: 'Portfolio ID to reset' } }, required: ['portfolioId'] }

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