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filter_certificates

Read-onlyIdempotent

Select certificates by upstream-defined filters with server-side pagination; pick an orderbookId from results to request info or extended details.

Instructions

Select certificates by upstream filters with server-side pagination.

Filter labels are upstream-defined, not a fixed vocabulary. Select an orderbookId from results before requesting info or extended details.

Input Schema

TableJSON Schema

Name	Required	Default
`limit`	No
`offset`	No
`issuers`	No
`exposures`	No
`leverages`	No
`categories`	No
`directions`	No
`sort_field`	No	name
`sort_order`	No	asc
`underlying_instruments`	No

Output Schema

TableJSON Schema

Name	Required	Description	Default
`filter`	No
`sortBy`	No
`pagination`	No
`certificates`	Yes
`filterOptions`	No
`totalNumberOfOrderbooks`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed12 schema fields changedv2.1.0Sep 29, 2026

addedOutput schema / $defs

Added value: +{
+  "CertificateFilter": {
+    "description": "Filter criteria for certificates.",
+    "properties": {
+      "categories": {
+        "items": {
+          "type": "string"
+        },
+        "type": "array"
+      },
+      "directions": {
+        "items": {
+          "type": "string"
+        },
+        "type": "array"
+      },
+      "exposures": {
+        "items": {
+          "type": "string"
+        },
+        "type": "array"
+      },
+      "issuers": {
+        "items": {
+          "type": "string"
+        },
+        "type": "array"
+      },
+      "leverages": {
+        "items": {
+          "type": "number"
+        },
+        "type": "array"
+      },
+      "marketplaceCodes": {
+        "items": {
+          "type": "string"
+        },
+        "type": "array"
+      },
+      "subTypes": {
+        "items": {
+          "type": "string"
+        },
+        "type": "array"
+      },
+      "underlyingInstruments": {
+        "items": {
+          "description": "Avanza order-book ID from discovery; not the separate instrumentId.",
+          "minLength": 1,
+          "pattern": "^[0-9]+$",
+          "type": "string"
+        },
+        "type": "array"
+      }
+    },
+    "type": "object"
+  },
+  "CertificateFilterOptions": {
+    "properties": {
+      "categories": {
+        "items": {
+          "$ref": "#/$defs/FilterOption"
+        },
+        "type": "array"
+      },
+      "directions": {
+        "items": {
+          "$ref": "#/$defs/FilterOption"
+        },
+        "type": "array"
+      },
+      "exposures": {
+        "items": {
+          "$ref": "#/$defs/FilterOption"
+        },
+        "type": "array"
+      },
+      "issuers": {
+        "items": {
+          "$ref": "#/$defs/FilterOption"
+        },
+        "type": "array"
+      },
+      "leverages": {
+        "items": {
+          "$ref": "#/$defs/FilterOption"
+        },
+        "type": "array"
+      },
+      "marketplaces": {
+        "items": {
+          "$ref": "#/$defs/FilterOption"
+        },
+        "type": "array"
+      },
+      "subTypes": {
+        "items": {
+          "$ref": "#/$defs/FilterOption"
+        },
+        "type": "array"
+      },
+      "underlyingInstruments": {
+        "items": {
+          "$ref": "#/$defs/FilterOption"
+        },
+        "type": "array"
+      }
+    },
+    "type": "object"
+  },
+  "CertificateListItem": {
+    "description": "Certificate in filter/list results.",
+    "properties": {
+      "buyPrice": {
+        "anyOf": [
+          {
+            "type": "number"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null
+      },
+      "countryCode": {
+        "type": "string"
+      },
+      "direction": {
+        "type": "string"
+      },
+      "hasPosition": {
+        "type": "boolean"
+      },
+      "issuer": {
+        "type": "string"
+      },
+      "leverage": {
+        "anyOf": [
+          {
+            "type": "number"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null
+      },
+      "marketplaceCode": {
+        "type": "string"
+      },
+      "name": {
+        "type": "string"
+      },
+      "orderbookId": {
+        "type": "string"
+      },
+      "sellPrice": {
+        "anyOf": [
+          {
+            "type": "number"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null
+      },
+      "spread": {
+        "anyOf": [
+          {
+            "type": "number"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null
+      },
+      "totalValueTraded": {
+        "anyOf": [
+          {
+            "type": "number"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null
+      },
+      "underlyingInstrument": {
+        "anyOf": [
+          {
+            "$ref": "#/$defs/UnderlyingInstrument"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null
+      }
+    },
+    "required": [
+      "orderbookId",
+      "countryCode",
+      "name",
+      "direction",
+      "marketplaceCode",
+      "issuer",
+      "hasPosition"
+    ],
+    "type": "object"
+  },
+  "FilterOption": {
+    "description": "Named filter option, optionally containing child options.",
+    "properties": {
+      "children": {
+        "anyOf": [
+          {
+            "items": {
+              "$ref": "#/$defs/FilterOption"
+            },
+            "type": "array"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null
+      },
+      "displayName": {
+        "type": "string"
+      },
+      "numberOfOrderbooks": {
+        "anyOf": [
+          {
+            "type": "integer"
+          },
+          {
+            "type": "string"
+          }
+        ]
+      },
+      "value": {
+        "type": "string"
+      }
+    },
+    "required": [
+      "value",
+      "displayName",
+      "numberOfOrderbooks"
+    ],
+    "type": "object"
+  },
+  "PaginationResponse": {
+    "description": "Pagination values returned by filter endpoints.",
+    "properties": {
+      "limit": {
+        "type": "integer"
+      },
+      "offset": {
+        "type": "integer"
+      }
+    },
+    "required": [
+      "offset",
+      "limit"
+    ],
+    "type": "object"
+  },
+  "SortBy": {
+    "description": "Sort configuration for filter endpoints.",
+    "properties": {
+      "field": {
+        "type": "string"
+      },
+      "order": {
+        "enum": [
+          "asc",
+          "desc"
+        ],
+        "type": "string"
+      }
+    },
+    "required": [
+      "field",
+      "order"
+    ],
+    "type": "object"
+  },
+  "UnderlyingInstrument": {
+    "description": "Underlying instrument for derivatives.",
+    "properties": {
+      "countryCode": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null
+      },
+      "instrumentType": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null
+      },
+      "name": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null
+      },
+      "orderbookId": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "default": null
+      }
+    },
+    "type": "object"
+  }
+}

removedOutput schema / additionalProperties
```
Removed value: -true
```
addedOutput schema / properties / certificates / items / $ref
```
Added value: +"#/$defs/CertificateListItem"
```
removedOutput schema / properties / certificates / items / additionalProperties
```
Removed value: -true
```
removedOutput schema / properties / certificates / items / description
```
Removed value: -"Certificate in filter/list results."
```

removedOutput schema / properties / certificates / items / properties

Removed value: -{
-  "buyPrice": {
-    "anyOf": [
-      {
-        "type": "number"
-      },
-      {
-        "type": "null"
-      }
-    ],
-    "default": null
-  },
-  "countryCode": {
-    "type": "string"
-  },
-  "direction": {
-    "type": "string"
-  },
-  "hasPosition": {
-    "type": "boolean"
-  },
-  "issuer": {
-    "type": "string"
-  },
-  "leverage": {
-    "anyOf": [
-      {
-        "type": "number"
-      },
-      {
-        "type": "null"
-      }
-    ],
-    "default": null
-  },
-  "marketplaceCode": {
-    "type": "string"
-  },
-  "name": {
-    "type": "string"
-  },
-  "orderbookId": {
-    "type": "string"
-  },
-  "sellPrice": {
-    "anyOf": [
-      {
-        "type": "number"
-      },
-      {
-        "type": "null"
-      }
-    ],
-    "default": null
-  },
-  "spread": {
-    "anyOf": [
-      {
-        "type": "number"
-      },
-      {
-        "type": "null"
-      }
-    ],
-    "default": null
-  },
-  "totalValueTraded": {
-    "anyOf": [
-      {
-        "type": "number"
-      },
-      {
-        "type": "null"
-      }
-    ],
-    "default": null
-  },
-  "underlyingInstrument": {
-    "anyOf": [
-      {
-        "additionalProperties": true,
-        "description": "Underlying instrument for derivatives.",
-        "properties": {
-          "countryCode": {
-            "anyOf": [
-              {
-                "type": "string"
-              },
-              {
-                "type": "null"
-              }
-            ],
-            "default": null
-          },
-          "instrumentType": {
-            "anyOf": [
-              {
-                "type": "string"
-              },
-              {
-                "type": "null"
-              }
-            ],
-            "default": null
-          },
-          "name": {
-            "anyOf": [
-              {
-                "type": "string"
-              },
-              {
-                "type": "null"
-              }
-            ],
-            "default": null
-          },
-          "orderbookId": {
-            "anyOf": [
-              {
-                "type": "string"
-              },
-              {
-                "type": "null"
-              }
-            ],
-            "default": null
-          }
-        },
-        "type": "object"
-      },
-      {
-        "type": "null"
-      }
-    ],
-    "default": null
-  }
-}

removedOutput schema / properties / certificates / items / required

Removed value: -[
-  "orderbookId",
-  "countryCode",
-  "name",
-  "direction",
-  "marketplaceCode",
-  "issuer",
-  "hasPosition"
-]

removedOutput schema / properties / certificates / items / type
```
Removed value: -"object"
```

changedOutput schema / properties / filter / anyOf

Previous value: -[
-  {
-    "additionalProperties": true,
-    "description": "Filter criteria for certificates.",
-    "properties": {
-      "categories": {
-        "items": {
-          "type": "string"
-        },
-        "type": "array"
-      },
-      "directions": {
-        "items": {
-          "type": "string"
-        },
-        "type": "array"
-      },
-      "exposures": {
-        "items": {
-          "type": "string"
-        },
-        "type": "array"
-      },
-      "issuers": {
-        "items": {
-          "type": "string"
-        },
-        "type": "array"
-      },
-      "leverages": {
-        "items": {
-          "type": "number"
-        },
-        "type": "array"
-      },
-      "underlyingInstruments": {
-        "items": {
-          "description": "Avanza order-book ID from discovery; not the separate instrumentId.",
-          "minLength": 1,
-          "pattern": "^[0-9]+$",
-          "type": "string"
-        },
-        "type": "array"
-      }
-    },
-    "type": "object"
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "$ref": "#/$defs/CertificateFilter"
+  },
+  {
+    "type": "null"
+  }
+]

addedOutput schema / properties / filterOptions

Added value: +{
+  "anyOf": [
+    {
+      "$ref": "#/$defs/CertificateFilterOptions"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "default": null
+}

changedOutput schema / properties / pagination / anyOf

Previous value: -[
-  {
-    "additionalProperties": true,
-    "type": "object"
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "$ref": "#/$defs/PaginationResponse"
+  },
+  {
+    "type": "null"
+  }
+]

changedOutput schema / properties / sortBy / anyOf

Previous value: -[
-  {
-    "additionalProperties": true,
-    "description": "Sort configuration for filter endpoints.",
-    "properties": {
-      "field": {
-        "type": "string"
-      },
-      "order": {
-        "enum": [
-          "asc",
-          "desc"
-        ],
-        "type": "string"
-      }
-    },
-    "required": [
-      "field",
-      "order"
-    ],
-    "type": "object"
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "$ref": "#/$defs/SortBy"
+  },
+  {
+    "type": "null"
+  }
+]

Addedv2.0.0Sep 15, 2026

TDQS

A3.7/5.0

Behavior4/5

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

Annotations already declare readOnly, idempotent, openWorld, non-destructive, so the safety profile is covered. The description adds two genuinely useful traits not in the annotations: pagination is server-side, and filter labels are upstream-defined rather than a fixed vocabulary. Return shape is left to the output schema, which is appropriate.

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 short sentences, purpose front-loaded, then the two caveats an agent actually needs (dynamic filter vocabulary, use the returned orderbookId downstream). No filler or restatement of the name.

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

Completeness3/5

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

An output schema exists so return values needn't be described, and annotations cover the safety profile. But for a 10-parameter filter tool with zero schema descriptions, the absence of any per-filter semantics means an agent cannot map its intent onto the filter arguments from this definition alone.

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

Parameters2/5

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

Schema description coverage is 0% across 10 parameters, so the description must carry the load and does not. It hints at pagination (limit/offset) and that filter labels are dynamic, but never explains issuers, exposures, leverages, categories, directions, sort_field, or sort_order, nor the array-vs-scalar semantics of the anyOf fields.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The verb+resource is explicit ("Select certificates by upstream filters") and the resource name alone separates it from filter_warrants and filter_etfs. It also states the shared pagination model, but it never explicitly compares itself to the sibling filter tools, which is the only thing keeping it from a 5.

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?

Gives a concrete workflow rule: pick an orderbookId from the results before calling get_certificate_info / get_certificate_details. That is real when-to-use guidance with implied ordering, though no exclusion (e.g. when to prefer search_instruments or the warrant/ETF filters) is stated.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.