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Haizzz

Sharesight MCP Server

by Haizzz

create_coupon_rate

Set interest rates for custom investments in Sharesight portfolios to track coupon payments and income from fixed-income holdings.

Instructions

Creates a coupon rate for a custom investment

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
instrument_idYesThe custom investment instrument ID
interest_rateYesThe interest rate as a percentage
dateYesThe date from which the rate applies YYYY-MM-DD
Behavior2/5

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

With no annotations, the description carries full burden but only states the action without behavioral details. It doesn't mention permissions required, whether the operation is idempotent, error conditions, or what happens on success (e.g., returns a coupon rate ID). This leaves significant gaps for a mutation tool.

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?

The description is a single, efficient sentence with no wasted words. It's front-loaded with the core action and resource, making it easy to parse quickly.

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

Completeness2/5

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

For a mutation tool with no annotations and no output schema, the description is insufficient. It doesn't explain what the tool returns, error handling, or side effects, leaving the agent with incomplete operational context despite good schema coverage.

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

Parameters3/5

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

Schema description coverage is 100%, so the schema fully documents all three parameters. The description adds no additional meaning beyond what's in the schema, such as explaining relationships between parameters or constraints not captured in type/format.

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 description clearly states the action ('Creates') and resource ('coupon rate for a custom investment'), providing a specific purpose. However, it doesn't differentiate from sibling tools like 'update_coupon_rate' or 'list_coupon_rates', which would require explicit comparison.

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives like 'update_coupon_rate' or 'list_coupon_rates'. The description lacks context about prerequisites, such as whether the custom investment must exist first, or when this operation is appropriate.

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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