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Haizzz

Sharesight MCP Server

by Haizzz

create_custom_investment_price

Add price data to custom investments in Sharesight for accurate portfolio tracking and performance reporting.

Instructions

Creates a price entry for a custom investment

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
custom_investment_idYesThe custom investment ID
last_traded_priceYesThe price in instrument currency
last_traded_onYesThe date YYYY-MM-DD
Behavior2/5

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

No annotations are provided, so the description carries the full burden of behavioral disclosure. It states 'creates,' implying a write operation, but does not address critical aspects like required permissions, whether the operation is idempotent, error handling, or what happens on duplicate entries. This leaves significant gaps in understanding the tool's behavior.

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, clear sentence that directly states the tool's purpose without unnecessary words. It is front-loaded and efficiently conveys the core action, making it easy to parse and understand 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?

Given the complexity of a creation tool with no annotations and no output schema, the description is insufficient. It lacks details on behavioral traits, error conditions, return values, and how it differs from sibling tools. This leaves the agent with incomplete information for proper invocation and error handling.

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%, meaning the input schema fully documents all three parameters with descriptions. The description does not add any additional meaning or context beyond what the schema provides, such as explaining relationships between parameters or usage examples. This meets the baseline for high schema coverage.

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 the resource ('a price entry for a custom investment'), making the purpose understandable. However, it does not differentiate from sibling tools like 'update_custom_investment_price' or 'list_custom_investment_prices', which would require specifying scope or uniqueness to achieve a perfect score.

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?

The description provides no guidance on when to use this tool versus alternatives such as 'update_custom_investment_price' for modifying existing prices or 'list_custom_investment_prices' for viewing them. There are no explicit when/when-not instructions or prerequisites mentioned, leaving usage context unclear.

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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