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Haizzz

Sharesight MCP Server

by Haizzz

get_custom_investment

Retrieve a specific custom investment by its unique ID from your Sharesight portfolio for detailed tracking and management.

Instructions

Retrieves a single custom investment by ID

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesThe custom investment ID
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 it retrieves by ID. It doesn't disclose behavioral traits like read-only nature (implied but not explicit), error handling, authentication needs, rate limits, or response format, leaving significant gaps for a tool with potential data access implications.

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 zero waste—'Retrieves a single custom investment by ID'—front-loading the core purpose. Every word earns its place, making it highly concise and well-structured.

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 no annotations, no output schema, and a simple input schema, the description is incomplete. It lacks details on return values, error cases, or behavioral context, which is inadequate for a tool that retrieves data, especially without structured safety or output information.

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 the 'id' parameter. The description adds no additional meaning beyond implying retrieval by ID, which aligns with the schema. Baseline 3 is appropriate as the schema handles parameter documentation adequately.

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 verb ('retrieves') and resource ('a single custom investment'), specifying it's by ID. It distinguishes from sibling 'list_custom_investments' by focusing on single retrieval, but doesn't explicitly differentiate from 'get_holding' or other get_* tools, keeping it at 4.

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 'list_custom_investments' for multiple items or 'get_holding' for related data. The description lacks context on prerequisites or exclusions, offering minimal usage direction.

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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