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Haizzz

Sharesight MCP Server

by Haizzz

get_portfolio_user_setting

Retrieve user settings for a Sharesight portfolio, including chart type and grouping preferences, to customize investment tracking views.

Instructions

Retrieves user settings for a portfolio (chart type, grouping, etc.)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolio_idYesThe portfolio ID
consolidatedNoSet to true for consolidated portfolio views
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 indicates a read operation ('Retrieves'), but lacks details on permissions, rate limits, error handling, or the format of returned settings. This is a significant gap for a tool with no annotation coverage, making it minimally informative.

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 that front-loads the core purpose and includes helpful examples without unnecessary details. Every word earns its place, making it highly concise and well-structured for quick understanding.

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 and no output schema, the description is incomplete. It does not explain what the returned settings look like, potential errors, or behavioral traits like authentication needs. For a retrieval tool with undefined outputs, this leaves critical gaps in understanding how to use it effectively.

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 both parameters. The description adds no additional meaning beyond implying that settings include 'chart type, grouping, etc.', which does not directly relate to the parameters. This meets the baseline of 3 where 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 action ('Retrieves') and resource ('user settings for a portfolio'), with specific examples of settings ('chart type, grouping, etc.'). However, it does not explicitly distinguish this tool from sibling tools like 'get_portfolio' or 'update_portfolio_user_setting', which would require more specific differentiation to earn 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 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. For example, it does not mention when to use 'get_portfolio' for general portfolio data or 'update_portfolio_user_setting' for modifications, nor does it specify prerequisites or exclusions, leaving usage context implied at best.

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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