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Haizzz

Sharesight MCP Server

by Haizzz

list_coupon_rates

Retrieve coupon rates for fixed interest custom investments within a specified date range to analyze interest payments and investment performance.

Instructions

Retrieves coupon rates for a fixed interest custom investment

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
instrument_idYesThe custom investment instrument ID
start_dateNoStart date YYYY-MM-DD
end_dateNoEnd date YYYY-MM-DD
pageNoPagination pointer
per_pageNoItems per page (max 100)
Behavior2/5

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

With no annotations provided, the description carries full burden but only states the retrieval action without disclosing behavioral traits like pagination handling, rate limits, authentication needs, or error conditions. It lacks details on what 'coupon rates' entail or how the data is structured, making it insufficient for informed use.

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 directly states the tool's purpose without unnecessary words. It is front-loaded and appropriately sized, 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?

Given the complexity of a 5-parameter tool with no annotations and no output schema, the description is inadequate. It fails to explain return values, error handling, or behavioral context, leaving significant gaps for an AI agent to understand how to use the tool 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?

The input schema has 100% description coverage, clearly documenting all parameters, so the description adds no additional semantic value beyond the schema. It does not explain parameter interactions or provide context like date format nuances, resulting in a baseline score of 3.

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 ('coupon rates for a fixed interest custom investment'), making the purpose understandable. However, it does not explicitly differentiate from siblings like 'get_custom_investment' or 'list_custom_investments', which might also retrieve related data, so it falls short of 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 'get_custom_investment' for general investment details or 'list_custom_investments' for broader listings. There is no mention of prerequisites, exclusions, or specific contexts, leaving usage ambiguous.

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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