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Haizzz

Sharesight MCP Server

by Haizzz

list_custom_investment_prices

Retrieve historical price data for custom investments within a specified date range using the Sharesight portfolio tracking platform.

Instructions

Retrieves prices for a custom investment

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
custom_investment_idYesThe custom investment 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?

No annotations are provided, so the description carries full burden for behavioral disclosure. It states 'Retrieves' implying a read-only operation, but doesn't mention pagination behavior (implied by 'page' and 'per_page' parameters), rate limits, authentication needs, or error conditions. For a tool with 5 parameters and no annotation coverage, this is a significant gap in transparency.

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 gets straight to the point with zero wasted words. It's appropriately sized for a straightforward retrieval tool and front-loads the core purpose without unnecessary elaboration.

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 doesn't explain what 'prices' means (e.g., historical prices, current prices, price objects), the return format, or how pagination works. For a tool with date-range filtering and pagination parameters, more context is needed to help the agent 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 parameters are well-documented in the schema itself. The description adds no additional meaning beyond implying date-range filtering through 'prices' (which aligns with 'start_date' and 'end_date' parameters). Since the schema does the heavy lifting, the baseline score of 3 is appropriate.

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 ('prices for a custom investment'), making the purpose immediately understandable. However, it doesn't differentiate from sibling tools like 'get_custom_investment' or 'list_custom_investments', which might retrieve different aspects of custom investments, leaving some ambiguity about when to choose this specific tool.

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. With siblings like 'get_custom_investment' (which might retrieve metadata) and 'list_custom_investments' (which might list investments themselves), there's no indication of context, prerequisites, or exclusions. This leaves the agent to guess based on tool names alone.

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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