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Haizzz

Sharesight MCP Server

by Haizzz

list_holdings

Retrieve all investment holdings across portfolios to track assets and manage investments using the Sharesight platform.

Instructions

Retrieves a list of all holdings across all portfolios

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

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. It states this is a retrieval operation, implying read-only behavior, but doesn't disclose any behavioral traits such as rate limits, authentication requirements, or potential side effects. This leaves significant gaps for safe and effective 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, clear sentence that directly states the tool's function without unnecessary words. It's front-loaded and efficiently communicates the core purpose, making it easy for an agent to parse quickly.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's simplicity (0 parameters, no output schema, no annotations), the description is minimally adequate. It covers the basic purpose but lacks details on usage guidelines, behavioral transparency, and output format, which could hinder an agent's ability to use it correctly in complex scenarios.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema has 0 parameters with 100% coverage, so no parameter information is needed. The description appropriately doesn't mention parameters, which is efficient. However, it doesn't add any semantic context beyond the schema, but with no parameters, this is acceptable.

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 ('list of all holdings across all portfolios'), making the purpose understandable. However, it doesn't explicitly differentiate from the sibling tool 'list_portfolio_holdings', which appears to be a more specific version, leaving some ambiguity about when to use each.

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_portfolio_holdings' or 'get_holding'. The description implies a broad scope ('across all portfolios'), but without explicit instructions, the agent might struggle to choose between similar tools.

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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