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Haizzz

Sharesight MCP Server

by Haizzz

list_portfolio_holdings

Retrieve all holdings for a specific portfolio to view investment positions and manage portfolio composition.

Instructions

Retrieves all holdings for a specific portfolio

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolio_idYesThe portfolio ID
consolidatedNoTrue if a consolidated view is requested
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 mentions retrieval but doesn't specify if this is a read-only operation, what permissions are needed, whether it's paginated, or what the return format looks like. This leaves significant gaps for a tool that likely accesses sensitive financial data.

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. It's front-loaded with the core action and resource, 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 financial data retrieval, no annotations, and no output schema, the description is insufficient. It doesn't explain return values, error conditions, or behavioral traits like rate limits or authentication needs, leaving the agent with incomplete context.

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 already documents both parameters ('portfolio_id' and 'consolidated'). The description adds no additional meaning beyond implying retrieval of holdings, which is already clear from the tool name and purpose. Baseline 3 is appropriate when the schema does the heavy lifting.

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 ('holdings for a specific portfolio'), making the purpose unambiguous. However, it doesn't differentiate from sibling tools like 'list_holdings' or 'get_holding', which appear to serve similar functions, preventing 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 like 'list_holdings' or 'get_holding', nor does it mention prerequisites or exclusions. It only states what it does, not when it's appropriate.

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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