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Haizzz

Sharesight MCP Server

by Haizzz

update_portfolio_user_setting

Modify portfolio display settings in Sharesight to customize chart types, grouping options, and data visibility for investment analysis.

Instructions

Updates user settings for a portfolio

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolio_idYesThe portfolio ID
consolidatedNoSet to true for consolidated portfolio views
portfolio_chartNoChart type: VALUE, VALUELINE, GROWTH, BENCHMARK, or HIDE
holding_chartNoHolding chart type: PRICE, HOLDING_VALUE, BENCHMARK, or HIDE
combinedNoTrue to combine holdings in consolidated portfolios
groupingNoGrouping to use (e.g., market, country, currency)
include_sold_sharesNoTrue to include sold shares in calculations
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 states 'Updates', implying a mutation, but does not disclose any behavioral traits like required permissions, whether changes are reversible, rate limits, or what the response looks like. This is a significant gap for a mutation tool with zero annotation coverage.

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 appropriately sized and front-loaded, 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 mutation tool with 7 parameters, no annotations, and no output schema, the description is incomplete. It lacks crucial information such as behavioral context, usage guidelines, and output details, which are necessary for the agent 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 schema description coverage is 100%, meaning all parameters are documented in the schema. The description does not add any additional meaning or context beyond what the schema provides, such as explaining interactions between parameters or default behaviors. With high schema coverage, 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 ('Updates') and target ('user settings for a portfolio'), making the purpose evident. However, it does not differentiate this tool from sibling tools like 'update_coupon_rate' or 'update_ustom_investment', which also perform updates on different resources, so it lacks sibling distinction.

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. There is no mention of prerequisites, context, or exclusions, such as when to use 'get_portfolio_user_setting' for retrieval instead. This leaves the agent without usage direction.

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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