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Open-Agent-Tools

Open Stocks MCP

schwab_portfolio

Retrieve portfolio positions from a specific Schwab account using the account hash.

Instructions

Get Schwab portfolio positions for a specific account.

Args:
    account_hash: Account hash from schwab_account_numbers

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
account_hashYes

Output 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 only states that the tool 'gets' positions, a read operation, but provides no details on data freshness, pagination, error handling, or other behavioral traits.

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 extremely concise: two sentences with no filler. The first sentence states the purpose, the second describes the argument. Perfectly efficient for the information conveyed.

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 has only one parameter and an output schema exists, the description is minimally adequate. It provides the source for the parameter but omits any description of the output or potential edge cases, which could hinder a new agent.

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 schema has 0% description coverage, so the description adds essential context by specifying that account_hash comes from 'schwab_account_numbers'. This guides the agent on how to obtain the parameter value.

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 'Get' and resource 'Schwab portfolio positions' for a specific account, which is unambiguous. However, it does not explicitly differentiate from sibling tools like 'positions' or 'aggregated_portfolio', leaving some ambiguity.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description gives a prerequisite by referencing 'schwab_account_numbers' for the account_hash, which is helpful. But it lacks explicit guidance on when to use this tool versus alternatives or when not to use it.

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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