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PublicDotCom

Public.com MCP Server

Official
by PublicDotCom

get_history

Read-only

Retrieve trades, deposits, withdrawals, and position adjustments from your Public.com account. Filter by date range and paginate results.

Instructions

Retrieve account transaction history.

Returns trades, money movements (deposits, withdrawals, dividends), and position adjustments (splits, mergers).

Args: account_id: Account ID. Optional if PUBLIC_COM_ACCOUNT_ID is set. start: Start timestamp in ISO 8601 format (e.g. 2025-01-15T09:00:00-05:00). end: End timestamp in ISO 8601 format. page_size: Max number of records to return. next_token: Pagination token for the next page.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
account_idNo
startNo
endNo
page_sizeNo
next_tokenNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=true and destructiveHint=false. The description adds value by specifying the types of data returned (trades, money movements, adjustments) and pagination behavior, which goes beyond the annotations.

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 concise, with a brief introductory sentence, a list of return types, and then parameter documentation in a clean Args block. No unnecessary information, and the most important details are front-loaded.

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

Completeness4/5

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

The description covers the core functionality, return types, and parameter semantics. However, it lacks behavioral details like default date ranges, default page_size, and behavior when parameters are omitted. Output schema exists, which supplements completeness.

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

Parameters5/5

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

With schema description coverage at 0%, the description fully explains each parameter: account_id (optional with env var fallback), start/end (ISO 8601 format), page_size (max records), next_token (pagination). This is excellent for agent understanding.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool retrieves account transaction history and lists the types of transactions included (trades, money movements, adjustments). This distinguishes it from sibling tools like get_orders and get_portfolio.

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 does not explicitly state when to use this tool instead of alternatives, such as get_orders for orders or get_portfolio for positions. The usage is implied by the purpose, but no direct guidance is provided.

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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