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Quaestor-Technologies

Standard Metrics MCP Server

get_portfolio_summary

Retrieve a comprehensive portfolio summary with companies, funds, and key metrics. Optionally filter by specific companies and control the number of metrics fetched.

Instructions

Get a comprehensive portfolio summary including companies, funds, and key metrics.

Args: company_ids: Specific company IDs to include (if None, includes all companies) max_companies: Maximum number of companies to include metrics for (if None, includes all) include_metrics: Whether to fetch metrics for each company (default: True) metrics_per_company: Number of recent metrics to fetch per company (default: 50) (up to 100)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
company_idsNo
max_companiesNo
include_metricsNo
metrics_per_companyNo
Behavior3/5

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 implies read-only behavior but does not disclose side effects, performance implications, or data freshness. The description mentions filtering options but lacks details on scope or limitations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is concise with a one-sentence summary followed by a structured Args list. No redundant information, and the format is easy to parse.

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 no output schema and no annotations, the description should elaborate on the return structure. It mentions 'comprehensive portfolio summary' but does not specify fields or data types. Missing details on constraints or potential large data handling.

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?

Although the schema lacks descriptions (0% coverage), the description's Args section explains each parameter meaning and defaults (e.g., company_ids, max_companies, include_metrics, metrics_per_company). This adds significant value beyond the raw schema.

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 'Get a comprehensive portfolio summary including companies, funds, and key metrics.' It uses a specific verb ('Get') and identifies the resource ('portfolio summary'), distinguishing it from sibling tools that focus on individual entities.

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 explicit guidance on when to use this tool versus alternatives like get_company or get_company_metrics. The description does not mention when this tool is preferred or provide exclusion scenarios.

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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