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finance_portfolio_monitoring

Destructive

Monitor financial portfolios by sending a free-text objective or structured inputs to the finance domain agent, receiving actionable updates on portfolio health and performance.

Instructions

Run the finance domain agent action finance_portfolio_monitoring.

Routes through the platform's domain-agent dispatcher under your JWT, tenant, and company scope.

Args: message: Free-text objective for the action. inputs: Optional JSON string of structured inputs for the action.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
inputsNo{}
messageNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

C2.2/5.0
Behavior2/5

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

The annotations indicate destructiveHint=true and idempotentHint=false, but the description does not disclose any potential side effects or non-idempotent behavior. It only mentions routing details (JWT, tenant, company scope) without addressing whether the action modifies data or has other impacts.

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, using only two short sentences. It avoids unnecessary detail and is easy to read, though the brevity contributes to the lack of substantive information.

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 tool's purpose appears to be finance portfolio monitoring, the description is notably incomplete. It does not explain what data it operates on, what actions it can perform, what outputs it produces, or any constraints. The presence of an output schema is noted but not described. The description leaves many essential aspects unaddressed.

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 description provides brief explanations for both parameters: 'message' as free-text objective and 'inputs' as optional JSON string of structured inputs. This adds some meaning beyond the bare schema, but it is generic and does not specify what kind of objectives or inputs are expected, leaving room for ambiguity.

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

Purpose2/5

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

The description is vague, merely stating 'Run the finance domain agent action' without explaining what the action actually does. The name suggests portfolio monitoring, but the description does not clarify its functionality, making it hard to distinguish from other finance-related sibling tools.

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

Usage Guidelines1/5

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 any alternatives. It does not mention any context, prerequisites, or scenarios where this tool is preferred.

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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