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Ritesh17rb

kite-mcp-server

by Ritesh17rb

place_mf_sip

Starts a mutual fund recurring investment (SIP) with amount, instalments, and frequency; runs as a dry run unless trading is enabled.

Instructions

Start a mutual fund SIP (recurring investment). Dry-run unless KITE_MCP_ENABLE_TRADING=true is set.

Input Schema

NameRequiredDescriptionDefault
tagNo
amountYes
frequencyYes
instalmentsYesNumber of instalments; -1 for indefinite until cancelled
tradingsymbolYesISIN of the fund, from search_mf_instruments
initial_amountNoOne-off amount to invest before the SIP starts
instalment_dayNoFor monthly frequency: day of month (1, 5, 10, 15, 20, or 25)

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.2.0

TDQS

B3.3/5.0
Behavior3/5

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

With no annotations, the description carries the full burden, and it does disclose a genuinely important non-obvious trait: execution is a dry-run unless KITE_MCP_ENABLE_TRADING=true. However, it omits what a dry-run returns, whether margin must be available (calculate_order_margins exists as a sibling), and whether the SIP auto-activates after creation.

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?

Two short sentences, purpose front-loaded followed by the execution-mode caveat. Nothing wasted and nothing buried.

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?

For a mutation tool with no annotations and no output schema, the dry-run disclosure is essential but insufficient: return shape of a dry-run, margin prerequisites, and post-creation state are all unaddressed for a 7-parameter trading tool.

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

Parameters2/5

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

Schema coverage is only 57%, and the description adds no parameter meaning at all. Parameters like tag, amount, and frequency are left to the schema alone, and instalment_day/initial_amount semantics come solely from the schema descriptions; the description does nothing to compensate for the coverage gap.

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?

States a specific verb+resource ('Start a mutual fund SIP') and glosses the acronym as 'recurring investment', which makes the purpose unambiguous. The verb 'Start' contrasts implicitly with modify_mf_sip and cancel_mf_sip siblings, but no sibling is named explicitly.

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?

Usage context is implied by 'Start a ... SIP', but there is no explicit when-to-use guidance, no pointer to modify_mf_sip/cancel_mf_sip for changes, and no mention of prerequisites such as funds or margin checks. The dry-run note is a useful guardrail but is behavioral rather than usage-guiding.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.