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Satsuj1n

xp-mcp

by Satsuj1n

get_transactions

Retrieve trade transactions from your XP Investimentos portfolio with optional filters for ticker, asset class, and date range. Returns up to specified limit, sorted by trade date descending, with amounts in BRL.

Instructions

List trade transactions (buys/sells) with optional ticker, asset_class, and date-range filters. Returns up to limit rows sorted by trade_date DESC, with amounts in BRL. Zero outbound HTTP. Read-only.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerNo
date_toNo
date_fromNo
asset_classNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.12.0

TDQS

A4.6/5.0
Behavior5/5

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

The description explicitly states 'Read-only' and 'Zero outbound HTTP', making side effects and safety clear. With no annotations provided, this transparency is especially valuable.

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 compact and front-loaded, conveying the core action and all relevant attributes in two sentences. No filler or redundant wording is present.

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 mentions return ordering, currency, and row limiting, which is useful given the lack of an output schema. It does not specify exact response fields, but the description is sufficient for a straightforward listing tool.

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 has no per-parameter descriptions, the description explains the meaning of the ticker, asset_class, date-range, and limit parameters. This gives enough semantic context for callers to use them effectively.

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 lists trade transactions, identifies key filters (ticker, asset_class, date-range), and specifies sorting and currency. This makes the primary purpose immediately understandable.

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

Usage Guidelines4/5

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

The description fully defines what the tool does and its optional parameters, making it suitable for retrieving transaction data. It does not explicitly contrast with sibling tools like get_dividends or get_cash_flows, but the domain is clear enough for most use cases.

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