claude-fidelity-mcp
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@claude-fidelity-mcpshow me my current portfolio positions and account balances"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
@tasque/fidelity-mcp
MCP server for Fidelity brokerage accounts via Playwright browser automation.
Warning ā Fidelity has no public API. This automates the web interface, which may violate their Terms of Service.
Tools
Tool | Description |
| Log in to Fidelity (supports TOTP and SMS 2FA) |
| Submit SMS 2FA code |
| List all accounts with balances |
| Get all holdings across accounts |
| Transfer cash between Fidelity accounts |
| Get current stock/ETF price |
| Place a buy/sell order (dry_run default) |
| Place multiple orders sequentially (dry_run default) |
| Check browser session status |
| Close session and save cookies |
| Save browser state to disk |
| Take a full-page screenshot |
| Get page URL and interactive elements |
Related MCP server: fidelity-mcp
Environment Variables
Variable | Required | Description |
| Yes | Fidelity login username |
| Yes | Fidelity login password |
| No | Base32 TOTP secret for automatic 2FA |
| No | Set to |
| No | Session persistence directory (default: |
| No | Session file identifier for multiple accounts |
| No | Set to |
| No | Default timeout in ms (default: |
Auth Setup
Set FIDELITY_USERNAME and FIDELITY_PASSWORD. For automatic 2FA, get your TOTP secret from Fidelity Security Settings > Authenticator app > "Can't scan the code?" and set FIDELITY_TOTP_SECRET. Without TOTP, the server falls back to SMS 2FA (requires calling fidelity_submit_2fa).
Requires Playwright Firefox: npx playwright install firefox
Development
npm install
npx playwright install firefox
npm run build
npm start # stdio modeAvailable Tools
13 toolsfidelity_batch_ordersA
Place multiple buy/sell orders sequentially in a single account. Useful for portfolio rebalancing. Each order is placed one at a time. Returns results for each order.
| Name | Required | Description | Default |
|---|---|---|---|
| account_number | Yes | The Fidelity account number to trade in. | |
| orders | Yes | Array of orders to place sequentially. | |
| dry_run | No | If true (default), preview all orders without placing. Set to false to execute. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided, so the description carries the full burden. It discloses that orders are placed 'one at a time' and 'Returns results for each order,' which is useful. However, it does not mention failure handling (e.g., stop on first error), rate limits, or account prerequisites. The `dry_run` parameter behavior is covered in schema but not reinforced in description.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Three short, direct sentences with no extraneous information. The key action ('Place multiple buy/sell orders') is front-loaded, and additional detail is provided in subsequent sentences. Every sentence serves a purpose.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Despite having 3 parameters and no output schema, the description only vaguely says 'Returns results for each order.' It does not specify what those results contain (e.g., order IDs, status, errors). There is no mention of partial execution, concurrency, or dependencies between orders. For a batch operation, this lacks sufficient detail for an agent to anticipate behavior.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so each parameter has a clear description in the schema. The tool description adds 'useful for portfolio rebalancing' as context but does not add new parameter-level semantics. Baseline is 3 given high coverage.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states 'Place multiple buy/sell orders sequentially in a single account,' specifying the verb (place), resource (orders), and scope (multiple, sequential, single account). It distinguishes from sibling `fidelity_place_order` which likely handles single orders, and adds context 'useful for portfolio rebalancing.'
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description mentions it's 'useful for portfolio rebalancing' but does not explicitly exclude scenarios where single order placement (`fidelity_place_order`) would be better. No when-not-to-use or alternative guidance beyond the implicit multiple vs. single distinction.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
fidelity_get_accountsB
List all Fidelity accounts with their names, numbers, and optionally withdrawal balances.
| Name | Required | Description | Default |
|---|---|---|---|
| include_balances | No | Whether to include withdrawal balances (slower). |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description must carry full burden. It mentions the optional balance inclusion is slower, but does not disclose read-only nature, authentication requirements, rate limits, or any side effects.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
A single sentence with no wasted words. It is front-loaded and efficiently conveys the core functionality.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
The tool is simple with one optional parameter and no output schema. The description adequately covers the purpose and return information, though it could specify the return format (e.g., array of objects).
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema has full description coverage (100%) for the single parameter, so baseline is 3. The description adds no extra value beyond echoing the schema's 'optionally withdrawal balances'.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the action (list), the resource (Fidelity accounts), and what is included (names, numbers, optionally withdrawal balances). It distinguishes this tool from siblings like fidelity_get_positions and fidelity_get_quote.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance on when to use this tool versus alternatives, such as fidelity_get_positions for positions. The description only states what the tool does without context on exclusions or prerequisites.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
fidelity_get_positionsA
Get all positions (holdings) across all Fidelity accounts. Returns account details with stock ticker, quantity, price, and value for each holding.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Without annotations, the description carries the full burden. It states the tool returns account details with specific fields, implying a read operation. However, it does not explicitly confirm read-only behavior, mention authentication requirements, or describe error states (e.g., empty accounts). The description is adequate but lacks deeper behavioral context.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is two sentences with no wasted words. The first sentence clearly states the action and scope, and the second lists the output details. It is efficiently structured and easy to parse.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool has no parameters and no output schema, the description provides sufficient information about what is returned (account details, ticker, quantity, price, value). It does not mention limits, sorting, or read-only nature, but the scope is well-defined and likely sufficient for an agent to understand the output.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The tool has no parameters, so the description adds no parameter semantics. Baseline score of 4 is appropriate since no parameters need explanation.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool retrieves all positions across all Fidelity accounts and lists the returned fields (ticker, quantity, price, value). It uses a specific verb ('Get') and resource ('positions'), and distinguishes from sibling tools like fidelity_get_accounts by focusing on individual holdings.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance is provided on when to use this tool versus alternatives such as fidelity_get_accounts or fidelity_get_quote. The description does not mention scenarios where this tool is inappropriate or any preconditions (e.g., authentication).
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
fidelity_get_quoteB
Get the current price for a stock/ETF symbol via Fidelity's trade page.
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | Yes | The stock/ETF ticker symbol (e.g., AAPL, SPY). |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description must disclose behavioral traits. It fails to mention that the tool is read-only (non-destructive), any authentication requirements, rate limits, or that it scrapes data from a webpage. The description is silent on these important aspects.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single sentence of 12 words, with no unnecessary information. It is extremely concise and front-loaded.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's simplicity (one parameter, no nested objects, no output schema), the description is mostly complete. However, it lacks details about the return format (e.g., price as a string or number), which would be helpful for an agent. Still, it covers the core functionality.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema covers the single symbol parameter with 100% description coverage. The tool description adds no further semantic information beyond the schema, so a baseline of 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool gets the current price for a stock/ETF symbol via Fidelity's trade page, using a specific verb and resource. It distinguishes from siblings like fidelity_place_order which are about trading, not quoting.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
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 alternatives such as fidelity_get_positions or fidelity_place_order. There is no mention of prerequisites or context for usage.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
fidelity_loginA
Log in to Fidelity. Supports TOTP 2FA (automatic) and SMS 2FA (requires follow-up with fidelity_submit_2fa). Credentials can be passed directly or via env vars FIDELITY_USERNAME, FIDELITY_PASSWORD, FIDELITY_TOTP_SECRET.
| Name | Required | Description | Default |
|---|---|---|---|
| username | No | Fidelity username. Falls back to FIDELITY_USERNAME env var. | |
| password | No | Fidelity password. Falls back to FIDELITY_PASSWORD env var. | |
| totp_secret | No | TOTP secret for authenticator app 2FA. Falls back to FIDELITY_TOTP_SECRET env var. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations exist, so the description carries full behavioral burden. It discloses TOTP (automatic) vs SMS (requires follow-up) behaviors and credential fallback to env vars. However, it omits what the tool returns upon success/failure, rate limits, or session implications, making it adequate but not thorough.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences front-load the purpose and key behaviors. No redundant words, every sentence adds value.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
No output schema exists, so the description should explain return values and error behavior, which it does not. It also does not mention that a successful login is required for sibling tools. While the 2FA flow is well-covered, critical invocation details are missing.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, with each parameter already including fallback details. The description repeats this info without adding new context, so baseline 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly identifies the tool as logging into Fidelity, mentions specific 2FA methods (TOTP, SMS), and explicitly names a sibling tool (fidelity_submit_2fa) for follow-up, distinguishing it from other tools on the server.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides clear context: use for login. It explains that SMS 2FA requires a follow-up call to fidelity_submit_2fa, guiding the agent on next steps. It does not explicitly mention when not to use or alternative tools, but the context is sufficient.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
fidelity_logoutA
Close the Fidelity browser session and save cookies for faster re-login next time.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description must disclose behavioral details. It mentions saving cookies for faster re-login, which is helpful. But it does not discuss potential side effects (e.g., invalidating tokens, effect on pending operations) or whether the tool is idempotent. This is adequate but not rich.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single, well-structured sentence that conveys the purpose and benefit concisely. No extraneous words, front-loaded with the core action.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple logout tool with no parameters and no output schema, the description covers the main action and a key side effect (cookies). It could add context about prerequisites (e.g., being logged in) or relationship to fidelity_login, but is fairly complete given low complexity.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema has zero parameters with 100% coverage, so the baseline is 4. The description adds no parameter information, which is appropriate since there are none to describe.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description explicitly states the tool closes the Fidelity browser session and saves cookies for faster re-login, using a specific verb ('Close') and resource ('Fidelity browser session'). This clearly distinguishes it from siblings like fidelity_login (opens session) and fidelity_save_session (saves without closing).
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies usage when the user wants to end the session, providing clear context. However, it lacks explicit when-not-to-use or alternative tools (e.g., fidelity_save_session might be used if only saving cookies without closing). The context is clear but could be more direct.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
fidelity_page_contentA
Get the current page URL and key HTML structure. Useful for debugging when selectors fail.
| Name | Required | Description | Default |
|---|---|---|---|
| url | No | Optional URL to navigate to first. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description fails to disclose critical behavioral traits such as side effects, authentication requirements, or whether navigation occurs. The tool likely navigates (given the optional URL param), but this is not explicitly stated as a behavior.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single sentence followed by a concise usage hint, both front-loaded with the tool's purpose, containing no extraneous words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's simplicity (one optional param, no output schema), the description adequately states return values (URL and HTML structure) but lacks specifics about format or completeness of the HTML, leaving some ambiguity for the agent.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% (one param with description). The tool description adds the nuance that providing a URL causes navigation to that page first, which is valuable context beyond the schema's description.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool retrieves 'current page URL and key HTML structure', with a specific verb 'Get' and distinct resource, differentiating it from sibling tools like fidelity_place_order or fidelity_get_accounts.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides a clear use case ('debugging when selectors fail') but does not mention when to avoid the tool or suggest alternatives, though the usage hint is specific and helpful.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
fidelity_place_orderA
Place a buy or sell order for a stock/ETF on Fidelity. Supports market and limit orders. Use dry_run=true to preview without executing. For penny stocks (<$1) and extended hours, limit orders are used automatically.
| Name | Required | Description | Default |
|---|---|---|---|
| account_number | Yes | The Fidelity account number to trade in. | |
| symbol | Yes | The stock/ETF ticker symbol. | |
| action | Yes | Whether to buy or sell. | |
| quantity | Yes | Number of shares to trade. | |
| order_type | No | Order type. Defaults to market. Auto-set to limit for penny stocks and extended hours. | |
| limit_price | No | Limit price per share. Required for limit orders, auto-calculated if not provided. | |
| dry_run | No | If true (default), preview the order without placing it. Set to false to actually execute. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations exist; description carries full burden. It discloses automatic limit order conversion and auto-calculation of limit_price. Could add more on execution risks or authorization, but current detail is good.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two concise sentences: first states purpose, second provides critical behavioral notes. No wasted words, front-loaded, easy to parse.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a 7-parameter tool with required params, description covers order types, dry run, and special-case behaviors. No output schema, so return values are not expected. Adequate for agent decision-making.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema covers all 7 parameters (100% coverage). Description adds value by explaining dry_run's behavior and automatic limit order logic, which enriches schema definitions.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool places buy/sell orders for stocks/ETFs on Fidelity, specifying order types (market, limit). It distinguishes from siblings like fidelity_batch_orders (batch) and fidelity_get_quote (quotes).
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Provides guidance on using dry_run=true for previewing and automatic limit orders for penny stocks/extended hours. Does not explicitly contrast with batch orders, but context is sufficient for typical use.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
fidelity_save_sessionA
Manually save the current browser session state (cookies/localStorage) for persistence across restarts.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are present, so the description carries full burden. It discloses the manual save action and persistence across restarts, but lacks details on side effects, rate limits, or prerequisites.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Single clear sentence with no unnecessary words. Perfectly concise.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given no output schema and no parameters, the description covers the essential purpose and effect. Minor missing details about expected outcomes or post-save state, but sufficient for a simple action.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
With zero parameters, baseline is 4. The description adds no parameter-level details, which is acceptable since there are no parameters to document.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description explicitly states it saves browser session state (cookies/localStorage) for persistence, a specific verb+resource that clearly distinguishes from sibling tools like fidelity_login or fidelity_logout.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No explicit when-to-use or when-not-to-use guidance is provided. Usage is implied as after login or before restart, but no alternatives like auto-save are discussed.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
fidelity_screenshotA
Take a screenshot of the current Fidelity browser page. Useful for debugging when tools return unexpected results.
| Name | Required | Description | Default |
|---|---|---|---|
| url | No | Optional URL to navigate to before taking the screenshot. If omitted, captures the current page. |
TDQS
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 states the core action (screenshot) and optional navigation, but does not disclose potential side effects (e.g., page state changes, browser window behavior) 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.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two concise sentences with no redundant information. Every phrase adds value.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple screenshot tool with no output schema, the description covers purpose and basic usage. Could optionally mention return format (e.g., base64 image), but not critical.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% with one parameter 'url' well-described. The description adds context by explaining the optional URL behavior, but does not exceed the schema's clarity.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool's action ('Take a screenshot') and context ('current Fidelity browser page'), with a specific use case (debugging). It distinguishes from siblings, none of which are screenshot tools.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description mentions it is 'useful for debugging when tools return unexpected results,' providing some guidance on when to use. However, it lacks explicit instructions on when not to use or mention of alternative tools.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
fidelity_statusA
Check whether the Fidelity browser session is active and logged in.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description must disclose behavioral traits. It states the tool checks session activity, but does not specify what constitutes 'active' or 'logged in', nor how the result is returned (boolean, status string, etc.). Minimal behavioral detail.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single concise sentence of 8 words with no redundancy. Every word is necessary.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
The tool has no output schema, so the description should clarify the return value format. It only says 'Check whether', which is ambiguous about output (e.g., boolean, string). Missing return details make it incomplete for an agent.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
There are zero parameters, so the schema provides no information. The description adds the meaning of the tool's action, which is sufficient for a parameterless tool. Baseline for 0 params is 4.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the verb 'Check whether' and the resource 'Fidelity browser session is active and logged in', distinguishing it from sibling tools like fidelity_login or fidelity_logout which perform different actions.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives no explicit guidance on when to use this tool vs alternatives. Usage is implied (checking session status before other operations), but no when-not-to-use or alternatives are mentioned.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
fidelity_submit_2faA
Submit the SMS 2FA code received on your phone to complete Fidelity login. Only use this after fidelity_login returns needsSms2FA=true.
| Name | Required | Description | Default |
|---|---|---|---|
| code | Yes | The 6-digit SMS verification code. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided, so description carries full burden. Discloses it is a post-login step and involves submitting a code. Could mention invalid code handling or limits, but sufficient for a simple tool.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences front-loading action and usage condition. No redundant information; every sentence adds value.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given simple tool (one param, no output schema), description covers purpose and usage context. Could include brief error scenario, but adequate for agent to use correctly.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100% and already describes 'code' as 'The 6-digit SMS verification code.' Description adds no extra parameter info beyond schema, so baseline score of 3 applies.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Clearly states the action: 'Submit the SMS 2FA code... to complete Fidelity login.' Uses specific verb and resource, and distinguishes from sibling tools by describing a unique login step.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly states precondition: 'Only use this after fidelity_login returns needsSms2FA=true.' Provides clear when-to-use guidance and implies when not to use.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
fidelity_transferA
Transfer cash between two Fidelity accounts. Validates available balance before submitting.
| Name | Required | Description | Default |
|---|---|---|---|
| from_account | Yes | Source account number. | |
| to_account | Yes | Destination account number. | |
| amount | Yes | Dollar amount to transfer. |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided, so description carries full burden. It mentions 'Validates available balance before submitting' as a behavioral trait, but doesn't disclose other important aspects like whether the transfer is synchronous, what happens on failure, or auth requirements.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Single sentence, no wasted words. Includes essential detail (balance validation). Highly concise and front-loaded.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple 3-parameter transfer with no output schema, description covers main purpose and a key behavioral aspect (validation). Could mention immediacy, fees, or confirmation, but overall reasonably complete.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% with descriptions for all three parameters. Description adds no extra parameter-level info beyond what schema provides. Baseline 3 applies.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Description clearly states 'Transfer cash between two Fidelity accounts', which is a specific verb+resource. It is distinct from siblings like 'fidelity_place_order' (for securities) and 'fidelity_get_accounts' (read-only).
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Description implies use when moving cash between accounts, but lacks explicit guidance on when to use vs alternatives (e.g., batch orders or place order). No exclusions or prerequisites mentioned.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
TDQS
Each tool has a unique and clear purpose (login, logout, get accounts, place orders, etc.). No two tools overlap in functionality, and the descriptions clearly differentiate them.
All tools follow a consistent 'fidelity_verb_noun' pattern in snake_case (e.g., fidelity_get_accounts, fidelity_place_order). This makes the set predictable and easy to navigate.
With 13 tools, the server covers essential Fidelity operations (login, orders, transfers, debugging) without being bloated. Each tool feels necessary for the domain.
The tool set covers core workflows: login, account info, quotes, orders (single & batch), transfers, and session management. Minor gaps like order cancellation or history exist, but the surface is strong for its stated purpose.
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