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Vedhasagaran

DhanHQ MCP Server

by Vedhasagaran

get_holdings_summary

Fetch a concise summary of your portfolio holdings from DhanHQ, providing an overview of positions and quantities.

Instructions

Fetch holdings summary via DhanHQ SDK.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior1/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure, but it only says 'Fetch holdings summary.' It discloses no details about authentication requirements, data scope, return structure, or side effects, leaving the agent without essential 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.

Conciseness5/5

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

The description is a single, compact sentence with no filler. 'Fetch holdings summary' is direct, and 'via DhanHQ SDK' adds useful implementation context without verbosity.

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?

The tool is simple (no parameters) and has an output schema, but the description is minimal. It does not explain prerequisites, response contents, or typical use cases, making it the bare minimum viable. Annotations would have compensated, but none are provided.

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?

The tool has no parameters, so the schema fully covers parameter semantics (coverage 100%). The description correctly adds nothing about parameters, and the baseline for zero-parameter tools is 4.

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 a specific action ('Fetch') and a specific resource ('holdings summary'). This distinguishes it from the sibling tools which operate on orders, trade history, and token renewal, making the purpose unambiguous.

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?

The description provides no guidance on when to use this tool versus the sibling alternatives. It does not mention conditions, exclusions, or refer to other tools, so an agent must infer usage solely from the tool name.

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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