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VoltaHQ

atpar-mcp-server

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by VoltaHQ

get_portfolio_assets

Fetches the asset balances held in a portfolio, providing a clear snapshot of holdings and allocations.

Instructions

Get asset balances for a portfolio

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolioIdYesPortfolio ID
Behavior2/5

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

With no annotations provided, the description carries full burden but only states the action. It discloses no side effects, permissions, error behavior, or what exactly is returned, which is minimal for a getter.

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?

One concise sentence that front-loads the key information. No filler or unnecessary words.

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 (1 parameter, no output schema), but the description doesn't clarify response shape or edge cases such as whether zero balances are included. It's adequate but lacks completeness.

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?

Schema coverage is 100% with a single parameter described as 'Portfolio ID'. The description adds no extra meaning beyond the schema, so baseline 3 is appropriate.

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?

Description uses the specific verb 'Get' with the resource 'asset balances' scoped to 'a portfolio', clearly distinguishing it from siblings like get_portfolios (listing portfolios) and get_portfolio_ledger (historical transactions).

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?

No guidance on when to use this tool versus alternatives. It doesn't mention that this is for current holdings versus historical data, or reference any sibling tools for different cases.

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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