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ib-async-mcp

ib-async-mcp

by atomcp-ai
OverviewSchemaSourceRelated ServersDiscussionsAdmin
Python
Local

get_portfolio

Retrieve portfolio positions and their current market values from your Interactive Brokers account. Optionally specify an account ID to narrow results.

Instructions

Get portfolio positions with market values.

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "get_portfolio"
  }
}

Input Schema

NameRequiredDescriptionDefault
accountNoAccount ID (optional)

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.1

TDQS

C2.9/5.0
Behavior2/5

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 only states the purpose without indicating side effects, permissions required, or whether it is a read-only operation. The description adds minimal value beyond stating the function.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

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

The description is a single, concise sentence that efficiently communicates the tool's purpose. It is front-loaded but could include more detail without becoming verbose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's simplicity and lack of output schema or annotations, the description is thin. It fails to clarify how portfolio differs from positions, does not explain return format or behavior when account is omitted, and offers no usage context.

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 description coverage is 100% as the single optional parameter 'account' has a description. The tool description does not add extra meaning to the parameter beyond what the schema already provides, so baseline score of 3 is appropriate.

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?

The description clearly states the tool retrieves portfolio positions with market values. However, it does not differentiate from the sibling tool 'get_positions', which may have overlapping functionality.

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 over alternatives like 'get_positions' or 'get_account_summary'. No context about prerequisites or conditions is given.

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

Deploy Server

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