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chensirui2008

Schwab Read-Only MCP

get_transactions

Retrieve transaction history for a specified account within an inclusive date range, without placing any orders. Use this read-only tool to review past trades and activity.

Instructions

Read transaction history in an inclusive ISO-date range; this never submits an order.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
end_dateYes
start_dateYes
account_hashYes
transaction_typesNoTRADE
Behavior3/5

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

With no annotations provided, the description carries the full burden. It discloses the read-only nature and inclusive date behavior, but lacks details on pagination, authentication requirements, or behavior when no transactions are found.

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 concise two-sentence structure, with the main action front-loaded. The second sentence adds a key safety clarification without unnecessary detail.

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 no annotations, no output schema, and 0% parameter coverage, the description is inadequate for a 4-parameter tool. It omits parameter explanations, return format, and edge-case behavior, leaving the agent without critical information.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 0%, so the description must compensate. It only hints at the date range format (inclusive ISO-date) but does not explain account_hash, transaction_types, or the exact syntax for start_date and end_date, leaving significant gaps.

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 reads transaction history within an inclusive ISO-date range. The verb 'Read' and resource 'transaction history' distinguish it from sibling market data and account tools, and the explicit note that it never submits an order clarifies its read-only nature.

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 provides clear context for use: reading transactions in a date range. The phrase 'never submits an order' signals a safety distinction and implies a when-not scenario, but it does not explicitly name alternative tools or exclusions.

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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