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monarch-mcp2-obot

by dcode

Investments Get Holding Performance

investments_get_holding_performance
Read-onlyIdempotent

Retrieve performance metrics for a specific investment holding by its holding ID. Set an optional date range and choose summary, full, or raw output to get the data shape you need.

Instructions

Get holding performance.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fieldsNoOptional dotted output field paths to return, such as ['id', 'merchant.name', 'category.name'].
end_dateNo
holding_idYes
start_dateNo
output_modeNoOutput shape to return. Use summary for compact CLI-style defaults, full for complete structured data without raw, and raw for complete structured data including raw payloads.summary
Behavior2/5

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

Annotations declare the operation is read-only, idempotent, and non-destructive, but the description adds no behavioral context beyond that. It does not disclose what 'performance' includes, how date range parameters affect results, or what output_mode changes.

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

Conciseness2/5

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

The description is extremely short but it is under-specification rather than effective conciseness. It simply restates the tool title and provides no operational detail to help an agent select or invoke the tool.

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

Completeness1/5

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

With five parameters and no output schema, the description offers almost no context. There is no indication of what the response contains, what date defaults apply, how output_mode affects the result, or how this differs from the many sibling investment tools.

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

Parameters1/5

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

Schema description coverage is only 40%, and the description does not compensate for the undocumented holding_id, start_date, or end_date parameters. The description adds no parameter semantics at all, leaving the agent to guess the meaning and formatting of required and optional inputs.

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 states a specific verb and resource: retrieving performance data for an investment holding. It is clear about the general purpose, but it does not differentiate it from sibling tools like investments_get_holding, investments_get_portfolio, or investments_get_security.

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?

There is no guidance on when to use this tool versus the many related investments tools. The description does not mention prerequisites, contexts, or alternatives, so an agent must rely purely on name inference.

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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