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erikrubstein

monarch-mcp2

by erikrubstein

Investments Get Holding

investments_get_holding
Read-onlyIdempotent

Retrieve detailed information about a specific investment holding by providing its holding ID.

Instructions

Get holding.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fieldsNoOptional dotted output field paths to return, such as ['id', 'merchant.name', 'category.name'].
holding_idYes
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
session_pathNo
Behavior2/5

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

Annotations already indicate readOnlyHint, destructiveHint false, etc. Description adds no behavioral details (e.g., what data is returned, required permissions). Relies entirely on annotations which are present but no extra context.

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?

Extremely short (two words) but not effectively concise as it omits essential information. It fails to earn its place by adding value beyond the name.

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?

Given no output schema, 4 parameters, and complex domain (investments), the description is critically incomplete. It provides no information about return values, pagination, or what constitutes a 'holding'.

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 description coverage is 50% (fields and output_mode have descriptions, holding_id and session_path do not). Description does not clarify any parameters, especially the required holding_id, leaving ambiguity for the agent.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose2/5

Does the description clearly state what the tool does and how it differs from similar tools?

Description is essentially a tautology ('Get holding'). It restates the name without specifying what a holding is or distinguishing from sibling tools like investments_list_holdings or investments_get_holding_performance.

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 vs alternatives such as investments_list_holdings or investments_get_holding_performance. No context about prerequisites or typical use 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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