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erikrubstein

monarch-mcp2

by erikrubstein

Investments Get Portfolio

investments_get_portfolio
Read-onlyIdempotent

Retrieve your investment portfolio summary with optional filters for accounts, date range, and hidden holdings. Get detailed holdings and top movers.

Instructions

Get portfolio.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fieldsNoOptional dotted output field paths to return, such as ['id', 'merchant.name', 'category.name'].
end_dateNo
start_dateNo
account_idsNo
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
top_movers_limitNo
include_hidden_holdingsNo
Behavior1/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false. The description adds no behavioral context (e.g., whether it returns summary vs. detailed data, or if it includes historical data).

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 but under-specified. Not concise in a helpful way—lacks necessary detail to guide usage.

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 8 parameters, no output schema, and low schema coverage, the description is vastly incomplete. It does not help the agent understand what data is returned or how to filter/hone results.

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 25% (2/8 params have descriptions). The tool description does not explain any parameters, failing to compensate for the gap.

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 'Get portfolio.' restates the name without adding specificity. It does not clarify scope (e.g., all accounts vs. a single portfolio) or differentiate from sibling tools like investments_list_holdings.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines1/5

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 (e.g., investments_get_holding, investments_list_holdings). Missing 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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