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erikrubstein

monarch-mcp2

by erikrubstein

Investments List Investment Accounts

investments_list_investment_accounts
Read-onlyIdempotent

List all investment accounts to view holdings, balances, and performance data in a structured format.

Instructions

List investment accounts.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fieldsNoOptional dotted output field paths to return, such as ['id', 'merchant.name', 'category.name'].
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 declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false. The description adds no behavioral context beyond stating the operation, such as what specific account types are included or any limitations.

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

Conciseness3/5

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

The description is a single sentence, making it concise, but it lacks essential context that would help the agent understand the tool's scope. It is front-loaded but under-specified.

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

Completeness3/5

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

Given the simple nature of the tool and the presence of annotations and schema, the description is minimally adequate. However, it fails to clarify how it differs from 'accounts_list_accounts', leaving a completeness gap in 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?

The schema description coverage is 67%, with 'fields' and 'output_mode' described. The description does not add any additional meaning beyond the schema, so it meets the baseline.

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 verb 'list' and resource 'investment accounts', making the purpose unambiguous. However, it does not differentiate from the sibling tool 'accounts_list_accounts', which may list similar accounts.

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 versus alternatives, such as 'accounts_list_accounts' or other investment tools. No exclusions or context are mentioned.

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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