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Glama
ferinator

BullRun

by ferinator

Bullrun MCP

一个托管的远程 MCP 服务器,将 Claude(及其他 MCP 客户端)转变为全球股票、ETF 和您个人投资组合的研究分析师。

端点

https://mcp.bull-run.org/mcp — 可流式 HTTP,OAuth 2.1 + PKCE

Web 应用

https://bull-run.org

官方 MCP 注册表

org.bull-run/bullrun

Glama 连接器

https://glama.ai/mcp/connectors/org.bull-run/bullrun

隐私政策

https://bull-run.org/privacy

Bullrun 主要是一项托管服务——正常使用无需安装任何内容,也无需管理 API 密钥。您只需将 MCP 客户端指向远程端点,并通过 Google 登录。本仓库包含连接器的公开元数据(server.json)、连接文档以及 MCP 层的本地 stdio 构建(用于目录/安全检查)。Bullrun 应用程序和数据服务单独维护。

连接

Claude(网页版、桌面版、移动版) — 需要付费的 Claude 计划:

  1. 设置 → 连接器 → 添加自定义连接器

  2. 将其命名为 Bullrun,粘贴 https://mcp.bull-run.org/mcp,然后添加。

  3. 点击连接并完成 Google 登录/授权步骤。

Claude Code:

claude mcp add --transport http bullrun https://mcp.bull-run.org/mcp

Cursor、VS Code 和 MCP Inspector 的完整设置请参阅 docs/mcp-connect.md。

Related MCP server: Yahoo Finance MCP Server

连接后可执行的操作

公共市场数据工具适用于任何已连接的客户端。投资组合工具在 Google 登录后解析您的 Bullrun 账户;两个草稿工具需要 Bullrun Pro 账户。

股票

工具

功能

screen_stocks

按行业/板块/国家/市值筛选全球股票;按市盈率、股息率、收入或收入增长排序。

get_stock_metrics

单只股票的整合快照——身份信息(ISIN/LEI/CIK)、最新价格、估值、最新财务数据、描述。

get_financial_history

1–15 个财年的年度/季度报表、每股指标、利润率、复合年增长率及一致性检查。

get_quality_moat_metrics

投入资本回报率、投入资本回报率与加权平均资本成本之差、净资产收益率/总资产收益率、应计项目、现金转换、资本支出强度、股息支付/增长、回购代理指标。

get_forward_estimates

一致预期的营收/每股收益/息税折旧摊销前利润、指引、预期修正,以及推导出的远期市盈率与市盈增长率。

get_operating_kpis

领域关键绩效指标——年度经常性收入、净收入留存率、剩余履约义务、账单、客户数量、支付及跨境交易量。

get_revenue_breakdown

按分部、地域、产品或客户的收入拆分。

get_earnings_call_transcript

带发言者标签的财报电话会议记录片段、财季过滤器及文本搜索。

ETF 和基金

专为欧洲投资者实际挑选基金的方式设计:按 ISIN、追踪指数和总成本——合并同一基金在不同交易所的重复项,使一只在六个交易所上市的基金显示为一个选择而非六个。

工具

功能

screen_etfs

按费率、资产管理规模、收益率、跟踪回报、波动率、流动性、前十大持仓集中度和基金存续期,结合发行人、指数、注册地、UCITS 资格、分配政策和货币对冲,筛选整个基金池——此外还支持穿透式搜索(holdingSearch),通过持仓内容查找基金。

get_etf_index_group

"追踪标普 500 / MSCI 世界指数最便宜的方式?"——同一指数的所有基金,按费用从低到高排列,每只基金一行并附其交易场所,同时明确列出不公开费率的基金数量。

get_etf_fund

通过 ISIN(或任何交易所代码)解析基金及其所有交易市场。

get_etf_filter_options

分类过滤器接受的精确值,确保筛选永远不会因猜测字符串而无声地返回空结果。

search_etfs

按名称、代码或 ISIN 查找已知基金,支持分类、指数、费用和收益率过滤器。

get_etf_snapshot

单个上市基金的模块化快照——身份、分类、市场、资产净值/资产管理规模、费用、收益、基准。

get_etf_holdings

带明确部分覆盖合约的分页持仓明细。

get_etf_exposures

持仓穿透至行业/国家/发行人风险敞口。

get_etf_timeseries

价格历史,对不可用的资产净值/总回报/溢价折价序列会明确说明而非合成。

get_etf_risk

波动率、回撤、夏普比率/索提诺比率/卡玛比率、在险价值,以及相对基准的贝塔和跟踪误差。

compare_etfs

并排比较费用、表现、风险和持仓。

analyze_etf_overlap

共享持仓及基金间的加权下限重叠。

simulate_etf_cost

基于费率、价差、佣金和投入金额的确定性多年费用情景。

analyze_portfolio_fit

候选基金如何适合您现有投资组合。 (需登录)

query_etfs

原始 ETF 搜索。保留以兼容旧版本;建议使用 screen_etfs 或 search_etfs。

您的投资组合

工具

功能

get_capabilities

连接的账户、Pro 是否激活、已授予的作用域,以及哪些工具需要权限。

list_portfolios

您的虚拟投资组合,含价值、日变动、成本基础和总回报。 (需登录)

get_portfolio_context

单个投资组合的深度快照:每项持仓的权重、板块和回报,以及 Bullrun 的洞察。 (需登录)

get_portfolio_analytics

相关性/协方差、风险贡献、因子暴露、行业/货币/国家集中度、压力情景及候选基金适配分析。 (需登录)

create_portfolio_from_positions

保存一个您已决定的投资组合,直接使用显式的 {ticker, weight} 篮子。 (需登录,无需 Pro)

create_portfolio_draft

根据简明英文描述草拟新的纸面投资组合。仅草稿——保存供审阅,绝不更改实际仓位。 (Pro)

create_position_draft

建议向现有投资组合添加项目。仅草稿——保存供审阅。 (Pro)

认证与隐私

该服务器是一个受 OAuth 2.0 保护的资源(RFC 9728)。首次连接时,你的客户端会自动执行发现握手,并引导你通过 Google 登录完成授权;授权后,每个用户的工具将解析你的 Bullrun 账户。MCP 层是一个轻量代理,本身不存储数据库——读取工具返回市场数据和你自己的持仓,每个用户的读取工具接受一个 privacyMode(默认为 full,或 weights_only 仅返回相对数值),而草稿工具从不修改实时持仓。请参阅隐私政策。

本地 stdio 构建

上述托管端点是推荐的集成方式。对于需要构建并运行本地 MCP 服务器的目录,此仓库可以通过 stdio 运行 MCP 层:

npm ci
npm run build
BULLRUN_API_BASE=https://bull-run.org node dist/stdio.js

公共市场数据工具无需凭证即可使用。投资组合和草稿工具在托管客户端中仍需要 Bullrun OAuth 令牌,而在匿名 stdio 检查中会返回需要身份验证的错误。

许可证

MIT。

Available Tools

14 tools
create_portfolio_draftCreate a portfolio draftAInspect

Use when the user wants you to BUILD or PROPOSE a brand-new portfolio for them — e.g. "build me a portfolio", "put together a dividend portfolio", "draft a portfolio of AI stocks", "create a new portfolio for $10k". Generates a REVIEWABLE paper-portfolio draft for the signed-in Bullrun user from a natural-language brief (e.g. "a diversified European dividend portfolio"). Requires OAuth with the write:drafts scope and a Bullrun Pro account. This is DRAFT-ONLY and never changes any live position: the draft is saved to the user's account and appears in the Bullrun Portfolio tab under "Pending AI drafts", where the user reviews it and explicitly accepts it to create a new portfolio (or discards it). To suggest additions to an EXISTING portfolio instead, use create_position_draft. Tickers are chosen only from Bullrun's priced universe. If the brief is vague, first ask ONE quick round of up to three multiple-choice questions (investing style, region focus, and size), each with a default the user can accept with "just pick for me", then build; skip any dimension the user already specified and do not interrogate across multiple turns.

ParametersJSON Schema
NameRequiredDescriptionDefault
promptNoWhat kind of portfolio to draft, e.g. "a defensive dividend portfolio of large EU stocks". Optional: if you omit it, the server collects a quick style/region/size brief from the user directly (a native form on clients that support elicitation; otherwise it asks you to gather those first).
maxPositionsNoMaximum number of holdings (3-20, default 10).
startingCashNoStarting cash in USD (default 10000).

TDQS

A4.8/5.0
Behavior5/5

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

Discloses that it is draft-only, never changes live positions, requires OAuth write:drafts scope and Bullrun Pro account. This adds significant context beyond the annotations, which only indicate non-read-only and non-destructive.

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

Conciseness4/5

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

The description is relatively long but well-structured with key points front-loaded. Every sentence adds value, though it could be slightly more concise without losing information.

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

Completeness5/5

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

Given 3 parameters, 100% schema coverage, and no output schema, the description covers prerequisites, behavior, interaction, and expectations. It is complete enough for an agent to use correctly.

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

Parameters4/5

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

Schema coverage is 100%, so baseline is 3. Description adds extra context: explains that omitting prompt triggers user elicitation, and provides default values for maxPositions and startingCash. This adds value beyond the schema.

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's purpose: building or proposing a brand-new portfolio by generating a reviewable draft. It uses specific verbs like 'BUILD' or 'PROPOSE' and distinguishes it from create_position_draft, which handles additions to existing portfolios.

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

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly says when to use (user wants a new portfolio) and when not to (use create_position_draft for existing portfolios). Provides guidelines for vague briefs, including asking one round of multiple-choice questions with defaults.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

create_position_draftCreate a position draftAInspect

Use when the user asks what to BUY or ADD to an EXISTING portfolio — e.g. "what should I buy next", "suggest a stock for my portfolio", "what should I add", "recommend a position", "any ideas to round out my holdings". Generates REVIEWABLE suggested additions for one existing Bullrun portfolio. Requires OAuth with the write:drafts scope and a Bullrun Pro account. This is DRAFT-ONLY: the suggested position(s) are saved to the user's account and appear in the Bullrun Portfolio tab under Pending AI drafts, where the user reviews and accepts them into the target portfolio or discards them. It never changes live holdings by itself. To draft a whole new portfolio from scratch use create_portfolio_draft; to test whether a specific named ticker fits, use get_portfolio_analytics with candidateTicker. If it is unclear, first confirm which portfolio (use list_portfolios when the user has more than one) and how many ideas (a single best idea or a few) in ONE quick step; otherwise just build.

ParametersJSON Schema
NameRequiredDescriptionDefault
portfolioIdYesThe Bullrun portfolio id to propose additions for. Use list_portfolios first if unsure.
maxPositionsNoHow many suggested additions to save, 1-5. Use 1 for a single-position idea; default 3.

TDQS

A4.8/5.0
Behavior5/5

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

Discloses draft-only behavior: 'saved to the user's account... never changes live holdings by itself'. Also mentions required OAuth scope and Bullrun Pro account. Annotation readOnlyHint=false and destructiveHint=false are consistent and complemented by this context.

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

Conciseness4/5

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

Description is well-structured with trigger, purpose, prerequisites, distinctions, and guidance. Each sentence serves a purpose; slightly long but earns its length. Could be more concise but effective.

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

Completeness5/5

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

Covers purpose, prerequisites, behavioral constraints, alternatives, and disambiguation guidance. With no output schema, description provides sufficient context for agent to decide when and how to invoke correctly.

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

Parameters4/5

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

Schema coverage is 100%, so baseline is 3. Description adds value by mentioning OAuth scope and Pro account requirement, and provides usage hints for clarifying portfolio and number of ideas. Does not repeat schema descriptions but adds overall parameter usage context.

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 generates 'REVIEWABLE suggested additions for one existing Bullrun portfolio' and uses specific trigger phrases like 'BUY' or 'ADD' to an existing portfolio. It distinguishes itself from sibling tools like create_portfolio_draft and get_portfolio_analytics.

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

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides explicit when-to-use triggers ('when the user asks what to BUY or ADD to an EXISTING portfolio'), when-not-to-use (use create_portfolio_draft for new portfolio, get_portfolio_analytics for specific ticker), and guidance for unclear cases (confirm portfolio and number of ideas).

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_earnings_call_transcriptGet earnings call transcriptA
Read-only
Inspect

Fetch speaker-tagged earnings-call transcript chunks for one exact Bullrun ticker, optionally filtered by fiscal period or search text. Use this for management guidance language, analyst Q&A, and qualitative judgment that is not visible in financial statements. Read-only.

ParametersJSON Schema
NameRequiredDescriptionDefault
searchNoOptional case-insensitive text/speaker search across transcript chunks.
tickerYesThe ticker exactly as listed on Bullrun, e.g. "CRWD", "SPGI", "V".
maxChunksNoMaximum speaker-tagged transcript chunks to return.
fiscalYearNoOptional fiscal year filter.
fiscalQuarterNoOptional fiscal quarter filter.
maxCharsPerChunkNoMaximum characters per transcript chunk in the MCP response.

TDQS

A4.4/5.0
Behavior4/5

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

Annotations already provide readOnlyHint=true, and the description confirms "Read-only". The description adds that the tool returns "speaker-tagged" chunks and supports optional filtering, which goes beyond the annotation. No contradictions or missing critical behavioral traits (e.g., no pagination detail, but acceptable given the simplicity).

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?

Two sentences: the first succinctly describes the action and options, the second explains the use case. Every word earns its place; no redundancy or filler.

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

Completeness4/5

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

The tool has 6 parameters (all documented in schema) and no output schema. The description explains the purpose and use case adequately. It could mention that results are ordered by speaker or time, but omitting that is a minor gap given the simplicity. The description is complete enough for an agent to understand what to expect.

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

Parameters4/5

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

Schema coverage is 100%, so baseline is 3. The description adds meaning by explaining the purpose of filtered chunks (qualitative judgment) and emphasizing the "exact Bullrun ticker" requirement. It also frames the optional filters (fiscal period, search text) in the context of finding specific transcript content, which helps an agent select parameters meaningfully.

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 verb "Fetch", the resource "speaker-tagged earnings-call transcript chunks", and the specific scope "for one exact Bullrun ticker". It distinguishes the tool from its siblings (which are portfolio, position, and financial metrics tools) by focusing on qualitative transcript data.

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 explicitly tells the agent to use this for "management guidance language, analyst Q&A, and qualitative judgment that is not visible in financial statements". This provides clear context for when to invoke this tool over siblings like get_financial_history or get_forward_estimates. It does not explicitly state when not to use it, but the positive guidance is sufficient.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_financial_historyGet financial historyA
Read-only
Inspect

Fetch 1-15 years of historical financial statements for one exact Bullrun ticker. Returns annual and/or quarterly rows grouped into income statement, balance sheet, cash flow, per-share metrics, margins, source currency, and annual growth/CAGR consistency checks. Use this when evaluating multi-year revenue/net-income growth, margin trajectories, leverage, cash flow quality, or whether a stock passed a rule such as 10% revenue and net-income growth every year.

ParametersJSON Schema
NameRequiredDescriptionDefault
yearsNoHow many fiscal years of history to return, counting backward from the latest fiscal year available.
tickerYesThe ticker exactly as listed on Bullrun, e.g. "AAPL", "ABBN.SW", "BMW.DE".
periodTypeNoReturn annual rows, quarterly rows, or both. Annual rows use fiscalQuarter=0.both
includeEmptyRowsNoInclude sparse rows that have no major income statement, balance sheet, cash-flow, or EPS values.

TDQS

A4.4/5.0
Behavior4/5

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

The annotations include readOnlyHint: true, so the description doesn't need to reiterate that. It adds behavioral context by describing the returned structure (groups like income statement, balance sheet, etc.) and mentioning consistency checks. This goes beyond what annotations provide.

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 single, well-structured paragraph that front-loads the key action and details. Every sentence adds value: it states the fetch range, return types, data groups, and use cases. No wasted words.

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

Completeness4/5

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

Given the absence of an output schema, the description compensates by listing the return data groups (income statement, balance sheet, etc.) and mentioning specific use cases. It provides a good sense of what the tool returns, though a bit more detail on the exact output format could improve completeness.

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

Parameters4/5

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

Schema coverage is 100%, so parameters are well documented. The description adds meaningful context beyond the schema, such as specifying that tickers must be exact Bullrun tickers, explaining that annual rows use fiscalQuarter=0, and describing the nature of includeEmptyRows. This enriches the parameter understanding.

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 fetches historical financial statements for a Bullrun ticker, specifying the range (1-15 years), return types (annual/quarterly), and data groups (income statement, etc.). It distinguishes well from sibling tools like get_forward_estimates or get_quality_moat_metrics.

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 explicitly says 'Use this when evaluating multi-year revenue/net-income growth, margin trajectories, leverage, cash flow quality, or whether a stock passed a rule such as 10% revenue and net-income growth every year.' This provides strong usage context, though it doesn't explicitly state when not to use it or name alternative tools for different purposes.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_forward_estimatesGet forward estimatesA
Read-only
Inspect

Fetch forward consensus revenue/EPS/EBITDA estimates, management guidance ranges, and estimate-revision percentages for one exact Bullrun ticker. Also derives simple forward P/E and PEG-style context from the latest close when EPS estimates are available. Read-only.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum estimate rows to return.
tickerYesThe ticker exactly as listed on Bullrun, e.g. "AAPL", "CRWD", "SPGI".
periodTypeNoReturn annual estimates, quarterly estimates, or both.both

TDQS

A4.4/5.0
Behavior5/5

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

The description adds significant value beyond the readOnlyHint annotation by stating that the tool derives P/E and PEG context from the latest close, and it explicitly marks itself as read-only. No contradictions with annotations.

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?

Three sentences, each providing distinct value: core function, derived context, and read-only designation. No superfluous words; well front-loaded with the main purpose.

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

Completeness4/5

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

For a tool with 3 parameters and no output schema, the description covers the main return data (estimates, guidance, revisions, derived metrics). It lacks details on pagination or error handling, but these are not critical for basic usage.

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?

With 100% schema coverage, the description does not need to repeat parameter details but adds context about the type of estimates (revenue, EPS, EBITDA) which relates to the output. It does not provide additional parameter syntax or behavior beyond the schema.

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 explicitly states the verb 'Fetch' and the resource 'forward consensus revenue/EPS/EBITDA estimates' for a specific Bullrun ticker, clearly distinguishing it from sibling tools like 'get_earnings_call_transcript' or 'get_financial_history' which cover other data types.

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 clearly states it is for 'one exact Bullrun ticker', implying it should not be used for multiple tickers or other platforms. However, it does not explicitly exclude alternative uses or mention sibling tools for comparison.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_operating_kpisGet operating KPIsA
Read-only
Inspect

Fetch period-specific operating KPIs and unit-economics metrics for one exact Bullrun ticker: ARR, net revenue retention, RPO, billings, customer counts, payments volume, cross-border volume, processed transactions, or other domain-specific metrics when populated. Read-only.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum KPI rows to return.
tickerYesThe ticker exactly as listed on Bullrun, e.g. "CRWD", "SNOW", "V".
categoryNoOptional category filter such as SaaS, payments, marketplace, banking, or other domain labels.
metricKeyNoOptional exact metric key to filter, e.g. ARR, NRR, RPO, BILLINGS, PAYMENT_VOLUME.

TDQS

A4/5.0
Behavior3/5

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

The annotation declares readOnlyHint: true, and the description repeats 'Read-only'. This is consistent and adds no contradiction. However, beyond that, the description does not disclose additional behavioral traits such as pagination, error handling, or rate limits. Given the annotation covers the safety profile, a score of 3 is appropriate.

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 two sentences with no superfluous words. The first sentence conveys the purpose and examples, the second confirms idempotency. Highly efficient.

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

Completeness4/5

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

Given no output schema, the description lists example metrics, which helps the agent anticipate return values. It also specifies that the ticker must be exact. It does not mention result ordering or pagination limits (though limit parameter exists), but overall it is complete enough for a read-only data retrieval tool.

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?

Schema coverage is 100%, so the schema already documents all parameters. The description lists example values for ticker, category, and metricKey but does not add significant meaning beyond the schema. The baseline of 3 is correct.

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 fetches operating KPIs and unit-economics metrics for a specific ticker, listing concrete examples like ARR, NRR, RPO. This distinguishes it from sibling tools that handle financial history, transcripts, etc.

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 says 'for one exact Bullrun ticker', implying a required ticker. It provides context about period-specific KPIs but does not explicitly state when to use this tool vs. alternatives like get_financial_history or get_forward_estimates. However, the examples differentiate it sufficiently.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_portfolio_analyticsGet portfolio analyticsA
Read-only
Inspect

Use when the user asks about THEIR portfolio's risk, diversification, or concentration, or whether to add a stock — e.g. "is my portfolio diversified", "how risky is my portfolio", "am I too concentrated", "what's my exposure to X", "should I add NVDA", "would AAPL improve my diversification". Fetches portfolio-level relationship analytics for one signed-in user's portfolio: correlation and annualized covariance matrices across holdings, contribution-to-risk, concentration by weight and risk, currency/sector/country exposures, value/growth/momentum/quality/size proxy factor scores, scenario/stress tests (rates +100bp, oil -20%, USD +10%), and optional candidateTicker fit analysis showing correlation to the current portfolio plus pro-forma volatility (set candidateTicker when the user asks whether to add a specific stock). Pass a portfolioId from list_portfolios. The risk math only covers holdings with enough price history, dropping unpriced/unmatched ones (ETFs, funds, untracked tickers) and renormalizing all percentages over what remains; the response leads with a coverage banner (first text block) stating how many holdings were excluded, so never read these figures as the whole portfolio. For a plain holdings/value snapshot and the full matched/unmatched breakdown use get_portfolio_context instead. Requires OAuth (read:portfolios) and returns the caller's own data only. privacyMode defaults to "full"; "weights_only" hides absolute USD amounts while keeping weights, percentages, correlations and scores.

ParametersJSON Schema
NameRequiredDescriptionDefault
daysNoCalendar-day lookback for daily USD return analytics. Default 370.
portfolioIdYesThe portfolio id, as returned by list_portfolios.
privacyModeNo"full" (default) includes absolute USD amounts; "weights_only" returns only relative figures.
candidateTickerNoOptional exact Bullrun ticker to test as a candidate diversifier, e.g. AAPL, NESN.SW, BMW.DE.
candidateWeightPctNoOptional hypothetical candidate allocation for pro-forma volatility. Default 5 (%).

TDQS

A4.8/5.0
Behavior5/5

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

Discloses important behaviors beyond annotations: risk math drops unpriced holdings, coverage banner, privacyMode effects, OAuth requirements. Consistent with readOnlyHint annotation.

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

Conciseness4/5

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

Well-structured with use cases first, then technical details. Slightly verbose but all sentences add value. Could be tightened slightly.

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

Completeness5/5

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

Despite no output schema, description thoroughly explains what analytics are returned (correlation matrices, contributions, exposures, scenario tests) and warns about coverage limitations.

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

Parameters4/5

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

Schema already documents all parameters (100% coverage). Description adds context for candidateTicker and candidateWeightPct, explaining their purpose in candidate diversification analysis.

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 it fetches portfolio-level relationship analytics for risk, diversification, concentration, and adding stocks. It distinguishes from sibling get_portfolio_context.

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

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly states when to use (portfolio risk/diversification/concentration queries) and when not to (use get_portfolio_context for plain holdings snapshot).

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_portfolio_contextGet portfolio contextA
Read-only
Inspect

Use when the user asks to look at, review, or analyze THEIR portfolio / holdings / positions — e.g. "analyze my portfolio", "how is my portfolio doing", "what's in my portfolio", "review my holdings", "how am I invested", "what should I improve". Fetches a deep snapshot of ONE of the signed-in user's portfolios: the summary (value, day change, total return), every holding (with position weight %, sector and return) and Bullrun's computed insights (benchmark comparison, concentration, diversification, dividend income). Pass a portfolioId from list_portfolios (call that first if the user hasn't named a portfolio). The response ALWAYS returns the complete holdings list with each position flagged matched/unmatched, plus a coverage summary: holdings that Bullrun can't link to its universe (ETFs, funds, untracked tickers) carry no weight, sector, insight or ML score, so weights/insights/ML below describe ONLY the matched subset. Read the coverage banner (the first text block) and never present matched-only figures as the whole portfolio. For risk/diversification math, correlations, factor exposure, or whether to add a specific stock, use get_portfolio_analytics instead. Requires OAuth (read:portfolios) and returns the caller's own data only. privacyMode defaults to "full" (absolute $ included); "weights_only" returns only relative figures. Read-only.

ParametersJSON Schema
NameRequiredDescriptionDefault
daysNoInsights look-back window in days (default 30).
portfolioIdYesThe portfolio id, as returned by list_portfolios.
privacyModeNo"full" (default) includes absolute $; "weights_only" returns only relative figures.

TDQS

A4.6/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, so the description doesn't need to reiterate safety. However, it adds critical behavioral context: the response always returns a complete holdings list with matched/unmatched flags, a coverage summary, and warns against presenting matched-only figures as the whole portfolio. This is valuable beyond the annotation.

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

Conciseness4/5

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

The description is somewhat long but well-structured: usage guidance first, followed by response structure details, caveats, and alternative tool reference. Every sentence adds value, though it could be slightly tighter without losing clarity.

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

Completeness5/5

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

Given no output schema, the description fully explains the return shape (summary, holdings, insights, coverage banner). It also covers privacyMode and clarifies that holdings may lack weight/sector/insight for unmatched items. This is exceptionally complete for a non-trivial tool.

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

Parameters4/5

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

Schema coverage is 100% (each parameter has a description). The description adds value by explaining portfolioId's origin ('from list_portfolios'), clarifying days as a look-back window, and illustrating privacyMode's effect on output format. This enriches the schema's baseline.

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 starts with explicit use cases ('Use when the user asks to look at, review, or analyze THEIR portfolio / holdings / positions') and provides concrete example queries. It clearly distinguishes the tool from siblings like get_portfolio_analytics by naming that alternative for risk/diversification analysis.

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

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly states when to use (portfolio review/analysis), when not to use for risk analytics (points to get_portfolio_analytics), and instructs to call list_portfolios first if portfolio ID is unknown. This provides clear decision guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_quality_moat_metricsGet quality and moat metricsA
Read-only
Inspect

Compute annual quality, moat, earnings-quality, and capital-allocation metrics for one exact Bullrun ticker from existing financial statements: ROIC, ROE/ROA, ROIC-vs-supplied-WACC, accruals, cash conversion, capex intensity, dividend payout/growth, diluted share-count changes, and a buyback proxy. Read-only.

ParametersJSON Schema
NameRequiredDescriptionDefault
yearsNoHow many fiscal years of annual history to evaluate.
tickerYesThe ticker exactly as listed on Bullrun, e.g. "AAPL", "ABBN.SW", "BMW.DE".
estimatedWaccPctNoOptional user-supplied WACC assumption, in percent. When omitted, ROIC-vs-WACC spread is returned as null.
taxRateFallbackPctNoFallback tax rate used for NOPAT only when reported tax/pretax data is missing or unusable.

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true. The description goes beyond by listing computed metrics, explaining parameter effects (e.g., WACC fallback, tax-rate fallback), and stating it uses existing financial statements. No contradiction.

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?

Description is efficient: two sentences that immediately state purpose, list metrics, and note read-only nature. No fluff, well front-loaded.

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

Completeness4/5

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

Given complexity (4 params, no output schema), description covers purpose, metrics, parameter behavior, and read-only nature. It does not specify the output format or structure, which would be helpful for an agent, but overall it is fairly complete.

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

Parameters5/5

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

Schema covers 100% of parameters with descriptions. The description adds value by explaining that ROIC-vs-WACC spread returns null when WACC is omitted and that taxRateFallbackPct only used when reported data missing. This enhances understanding beyond schema.

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?

Description clearly states the tool computes annual quality and moat metrics for a single Bullrun ticker, listing specific metrics (ROIC, ROE/ROA, etc.). This distinguishes it from siblings like get_financial_history or get_stock_metrics, which handle raw data or different analyses.

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

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explains what the tool does but does not explicitly state when to use it versus alternatives or when not to use it. It implies usage for a single ticker but lacks guidance on context or exclusion.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_revenue_breakdownGet revenue breakdownA
Read-only
Inspect

Fetch segment, geography, product, customer, or other revenue breakdown rows for one exact Bullrun ticker. Use this to separate cyclical businesses from recurring segments or inspect geographic exposure instead of relying on blended revenue. Read-only.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum breakdown rows to return.
tickerYesThe ticker exactly as listed on Bullrun, e.g. "SPGI", "MSFT", "V".
dimensionNoBreakdown dimension to return, or all dimensions.all

TDQS

A4/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=true, and the description confirms 'Read-only.' Beyond that, it adds minimal behavioral context (e.g., no mention of rate limits, pagination, or error handling). The description is adequate but does not significantly enrich behavioral transparency beyond what annotations provide.

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?

Two sentences front-loaded with action and resource, followed by usage guidance and a read-only note. Every sentence adds value with no redundancy.

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

Completeness4/5

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

Given the tool's simplicity (3 parameters, no output schema), the description covers what, when, and safety. It could mention that return format is an array of rows, but that's implicitly understood from 'rows'. Slightly incomplete but largely sufficient.

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?

Schema description coverage is 100%, so baseline is 3. The description mentions the dimension types (segment, geography, etc.) but the schema already defines them via an enum. No additional parameter semantics beyond what the schema provides.

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 verb 'Fetch' and specific resource 'revenue breakdown rows for one exact Bullrun ticker' clearly state the tool's function. It distinguishes from siblings like get_financial_history by focusing on revenue breakdowns and exact ticker-level data.

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?

Explicitly provides use cases: 'separate cyclical businesses from recurring segments or inspect geographic exposure instead of relying on blended revenue.' This gives strong context for when to use, though it lacks explicit when-not-to-use or alternative tools.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

get_stock_metricsGet stock metricsA
Read-only
Inspect

Fetch a consolidated metrics snapshot for a single stock by ticker: identity (company, exchange, currency, sector, industry, country, ISIN), latest daily price (OHLCV), latest valuation (market cap, P/E, dividend yield, annual dividend per share), the most recent reported financials (revenue, gross/operating income, EBITDA, net income, diluted EPS, free & operating cash flow, total debt, cash, total assets, equity) and a short company description. Use the exact ticker as listed on Bullrun (Yahoo-style suffixes, e.g. AAPL, ABBN.SW, BMW.DE). Read-only.

ParametersJSON Schema
NameRequiredDescriptionDefault
tickerYesThe stock ticker exactly as listed on Bullrun, e.g. "AAPL", "ABBN.SW", "BMW.DE".

TDQS

A4.4/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, and the description adds 'Read-only', confirming no side effects. The description details exactly what data is returned, but does not discuss rate limits, data freshness, or authorization requirements. The transparency is good but not exhaustive.

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 concise: two sentences. The first sentence efficiently lists all data categories, and the second provides a critical usage instruction. No redundant or filler content.

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

Completeness4/5

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

Given the tool's complexity (multiple metric categories) and the absence of an output schema, the description adequately enumerates the returned data (identity, price, valuation, financials, description). It does not specify data structure or units, but the categories are sufficient for an AI agent to understand the tool's output.

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

Parameters4/5

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

Schema description coverage is 100% for the single parameter (ticker), with a clear description. The description adds value by reiterating the ticker format and providing examples (e.g., AAPL, ABBN.SW), which helps disambiguate usage beyond the schema.

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 explicitly states the tool fetches a consolidated metrics snapshot for a single stock by ticker, listing specific categories (identity, price, valuation, financials, description). This clearly distinguishes it from sibling tools like get_financial_history or get_earnings_call_transcript, which focus on narrower aspects.

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 includes a usage guideline to use the exact ticker as listed on Bullrun with Yahoo-style suffixes, providing examples. While it does not explicitly state when not to use this tool or compare to alternatives, the broad snapshot nature implies it is for a quick overview, and the parameter guidance is clear.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

list_portfoliosList my portfoliosA
Read-only
Inspect

Use when the user refers to THEIR portfolio(s) or holdings — e.g. "my portfolios", "what portfolios do I have", "how are my investments doing", "show my holdings", "my account". Lists the signed-in Bullrun user's virtual portfolios with computed summaries: name, base currency, total value (USD), day change, cost basis and total return, plus position counts. Start here when a portfolio question doesn't name a specific portfolio, then pass a portfolioId to get_portfolio_context or get_portfolio_analytics. Requires connecting this server to a Bullrun account (OAuth, read:portfolios scope) — it returns that user's own data only. privacyMode defaults to "full" (includes absolute $ amounts); pass "weights_only" to hide absolute money and return only relative figures (returns %, counts). Read-only.

ParametersJSON Schema
NameRequiredDescriptionDefault
privacyModeNo"full" (default) includes absolute $; "weights_only" hides cash/value/cost-basis and keeps only %.

TDQS

A4.6/5.0
Behavior5/5

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

Annotations provide readOnlyHint=true, and description adds OAuth requirement, user-specific data limitation, privacyMode behavior, and read-only nature. No contradiction.

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

Conciseness4/5

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

Well-structured with purpose first, then details. Slightly verbose but every sentence adds value. Could be shortened without loss.

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

Completeness5/5

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

Covers all necessary aspects: purpose, prerequisites (OAuth), return value, parameters, privacy mode, and relationship to sibling tools. No output schema needed for this list operation.

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

Parameters4/5

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

Only one parameter (privacyMode) with 100% schema coverage. Description adds context beyond enum values: explains defaults and effect on returned data. Slightly redundant with schema description but clear.

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?

Description uses specific verb 'list' and resource 'portfolios', explains it returns computed summaries, and distinguishes from siblings by stating 'start here when a portfolio question doesn't name a specific portfolio'.

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?

Explicitly states when to use (user refers to 'their' portfolios/holdings) with examples. Provides clear context: start here, then pass portfolioId to get_portfolio_context/analytics. Does not mention when not to use or list alternatives, but the guidance is clear.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

query_etfsQuery ETFsA
Read-only
Inspect

Search the Bullrun ETF universe by ticker/fund name plus ETF category, focus, domicile, exchange and currency. For an exact ticker, returns ETF profile details, recent historical price rows, and latest holdings. Read-only.

ParametersJSON Schema
NameRequiredDescriptionDefault
focusNoExact ETF focus filter. This maps to Bullrun's ETF focus / asset-class column.
limitNoMaximum ETF search rows to return, 1-100.
searchNoFree-text ETF search by ticker or fund name. Omit to list the first ETFs.
tickerNoExact ETF ticker for profile, prices, and optional holdings, e.g. SPY, VWRL.L, EUNL.DE.
categoryNoExact ETF category filter. This maps to Bullrun's ETF category column.
currencyNoExact trading currency filter, e.g. USD, EUR, CHF.
domicileNoExact ETF domicile filter.
exchangeNoExact exchange filter, e.g. NYSE ARCA, LSE, XETRA.
priceLimitNoRecent daily price rows to return for an exact ticker. Use 0 to skip prices.
holdingsLimitNoMaximum holdings to return for an exact ticker, 1-100.
includeHoldingsNoWhen ticker is supplied, include latest holdings. Ignored for broad searches.
includeInactiveNoInclude ETFs with no recent price bar. Default false.
includeSecondaryNoInclude secondary/cross-listed ETF tickers. Default false.

TDQS

A4/5.0
Behavior3/5

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

Annotations already provide readOnlyHint=true, so no destructive behavior. Description adds return details (profile, prices, holdings) but no further behavioral traits like rate limits or permissions. No contradiction.

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?

Two sentences, front-loaded with core functionality, no fluff. Every sentence adds value.

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

Completeness4/5

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

Despite 13 parameters and no output schema, the description gives a clear overview of search capabilities and exact-ticker returns. Could elaborate on output structure, but current level is adequate.

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?

Schema description coverage is 100%, with each parameter individually described. The tool description provides some context (e.g., 'maps to Bullrun's ETF focus column') but doesn't significantly add beyond the schema. Baseline of 3 is appropriate.

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?

Description uses specific verb 'Search' and resource 'Bullrun ETF universe', lists search criteria (ticker/fund name, category, focus, domicile, exchange, currency), and distinguishes exact-ticker returns (profile, prices, holdings). It also states 'Read-only', aligning with annotations.

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?

Clearly states when to use (searching ETFs) and what inputs are available. Does not explicitly mention when not to use or alternatives among siblings, but the context is clear.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

screen_stocksScreen stocksA
Read-only
Inspect

Screen the global Bullrun stock universe with the same rule engine as the app screener. Filter by sector, industry, country/countries, primary vs secondary listings, active vs inactive listings, lookback mode, AND/OR rule groups, comparison operators, money units, growth metrics and latest-value metrics. Returns a compact table of matching stocks. Read-only.

ParametersJSON Schema
NameRequiredDescriptionDefault
modeNoDeprecated alias for lookbackMode; kept for compatibility.
limitNoMaximum number of stocks to return (1-100).
orderNoSort direction. Nulls always sort last regardless of direction.desc
rulesNoFundamental rules. Same groupId means AND; different groupIds mean OR.
sectorNoExact sector name to filter by, e.g. "Technology", "Healthcare". Omit for all sectors.
sortByNoMetric to sort by. revenueGrowth is accepted as an alias for revenueGrowthPct.marketCap
countryNoExact country name to filter by, e.g. "United States", "Germany". Omit for all countries.
periodsNoDeprecated alias for lookback; kept for compatibility.
industryNoExact industry name to filter by, e.g. "Software - Infrastructure". Omit for all industries.
lookbackNoHow many reporting periods to evaluate. Growth rules need at least 2 comparable periods.
countriesNoExact country names to include. Use this for multi-country screens; it overrides country when provided.
lookbackModeNoWhether rule evaluation uses annual or quarterly reporting periods.annual
minMarketCapNoCompatibility shortcut: adds marketCap >= this absolute value to every rule group.
includeInactiveNoInclude delisted/inactive tickers with no recent price bar. Default false.
includeSecondaryNoInclude secondary cross-listings of the same security. Default false (primary listings only).

TDQS

A4.4/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, and the description reinforces this with 'Read-only'. It adds context about using the same rule engine as the app screener and returning a compact table, which is helpful beyond the annotation.

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 extremely concise: two sentences that capture the tool's purpose, scope, and result type. Every word adds value, with no redundancy.

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

Completeness4/5

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

Given the complexity (15 parameters, no output schema), the description provides a solid overview. The schema handles detailed parameter info. It could mention default values or array behavior, but overall it's reasonably complete.

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

Parameters4/5

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

Schema coverage is 100%, but the description synthesizes the parameters into a coherent narrative (e.g., 'AND/OR rule groups', 'comparison operators', 'money units'). This adds meaning beyond individual parameter descriptions, earning a 4.

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 that the tool screens the Bullrun stock universe using the same rule engine as the app, and lists the many filtering criteria. It distinguishes itself from sibling tools like get_stock_metrics and query_etfs by focusing on screening with complex rule logic.

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 implicitly explains when to use this tool (to filter stocks by various criteria), but does not explicitly contrast with alternatives or state when not to use it. The context is clear enough for an agent to decide, but lacks explicit exclusions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 14 tool updatesv0.1.0
    • First observedcreate_portfolio_draft
    • First observedcreate_position_draft
    • First observedget_earnings_call_transcript
    • First observedget_financial_history
    • First observedget_forward_estimates
    • First observedget_operating_kpis
    • First observedget_portfolio_analytics
    • First observedget_portfolio_context
    • First observedget_quality_moat_metrics
    • First observedget_revenue_breakdown
    • First observedget_stock_metrics
    • First observedlist_portfolios
    • First observedquery_etfs
    • First observedscreen_stocks

TDQS

A4.4/5.0

Scored across 14 tools

Disambiguation5/5

Each tool targets a distinct action or data type: portfolio vs position drafts, holdings snapshot vs risk analytics, and separate financial data queries. No two tools overlap in purpose.

Naming Consistency5/5

All tool names follow a consistent verb_noun pattern (e.g., create_portfolio_draft, get_financial_history, list_portfolios). The naming is clear and predictable.

Tool Count5/5

14 tools cover the core functionalities of portfolio management and financial research without being excessive or sparse. The scope is well-defined.

Completeness5/5

The tool surface provides comprehensive coverage: portfolio CRUD (draft creation), analytics, screening, and fundamental data. Users can perform end-to-end portfolio analysis and suggestions.

Maintenance

ActivitySlowing
ResponsivenessNo issues

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