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florinel-chis

trading212-mcp

get_account_summary

Read-only

Get a complete overview of your trading account: cash breakdown, investment details, and total profit or loss.

Instructions

Get the account summary: cash breakdown, investments, and overall result.

Returns a dict with:

  • id: primary trading account number.

  • currency: ISO 4217 primary account currency; every monetary value below is denominated in it.

  • totalValue: total account value (cash plus investments).

  • cash: availableToTrade (free funds), reservedForOrders (held for pending orders), inPies (uninvested cash inside pies).

  • investments: currentValue, totalCost (cost basis of the current holdings), realizedProfitLoss (all-time realized P/L), unrealizedProfitLoss.

Rate limit: 1 request per 5 seconds.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior4/5

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

Annotations already declare readOnlyHint=true. The description adds behavioral context: a rate limit of 1 request per 5 seconds, and details about the return structure (dict fields). No contradictions.

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 front-loaded with the main purpose, uses bullet points for clarity, and includes only essential information (return fields and rate limit). Every sentence earns its place.

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 parameters, an output schema exists, and the description provides a detailed breakdown of the return dict. Rate limit is also specified. The description is complete for an agent to understand the tool's behavior.

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?

The tool has zero parameters, baseline is 4. The description does not need to add parameter info, but it does not mention that no input is required, which is fine since the schema is empty.

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 returns an account summary including cash breakdown, investments, and overall result (specific verb+resource). It distinguishes itself from sibling tools like get_order, get_pie, get_portfolio, etc., which focus on specific entities.

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 implies use for high-level account overview but does not explicitly state when to use this tool versus alternatives. No 'when to use' or 'when not to' guidance is provided.

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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