idf-mcp

Agent: execute preapproved order

agent_execute_preapproved_order

Executes a preapproved market order for a robo-advisor after validating agent preapproval criteria including active status, expiry, order amount, asset types, and daily limits.

Instructions

Robo-advisor executes a market order. Subject to AgentPreapproval guard (active / notExpired / maxOrderAmount / allowedAssetTypes / dailyLimit / dailySum).

May fail on (domain invariants):

Transaction.portfolioId must reference existing Portfolio.id

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "portfolioId": "<portfolioId>",
      "assetId": "<assetId>",
      "α": "<α>",
      "quantity": "<quantity>",
      "price": "<price>",
      "total": "<total>",
      "assetType": "<assetType>"
    },
    "name": "agent_execute_preapproved_order"
  }
}

Input Schema

Name	Required	Description
`portfolioId`	Yes	portfolioId — FK to Portfolio
`assetId`	Yes	assetId — FK to Asset
`α`	Yes	α
`quantity`	Yes	quantity
`price`	Yes	price
`total`	Yes	total
`assetType`	Yes	assetType

Schema Changelog

Changes observed during successful MCP inspections.

First observedv0.1.0May 6, 2026

TDQS

A4/5.0

Behavior4/5

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

Annotations only indicate readOnlyHint=false and destructiveHint=false. Description adds that it executes a market order, is subject to preapproval limits, and may fail on invariant checks. This adds significant behavioral context beyond 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?

Two sentences plus a bullet point, no waste. Front-loaded with the main action, efficiently conveying constraints and failure conditions.

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?

Covers the core action, preapproval guard, and domain invariants. No output schema, but description doesn't mention return value; however, the context is sufficient for an agent to understand constraints. Minor gap: what does the tool return upon success/failure?

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%, but parameter descriptions are minimal (e.g., 'α' unexplained). The description does not add further meaning to parameters 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?

Clearly states 'executes a market order' with specific verb and resource. Distinguishes from sibling tools like agent_fetch_market_signal or agent_propose_rebalance by its action of executing orders.

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?

Describes preapproval guard conditions and domain invariants, providing context for when the tool may fail. However, no explicit guidance on when to use vs. alternatives or prerequisites like 'ensure preapproval first'.

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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