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Agent: execute preapproved order

agent_execute_preapproved_order

Executes a market order for a portfolio after validating preapproval conditions including asset type, amount limits, and daily sum.

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

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolioIdYesportfolioId — FK to Portfolio
assetIdYesassetId — FK to Asset
αYesα
quantityYesquantity
priceYesprice
totalYestotal
assetTypeYesassetType
Behavior4/5

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

Beyond annotations (not read-only, not destructive), the description reveals the AgentPreapproval guard constraints and the domain invariant, adding useful behavioral context.

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 and a bullet point convey purpose, constraints, and failure conditions without unnecessary words. Front-loaded with main action.

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

Completeness2/5

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

No output schema is provided, and the description does not explain return values or side effects, leaving a significant gap for a 7-parameter mutation 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 parameters. The description adds no extra meaning beyond what is in the schema, which is adequate but not enhanced.

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 'executes a market order' and names the agent as 'robo-advisor', which distinguishes it from sibling analysis and reporting tools.

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 mentions the preapproval guard conditions but does not explicitly guide when to use or not use this tool, nor does it reference alternatives.

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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