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iseppo

e-arveldaja MCP Server

by iseppo

Book Lightyear Trades

book_lightyear_trades
Destructive

Book Lightyear stock buy and sell trades from CSV files. Supports dry run preview and FIFO cost basis calculation for capital gains.

Instructions

Book Lightyear stock Buy/Sell trades. DRY RUN by default. For sells, capital_gains_file is required for FIFO cost basis and recognized gain/loss.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dry_runNoPreview without creating entries (default true)
file_pathYesAbsolute path to Lightyear AccountStatement CSV file.
fee_accountNoFee expense account (default: fees included in investment cost)
loss_accountNoRealized loss account (debit for losses). If omitted, losses go to gain_loss_account.
skip_tickersNoComma-separated tickers to skip (default: BRICEKSP, ICSUSSDP). Pass "none" to disable; the empty string is treated as the default.
broker_accountYesBroker cash account (e.g. 1120 Lightyear konto)
gain_loss_accountNoRealized gain account (credit for gains; also used for losses if loss_account not set)
capital_gains_fileNoAbsolute path to Lightyear CapitalGainsStatement CSV (required for sell entries)
investment_accountYesInvestment/securities account (e.g. 1550 Finantsinvesteeringud)
broker_dimension_idNoDimension ID for broker account (accounts_dimensions_id)
investment_dimension_idNoDimension ID for investment account (accounts_dimensions_id)
Behavior4/5

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

The description adds the important behavioral trait 'DRY RUN by default' and the requirement for capital_gains_file on sells. This complements the annotations (destructiveHint=true) by clarifying that actual booking only occurs when dry_run is false. However, it doesn't detail the booking process or side effects.

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 concise sentences, each carrying essential information: purpose, default behavior, and a key requirement. No unnecessary words.

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 tool's complexity (11 parameters, destructive, no output schema), the description covers the core function but lacks information about return values or outcomes. It does not explain what happens after successful booking (e.g., created transactions). The absence of output schema output increases the need for such info.

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 already describes all 11 parameters with 100% coverage. The description reinforces the dry_run default and the capital_gains_file requirement for sells, adding minimal extra meaning 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 it books Lightyear stock Buy/Sell trades, specifying the asset type (stock) and operation (buy/sell). This distinguishes it from siblings like book_lightyear_distributions and parse_lightyear_statement.

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?

It mentions that for sells, capital_gains_file is required, but does not explicitly state when to use this tool versus alternatives (e.g., book_lightyear_distributions). The dry run default is noted, but no exclusions or prerequisites are given.

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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