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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 with DRY RUN preview. For sells, provide CapitalGainsStatement CSV to compute FIFO cost basis and realized gain/loss.

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_refNoOpaque Lightyear AccountStatement file reference.
file_pathNoAccountStatement path/base64 input. Provide exactly one of file_path or file_ref.
fee_accountNoAccount for EXPENSED trade fees — every Buy and Sell fee, both the platform fee and the FX-conversion fee (default: auto-detect 'Kulu aktsiatelt ja osadelt', standard 8335). No fee is capitalized into the investment cost: Lightyear's FIFO cost basis is fee-exclusive, and RTJ 3 expenses transaction costs on assets held at fair value through profit or loss.
plan_handleNoExecution-plan handle from the reviewed dry run. Required for dry_run=false.
loss_accountNoRealized loss account, debited on a sell loss (default: auto-detect 'Kulu aktsiatelt ja osadelt', standard 8335)
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, credited on a sell gain (default: auto-detect 'Tulu aktsiatelt ja osadelt', standard 8330)
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)
capital_gains_file_refNoOpaque Lightyear capital-gains file reference; exclusive with capital_gains_file.
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?

Annotations indicate destructiveHint=true and readOnlyHint=false. The description adds behavioral context by stating 'DRY RUN by default' and the requirement for capital_gains_file on sells, which tempers the destructive nature. 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?

The description is two sentences, front-loaded with the core purpose and default behavior. Every sentence provides essential information without redundancy.

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 14 parameters and no output schema, the description is brief and does not explain the overall workflow (e.g., dry run then confirm with plan_handle). While the schema details are thorough, the description could be more complete about prerequisites and process.

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?

With 100% schema coverage, the input schema already describes each parameter. The description adds value by specifying that capital_gains_file is required for sells, which is not explicit in the schema property descriptions.

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 'Book' and the resource 'Lightyear stock Buy/Sell trades', distinguishing 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 Guidelines4/5

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

The description provides a key condition: for sells, capital_gains_file is required for FIFO cost basis and recognized gain/loss. It also notes the dry-run default. However, it does not explicitly differentiate when to use this tool versus similar tools like book_lightyear_distributions.

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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