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jonelgithub

Investec OpenAPI MCP Server

by jonelgithub

investec_cib_get_account_transactions

Get corporate transaction history for a CIB account by specifying account ID, date range, and optional page number for paginated results.

Instructions

Retrieve corporate transaction history for a CIB account.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number for pagination
toDateNoEnd date (YYYY-MM-DD)
fromDateNoStart date (YYYY-MM-DD)
accountIdYesCorporate account ID
Behavior2/5

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

With no annotations, the description carries full burden but only states 'retrieve', implying read-only. It lacks details on pagination, date handling, authentication, or rate limits, leaving behavioral traits unspecified.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single concise sentence, but it is too brief for a tool with four parameters and context. It could be more informative without being verbose.

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 format, pagination behavior, or date format expectations. For a transaction history tool, this is incomplete.

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 baseline is 3. The description adds no extra meaning to parameters beyond their schema names; 'transaction history' is generic.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it retrieves corporate transaction history for a CIB account, specifying the verb 'Retrieve' and the resource. However, it does not distinguish from the sibling tool investec_pb_get_account_transactions for personal banking.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives like the personal banking version. The description does not mention context, prerequisites, or exclusions.

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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