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jonelgithub

Investec OpenAPI MCP Server

by jonelgithub

investec_pb_list_profile_account_beneficiaries

Retrieve beneficiaries linked to a specific account under a profile for payment management.

Instructions

List beneficiaries linked to a specific account under a profile.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
accountIdYesThe unique account identifier
profileIdYesThe unique profile identifier
Behavior2/5

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

No annotations are provided, so the description must fully disclose behavioral traits. It only says 'list,' implying read-only, but lacks details on pagination, required permissions, error behavior, or data freshness. This is a significant gap for a tool that fetches sensitive beneficiary data.

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

Conciseness4/5

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

The description is a single sentence that is concise and front-loaded. However, it is slightly under-specified and could incorporate additional useful context (e.g., required scopes) without becoming verbose.

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 simplicity (2 parameters, no output schema, no annotations), the description is minimally complete. It explains the core function but does not describe the response structure or any constraints, leaving the agent to infer behavior.

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%—both parameters have descriptions ('The unique account identifier' and 'The unique profile identifier'). The description adds no additional meaning beyond what the schema already provides, so baseline score of 3 is appropriate.

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 'List beneficiaries linked to a specific account under a profile,' using a specific verb and resource that distinguishes it from sibling tools like 'investec_pb_list_beneficiaries' (which lists all beneficiaries without account filtering) and 'investec_pb_list_profile_accounts'.

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 implies usage context (listing beneficiaries for a specific account and profile) but does not explicitly state when to use this tool versus alternatives, nor does it mention when not to use it.

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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