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upsert_thesis

Idempotent

Create or update an investment thesis for a stock, including hypothesis, key price levels, risk conditions, and review dates. Overwrites existing thesis for the same stock and market.

Instructions

新增或更新單檔股票的投資論點。同一 (stockId, market) 只能有一筆,重覆呼叫會覆寫。

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
stockIdYes股票代號
marketYesTW 或 US
hypothesisNo主要投資假設文字
key_levelsNo關鍵價位 {entry, target, stopLoss}
risk_conditionsNo失效條件文字
watch_pointsNo需要追蹤的觀察點
next_review_dateNo下次檢查日期 YYYY-MM-DD
tagsNo分類標籤陣列
Behavior3/5

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

Annotations already provide idempotentHint: true and destructiveHint: false. The description adds that repeated calls overwrite, confirming idempotency. No additional behavioral details (e.g., partial update behavior) are given, so the description adds modest value beyond 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 a single, concise sentence that gets straight to the point. No unnecessary information, and it is front-loaded with the core action.

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?

The tool has 8 parameters and nested objects, but no output schema. The description covers the upsert behavior and uniqueness, but lacks details on partial updates and validation constraints, leaving some ambiguity.

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 baseline is 3. The description does not add parameter-level details beyond what the schema already provides.

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 tool adds or updates an investment thesis for a single stock, and specifies the uniqueness constraint on (stockId, market). This distinguishes it from siblings like delete_thesis or get_thesis.

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 indicates when to use the tool (to add/update a thesis) and implies when not to use (e.g., deleting or viewing). However, it does not explicitly list alternatives or exclusion criteria, making it slightly less than perfect.

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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