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larrytao05

Portfolio MCP

by larrytao05

get_transactions

Retrieve brokerage account transactions within an inclusive ISO-8601 date range, allowing local read-only review of account activity.

Instructions

Get account transactions in an inclusive ISO-8601 date range.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
end_dateYes
account_idYes
start_dateYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Install Server

TDQS

B3.2/5.0
Behavior2/5

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

No annotations exist, so the description carries the full burden. It only mentions a read operation and date range, but provides no detail on output format, pagination, errors, or permissions. For a read-only tool this is a notable gap.

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?

A single, tightly written sentence conveys the essential action and scope with zero filler. It is appropriately front-loaded and easy to parse.

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 description is minimal but sufficient for a simple read operation with self-explanatory parameter names. However, without annotations or output schema details, it lacks context on response structure and edge cases, leaving some ambiguity for an agent.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, and the description only clarifies the date range format ('ISO-8601'). account_id is left entirely unexplained, and start_date/end_date semantics are only partially addressed. The description does not compensate for the missing schema 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 specifies a clear verb ('Get'), a concrete resource ('account transactions'), and a precise scope ('inclusive ISO-8601 date range'). It clearly distinguishes this tool from siblings list_accounts and get_holdings, which cover different resources.

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?

The description offers no guidance on when to use this tool versus alternatives. It implies a read operation for transactions, but does not state exclusions or mention that list_accounts/get_holdings are for other data types.

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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