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longbridge

longbridge

Official

List DCA Plans

dca_list
Read-onlyIdempotent

List your Dollar-Cost Averaging investment plans and filter by status or symbol to review and manage recurring investments.

Instructions

List DCA recurring investment plans. Returns plans[]{plan_id, symbol, amount, currency, frequency, status, next_execution_date}. Filter by status (Active/Suspended/Finished) or symbol.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
statusNoFilter by status: Active, Suspended, Finished. Omit to return all.
symbolNoFilter by symbol, e.g. "AAPL.US". Omit to return all plans.
pageNoPage number (default 1)
limitNoRecords per page (default 20)
Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint, openWorldHint. Description adds return field names and filter details, which are consistent and provide additional context 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?

Two sentences with no waste. Front-loaded with purpose and output structure, followed by filtering conditions.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Covers main purpose, return fields, and filters. Missing explicit mention of pagination (page/limit parameters), though schema covers it. Sufficient for a low-complexity list tool.

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 description coverage is 100%, so baseline is 3. Description adds minimal new meaning, effectively summarizing schema.

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?

Clear verb 'List' and resource 'DCA recurring investment plans'. Distinguishes from sibling DCA tools (create, update, etc.). Specifies return fields and filtering options.

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?

States filtering by status or symbol, but lacks explicit when-to-use or when-not-to-use guidance. However, as a list endpoint, its intended use is clear and distinct from mutation tools.

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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