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longbridge

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Update DCA Plan

dca_update
DestructiveIdempotent

Modify a dollar-cost averaging (DCA) plan by plan ID to adjust investment amount, frequency (Daily/Weekly/Monthly), day of week or month, and margin allowance.

Instructions

Update an existing DCA plan by plan_id. Can change amount, frequency (Daily/Weekly/Monthly), day_of_week (Mon-Fri), or day_of_month (1-28). Returns updated plan.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
amountNoNew investment amount per cycle
plan_idYesPlan ID to update
frequencyNoNew investment frequency: Daily, Weekly, Monthly
day_of_weekNoDay of week for Weekly frequency: Mon, Tue, Wed, Thu, Fri
allow_marginNoAllow margin financing
day_of_monthNoDay of month for Monthly frequency (1-28)
Behavior3/5

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

Annotations already indicate destructive and idempotent behavior. The description adds that the tool returns the updated plan, but doesn't disclose additional behavioral traits 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 concise sentences that front-load the purpose and key parameter, then detail modifiable fields and values with no extraneous content.

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?

Complete enough given tool simplicity: describes input fields, return (updated plan), and allowed values. Lacks output schema and error handling but sufficient for an update operation.

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

Parameters4/5

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

Schema coverage is 100%, and the description adds value by specifying allowed values for frequency, day_of_week, and day_of_month, though it omits the allow_margin parameter.

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 updates an existing DCA plan by plan_id and lists modifiable fields, distinguishing it from sibling tools like dca_create, dca_stop, etc.

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?

Usage is implied by the name and description (update an existing plan), but no explicit guidance on when to use versus alternatives like dca_pause or dca_stop is provided.

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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