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longbridge

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Update DCA Plan

dca_update
DestructiveIdempotent

Update an existing dollar-cost averaging plan by plan ID, modifying amount, frequency, or schedule. Returns the updated plan.

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

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

Annotations already indicate destructiveHint=true and idempotentHint=true. The description confirms it updates and returns the plan but doesn't elaborate on destructive effects or idempotency details. It adds minimal behavioral context beyond the 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 two sentences, front-loaded with the action and resource. Every sentence adds value without redundancy. It is optimally concise.

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?

For an update tool with good annotations and full schema coverage, the description covers the key aspects. It could mention what happens when optional parameters are omitted or error handling, but overall it is sufficient for correct invocation.

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 explicit allowed values for frequency (Daily/Weekly/Monthly) and day_of_week (Mon-Fri), and range for day_of_month (1-28), which are not fully specified in the schema. This extra detail helps the agent correctly select parameters.

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 verb 'Update' and the resource 'existing DCA plan', specifying which fields can be changed. It effectively distinguishes this from sibling tools like dca_create, dca_list, 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?

The description implies usage for updating an existing plan but does not explicitly state when to use this vs alternatives, nor does it mention prerequisites or exclusions. Some guidance on when not to use it would improve clarity.

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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