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longbridge

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Update DCA Plan

dca_update
DestructiveIdempotent

Update an existing DCA plan by providing its plan ID. Modify amount, frequency (Daily/Weekly/Monthly), or day settings; 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 destructive (destructiveHint=true) and idempotent (idempotentHint=true) behavior. The description adds that it returns the updated plan, but does not elaborate on side effects or preconditions.

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?

Three concise sentences, front-loaded with purpose, and each sentence adds necessary information without redundancy.

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?

Adequate for a simple update tool, but lacks details on field combination constraints, error states, and interaction with plan status (e.g., cannot update a stopped plan). Given the number of DCA siblings, more context would help.

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?

With 100% schema description coverage, baseline is 3. The description adds value by explicitly listing allowed values for frequency, day_of_week, and day_of_month, which are not in the schema. However, it omits details for allow_margin.

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 action ('Update') and the resource ('existing DCA plan'), with specific mention of modifiable fields, distinguishing it from sibling tools like dca_create, dca_pause, 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 use for existing plans but lacks explicit when-to-use or when-not-to-use guidance relative to other DCA tools. No alternatives are mentioned.

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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