get_portfolio_summary

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

No annotations present, so the description bears full responsibility. It discloses authentication requirement (IWMM_API_KEY) and tier-dependent output. It does not explicitly state read-only or rate limits, but the content suggests a safe read operation.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Is the description appropriately sized, front-loaded, and free of redundancy?

Two sentences with clear front-loading of purpose. No redundant words. Excellent conciseness.

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

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

Provides a good overview of returned data and tier restrictions, but lacks clarification on temporal scope (snapshot vs period) and explicit distinction from other portfolio tools like get_portfolio_breakdown.

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

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

No parameters exist, so the description adds value by explaining the return fields and tier differences. Baseline 4 is appropriate as schema coverage is complete.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the verb (Get) and resource (portfolio summary), listing specific fields. It distinguishes from siblings by mentioning 'summary', but doesn't explicitly differentiate from get_portfolio_breakdown or get_portfolio_history.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Does the description explain when to use this tool, when not to, or what alternatives exist?

Implies usage for an overview of portfolio summary, and mentions free vs premium tiers as a condition. However, no explicit alternatives or when-not-to-use guidance is provided.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.