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mhajder

Ghostfolio MCP Server

by mhajder

create_activity

Record a financial activity like buy, sell, or dividend into a Ghostfolio account. Specify type, symbol, date, quantity, price, currency, data source, and account.

Instructions

Create a single new transaction/activity.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
feeNoOptional fee amount
dateYesDate in ISO 8601 format (e.g. 2026-05-09T00:00:00.000Z)
typeYesType of activity: BUY, SELL, DIVIDEND, INTEREST, FEE, ITEM, LIABILITY
symbolYesSymbol profile ID or actual ticker symbol
commentNoOptional comment
currencyYesCurrency code for the transaction
quantityYesNumber of shares/units
account_idYesThe account ID where this activity will be recorded
unit_priceYesPrice per unit
data_sourceYesData source (e.g., 'YAHOO', 'COINGECKO', 'MANUAL')

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior2/5

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

Annotations (readOnlyHint, idempotentHint, destructiveHint) are all false but description adds no behavioral context beyond 'create'. No mention of side effects, permissions, or error conditions.

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?

Single sentence, no redundancy. Front-loaded and efficient.

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

Completeness2/5

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

With 10 parameters and 8 required, description is minimal. Output schema exists but no mention of return behavior, validation, or duplicate handling. Could benefit from more detail.

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 coverage is 100% with descriptions for all parameters. Description does not add any parameter information beyond schema, meeting baseline expectation.

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?

Description clearly states 'Create a single new transaction/activity', specifying verb+resource. Distinguishes from siblings like import_transactions and delete_activity.

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

Usage Guidelines2/5

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

No guidance on when to use this tool versus alternatives such as import_transactions for bulk operations. No context or exclusions 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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