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mhajder

Ghostfolio MCP Server

by mhajder

get_investments

Read-onlyIdempotent

Retrieve investment data grouped by time period, displaying cash flows and contributions to analyze investment patterns.

Instructions

Get investment data grouped by time period showing cash flows and contributions.

Retrieves investment activity data grouped by the specified time period, showing cash flows, contributions, and investment patterns over time.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
group_byNoGrouping period for investment data. Options: day, week, month, quarter, yearmonth
date_rangeNoTime range for investment data. Options: 1d, 1w, 1m, 3m, 6m, 1y, 2y, 5y, maxmax

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

Annotations already declare safe read-only, idempotent behavior. The description adds that data is grouped by time and includes cash flows/contributions, but does not disclose potential issues like empty results or performance constraints. Adequate but not rich.

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

Conciseness4/5

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

The description is two sentences with minimal redundancy. The second sentence largely restates the first, but overall it is efficient and front-loaded with the core action.

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?

Given the annotations, full parameter schema, and presence of an output schema, the description is sufficiently complete for a simple read tool. It covers the return content (cash flows, contributions) and time grouping.

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 clear descriptions for both parameters (group_by and date_range). The description does not add additional parameter meaning beyond what the schema provides, so baseline score of 3 is appropriate.

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 it retrieves investment data grouped by time period, specifying cash flows and contributions. This distinguishes it from other investment-related tools like get_portfolio_performance or get_dividends by focusing on time-grouped activity data.

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 is provided on when to use this tool versus alternatives. With many sibling tools for investment data, the description does not specify context or exclusions, leaving the agent without decision support.

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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