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mhajder

Ghostfolio MCP Server

by mhajder

Get Portfolio Details

get_portfolio_details
Read-onlyIdempotent

Get comprehensive portfolio details including accounts, positions, and summary.

Instructions

Get comprehensive portfolio details including accounts, positions, and summary.

Retrieves a complete overview of your portfolio including account information, current positions, performance summary, and portfolio metrics.

Input Schema

NameRequiredDescriptionDefault

No arguments

Output Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.5.0

TDQS

B3.1/5.0
Behavior2/5

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

Annotations already cover the safety profile (readOnly, idempotent, non-destructive), and the description adds nothing beyond them: no auth requirements, no mention of scope (all accounts vs. one), no statement of how large the response may be or whether it is expensive to call. The second sentence largely restates the first rather than disclosing behavior.

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

Conciseness3/5

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

Front-loaded with the useful sentence, but the second sentence repeats the same content ('complete overview ... account information, current positions, performance summary, portfolio metrics') without adding information. It is short overall, yet roughly half of it does not earn its place.

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 zero parameters, an output schema, and full annotation coverage, this is a simple read tool requiring little more than a purpose statement. The description says what the payload contains, which is sufficient; only the missing sibling disambiguation keeps it from being fully complete.

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?

The tool takes zero parameters, so the baseline of 4 applies; there is nothing for the description to disambiguate. It does not need to explain parameter syntax, and the enumeration of returned content is supplementary rather than required.

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

Purpose4/5

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

States a specific verb and resource ('Get comprehensive portfolio details') and enumerates contents: accounts, positions, performance summary, metrics. It does not, however, distinguish itself from siblings such as get_portfolio_holdings, get_portfolio_performance, or get_investments, so an agent must infer the overlap.

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 when-to-use guidance, no prerequisites, and no named alternatives despite a crowded sibling set with several portfolio-reading tools. The word 'complete overview' hints at broad-scope usage but never says to prefer the narrower siblings when only one aspect is needed.

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