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mothanaprime

Portfolio Rotation MCP Server

by mothanaprime

get_skill

Retrieve domain knowledge for portfolio rotation analysis. Access methodology, decision rules, and scoring criteria to interpret tool outputs correctly.

Instructions

Get domain knowledge for portfolio rotation analysis.

Returns detailed methodology, decision rules, scoring criteria, and interpretation guidelines. Call this BEFORE using other tools to understand how to interpret their outputs correctly.

Available skills:

  • "scoring-framework": 5-dimension scoring system (0-100), criteria matrices, decision thresholds, auto vs manual dimensions

  • "swap-methodology": Swap decision rules, delta thresholds, ranking logic, edge cases, post-swap monitoring

  • "risk-management": Concentration limits, correlation checks, volatility thresholds, risk level classification

  • "style-presets": GARP/value/growth/momentum/event-driven weight matrices and when to use each style

  • "rotation-pipeline": 6-stage pipeline orchestration, stage dependencies, partial run options

Args: name: Skill name to retrieve. Use "" or "all" to list available skills with brief descriptions.

Returns: Markdown content with the requested domain knowledge, or a list of available skills if no name is provided.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior5/5

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

No annotations, but description fully discloses behavior: read-only retrieval, return format, and effect of empty argument. No side effects or destructive actions.

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?

Well-structured with bullet points and sections. Every sentence adds value, no redundancy. Front-loaded with purpose and usage guidance.

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

Completeness5/5

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

Complete for a reference tool with multiple options. Explains input, output, usage context, and available skills. Output schema exists but description also clarifies return format.

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

Parameters5/5

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

Schema has only 'name' with 0% description coverage. Description compensates fully by listing available skill values, explaining default behavior, and detailing what each skill contains.

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?

Clear verb+resource: 'Get domain knowledge for portfolio rotation analysis'. Differentiates from sibling tools (computational financial analysis tools) by being an informational/reference tool.

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

Usage Guidelines5/5

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

Explicit 'Call this BEFORE using other tools to understand how to interpret their outputs correctly'. Also explains how to list and retrieve skills.

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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