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new-village

money-forward-mcp-community

by new-village

Get Money Forward ME portfolio summary

money_forward_get_portfolio_summary
Read-only

Retrieve total assets and asset-class allocation, including zero-balance classes. Use for net-worth or allocation inquiries.

Instructions

Returns total assets and asset-class allocation, including zero-balance classes. Prefer this compact tool for net-worth or allocation questions; use portfolio_details only for individual holdings.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Annotations already declare readOnlyHint=true (safe read) and openWorldHint=true (results may change). The description adds transparency by noting that zero-balance classes are included, which is useful context not in annotations. No contradictions.

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?

Two sentences: first states the function, second gives usage advice. No wasted words. Information is front-loaded and direct.

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 no parameters, existing annotations, and an output schema, the description is sufficient for choosing when to use the tool. It could optionally mention output fields, but the output schema covers that.

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?

There are zero parameters, so the description does not need to explain them. Baseline is 4 for no parameters. No additional parameter information is required or provided.

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 the tool returns total assets and asset-class allocation, including zero-balance classes. It distinguishes itself from the sibling 'money_forward_get_portfolio_details' by positioning itself for net-worth/allocation questions vs. individual holdings.

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 guidance is provided: 'Prefer this compact tool for net-worth or allocation questions; use portfolio_details only for individual holdings.' This clearly instructs when to use this tool and when to use an alternative.

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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