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portfolio_get_summary

Retrieve a portfolio summary showing total value and asset allocation across EVM-compatible networks. Use this tool to get an overview of holdings in a specific portfolio.

Instructions

Get portfolio summary with total value and allocation

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolioIdYesPortfolio ID
Behavior2/5

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

With no annotations, the description carries the full burden of behavioral disclosure. It does not state whether this is a read-only operation, how errors are handled, or what 'allocation' means. It only describes the action itself without any additional behavioral context.

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?

The description is a single sentence with no filler words, delivering the core information efficiently. It is front-loaded with the action and immediately states the output contents.

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?

The tool has no output schema, so the description must explain the return value. It mentions 'total value and allocation' but does not detail the response structure, currency, or any edge-case behavior. Given the simplicity of the tool, this leaves important gaps.

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?

The input schema already provides 100% coverage for the single parameter 'portfolioId' with a description of 'Portfolio ID'. The tool description adds no extra semantic meaning beyond implying portfolio context, meeting the baseline but not exceeding it.

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 action (Get) and the resource (portfolio summary), and it specifies the contents (total value and allocation). This distinguishes it from siblings like portfolio_get_performance and portfolio_list, which focus on different aspects.

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 for when to use this tool versus alternatives such as portfolio_get_performance, portfolio_list, or get_portfolio_overview. The description does not mention any exclusions, prerequisites, or use cases.

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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