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sablier-ai

Sablier MCP Server

Official
by sablier-ai

get_portfolio_fact_sheet

Read-only

Create a printable portfolio summary containing allocation, returns, growth of $10K, and risk stats. Use it when you need a single-call overview of portfolio performance.

Instructions

One-call printable portfolio summary. Returns: • allocation — per-position ticker, name, current price, current value, current weight, target weight • returns — MTD, QTD, YTD, 1Y period returns • growth_of_10k — $10K invested 1Y ago, portfolio vs benchmark ending value • risk_stats — Sharpe, Sortino, vol, max drawdown, beta, alpha, risk-free rate (1Y window) • benchmark_return_1y, as_of, n_data_points

Use this when the user asks for 'a one-pager', 'portfolio summary', 'how is my portfolio doing'. Single call, ~1-2s, free. Default benchmark SPY; pass any ticker to override.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolio_idYesThe portfolio UUID
benchmark_symbolNoBenchmark ticker for growth-of-$10K + beta/alpha (default 'SPY')SPY

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior5/5

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

Beyond the readOnlyHint annotation, the description discloses the full set of return fields, the default benchmark behavior, the ability to override, and performance/cost characteristics. It sets clear expectations about what the tool does and its limitations without contradicting annotations.

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 well-structured with a front-loaded summary, a bulleted list of return fields, and a short usage paragraph. Every sentence adds value, and the formatting makes it easy to scan.

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?

The description is complete for a read-only, well-schema'd tool. It covers purpose, usage triggers, output structure, default behavior, and performance. An output schema exists, so not explaining return values in prose is fine.

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 description coverage is 100%, with both parameters fully described. The description reinforces the benchmark override but adds no new meaning beyond the schema. Baseline 3 is appropriate since the schema already carries the burden.

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's function: 'One-call printable portfolio summary' with a specific list of returned metrics. It distinguishes itself from sibling tools by emphasizing the single-call, summary nature, and the usage phrase 'a one-pager', 'portfolio summary' gives a concrete use case.

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?

Explicitly says 'Use this when the user asks for...' with clear examples, and provides context like 'Single call, ~1-2s, free' to guide when to choose this tool over potentially heavier alternatives. It doesn't name alternatives, but the guidance is specific and actionable.

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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