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selvakumarEsra

ibkr-mcp-server

qualify_contract

Resolves a financial symbol to a canonical Interactive Brokers contract with a unique conid. Specify security type, exchange, currency, and primary exchange to qualify the contract.

Instructions

Resolve a symbol to a canonical contract with conid.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYes
currencyNoUSD
exchangeNoSMART
sec_typeNoSTK
primary_exchangeNo
Behavior2/5

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

With no annotations, the description should disclose behavioral traits such as idempotency, mutation, or authentication needs. It only states 'Resolve' without indicating whether the tool has side effects or if it's read-only.

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?

The description is a single sentence with no wasted words, but it is too brief given the complexity of the tool with five parameters. Conciseness alone does not justify lack of critical information.

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

Completeness1/5

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

The description is insufficient for the tool's complexity (5 parameters, no output schema). It does not explain the return format, default parameter values, or the meaning of 'conid', leaving the agent with significant ambiguity.

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

Parameters1/5

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

Schema description coverage is 0%, meaning the input schema lacks property descriptions. The tool description does not compensate by explaining any parameters, leaving the agent without guidance on how to use fields like 'currency', 'exchange', 'sec_type', or 'primary_exchange'.

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?

The description clearly states the tool resolves a symbol to a canonical contract with a conid, providing a specific verb and resource. However, it lacks differentiation from the sibling tool 'search_symbol', which may have overlapping functionality.

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 on when to use this tool versus alternatives like 'search_symbol'. The description does not mention any preconditions or exclusions.

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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