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senjoyee

Trading 212 MCP Server

by senjoyee

Get Open Positions

get_open_positions
Read-onlyIdempotent

Retrieve all open positions from your Trading 212 account with details on instrument, quantity, prices, and unrealised P&L. Filter by ticker to focus on specific holdings.

Instructions

Retrieve all open positions in the Trading 212 account. Each position includes: instrument details (ticker, name, ISIN, currency), quantity held, average price paid, current price, shares in pies, shares available for trading, and wallet impact (current value, total cost, unrealised P&L, FX impact). Optionally filter by a specific ticker. Rate limit: 1 req / 1s.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerNoOptional ticker to filter positions (e.g. AAPL_US_EQ). Omit to return all open positions.
Behavior4/5

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

The annotations already declare read-only, idempotent, and non-destructive behavior. The description adds a rate limit (1 req/s) and lists the exact fields returned, providing useful operational context beyond the annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is front-loaded with the main action and efficiently includes a useful field list and rate limit. It is slightly long due to the field enumeration, but every element contributes to understanding the tool's output.

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?

For a simple read-only tool with one optional parameter and no output schema, the description provides a thorough enumeration of the returned data, the filtering option, and the rate limit. This makes it effectively complete for an agent to invoke and interpret results.

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 coverage is 100%, and the schema already fully describes the optional 'ticker' parameter. The description only restates the optional filter capability without adding new semantic detail, so it stays at the baseline for high schema coverage.

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 verb and resource ('Retrieve all open positions') and enumerates the specific data fields returned. This distinguishes it from sibling tools like get_pending_orders or get_historical_orders, which operate on different data.

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

Usage Guidelines3/5

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

The usage context is implied by the tool's name and description, but there is no explicit guidance on when to use this tool versus alternatives such as get_pending_orders or get_historical_orders. No exclusions or prerequisites are mentioned.

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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