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steamau

Beeswax Shares MCP Server

by steamau

Get holding analysis

get_holding_analysis
Read-only

Analyze a single holding's true return, income, costs, and estimated CGT if sold today to understand investment performance and tax impact.

Instructions

Deep analysis of a single holding: true return (income + growth − costs), annualised return, income totals (dividends, distributions, interest, rent, franking credits), costs to date, CGT discount eligibility, estimated CGT and net proceeds if sold today. Use when asked how a specific investment has really performed, or about the tax impact of selling. All amounts AUD.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fund_idYesFund ID (discover via whoami or list_funds)
holding_idYesHolding ID (find via list_holdings)
Behavior4/5

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

Annotations already declare readOnlyHint=true, so safety is covered. The description adds value by detailing the specific metrics returned and noting amounts are in AUD. It does not contradict annotations and is transparent about the analysis scope.

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, front-loaded with key metrics, concise and structured. Every sentence adds value.

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?

Given the tool's complexity (multiple metrics), no output schema, and annotations, the description is complete: it lists all output categories and usage context. No 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?

Schema coverage is 100%, so parameters are well-documented. The description does not add new parameter-specific meaning beyond the schema, so baseline of 3 is appropriate.

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 it provides 'deep analysis of a single holding' with a specific list of metrics (true return, annualised return, income totals, costs, CGT info). This distinguishes it from sibling tools like list_holdings or get_portfolio.

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

Usage Guidelines4/5

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

Explicitly says 'Use when asked how a specific investment has really performed, or about the tax impact of selling.' This gives clear context, though it does not exhaustively list when not to use it.

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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