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steamau

Beeswax Shares MCP Server

by steamau

List funds

list_funds
Read-only

List SMSF funds with headline figures including total value, cost base, unrealised gain/loss, total income, true return percentages, active holdings count, and current financial year.

Instructions

List your SMSF funds with headline figures: total value, cost base, unrealised gain/loss, total income, true return percentages, active holdings count and current financial year. Use when you need fund-level numbers; use whoami if you only need fund IDs.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (default 1)
per_pageNoResults per page (default 25, max 100)
Behavior5/5

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

Annotations declare readOnlyHint=true, and the description aligns by describing a read-only listing. It adds valuable context about the specific fields returned, with no contradictions or missing disclosures about side effects.

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?

Three concise sentences: first states purpose and output fields, second provides usage context, third offers alternative. No redundant words, front-loaded with essential information.

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

Completeness4/5

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

For a list tool with no output schema, the description adequately lists the returned fields and provides usage guidance. It lacks details like ordering or defaults, but given the tool's simplicity and high schema coverage, it is nearly complete.

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% with detailed descriptions for both parameters (page, per_page). The description adds no additional parameter meaning beyond what the schema already provides, resulting in a baseline score of 3.

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?

Description clearly states the verb 'list' and resource 'your SMSF funds', enumerates the specific headline figures returned, and distinguishes from the sibling tool 'whoami' for simpler needs. This meets all criteria for a 5.

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 instructs when to use ('when you need fund-level numbers') and when to use an alternative ('use whoami if you only need fund IDs'), providing clear decision guidance for the agent.

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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