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Beeswax Shares MCP Server

by steamau

Search transactions

search_transactions
Read-only

Search a fund's transaction ledger to confirm if a dividend was recorded or find past trades. Filter by type, financial year, date range, and ticker.

Instructions

Search the fund's transaction ledger across all holdings — this is the 'memory recall' tool for your SMSF record-keeping. Use to answer 'did we already record this dividend?', 'what did we buy in FY 2025-26?', or to check for duplicates before proposing a new record. Filter by type, financial year, date range and ticker. Results are newest-first and paginated.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
toNoLatest transaction date (inclusive) as an ISO date, e.g. "2026-05-30"
fromNoEarliest transaction date (inclusive) as an ISO date, e.g. "2026-05-30"
pageNoPage number (default 1)
tickerNoExact ticker symbol (case-insensitive), e.g. "BHP"
fund_idYesFund ID (discover via whoami or list_funds)
per_pageNoResults per page (default 25, max 100)
financial_yearNoAustralian financial year label, e.g. "2025-26" (July–June)
transaction_typeNoFilter by type, e.g. "buy", "sell", "dividend", "distribution", "interest", "rental_income"
Behavior4/5

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

Annotations declare readOnlyHint=true; the description adds that results are sorted newest-first and paginated. It does not disclose potential rate limits or data volume implications, but the read-only nature is well conveyed.

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 pack the main function, analogy, use cases, filters, and result ordering without excess. Every phrase serves a purpose.

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?

The description covers purpose, filters, and output ordering. Lacking explicit output fields (no output schema), but the result behavior (newest-first, paginated) is enough for a search tool. Additional info on pagination metadata would improve completeness.

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

Parameters5/5

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

Schema coverage is 100% with parameter descriptions. The description adds practical context beyond schema, such as how to find fund_id ('discover via whoami or list_funds') and examples for financial_year format, ticker, and transaction_type.

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 searches the transaction ledger across all holdings, with specific use cases ('did we already record this dividend?') and filter options. It distinguishes from sibling list tools by emphasizing search and duplicate-checking.

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?

The description provides explicit usage scenarios (checking duplicates, looking up past transactions) and implies context (before proposing a new record). It lacks explicit 'when not to use' but is sufficiently clear.

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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