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vargahis

monarch-mcp

get_account_holdings

Retrieve all investment holdings for a specified account using its ID.

Instructions

Get investment holdings for a specific account.

Args: account_id: The ID of the investment account

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
account_idYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior2/5

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

No annotations are provided, so the description carries full burden. It does not disclose read-only nature, authentication requirements, rate limits, or response behavior beyond the basic operation.

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?

Two sentences, but the second sentence merely repeats the parameter. Could be more efficient without losing clarity. Adequate but not tight.

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

Completeness2/5

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

For a simple tool with one parameter and an output schema, the description is too minimal. It does not explain what 'holdings' means or whether data is current/historical, leaving gaps.

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%, but the description only repeats the parameter name without adding meaning. It does not explain format, validation, or what 'investment account' entails.

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 states 'Get investment holdings for a specific account' clearly indicating the verb and resource. However, it does not distinguish from sibling tools like get_account_snapshots_by_type or get_account_history, which may overlap.

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 on when to use this tool versus alternatives like get_account_snapshots_by_type or get_account_history. Usage is implied but no exclusions or context provided.

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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