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vishalkumar-2006

trademind-unified-mcp

get_allocation_breakdown

Retrieve portfolio asset class and sector allocation breakdown using a user ID. Optionally provide an as-of date for historical snapshots.

Instructions

Get asset class and sector allocation breakdown for portfolio

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_ofNo
user_idYes
workflow_idNo
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 implies a read operation ('Get') but does not disclose any behavioral traits such as required permissions, rate limits, or what the response contains. Minimal transparency.

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?

The description is a single short sentence, which is concise. However, it is minimally informative; while it earns its place by stating purpose, it could be more structured to include key details.

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?

Given the tool has 3 parameters, no output schema, and no annotations, the description is incomplete. It does not explain the return format, parameter details, or any prerequisites for using the tool.

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%, meaning the input schema lacks descriptions for all 3 parameters. The description does not mention any parameters (user_id, as_of, workflow_id), failing to add meaning beyond the schema.

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 the verb 'Get' and the resource 'asset class and sector allocation breakdown for portfolio', which is clear and specific. However, among sibling tools like 'get_portfolio_snapshot', there is no differentiation, so it lacks sibling distinction.

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 vs alternatives such as 'get_portfolio_snapshot' or other analysis tools. The description does not provide any context for selection.

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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