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vishalkumar-2006

trademind-unified-mcp

get_portfolio_snapshot

Retrieve current portfolio holdings, market value, and position details by user ID. Optionally specify an as-of date for historical snapshots.

Instructions

Get real-time portfolio holdings, value, and position breakdown

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 provided, so description carries full burden. Only mentions 'real-time', but does not disclose operational traits like required permissions, rate limits, or what happens on invalid input.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Single sentence, front-loaded with key info. No wasted words, but could benefit from slight restructuring to list parameters.

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 3 parameters with 0% coverage, no output schema, and no annotations, the description is insufficient for correct invocation. Does not explain return structure or parameter formats.

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 has 0% description coverage and the tool description adds no explanation for any of the 3 parameters (as_of, user_id, workflow_id). Agent must infer meaning from names alone.

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 verb 'Get', resource 'portfolio snapshot', and deliverables 'holdings, value, and position breakdown'. This distinguishes it from siblings like get_allocation_breakdown or get_pnl_history.

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, no prerequisites or context provided. Agent lacks direction on choosing this over sibling tools.

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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