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mcp-etf-holdings

mcp-etf-holdings

by vlearner

etf_info

Fetch metadata for a single ETF: name, category, AUM, expense ratio, NAV, and trailing returns. For multiple ETFs, use compare_etfs instead.

Instructions

Return metadata for a single ETF: name, category, AUM, expense ratio, NAV, and trailing returns.

For two or more ETFs, use compare_etfs instead — it returns one table.

Input Schema

NameRequiredDescriptionDefault
tickerYesETF ticker symbol, e.g. 'SPY' or 'QQQ'

Output Schema

NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.4.1

TDQS

A4.1/5.0
Behavior3/5

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

No annotations are supplied, so the description carries the full behavioral burden. It implies a pure read operation and lists what comes back, but never states read-only status, auth requirements, rate limits, or behavior for an unknown ticker. Adequate for a trivial one-param lookup, but thin for a tool with zero annotation coverage.

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?

Two tight sentences with the primary purpose front-loaded and the routing rule appended. Minor waste: enumerating the returned fields duplicates what the output schema already declares.

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?

With one required, fully documented parameter and a companion output schema, the description supplies everything needed to select and call the tool correctly. Only the absence of any error/permission context keeps it short of a 5.

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?

Only one parameter (ticker) and schema coverage is 100%, with the schema already supplying the 'SPY'/'QQQ' example. The description adds nothing beyond the schema, so the baseline 3 applies.

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?

Specific verb ('Return') plus resource ('metadata for a single ETF') and an explicit enumeration of the returned fields (name, category, AUM, expense ratio, NAV, trailing returns). It is immediately distinguishable from the sibling compare_etfs, which is named directly.

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?

The second sentence gives an explicit when-not rule: for two or more ETFs, use compare_etfs instead, with the rationale (it returns one table). This is a clear alternative routing rule rather than implied usage.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.