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zachmelin

Questrade MCP Server

by zachmelin

get_balances

Retrieve balances for a specific Questrade account, showing holdings in CAD and USD separately for accurate currency tracking.

Instructions

Get balances for a specific account. Returns an object keyed by currency showing each currency's holdings in their native denomination — CAD holdings in CAD, USD holdings in USD. Report them separately. To compute a combined total, apply a CAD/USD exchange rate.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
accountNumberYesAccount number to get balances for
Behavior4/5

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

With no annotations, the description effectively discloses return format (object keyed by currency, native denominations) and gives interpretation guidance (report separately, apply FX rate). It is transparent about output behavior, though it omits potential side effects (likely none).

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?

The description is three concise sentences. The first sentence states the purpose, and subsequent sentences add essential details without any unnecessary words. Front-loaded and efficient.

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

Completeness5/5

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

Given the tool's simplicity (1 parameter, no output schema, no annotations), the description is fully adequate. It covers purpose, parameter, output structure, and usage guidance, leaving no obvious gaps for an AI agent.

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?

Schema coverage is 100% for the single parameter 'accountNumber', which is described in the schema. The description adds no new parameter-level semantics beyond the schema but provides valuable output context.

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 action 'Get balances' and the resource 'for a specific account'. This distinguishes it from sibling tools like get_positions or get_accounts, as it specifically targets currency holdings.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies when to use the tool (when needing balances for an account) but does not provide explicit guidance on when not to use it or mention alternatives. Context is clear but lacks exclusions.

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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