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zachmelin

Questrade MCP Server

by zachmelin

get_orders

Retrieve order history for a Questrade trading account by specifying account number, date range, and order state filters to track trades and monitor execution status.

Instructions

Get orders for a specific account

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
accountNumberYesAccount number to get orders for
startTimeNoStart time for order history (ISO format)
endTimeNoEnd time for order history (ISO format)
stateFilterNoFilter orders by state (All, Open, Closed)
Behavior2/5

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

No annotations are provided, so the description carries the full burden. It mentions 'Get orders' but doesn't disclose behavioral traits such as whether it's read-only (implied but not stated), pagination, rate limits, error handling, or what the output looks like. For a tool with no annotations, this leaves significant gaps in understanding its operation.

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 a single, efficient sentence that front-loads the core action ('Get orders') and scope ('for a specific account'). There is no wasted verbiage, making it highly concise and well-structured for quick comprehension.

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 no annotations, no output schema, and 4 parameters, the description is incomplete. It doesn't explain return values, error conditions, or behavioral nuances like filtering logic. For a tool with moderate complexity (4 params, no output schema), this minimal description fails to provide sufficient context for effective use.

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 description coverage is 100%, so the input schema fully documents all parameters (accountNumber, startTime, endTime, stateFilter) with descriptions. The description adds no additional meaning beyond implying account-based filtering, which is already covered in the schema. Baseline 3 is appropriate as the schema does the heavy lifting.

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 clearly states the verb ('Get') and resource ('orders'), and specifies the scope ('for a specific account'), which distinguishes it from sibling tools like get_accounts or get_positions. However, it doesn't explicitly differentiate from potential similar tools (e.g., 'search_orders' if existed), keeping it at 4 rather than 5.

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?

The description provides no guidance on when to use this tool versus alternatives like get_accounts or get_balances, nor does it mention prerequisites (e.g., authentication) or exclusions. It only states the basic purpose without context for selection among siblings.

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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