Portfolio Copilot has 9 tools with mixed quality. Tool naming is strong (all start with action verbs: get_, search_, ingest_), descriptions are present but vary in depth (ranging 40-350 chars, averaging ~180 chars). Input schemas are well-defined with proper JSON Schema (types, descriptions, enums where needed). However, OUTPUT schemas are entirely undocumented, no tool explicitly states what fields it returns, what structure agents should expect, or what chaining IDs are available for follow-up calls. Error handling is absent from tool descriptions; no guidance on retryability, user-fixable vs fatal errors, or recovery paths. The get_holdings description is unusually verbose (350 chars) with duplicate content. Parameters generally have types and descriptions, but lack constraints (no min/max for top_k, no enum for segment in get_margins). Overall, the server reads as a competent API wrapper with incomplete agent-readiness, definitions focus on what the API does, not how an LLM should decide when/why to call each tool or what to do with results.

• Document output schemas for all 9 tools. For each, specify: field names, types (string|number|array|object), and what they represent. Example: get_quotes should return {quotes: [{symbol, exchange, open, high, low, close, volume, timestamp}]}.
• Add error handling guidance to every tool description. For READ tools (get_*), state: 'If the symbol is not found, try search_instruments() first.' For write tools (ingest_*), state: 'This call modifies the news database. Failures are not automatically retried.'
• Add enum constraints to parameters. get_margins segment should be enum: ['equity', 'commodity', 'currency'] with description. search_news top_k should have 'minimum: 1, maximum: 10' in schema.
• Reduce get_holdings description from 350 chars to ~100 chars. Current text: 'Fetch the user's portfolio holdings... IMPORTANT: Always use the values from summary...' Revise to: 'Fetch portfolio holdings with aggregated summary. Returns individual stocks and pre-calculated totals (use summary values for portfolio-level metrics).'
• Expand get_positions description. Add: 'Returns open positions from today (day) and all overnight positions (net). Use this to see active trades; use get_holdings() to see long-term investments.'
• Document chaining. In search_instruments, add: 'Returns symbol and exchange; pass these to get_quotes, get_ltp, or search_news.' In get_quotes, add: 'Returns current prices; can be used to inform search_news queries.'
• Mark ingest_stock_news as a write operation in tool metadata (if not already). Add to description: 'This tool modifies the news database. Use this before search_news if you need fresh data; repeated calls fetch updates.'

Inferred effective spec: <=2025-11-25.

• Relies on Logging (deprecated) - log to stderr or use OpenTelemetry