MCP works by sending the agent - more precisely, the system harness or MCP client - a list of all tools, descriptions of what they are for and how to use them, and also any input attributes and their explanations. The whole thing can look something like this.
measurement/context/standalone-mcp-tools.json
{
"loans": [
{
"name": "get_mortgage_affordability",
"title": null,
"description": "Estimate mortgage affordability for a customer.\n\n Args:\n customer_id: Customer identifier.\n annual_income: Gross yearly income.\n monthly_debt: Existing monthly debt payments.\n ",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"annual_income": {
"title": "Annual Income",
"type": "number"
},
"monthly_debt": {
"title": "Monthly Debt",
"type": "number"
}
},
"required": [
"customer_id",
"annual_income",
"monthly_debt"
],
"title": "get_mortgage_affordabilityArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "quote_personal_loan",
"title": null,
"description": "Quote a mocked personal loan rate and payment.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"amount": {
"title": "Amount",
"type": "number"
},
"term_months": {
"title": "Term Months",
"type": "integer"
}
},
"required": [
"customer_id",
"amount",
"term_months"
],
"title": "quote_personal_loanArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "check_loan_eligibility",
"title": null,
"description": "Check high-level eligibility for a loan product.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"product_type": {
"title": "Product Type",
"type": "string"
},
"credit_score": {
"title": "Credit Score",
"type": "integer"
}
},
"required": [
"customer_id",
"product_type",
"credit_score"
],
"title": "check_loan_eligibilityArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_loan_balance",
"title": null,
"description": "Return current mocked balance for a loan.",
"inputSchema": {
"properties": {
"loan_id": {
"title": "Loan Id",
"type": "string"
},
"as_of_date": {
"title": "As Of Date",
"type": "string"
}
},
"required": [
"loan_id",
"as_of_date"
],
"title": "get_loan_balanceArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_early_repayment_fee",
"title": null,
"description": "Calculate a mocked early repayment fee.",
"inputSchema": {
"properties": {
"loan_id": {
"title": "Loan Id",
"type": "string"
},
"repayment_amount": {
"title": "Repayment Amount",
"type": "number"
}
},
"required": [
"loan_id",
"repayment_amount"
],
"title": "calculate_early_repayment_feeArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "summarize_repayment_schedule",
"title": null,
"description": "Summarize upcoming repayment schedule.",
"inputSchema": {
"properties": {
"loan_id": {
"title": "Loan Id",
"type": "string"
},
"months": {
"title": "Months",
"type": "integer"
}
},
"required": [
"loan_id",
"months"
],
"title": "summarize_repayment_scheduleArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_refinance_savings",
"title": null,
"description": "Estimate savings from refinancing.",
"inputSchema": {
"properties": {
"loan_id": {
"title": "Loan Id",
"type": "string"
},
"new_apr_percent": {
"title": "New Apr Percent",
"type": "number"
},
"remaining_months": {
"title": "Remaining Months",
"type": "integer"
}
},
"required": [
"loan_id",
"new_apr_percent",
"remaining_months"
],
"title": "assess_refinance_savingsArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_collateral_valuation",
"title": null,
"description": "Return mocked collateral valuation.",
"inputSchema": {
"properties": {
"collateral_id": {
"title": "Collateral Id",
"type": "string"
},
"valuation_date": {
"title": "Valuation Date",
"type": "string"
}
},
"required": [
"collateral_id",
"valuation_date"
],
"title": "get_collateral_valuationArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "compute_ltv_ratio",
"title": null,
"description": "Compute loan-to-value ratio.",
"inputSchema": {
"properties": {
"loan_id": {
"title": "Loan Id",
"type": "string"
},
"balance": {
"title": "Balance",
"type": "number"
},
"collateral_value": {
"title": "Collateral Value",
"type": "number"
}
},
"required": [
"loan_id",
"balance",
"collateral_value"
],
"title": "compute_ltv_ratioArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_delinquency_status",
"title": null,
"description": "Return mocked delinquency status.",
"inputSchema": {
"properties": {
"loan_id": {
"title": "Loan Id",
"type": "string"
}
},
"required": [
"loan_id"
],
"title": "get_delinquency_statusArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "recommend_hardship_options",
"title": null,
"description": "Recommend hardship options for a borrower.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"loan_id": {
"title": "Loan Id",
"type": "string"
},
"hardship_reason": {
"title": "Hardship Reason",
"type": "string"
}
},
"required": [
"customer_id",
"loan_id",
"hardship_reason"
],
"title": "recommend_hardship_optionsArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "verify_income_document",
"title": null,
"description": "Mock verification of income evidence.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"document_type": {
"title": "Document Type",
"type": "string"
},
"monthly_income": {
"title": "Monthly Income",
"type": "number"
}
},
"required": [
"customer_id",
"document_type",
"monthly_income"
],
"title": "verify_income_documentArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_debt_to_income",
"title": null,
"description": "Calculate debt-to-income ratio.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"annual_income": {
"title": "Annual Income",
"type": "number"
},
"monthly_debt": {
"title": "Monthly Debt",
"type": "number"
}
},
"required": [
"customer_id",
"annual_income",
"monthly_debt"
],
"title": "estimate_debt_to_incomeArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_rate_lock_status",
"title": null,
"description": "Return mocked rate lock status for an application.",
"inputSchema": {
"properties": {
"application_id": {
"title": "Application Id",
"type": "string"
}
},
"required": [
"application_id"
],
"title": "get_rate_lock_statusArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "create_loan_application",
"title": null,
"description": "Create a mocked loan application.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"product_type": {
"title": "Product Type",
"type": "string"
},
"requested_amount": {
"title": "Requested Amount",
"type": "number"
}
},
"required": [
"customer_id",
"product_type",
"requested_amount"
],
"title": "create_loan_applicationArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_application_status",
"title": null,
"description": "Return mocked loan application status.",
"inputSchema": {
"properties": {
"application_id": {
"title": "Application Id",
"type": "string"
}
},
"required": [
"application_id"
],
"title": "get_application_statusArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_payoff_quote",
"title": null,
"description": "Calculate mocked loan payoff quote.",
"inputSchema": {
"properties": {
"loan_id": {
"title": "Loan Id",
"type": "string"
},
"payoff_date": {
"title": "Payoff Date",
"type": "string"
}
},
"required": [
"loan_id",
"payoff_date"
],
"title": "calculate_payoff_quoteArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "compare_fixed_variable_rates",
"title": null,
"description": "Compare mocked fixed and variable loan options.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"amount": {
"title": "Amount",
"type": "number"
},
"term_months": {
"title": "Term Months",
"type": "integer"
}
},
"required": [
"customer_id",
"amount",
"term_months"
],
"title": "compare_fixed_variable_ratesArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "list_required_loan_documents",
"title": null,
"description": "List required documents for a loan product.",
"inputSchema": {
"properties": {
"product_type": {
"title": "Product Type",
"type": "string"
},
"customer_segment": {
"title": "Customer Segment",
"type": "string"
}
},
"required": [
"product_type",
"customer_segment"
],
"title": "list_required_loan_documentsArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "simulate_interest_rate_shock",
"title": null,
"description": "Simulate payment impact of an interest-rate shock.",
"inputSchema": {
"properties": {
"loan_id": {
"title": "Loan Id",
"type": "string"
},
"shock_bps": {
"title": "Shock Bps",
"type": "integer"
}
},
"required": [
"loan_id",
"shock_bps"
],
"title": "simulate_interest_rate_shockArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "price_bridge_loan",
"title": null,
"description": "Price a short-term bridge loan for property purchase timing gaps.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_construction_draw",
"title": null,
"description": "Assess whether a construction loan draw request is in policy.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_appraisal_gap",
"title": null,
"description": "Review appraisal gap risk for a mortgage application.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_closing_costs",
"title": null,
"description": "Estimate closing costs for a loan transaction.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_apr_from_fees",
"title": null,
"description": "Calculate annual percentage rate impact from fees.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "score_small_business_loan",
"title": null,
"description": "Score a small-business loan using mocked financial indicators.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_covenant_compliance",
"title": null,
"description": "Review mocked covenant compliance for a commercial loan.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_collateral_haircut",
"title": null,
"description": "Estimate collateral haircut for secured lending.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_balloon_payment",
"title": null,
"description": "Calculate mocked balloon payment for a loan.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_guarantor_strength",
"title": null,
"description": "Assess guarantor strength for a credit application.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_payment_holiday_request",
"title": null,
"description": "Review a borrower payment holiday request.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_interest_only_payment",
"title": null,
"description": "Calculate interest-only loan payment.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "check_mortgage_insurance_need",
"title": null,
"description": "Check whether mortgage insurance is needed.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_credit_line_utilization",
"title": null,
"description": "Estimate credit line utilization and warning status.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_overpayment_allowance",
"title": null,
"description": "Review annual loan overpayment allowance.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_variable_rate_reset",
"title": null,
"description": "Calculate payment impact at variable-rate reset.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_green_mortgage_discount",
"title": null,
"description": "Assess eligibility for green mortgage discount.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_debt_consolidation_fit",
"title": null,
"description": "Review whether debt consolidation loan is suitable.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_auto_loan_residual",
"title": null,
"description": "Estimate residual value for an auto loan.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_loan_modification_terms",
"title": null,
"description": "Calculate mocked loan modification terms.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_lien_position",
"title": null,
"description": "Review lien position for secured lending.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_loss_given_default",
"title": null,
"description": "Estimate mocked loss given default.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_probability_of_default",
"title": null,
"description": "Calculate mocked probability of default.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_document_exceptions",
"title": null,
"description": "Review loan document exceptions.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_portfolio_concentration",
"title": null,
"description": "Assess loan portfolio concentration risk.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_servicing_fee",
"title": null,
"description": "Calculate mocked loan servicing fee.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_drawdown_conditions",
"title": null,
"description": "Review conditions precedent for loan drawdown.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_prepayment_speed",
"title": null,
"description": "Estimate mocked prepayment speed.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "check_regulatory_lending_limit",
"title": null,
"description": "Check regulatory lending limit headroom.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "summarize_credit_memo",
"title": null,
"description": "Summarize mocked credit memo highlights.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"reference_id": {
"title": "Reference Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"reference_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
}
],
"investments": [
{
"name": "get_portfolio_summary",
"title": null,
"description": "Return mocked portfolio summary.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "get_portfolio_summaryArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_asset_allocation",
"title": null,
"description": "Calculate mocked asset allocation.",
"inputSchema": {
"properties": {
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
}
},
"required": [
"portfolio_id"
],
"title": "calculate_asset_allocationArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_risk_profile",
"title": null,
"description": "Assess investor risk profile.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"horizon_years": {
"title": "Horizon Years",
"type": "integer"
},
"loss_tolerance_percent": {
"title": "Loss Tolerance Percent",
"type": "number"
}
},
"required": [
"customer_id",
"horizon_years",
"loss_tolerance_percent"
],
"title": "assess_risk_profileArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "recommend_rebalance_trades",
"title": null,
"description": "Recommend mocked rebalancing trades.",
"inputSchema": {
"properties": {
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"target_equity_percent": {
"title": "Target Equity Percent",
"type": "number"
}
},
"required": [
"portfolio_id",
"target_equity_percent"
],
"title": "recommend_rebalance_tradesArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_portfolio_var",
"title": null,
"description": "Estimate mocked portfolio value at risk.",
"inputSchema": {
"properties": {
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"confidence_percent": {
"title": "Confidence Percent",
"type": "number"
},
"horizon_days": {
"title": "Horizon Days",
"type": "integer"
}
},
"required": [
"portfolio_id",
"confidence_percent",
"horizon_days"
],
"title": "estimate_portfolio_varArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_security_quote",
"title": null,
"description": "Return mocked security quote.",
"inputSchema": {
"properties": {
"symbol": {
"title": "Symbol",
"type": "string"
},
"exchange": {
"title": "Exchange",
"type": "string"
}
},
"required": [
"symbol",
"exchange"
],
"title": "get_security_quoteArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "screen_sustainable_funds",
"title": null,
"description": "Screen mocked sustainable funds.",
"inputSchema": {
"properties": {
"region": {
"title": "Region",
"type": "string"
},
"minimum_esg_score": {
"title": "Minimum Esg Score",
"type": "integer"
},
"asset_class": {
"title": "Asset Class",
"type": "string"
}
},
"required": [
"region",
"minimum_esg_score",
"asset_class"
],
"title": "screen_sustainable_fundsArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_realized_gain",
"title": null,
"description": "Calculate mocked realized gains.",
"inputSchema": {
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
},
"tax_year": {
"title": "Tax Year",
"type": "integer"
}
},
"required": [
"account_id",
"tax_year"
],
"title": "calculate_realized_gainArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "check_product_suitability",
"title": null,
"description": "Check mocked investment product suitability.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"product_id": {
"title": "Product Id",
"type": "string"
},
"risk_rating": {
"title": "Risk Rating",
"type": "integer"
}
},
"required": [
"customer_id",
"product_id",
"risk_rating"
],
"title": "check_product_suitabilityArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_dividend_calendar",
"title": null,
"description": "Return mocked upcoming dividends.",
"inputSchema": {
"properties": {
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"next_days": {
"title": "Next Days",
"type": "integer"
}
},
"required": [
"portfolio_id",
"next_days"
],
"title": "get_dividend_calendarArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "simulate_market_shock",
"title": null,
"description": "Simulate mocked market shock impact.",
"inputSchema": {
"properties": {
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"equity_shock_percent": {
"title": "Equity Shock Percent",
"type": "number"
},
"rate_shock_bps": {
"title": "Rate Shock Bps",
"type": "integer"
}
},
"required": [
"portfolio_id",
"equity_shock_percent",
"rate_shock_bps"
],
"title": "simulate_market_shockArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_investment_policy_statement",
"title": null,
"description": "Return mocked investment policy statement summary.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
}
},
"required": [
"customer_id"
],
"title": "get_investment_policy_statementArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "compare_fund_expenses",
"title": null,
"description": "Compare mocked fund expenses.",
"inputSchema": {
"properties": {
"fund_a": {
"title": "Fund A",
"type": "string"
},
"fund_b": {
"title": "Fund B",
"type": "string"
},
"investment_amount": {
"title": "Investment Amount",
"type": "number"
}
},
"required": [
"fund_a",
"fund_b",
"investment_amount"
],
"title": "compare_fund_expensesArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_expected_income",
"title": null,
"description": "Calculate mocked expected portfolio income.",
"inputSchema": {
"properties": {
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"next_months": {
"title": "Next Months",
"type": "integer"
}
},
"required": [
"portfolio_id",
"next_months"
],
"title": "calculate_expected_incomeArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_model_portfolio",
"title": null,
"description": "Return mocked model portfolio.",
"inputSchema": {
"properties": {
"model_name": {
"title": "Model Name",
"type": "string"
},
"risk_level": {
"title": "Risk Level",
"type": "string"
}
},
"required": [
"model_name",
"risk_level"
],
"title": "get_model_portfolioArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_concentration_risk",
"title": null,
"description": "Assess mocked issuer concentration risk.",
"inputSchema": {
"properties": {
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"issuer_limit_percent": {
"title": "Issuer Limit Percent",
"type": "number"
}
},
"required": [
"portfolio_id",
"issuer_limit_percent"
],
"title": "assess_concentration_riskArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "generate_trade_ticket",
"title": null,
"description": "Generate a mocked trade ticket.",
"inputSchema": {
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
},
"symbol": {
"title": "Symbol",
"type": "string"
},
"side": {
"title": "Side",
"type": "string"
},
"quantity": {
"title": "Quantity",
"type": "integer"
}
},
"required": [
"account_id",
"symbol",
"side",
"quantity"
],
"title": "generate_trade_ticketArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_benchmark_performance",
"title": null,
"description": "Return mocked benchmark performance.",
"inputSchema": {
"properties": {
"benchmark_id": {
"title": "Benchmark Id",
"type": "string"
},
"period": {
"title": "Period",
"type": "string"
}
},
"required": [
"benchmark_id",
"period"
],
"title": "get_benchmark_performanceArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "evaluate_liquidity_needs",
"title": null,
"description": "Evaluate mocked liquidity needs.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"required_cash": {
"title": "Required Cash",
"type": "number"
},
"horizon_months": {
"title": "Horizon Months",
"type": "integer"
}
},
"required": [
"customer_id",
"required_cash",
"horizon_months"
],
"title": "evaluate_liquidity_needsArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "recommend_tax_loss_harvest",
"title": null,
"description": "Recommend mocked tax-loss harvesting candidates.",
"inputSchema": {
"properties": {
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"minimum_loss": {
"title": "Minimum Loss",
"type": "number"
}
},
"required": [
"portfolio_id",
"minimum_loss"
],
"title": "recommend_tax_loss_harvestArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "screen_bond_ladder",
"title": null,
"description": "Screen a bond ladder for maturity and income targets.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_duration_risk",
"title": null,
"description": "Estimate duration risk for a fixed-income allocation.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_sharpe_ratio",
"title": null,
"description": "Calculate mocked Sharpe ratio for a portfolio.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_sortino_ratio",
"title": null,
"description": "Calculate mocked Sortino ratio for a portfolio.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_fund_overlap",
"title": null,
"description": "Review overlap between funds in a portfolio.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_currency_exposure",
"title": null,
"description": "Assess currency exposure in a portfolio.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "recommend_cash_allocation",
"title": null,
"description": "Recommend cash allocation based on liquidity need.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_drawdown_risk",
"title": null,
"description": "Estimate potential drawdown risk.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_structured_note",
"title": null,
"description": "Review suitability of a structured note.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_yield_to_maturity",
"title": null,
"description": "Calculate mocked yield to maturity.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_total_expense_ratio",
"title": null,
"description": "Estimate total portfolio expense ratio.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_private_market_commitment",
"title": null,
"description": "Review private market commitment pacing.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_factor_exposure",
"title": null,
"description": "Assess factor exposure such as value or momentum.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_tracking_error",
"title": null,
"description": "Calculate tracking error versus a benchmark.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "recommend_glide_path",
"title": null,
"description": "Recommend target-date glide path allocation.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "screen_income_stocks",
"title": null,
"description": "Screen income stocks for dividend yield.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_tax_drag",
"title": null,
"description": "Estimate tax drag on portfolio returns.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_restricted_list",
"title": null,
"description": "Review whether a security is on restricted list.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_portfolio_beta",
"title": null,
"description": "Calculate mocked portfolio beta.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_alternative_allocation",
"title": null,
"description": "Assess alternative investment allocation.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_margin_requirement",
"title": null,
"description": "Review margin requirement for a trade.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_scenario_return",
"title": null,
"description": "Estimate portfolio return under a scenario.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_required_minimum_distribution",
"title": null,
"description": "Calculate mocked retirement distribution.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_client_investment_objective",
"title": null,
"description": "Review client investment objective alignment.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "screen_low_volatility_etfs",
"title": null,
"description": "Screen low-volatility ETF candidates.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_reinvestment_income",
"title": null,
"description": "Estimate reinvestment income.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_capital_gains_budget",
"title": null,
"description": "Calculate capital gains budget.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_portfolio_turnover",
"title": null,
"description": "Review portfolio turnover.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_fiduciary_watchlist",
"title": null,
"description": "Assess fiduciary watchlist items.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "summarize_investment_proposal",
"title": null,
"description": "Summarize mocked investment proposal highlights.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"portfolio_id": {
"title": "Portfolio Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"portfolio_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
}
],
"accounts": [
{
"name": "get_account_balance",
"title": null,
"description": "Return mocked current account balance.",
"inputSchema": {
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
},
"as_of_date": {
"title": "As Of Date",
"type": "string"
}
},
"required": [
"account_id",
"as_of_date"
],
"title": "get_account_balanceArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "list_recent_transactions",
"title": null,
"description": "List mocked recent transactions.",
"inputSchema": {
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
},
"days": {
"title": "Days",
"type": "integer"
}
},
"required": [
"account_id",
"days"
],
"title": "list_recent_transactionsArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "categorize_transaction",
"title": null,
"description": "Categorize a transaction.",
"inputSchema": {
"properties": {
"transaction_id": {
"title": "Transaction Id",
"type": "string"
},
"merchant_name": {
"title": "Merchant Name",
"type": "string"
},
"amount": {
"title": "Amount",
"type": "number"
}
},
"required": [
"transaction_id",
"merchant_name",
"amount"
],
"title": "categorize_transactionArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "detect_overdraft_risk",
"title": null,
"description": "Assess mocked overdraft risk.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"projected_debits": {
"title": "Projected Debits",
"type": "number"
}
},
"required": [
"customer_id",
"account_id",
"projected_debits"
],
"title": "detect_overdraft_riskArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "create_payment_instruction",
"title": null,
"description": "Create a mocked payment instruction.",
"inputSchema": {
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
},
"beneficiary_iban": {
"title": "Beneficiary Iban",
"type": "string"
},
"amount": {
"title": "Amount",
"type": "number"
}
},
"required": [
"account_id",
"beneficiary_iban",
"amount"
],
"title": "create_payment_instructionArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "validate_iban",
"title": null,
"description": "Validate an IBAN format at a mocked level.",
"inputSchema": {
"properties": {
"iban": {
"title": "Iban",
"type": "string"
},
"country_code": {
"title": "Country Code",
"type": "string"
}
},
"required": [
"iban",
"country_code"
],
"title": "validate_ibanArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_direct_debits",
"title": null,
"description": "Return mocked direct debits.",
"inputSchema": {
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
}
},
"required": [
"account_id"
],
"title": "get_direct_debitsArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "summarize_cash_flow",
"title": null,
"description": "Summarize cash flow for a date range.",
"inputSchema": {
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
},
"start_date": {
"title": "Start Date",
"type": "string"
},
"end_date": {
"title": "End Date",
"type": "string"
}
},
"required": [
"account_id",
"start_date",
"end_date"
],
"title": "summarize_cash_flowArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "flag_unusual_spend",
"title": null,
"description": "Flag unusually high spend.",
"inputSchema": {
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
},
"category": {
"title": "Category",
"type": "string"
},
"amount": {
"title": "Amount",
"type": "number"
}
},
"required": [
"account_id",
"category",
"amount"
],
"title": "flag_unusual_spendArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_card_status",
"title": null,
"description": "Return card status.",
"inputSchema": {
"properties": {
"card_id": {
"title": "Card Id",
"type": "string"
}
},
"required": [
"card_id"
],
"title": "get_card_statusArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "freeze_card",
"title": null,
"description": "Mock freezing a card.",
"inputSchema": {
"properties": {
"card_id": {
"title": "Card Id",
"type": "string"
},
"reason": {
"title": "Reason",
"type": "string"
}
},
"required": [
"card_id",
"reason"
],
"title": "freeze_cardArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_monthly_fees",
"title": null,
"description": "Calculate mocked monthly account fees.",
"inputSchema": {
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
},
"month": {
"title": "Month",
"type": "string"
}
},
"required": [
"account_id",
"month"
],
"title": "calculate_monthly_feesArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "check_account_kyc_status",
"title": null,
"description": "Return KYC status for current account servicing.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
}
},
"required": [
"customer_id"
],
"title": "check_account_kyc_statusArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_savings_sweep_recommendation",
"title": null,
"description": "Recommend a sweep from current account to savings.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"minimum_buffer": {
"title": "Minimum Buffer",
"type": "number"
}
},
"required": [
"customer_id",
"account_id",
"minimum_buffer"
],
"title": "get_savings_sweep_recommendationArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_foreign_exchange_fee",
"title": null,
"description": "Estimate FX fee for account transaction.",
"inputSchema": {
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
},
"source_currency": {
"title": "Source Currency",
"type": "string"
},
"target_currency": {
"title": "Target Currency",
"type": "string"
},
"amount": {
"title": "Amount",
"type": "number"
}
},
"required": [
"account_id",
"source_currency",
"target_currency",
"amount"
],
"title": "estimate_foreign_exchange_feeArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_standing_orders",
"title": null,
"description": "List mocked standing orders.",
"inputSchema": {
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
}
},
"required": [
"account_id"
],
"title": "get_standing_ordersArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "project_end_of_month_balance",
"title": null,
"description": "Project end-of-month balance.",
"inputSchema": {
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
},
"expected_income": {
"title": "Expected Income",
"type": "number"
},
"expected_spend": {
"title": "Expected Spend",
"type": "number"
}
},
"required": [
"account_id",
"expected_income",
"expected_spend"
],
"title": "project_end_of_month_balanceArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "find_duplicate_charges",
"title": null,
"description": "Find mocked duplicate charges.",
"inputSchema": {
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
},
"lookback_days": {
"title": "Lookback Days",
"type": "integer"
}
},
"required": [
"account_id",
"lookback_days"
],
"title": "find_duplicate_chargesArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "get_account_alert_preferences",
"title": null,
"description": "Return account alert preferences.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "get_account_alert_preferencesArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "recommend_fee_waiver",
"title": null,
"description": "Recommend whether to waive account fees.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"relationship_years": {
"title": "Relationship Years",
"type": "integer"
}
},
"required": [
"customer_id",
"account_id",
"relationship_years"
],
"title": "recommend_fee_waiverArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_payment_limit",
"title": null,
"description": "Review payment limit for a current account.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "increase_transfer_limit",
"title": null,
"description": "Mock increasing transfer limit.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_salary_pattern",
"title": null,
"description": "Assess salary pattern in current account transactions.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "detect_subscription_spend",
"title": null,
"description": "Detect recurring subscription spend.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "summarize_merchant_spend",
"title": null,
"description": "Summarize spend by merchant.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_chargeback_case",
"title": null,
"description": "Review card chargeback case.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "create_card_replacement",
"title": null,
"description": "Create mocked card replacement order.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_cash_withdrawal_fee",
"title": null,
"description": "Estimate cash withdrawal fee.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_joint_account_access",
"title": null,
"description": "Review joint account access status.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "check_sepa_reachability",
"title": null,
"description": "Check SEPA reachability for a beneficiary.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "validate_payment_reference",
"title": null,
"description": "Validate payment reference format.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_fraud_alert",
"title": null,
"description": "Assess mocked fraud alert.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_account_closure_readiness",
"title": null,
"description": "Review account closure readiness.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "calculate_interest_on_positive_balance",
"title": null,
"description": "Calculate interest on positive balance.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "recommend_budget_category_limit",
"title": null,
"description": "Recommend budget category limit.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "detect_income_interruption",
"title": null,
"description": "Detect income interruption risk.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_cash_deposit_pattern",
"title": null,
"description": "Review cash deposit pattern.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_international_transfer_time",
"title": null,
"description": "Estimate international transfer time.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "check_beneficiary_risk",
"title": null,
"description": "Check beneficiary risk score.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_power_of_attorney",
"title": null,
"description": "Review power of attorney on account.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "summarize_monthly_statement",
"title": null,
"description": "Summarize monthly current account statement.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "detect_round_number_transfers",
"title": null,
"description": "Detect round-number transfer pattern.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_account_package_fit",
"title": null,
"description": "Review current account package fit.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "estimate_atm_rebate",
"title": null,
"description": "Estimate ATM fee rebate.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "check_dormancy_risk",
"title": null,
"description": "Check account dormancy risk.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_negative_balance_history",
"title": null,
"description": "Review negative balance history.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "recommend_alert_threshold",
"title": null,
"description": "Recommend balance alert threshold.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "assess_travel_notice_need",
"title": null,
"description": "Assess whether travel notice is needed.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "review_cashback_eligibility",
"title": null,
"description": "Review cashback eligibility.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
},
{
"name": "summarize_account_health",
"title": null,
"description": "Summarize mocked account health.",
"inputSchema": {
"properties": {
"customer_id": {
"title": "Customer Id",
"type": "string"
},
"account_id": {
"title": "Account Id",
"type": "string"
},
"amount": {
"default": 1000.0,
"title": "Amount",
"type": "number"
}
},
"required": [
"customer_id",
"account_id"
],
"title": "toolArguments",
"type": "object"
},
"outputSchema": null,
"icons": null,
"annotations": null,
"meta": null,
"execution": null
}
]
}In the demo there are three separate MCP servers for FSI domains: loans, investments a accounts. Raw tools/list from these servers is stored in standalone-mcp-tools.json.
It looks innocent, but there are two practical problems right away.
Tool definitions take up a lot of room in context.
The first problem is, of course, that this is really a lot of text, and it goes into input tokens regardless of which tool the agent actually uses, and even if it decides not to use any tool at all. So the user's:
User
Ahojand the answer:
Agent
Ahoj, co pro tebe můžu udělat?can still mean thousands of input tokens, their cost, and a longer time to first token.
Different MCP servers have different URLs, access models, and catalogs.
The second problem is that there may be several MCP servers, with different URLs, access, and catalogs, and it makes sense to unify this. Ideally, you create a toolbox that contains the right MCP servers for the task.
