holdings

What it does

Shows holdings in the local Clovis ledger.

Signature(account_id?: string | null, asset_type?: string | null) => Array<Record<string, unknown>>

read-only

Read-only. This is appropriate for inspection, reporting, diagnostics, and first-pass agent answers.

Use this section to decide whether the tool fits the user request before calling it.

Use it when an agent needs to inspect the ledger or answer a question without changing records.

Use it for assets, prices, holdings, securities, investment activity, or foreign-exchange movement.

Agents should gather these facts or confirmations first.

1

No required inputs are needed, but date, status, asset, and account filters should still be explicit when the user cares about scope.

Required inputs are marked clearly. Optional inputs can usually be omitted unless the workflow needs them.

account_idoptional

string | null

Ledger account id or resolvable account reference.

Default: null

asset_typeoptional

string | null

Currency or asset symbol/id.

Default: null

Use the exact tool name and pass arguments as structured JSON through the MCP client.

Copy this shape into agent instructions, evals, or MCP client tests.

{
  "tool": "holdings",
  "arguments": {}
}

CategoryAssets and investments

Returnsobject[]Returns object[] from the local ledger.

AliasesNone