Tool Search¶
Dynamic tool search meta-tool for FinPlan MCP server.
Instead of loading all 30+ tool schemas into the agent's context window,
agents call search_finplan_tools with a natural-language query to
discover only the tools relevant to the current task.
Design follows the pattern described in Anthropic's "Advanced Tool Use" engineering guidance: a lightweight search tool that returns tool metadata at varying detail levels so agents can progressively refine their tool set.
See: https://www.anthropic.com/engineering/advanced-tool-use.
search_finplan_tools¶
Search for FinPlan tools relevant to your current task.
| Parameter | Type | Default | Description |
|---|---|---|---|
query |
string | required | Natural-language search query describing what you want to do. Examples: 'calculate taxes', 'social security benefits', 'project retirement savings', 'mortgage payment', 'create a financial plan'. Use 'list_categories' to see all tool categories, or use 'category:tax' to browse all tools in a category. |
detail_level |
string | "names_and_descriptions" |
How much detail to return per tool. 'names_only' — just tool names (cheapest). 'names_and_descriptions' — names, descriptions, category, and parameter summary (recommended default). 'full_schema' — everything including keywords. |
max_results |
int | 5 |
Maximum number of tools to return (1-10). |
include_tools |
bool | false |
When using 'list_categories' query, whether to include the list of tool names in each category. Default is False to minimize token usage. Set to True if you need to see which tools are in each category. |
Returns a list of matching tools at the requested detail level.