alloc-context 0.2.1__tar.gz → 0.2.3__tar.gz

{alloc_context-0.2.1 → alloc_context-0.2.3}/PKG-INFO

@@ -1,15 +1,15 @@
 Metadata-Version: 2.4
 Name: alloc-context
-Version: 0.2.1
-Summary: Portfolio-aware crypto context for agents — holdings, market, optional allocation analysis
+Version: 0.2.3
+Summary: Portfolio-aware crypto context for agents — holdings-scoped market, sentiment, optional allocation analysis
 License: Elastic-2.0
-Project-URL: Homepage, https://github.com/negillett/alloc-context
-Project-URL: Documentation, https://github.com/negillett/alloc-context/blob/main/docs/agent-integration.md
-Project-URL: Repository, https://github.com/negillett/alloc-context
-Project-URL: Issues, https://github.com/negillett/alloc-context/issues
-Project-URL: Changelog, https://github.com/negillett/alloc-context/releases
+Project-URL: Homepage, https://mcp.alloc-context.com/llms.txt
+Project-URL: Documentation, https://github.com/AllocContext/alloc-context/blob/main/docs/agent-integration.md
+Project-URL: Repository, https://github.com/AllocContext/alloc-context
+Project-URL: Issues, https://github.com/AllocContext/alloc-context/issues
+Project-URL: Changelog, https://github.com/AllocContext/alloc-context/releases
 Project-URL: MCP Server, https://mcp.alloc-context.com/mcp
-Keywords: mcp,x402,bitcoin,ethereum,crypto,cryptocurrency,portfolio,allocation,holdings,rebalance,coinbase,kraken,agents
+Keywords: mcp,x402,holdings,portfolio,crypto,cryptocurrency,bitcoin,ethereum,agents,allocation,rebalance,coinbase,kraken
 Classifier: Development Status :: 4 - Beta
 Classifier: Intended Audience :: Developers
 Classifier: Programming Language :: Python :: 3
@@ -44,14 +44,15 @@ Dynamic: license-file
 
 # AllocContext
 
-[![smithery badge](https://smithery.ai/badge/@negillett/alloc-context)](https://smithery.ai/server/@negillett/alloc-context)
-[![Glama MCP server](https://glama.ai/mcp/servers/negillett/alloc-context/badges/score.svg)](https://glama.ai/mcp/servers/negillett/alloc-context)
+[![smithery badge](https://smithery.ai/badge/@AllocContext/alloc-context)](https://smithery.ai/server/@AllocContext/alloc-context)
+[![Glama MCP server](https://glama.ai/mcp/servers/AllocContext/alloc-context/badges/score.svg)](https://glama.ai/mcp/servers/AllocContext/alloc-context)
 
-mcp-name: io.github.negillett/alloc-context
+mcp-name: io.github.AllocContext/alloc-context
 
-**Portfolio-aware crypto context for agents** — discover holdings, market,
-sentiment, macro, and regime; optional allocation analysis. Deterministic
-JSON over MCP with x402 pay-per-call on Base.
+**Portfolio-aware crypto context for whatever you hold** — discover your
+holdings, holdings-scoped market data, sentiment, macro, and regime; optional
+allocation analysis when you supply targets. Deterministic JSON over MCP with
+x402 pay-per-call on Base.
 
 > **Privacy:** nothing stored · one-time read-only · pass-through only — your
 > keys and portfolio never persist on our servers. See [USE.md](docs/USE.md).
@@ -113,7 +114,7 @@ Not financial advice.
 | **Discovery** | [llms.txt](https://mcp.alloc-context.com/llms.txt), [x402 manifest](https://mcp.alloc-context.com/.well-known/x402.json) |
 | **Pricing** | **$0.02** cached context/math · **$0.05** live ingest or portfolio |
 | **Payment** | x402 on Base — USDC or EURC |
-| **Market scope** | Holdings-scoped (BTC/ETH OHLC; alt quote snapshots); bridge auto-scopes from portfolio |
+| **Market scope** | Tailored to your holdings (band OHLC for BTC/ETH; alt quote snapshots); bridge auto-scopes from portfolio |
 
 Agents and wallets connect directly to the hosted endpoint — see
 [agent-integration.md](docs/agent-integration.md). The Cursor bridge above
@@ -130,7 +131,7 @@ combines local portfolio reads with this upstream for market context.
 | `get_rebalance_plan` | USD rebalance moves from allocation, target, and NAV |
 | `check_allocation_band` | Drift vs target and whether allocation is outside the band |
 | `check_allocation_bands` | Batch band checks for multiple target scenarios |
-| `get_portfolio_state` | Live NAV and holdings from Kraken or Coinbase |
+| `get_portfolio_state` | Live NAV and holdings (e.g. Coinbase, Kraken read-only keys) |
 
 Market context is **holdings-scoped**: band assets (BTC/ETH) use OHLC bars; alt
 holdings (e.g. HYPE) use quote snapshots when cached. The bridge auto-scopes
@@ -146,7 +147,7 @@ See [self-hosting.md](docs/self-hosting.md) (`self_host: true` in user config)
 or [local-dev.md](docs/local-dev.md) for the dev stack.
 
 ```bash
-git clone git@github.com:negillett/alloc-context.git
+git clone git@github.com:AllocContext/alloc-context.git
 cd alloc-context
 python3.11 -m venv .venv && source .venv/bin/activate
 pip install -e ".[dev]"

{alloc_context-0.2.1 → alloc_context-0.2.3}/README.md

@@ -1,13 +1,14 @@
 # AllocContext
 
-[![smithery badge](https://smithery.ai/badge/@negillett/alloc-context)](https://smithery.ai/server/@negillett/alloc-context)
-[![Glama MCP server](https://glama.ai/mcp/servers/negillett/alloc-context/badges/score.svg)](https://glama.ai/mcp/servers/negillett/alloc-context)
+[![smithery badge](https://smithery.ai/badge/@AllocContext/alloc-context)](https://smithery.ai/server/@AllocContext/alloc-context)
+[![Glama MCP server](https://glama.ai/mcp/servers/AllocContext/alloc-context/badges/score.svg)](https://glama.ai/mcp/servers/AllocContext/alloc-context)
 
-mcp-name: io.github.negillett/alloc-context
+mcp-name: io.github.AllocContext/alloc-context
 
-**Portfolio-aware crypto context for agents** — discover holdings, market,
-sentiment, macro, and regime; optional allocation analysis. Deterministic
-JSON over MCP with x402 pay-per-call on Base.
+**Portfolio-aware crypto context for whatever you hold** — discover your
+holdings, holdings-scoped market data, sentiment, macro, and regime; optional
+allocation analysis when you supply targets. Deterministic JSON over MCP with
+x402 pay-per-call on Base.
 
 > **Privacy:** nothing stored · one-time read-only · pass-through only — your
 > keys and portfolio never persist on our servers. See [USE.md](docs/USE.md).
@@ -69,7 +70,7 @@ Not financial advice.
 | **Discovery** | [llms.txt](https://mcp.alloc-context.com/llms.txt), [x402 manifest](https://mcp.alloc-context.com/.well-known/x402.json) |
 | **Pricing** | **$0.02** cached context/math · **$0.05** live ingest or portfolio |
 | **Payment** | x402 on Base — USDC or EURC |
-| **Market scope** | Holdings-scoped (BTC/ETH OHLC; alt quote snapshots); bridge auto-scopes from portfolio |
+| **Market scope** | Tailored to your holdings (band OHLC for BTC/ETH; alt quote snapshots); bridge auto-scopes from portfolio |
 
 Agents and wallets connect directly to the hosted endpoint — see
 [agent-integration.md](docs/agent-integration.md). The Cursor bridge above
@@ -86,7 +87,7 @@ combines local portfolio reads with this upstream for market context.
 | `get_rebalance_plan` | USD rebalance moves from allocation, target, and NAV |
 | `check_allocation_band` | Drift vs target and whether allocation is outside the band |
 | `check_allocation_bands` | Batch band checks for multiple target scenarios |
-| `get_portfolio_state` | Live NAV and holdings from Kraken or Coinbase |
+| `get_portfolio_state` | Live NAV and holdings (e.g. Coinbase, Kraken read-only keys) |
 
 Market context is **holdings-scoped**: band assets (BTC/ETH) use OHLC bars; alt
 holdings (e.g. HYPE) use quote snapshots when cached. The bridge auto-scopes
@@ -102,7 +103,7 @@ See [self-hosting.md](docs/self-hosting.md) (`self_host: true` in user config)
 or [local-dev.md](docs/local-dev.md) for the dev stack.
 
 ```bash
-git clone git@github.com:negillett/alloc-context.git
+git clone git@github.com:AllocContext/alloc-context.git
 cd alloc-context
 python3.11 -m venv .venv && source .venv/bin/activate
 pip install -e ".[dev]"

{alloc_context-0.2.1 → alloc_context-0.2.3}/alloc_context.egg-info/PKG-INFO

@@ -1,15 +1,15 @@
 Metadata-Version: 2.4
 Name: alloc-context
-Version: 0.2.1
-Summary: Portfolio-aware crypto context for agents — holdings, market, optional allocation analysis
+Version: 0.2.3
+Summary: Portfolio-aware crypto context for agents — holdings-scoped market, sentiment, optional allocation analysis
 License: Elastic-2.0
-Project-URL: Homepage, https://github.com/negillett/alloc-context
-Project-URL: Documentation, https://github.com/negillett/alloc-context/blob/main/docs/agent-integration.md
-Project-URL: Repository, https://github.com/negillett/alloc-context
-Project-URL: Issues, https://github.com/negillett/alloc-context/issues
-Project-URL: Changelog, https://github.com/negillett/alloc-context/releases
+Project-URL: Homepage, https://mcp.alloc-context.com/llms.txt
+Project-URL: Documentation, https://github.com/AllocContext/alloc-context/blob/main/docs/agent-integration.md
+Project-URL: Repository, https://github.com/AllocContext/alloc-context
+Project-URL: Issues, https://github.com/AllocContext/alloc-context/issues
+Project-URL: Changelog, https://github.com/AllocContext/alloc-context/releases
 Project-URL: MCP Server, https://mcp.alloc-context.com/mcp
-Keywords: mcp,x402,bitcoin,ethereum,crypto,cryptocurrency,portfolio,allocation,holdings,rebalance,coinbase,kraken,agents
+Keywords: mcp,x402,holdings,portfolio,crypto,cryptocurrency,bitcoin,ethereum,agents,allocation,rebalance,coinbase,kraken
 Classifier: Development Status :: 4 - Beta
 Classifier: Intended Audience :: Developers
 Classifier: Programming Language :: Python :: 3
@@ -44,14 +44,15 @@ Dynamic: license-file
 
 # AllocContext
 
-[![smithery badge](https://smithery.ai/badge/@negillett/alloc-context)](https://smithery.ai/server/@negillett/alloc-context)
-[![Glama MCP server](https://glama.ai/mcp/servers/negillett/alloc-context/badges/score.svg)](https://glama.ai/mcp/servers/negillett/alloc-context)
+[![smithery badge](https://smithery.ai/badge/@AllocContext/alloc-context)](https://smithery.ai/server/@AllocContext/alloc-context)
+[![Glama MCP server](https://glama.ai/mcp/servers/AllocContext/alloc-context/badges/score.svg)](https://glama.ai/mcp/servers/AllocContext/alloc-context)
 
-mcp-name: io.github.negillett/alloc-context
+mcp-name: io.github.AllocContext/alloc-context
 
-**Portfolio-aware crypto context for agents** — discover holdings, market,
-sentiment, macro, and regime; optional allocation analysis. Deterministic
-JSON over MCP with x402 pay-per-call on Base.
+**Portfolio-aware crypto context for whatever you hold** — discover your
+holdings, holdings-scoped market data, sentiment, macro, and regime; optional
+allocation analysis when you supply targets. Deterministic JSON over MCP with
+x402 pay-per-call on Base.
 
 > **Privacy:** nothing stored · one-time read-only · pass-through only — your
 > keys and portfolio never persist on our servers. See [USE.md](docs/USE.md).
@@ -113,7 +114,7 @@ Not financial advice.
 | **Discovery** | [llms.txt](https://mcp.alloc-context.com/llms.txt), [x402 manifest](https://mcp.alloc-context.com/.well-known/x402.json) |
 | **Pricing** | **$0.02** cached context/math · **$0.05** live ingest or portfolio |
 | **Payment** | x402 on Base — USDC or EURC |
-| **Market scope** | Holdings-scoped (BTC/ETH OHLC; alt quote snapshots); bridge auto-scopes from portfolio |
+| **Market scope** | Tailored to your holdings (band OHLC for BTC/ETH; alt quote snapshots); bridge auto-scopes from portfolio |
 
 Agents and wallets connect directly to the hosted endpoint — see
 [agent-integration.md](docs/agent-integration.md). The Cursor bridge above
@@ -130,7 +131,7 @@ combines local portfolio reads with this upstream for market context.
 | `get_rebalance_plan` | USD rebalance moves from allocation, target, and NAV |
 | `check_allocation_band` | Drift vs target and whether allocation is outside the band |
 | `check_allocation_bands` | Batch band checks for multiple target scenarios |
-| `get_portfolio_state` | Live NAV and holdings from Kraken or Coinbase |
+| `get_portfolio_state` | Live NAV and holdings (e.g. Coinbase, Kraken read-only keys) |
 
 Market context is **holdings-scoped**: band assets (BTC/ETH) use OHLC bars; alt
 holdings (e.g. HYPE) use quote snapshots when cached. The bridge auto-scopes
@@ -146,7 +147,7 @@ See [self-hosting.md](docs/self-hosting.md) (`self_host: true` in user config)
 or [local-dev.md](docs/local-dev.md) for the dev stack.
 
 ```bash
-git clone git@github.com:negillett/alloc-context.git
+git clone git@github.com:AllocContext/alloc-context.git
 cd alloc-context
 python3.11 -m venv .venv && source .venv/bin/activate
 pip install -e ".[dev]"

{alloc_context-0.2.1 → alloc_context-0.2.3}/alloc_context.egg-info/SOURCES.txt

@@ -71,6 +71,7 @@ alloccontext/mcp/payment_middleware.py
 alloccontext/mcp/server.py
 alloccontext/mcp/setup.py
 alloccontext/mcp/staleness.py
+alloccontext/mcp/tool_catalog.py
 alloccontext/mcp/tool_fields.py
 alloccontext/mcp/upstream.py
 alloccontext/mcp/validation.py
@@ -108,6 +109,7 @@ tests/test_backup_sqlite.py
 tests/test_bridge.py
 tests/test_bridge_portfolio.py
 tests/test_bump_version.py
+tests/test_check_pypi_release_json.py
 tests/test_coinbase_portfolio.py
 tests/test_config_cli.py
 tests/test_context_bundle_schema.py
@@ -156,6 +158,7 @@ tests/test_server_json.py
 tests/test_setup.py
 tests/test_snapshots_and_delta.py
 tests/test_status_report.py
+tests/test_tool_catalog.py
 tests/test_user_config.py
 tests/test_workflows.py
 tests/test_x402_bazaar_dynamic.py

{alloc_context-0.2.1 → alloc_context-0.2.3}/alloccontext/__init__.py

@@ -1,3 +1,3 @@
 """AllocContext — portfolio-aware crypto context for agents (MCP)."""
 
-__version__ = "0.2.1"
+__version__ = "0.2.3"

{alloc_context-0.2.1 → alloc_context-0.2.3}/alloccontext/mcp/bazaar.py

@@ -10,6 +10,24 @@ from x402.extensions.bazaar import (
     declare_mcp_discovery_extension,
 )
 
+from alloccontext.mcp.tool_catalog import (
+    ASSET_FILTER_SCHEMA,
+    AS_OF_SCHEMA,
+    BAND_SCHEMA,
+    CURRENT_AS_OF_SCHEMA,
+    FRESHNESS_SCHEMA,
+    MATCH_SCHEMA,
+    MCP_SERVER_PROMPTS,
+    MCP_SERVER_RESOURCES,
+    OPTIONAL_TARGET_PCT_SCHEMA,
+    PRIOR_AS_OF_SCHEMA,
+    SCENARIOS_SCHEMA,
+    SCOPE_SCHEMA,
+    TARGET_PCT_SCHEMA,
+    allocation_pct_schema,
+    server_card_tool_entry,
+)
+
 SERVICE_NAME = "AllocContext"
 OFFICIAL_HOSTED_MCP_URL = "https://mcp.alloc-context.com/mcp"
 USE_DOCS_PATH = "docs/USE.md"
@@ -89,63 +107,32 @@ DISCOVERY_KEYWORD_MARKERS = (
 )
 
 LISTING_DESCRIPTION = (
-    "Portfolio-aware crypto context for AI agents: discover holdings, market, "
-    "sentiment, macro, and regime; optional allocation analysis and rebalance "
-    "math. Fused backdrop (Fear & Greed, Kalshi, ETF flows), optional live "
-    "Kraken/Coinbase reads. Structured JSON only — no LLM. "
+    "Portfolio-aware crypto context for AI agents: discover holdings and "
+    "holdings-scoped market, sentiment, macro, and regime; optional allocation "
+    "analysis and rebalance math. Fused backdrop (Fear & Greed, Kalshi, ETF "
+    "flows), optional live portfolio reads (e.g. Coinbase, Kraken). Structured "
+    "JSON only — no LLM. "
     f"{PRIVACY_COMPACT_COPY} "
     "Source-available (Elastic License 2.0); self-host friendly; official hosted "
     f"MCP at {OFFICIAL_HOSTED_MCP_URL} — see {USE_DOCS_PATH}."
 )
 
-_ASSET_FILTER_SCHEMA = {
-    "type": "array",
-    "items": {"type": "string", "enum": ["BTC", "ETH", "CASH"]},
-    "description": "Subset market and ETF fields (default BTC and ETH).",
-}
-
-_TARGET_PCT_SCHEMA = {
-    "type": "object",
-    "description": "Target weights keyed by BTC, ETH, CASH.",
-    "properties": {
-        "BTC": {"type": "number"},
-        "ETH": {"type": "number"},
-        "CASH": {"type": "number"},
-    },
-    "required": ["BTC", "ETH", "CASH"],
-}
-
-_BAND_SCHEMA = {
-    "type": "number",
-    "description": "Drift band width (for example 0.15 = 15%).",
-}
-
 _MCP_TOOLS: tuple[dict[str, Any], ...] = (
     {
         "tool_name": "get_market_context",
         "description": (
-            "Fused market backdrop for portfolio context: Fear & Greed, Kalshi "
-            "sentiment, macro calendar, FRED indicators, ETF flows, and breadth. "
-            "Use freshness=cached for hosted cache; freshness=live runs ingest "
-            "first (requires ingest API keys on the host)."
+            "Return read-only fused market backdrop for crypto portfolio context: "
+            "sentiment (Fear & Greed, Kalshi), macro events, FRED indicators, ETF "
+            "flows, and market breadth — no portfolio holdings. Use "
+            "get_context_bundle when you also need holdings, delta, or regime. "
+            "freshness=cached reads the ingest DB; freshness=live runs ingest first."
         ),
         "input_schema": {
             "type": "object",
             "properties": {
-                "scope": {
-                    "type": "string",
-                    "enum": ["daily", "weekly"],
-                    "description": "Rollup horizon for macro and context bundle.",
-                },
-                "freshness": {
-                    "type": "string",
-                    "enum": ["cached", "live"],
-                    "description": (
-                        "cached reads the ingest DB; live runs ingest first "
-                        "(requires ingest API keys on the host)."
-                    ),
-                },
-                "assets": _ASSET_FILTER_SCHEMA,
+                "scope": SCOPE_SCHEMA,
+                "freshness": FRESHNESS_SCHEMA,
+                "assets": ASSET_FILTER_SCHEMA,
             },
         },
         "example": {"scope": "daily", "freshness": "cached", "assets": ["BTC", "ETH"]},
@@ -163,25 +150,20 @@ _MCP_TOOLS: tuple[dict[str, Any], ...] = (
     {
         "tool_name": "get_context_bundle",
         "description": (
-            "Full ContextBundle JSON: portfolio holdings and band weights, "
-            "market, sentiment, macro, regime hints, and delta vs the prior "
-            "saved snapshot. Optional target_pct and band enable "
-            "allocation_analysis (opt-in drift math)."
+            "Return the full read-only ContextBundle JSON: portfolio holdings, "
+            "market, sentiment, macro, regime hints, and delta vs the prior saved "
+            "snapshot. Use get_market_context for market-only; use get_context_at "
+            "for a historical snapshot. Optional target_pct and band attach "
+            "allocation_analysis drift math."
         ),
         "input_schema": {
             "type": "object",
             "properties": {
-                "scope": {
-                    "type": "string",
-                    "enum": ["daily", "weekly"],
-                },
-                "freshness": {
-                    "type": "string",
-                    "enum": ["cached", "live"],
-                },
-                "assets": _ASSET_FILTER_SCHEMA,
-                "target_pct": _TARGET_PCT_SCHEMA,
-                "band": _BAND_SCHEMA,
+                "scope": SCOPE_SCHEMA,
+                "freshness": FRESHNESS_SCHEMA,
+                "assets": ASSET_FILTER_SCHEMA,
+                "target_pct": TARGET_PCT_SCHEMA,
+                "band": BAND_SCHEMA,
             },
         },
         "example": {
@@ -211,45 +193,28 @@ _MCP_TOOLS: tuple[dict[str, Any], ...] = (
     {
         "tool_name": "get_rebalance_plan",
         "description": (
-            "Compute USD deltas and exchange-style move lines toward a target "
-            "BTC/ETH/CASH allocation from current band weights and NAV. Pure "
-            "math — explicit inputs required."
+            "Compute read-only USD deltas and suggested exchange move lines to "
+            "reach a BTC/ETH/CASH target split. Pure math — no exchange API calls. "
+            "Requires allocation_pct, target_pct, and nav_usd. Use get_portfolio_state "
+            "or get_context_bundle when you need live weights first."
         ),
         "input_schema": {
             "type": "object",
             "properties": {
-                "allocation_pct": {
-                    "type": "object",
-                    "description": "Current weights keyed by BTC, ETH, CASH.",
-                    "properties": {
-                        "BTC": {"type": "number"},
-                        "ETH": {"type": "number"},
-                        "CASH": {"type": "number"},
-                    },
-                    "required": ["BTC", "ETH", "CASH"],
-                },
-                "target_pct": {
-                    "type": "object",
-                    "description": "Target weights keyed by BTC, ETH, CASH.",
-                    "properties": {
-                        "BTC": {"type": "number"},
-                        "ETH": {"type": "number"},
-                        "CASH": {"type": "number"},
-                    },
-                    "required": ["BTC", "ETH", "CASH"],
-                },
+                "allocation_pct": allocation_pct_schema(role="Current"),
+                "target_pct": allocation_pct_schema(role="Target"),
                 "nav_usd": {
                     "type": "number",
-                    "description": "Portfolio NAV in USD.",
+                    "description": "Portfolio net asset value in USD.",
                 },
                 "exchange": {
                     "type": "string",
                     "enum": ["kraken", "coinbase"],
                     "description": (
-                        "Exchange-specific move wording (default kraken)."
+                        "Spot exchange for move wording: kraken (default) or coinbase."
                     ),
                 },
-                "band": _BAND_SCHEMA,
+                "band": BAND_SCHEMA,
             },
             "required": ["allocation_pct", "target_pct", "nav_usd"],
         },
@@ -272,10 +237,11 @@ _MCP_TOOLS: tuple[dict[str, Any], ...] = (
     {
         "tool_name": "get_portfolio_state",
         "description": (
-            "Live portfolio read: NAV, holdings[], band weights, and optional "
-            "allocation_analysis when target_pct is supplied. Pass read-only "
-            "Kraken or Coinbase credentials in the request; never stored "
-            "server-side."
+            "Fetch live read-only portfolio NAV, holdings[], and band weights from "
+            "a supported spot exchange (e.g. Kraken, Coinbase) using credentials "
+            "passed in this call (never stored). Requires exchange, api_key, and "
+            "api_secret. Returns available=false with reason on invalid "
+            "credentials — no side effects."
         ),
         "input_schema": {
             "type": "object",
@@ -283,11 +249,13 @@ _MCP_TOOLS: tuple[dict[str, Any], ...] = (
                 "exchange": {
                     "type": "string",
                     "enum": ["kraken", "coinbase"],
-                    "description": "Spot exchange to query.",
+                    "description": "Spot exchange to query: kraken or coinbase.",
                 },
                 "api_key": {
                     "type": "string",
-                    "description": "Read-only API key (CDP key name for Coinbase).",
+                    "description": (
+                        "Read-only exchange API key (Coinbase CDP key name)."
+                    ),
                 },
                 "api_secret": {
                     "type": "string",
@@ -295,19 +263,8 @@ _MCP_TOOLS: tuple[dict[str, Any], ...] = (
                         "Read-only API secret (Kraken base64 secret or Coinbase EC PEM)."
                     ),
                 },
-                "target_pct": {
-                    "type": "object",
-                    "description": "Optional target weights for allocation_analysis.",
-                    "properties": {
-                        "BTC": {"type": "number"},
-                        "ETH": {"type": "number"},
-                        "CASH": {"type": "number"},
-                    },
-                },
-                "band": {
-                    "type": "number",
-                    "description": "Drift band width when target_pct is supplied (e.g. 0.15).",
-                },
+                "target_pct": OPTIONAL_TARGET_PCT_SCHEMA,
+                "band": BAND_SCHEMA,
             },
             "required": ["exchange", "api_key", "api_secret"],
         },
@@ -330,34 +287,19 @@ _MCP_TOOLS: tuple[dict[str, Any], ...] = (
     {
         "tool_name": "check_allocation_band",
         "description": (
-            "Check whether band weights (BTC/ETH/CASH) are outside a drift band "
-            "vs target and return hint (within_band, consider_rebalance, etc.). "
-            "Explicit inputs required."
+            "Check read-only drift: are BTC/ETH/CASH band weights outside the drift "
+            "band vs target_pct? Returns rebalance_hint (within_band, "
+            "consider_rebalance, etc.). Single scenario — use check_allocation_bands "
+            "for multiple targets. Use get_rebalance_plan when you need USD move lines."
         ),
         "input_schema": {
             "type": "object",
             "properties": {
-                "allocation_pct": {
-                    "type": "object",
-                    "properties": {
-                        "BTC": {"type": "number"},
-                        "ETH": {"type": "number"},
-                        "CASH": {"type": "number"},
-                    },
-                    "required": ["BTC", "ETH", "CASH"],
-                },
-                "target_pct": {
-                    "type": "object",
-                    "properties": {
-                        "BTC": {"type": "number"},
-                        "ETH": {"type": "number"},
-                        "CASH": {"type": "number"},
-                    },
-                    "required": ["BTC", "ETH", "CASH"],
-                },
+                "allocation_pct": allocation_pct_schema(role="Current"),
+                "target_pct": allocation_pct_schema(role="Target"),
                 "band": {
                     "type": "number",
-                    "description": "Drift band width (default 0.15 = 15%).",
+                    "description": "Drift band width as a fraction (default 0.15 = 15%).",
                 },
             },
             "required": ["allocation_pct", "target_pct"],
@@ -378,16 +320,20 @@ _MCP_TOOLS: tuple[dict[str, Any], ...] = (
     {
         "tool_name": "get_context_at",
         "description": (
-            "Load a saved ContextBundle snapshot from ingest history by ISO "
-            "timestamp (match exact or at_or_before)."
+            "Load a read-only ContextBundle snapshot from ingest history at a point "
+            "in time. Use get_context_bundle for the latest snapshot; use "
+            "get_context_delta to compare two timestamps. Returns unavailable when "
+            "no snapshot matches as_of and match."
         ),
         "input_schema": {
             "type": "object",
             "properties": {
-                "as_of": {"type": "string", "description": "ISO timestamp."},
-                "scope": {"type": "string", "enum": ["daily", "weekly"]},
-                "match": {"type": "string", "enum": ["exact", "at_or_before"]},
-                "assets": _ASSET_FILTER_SCHEMA,
+                "as_of": AS_OF_SCHEMA,
+                "scope": SCOPE_SCHEMA,
+                "match": MATCH_SCHEMA,
+                "assets": ASSET_FILTER_SCHEMA,
+                "target_pct": TARGET_PCT_SCHEMA,
+                "band": BAND_SCHEMA,
             },
             "required": ["as_of"],
         },
@@ -406,15 +352,18 @@ _MCP_TOOLS: tuple[dict[str, Any], ...] = (
     {
         "tool_name": "get_context_delta",
         "description": (
-            "Compare two ContextBundle snapshots and return notable_shifts."
+            "Compare two read-only ContextBundle snapshots and return notable_shifts "
+            "between them. Requires prior_as_of; omit current_as_of to diff against "
+            "the latest live bundle. Use get_context_at to load one snapshot without "
+            "diffing."
         ),
         "input_schema": {
             "type": "object",
             "properties": {
-                "prior_as_of": {"type": "string"},
-                "scope": {"type": "string", "enum": ["daily", "weekly"]},
-                "current_as_of": {"type": "string"},
-                "assets": _ASSET_FILTER_SCHEMA,
+                "prior_as_of": PRIOR_AS_OF_SCHEMA,
+                "scope": SCOPE_SCHEMA,
+                "current_as_of": CURRENT_AS_OF_SCHEMA,
+                "assets": ASSET_FILTER_SCHEMA,
             },
             "required": ["prior_as_of"],
         },
@@ -431,39 +380,15 @@ _MCP_TOOLS: tuple[dict[str, Any], ...] = (
     {
         "tool_name": "check_allocation_bands",
         "description": (
-            "Evaluate allocation drift against multiple target/band scenarios."
+            "Evaluate read-only allocation drift against multiple target_pct/band "
+            "scenarios in one call. Each scenario requires target_pct; optional name "
+            "and band (default 0.15). Use check_allocation_band for a single target."
         ),
         "input_schema": {
             "type": "object",
             "properties": {
-                "allocation_pct": {
-                    "type": "object",
-                    "properties": {
-                        "BTC": {"type": "number"},
-                        "ETH": {"type": "number"},
-                        "CASH": {"type": "number"},
-                    },
-                    "required": ["BTC", "ETH", "CASH"],
-                },
-                "scenarios": {
-                    "type": "array",
-                    "items": {
-                        "type": "object",
-                        "properties": {
-                            "name": {"type": "string"},
-                            "target_pct": {
-                                "type": "object",
-                                "properties": {
-                                    "BTC": {"type": "number"},
-                                    "ETH": {"type": "number"},
-                                    "CASH": {"type": "number"},
-                                },
-                            },
-                            "band": {"type": "number"},
-                        },
-                        "required": ["target_pct"],
-                    },
-                },
+                "allocation_pct": allocation_pct_schema(role="Current"),
+                "scenarios": SCENARIOS_SCHEMA,
             },
             "required": ["allocation_pct", "scenarios"],
         },
@@ -647,7 +572,7 @@ model context protocol, context bundle
 ## Examples
 
 Redacted tool JSON samples (evaluate before paying):
-https://github.com/negillett/alloc-context/blob/main/docs/examples.md
+https://github.com/AllocContext/alloc-context/blob/main/docs/examples.md
 """
 
 
@@ -715,14 +640,7 @@ def build_mcp_server_card(*, version: str) -> dict[str, Any]:
                 "see /.well-known/x402.json for pricing."
             ),
         },
-        "tools": [
-            {
-                "name": spec["tool_name"],
-                "description": spec["description"],
-                "inputSchema": spec["input_schema"],
-            }
-            for spec in _MCP_TOOLS
-        ],
-        "resources": [],
-        "prompts": [],
+        "tools": [server_card_tool_entry(spec) for spec in _MCP_TOOLS],
+        "resources": list(MCP_SERVER_RESOURCES),
+        "prompts": list(MCP_SERVER_PROMPTS),
     }