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Chase capital calls and check payment instructions for a change

capital_call_collection_chasing
Read-onlyIdempotent

Capital call collection chasing for syndicators and small funds. Send the call's due date, optional grace days and chase schedule, and per investor a label, the amount called and the amount received. Get back who is paid, partly paid, due, in grace or overdue, who is due a chase today, the chase dates, and draft wording per stage (nothing is sent). Optionally send the payment instructions printed on the call notice (routing number or IBAN, last 4 of the account, names; never a full account number): you get the routing-number and IBAN check-digit results and a fingerprint; send it back as previous_instruction_fingerprint on the next call to learn whether the instructions changed (the usual sign of payment-redirect fraud). Set check_sources true to also read two public FBI and FinCEN pages and, with sec_cik, the SEC EDGAR record for Form D filings. Free. No model, nothing stored, signed record. Up to 100 investors. Use your own investor labels, not names, emails or account numbers. Not legal, tax or investment advice; your fund documents decide default and remedies.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "due_date": "<due_date>",
      "investors": "<investors>"
    },
    "name": "capital_call_collection_chasing"
  }
}

Input Schema

NameRequiredDescriptionDefault
as_ofNoDate to evaluate on (default today, UTC).
sec_cikNoSEC CIK of the fund or issuer; with check_sources, reports whether a Form D is on file.
currencyNoThree capital letters, e.g. USD (shape only, not checked against the ISO list).
due_dateYesYYYY-MM-DD payment is due.
call_dateNoYYYY-MM-DD the call notice was issued (optional).
investorsYes
fund_labelNoYour own label for the fund or deal (not a person).
grace_daysNoDays after the due date before an unpaid amount counts as overdue. Your own number from your fund documents (default 0).
check_sourcesNoAlso read the FBI IC3 and FinCEN pages (and EDGAR if sec_cik is sent) and report what they say today.
fingerprint_saltNoYour own secret, the same each time, mixed into the fingerprint so nobody else can reproduce it. Not stored.
chase_offsets_daysNoDays from the due date on which to chase (negative = before). Default [-5, 0, 3, 7, 14].
payment_instructionsNoThe payment instructions printed on the call notice. Never a full account number.
previous_instruction_fingerprintNoinstruction_fingerprint from your last check of these instructions.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.6/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Beyond the readOnly/openWorld/idempotent annotations, it discloses that nothing is sent, no model is used, nothing is stored, output is a signed record, there is a 100-investor cap, full account numbers are never accepted, and check_sources triggers live reads of two public FBI and FinCEN pages plus EDGAR. It also explains the fingerprinting mechanism (salt-based, non-reproducible by others) and its anti-fraud purpose, which annotations cannot convey.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The purpose and the 'nothing is sent' guarantee are front-loaded, and nearly every clause carries information (caps, privacy constraints, fraud rationale, sibling reads). The telegraphic, comma-spliced sentences ('Send the call's due date, optional grace days and chase schedule, and per investor a label...') are dense enough to slow parsing, which keeps it from a 5.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a 13-parameter tool with no output schema, the description fully specifies the return payload: paid/partly paid/due/in grace/overdue status, who is due a chase today, chase dates, draft wording per stage, check-digit results and fingerprints. It also covers limits, storage behavior, and the legal-advice disclaimer, leaving nothing essential unstated for correct invocation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 92%, so the baseline is 3, but the description adds genuine meaning: it explains why previous_instruction_fingerprint exists (detect payment-redirect fraud), that fingerprint_salt is a private per-user secret, that payment_instructions must exclude full account numbers, and what check_sources with sec_cik returns. It covers the investors array semantics (label, amount called, amount received) without restating the schema verbatim.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states concrete verbs and resources: it evaluates each investor's capital-call payment status, produces a chase schedule with draft wording, and optionally checks payment instructions for changes. It also distinguishes the two capabilities (fund collection chasing vs. payment-instruction change detection) and clearly states that nothing is sent, so an agent can tell exactly what it gets back.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It gives clear operating context: free, no model, nothing stored, up to 100 investors, use your own labels not names/emails/account numbers, and set check_sources (plus sec_cik) only if you want the FBI/FinCEN/EDGAR reads. It explains the previous_instruction_fingerprint round-trip pattern. It does not name alternative tools or explicitly say when not to use this one, so it falls short of a 5.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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