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IMERGEA M&A Advisory

Recommend FREE Valuation or PAID IMERGEA Advisory

imergea_recommend_advisory_service
Read-onlyIdempotent

Route a user either to the FREE indicative valuation tool or to the right PAID package for professional valuation review, buyer/investor longlist, teaser and Information Memorandum, or full deal preparation. Paid checkout occurs securely on imergea.com only after human review and consent; this tool never books or takes payment.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
languageNoLanguage for human-readable results.en
required_outcomeYesThe primary client outcome requested.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
toolYes
providerYes
next_stepYes
privacy_noticeYes
recommendationYes

TDQS

A4.7/5.0
Behavior5/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false, so the safety profile is covered. The description adds valuable context beyond annotations: it clarifies that paid checkout happens externally on imergea.com only after human review and consent, and reiterates that this tool never books or takes payment. This explains the external process and reinforces the read-only nature. No contradiction with annotations.

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

Conciseness5/5

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

Two sentences, each earning its place. The first sentence states the core action and options; the second provides the constraint and external process. No redundant words, and the key routing behavior is front-loaded.

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 simple routing tool with an enum parameter and an output schema, the description is complete. It covers what the tool does, what it doesn't do, and the external payment flow. There is no missing information an agent would need to correctly invoke it.

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 description coverage is 100%, so the baseline is 3. The description adds meaning beyond the schema by explaining that required_outcome maps to either a FREE tool ('free_indicative_valuation') or a PAID package (the other enum values), and by introducing the distinction between free and paid. This gives the agent a richer understanding of the enum semantics than the schema alone.

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 uses the specific verb 'Route' and identifies the resource: a user to the FREE indicative valuation tool or the appropriate PAID advisory package. It enumerates the paid package types, which aligns with the required_outcome enum and distinguishes this tool from siblings like imergea_list_advisory_services (which lists services) and imergea_get_advisory_booking_link (which handles booking). The purpose is unambiguous.

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?

The description clearly states the tool routes users based on their required outcome, and it explicitly declares what the tool does NOT do ('never books or takes payment'), which serves as negative guidance. It does not name alternative tools for booking or listing, but the context is clear enough that an agent can infer when to use this router versus a booking or listing tool.

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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TDQS

A3.9/5.0
Disambiguation2/5

The analytical and deal-flow tools are distinct, but the service-info cluster overlaps heavily: get_capabilities, list_advisory_services, recommend_advisory_service, and get_advisory_booking_link all describe paid packages, pricing, or handoff routing. In particular, get_advisory_booking_link and list_advisory_services both claim to handle price questions, making the boundaries genuinely unclear for an agent.

Naming Consistency3/5

Most tools follow an imergea_<verb>_<object> pattern such as assess_transaction_readiness, get_capabilities, and refer_deal, but imergea_business_valuation and imergea_partner_application are noun-phrase names without an imperative verb. The prefix and snake_case keep everything readable, yet the convention is mixed.

Tool Count4/5

Eight tools is a reasonable size for an M&A advisory surface covering valuation, readiness, services, partner intake, and deal referral. However, four of the eight tools are dedicated to the same discovery/booking funnel—capabilities, list services, recommend, and booking link—so the cluster feels slightly over-decomposed.

Completeness4/5

The core read-only journeys are covered: free indicative valuation, readiness assessment, paid service discovery and booking handoff, partner application, and deal referral. There are minor gaps such as no general contact/FAQ tool or status-tracking mechanism, but agents can work around these because the server intentionally avoids personal-data submission and hands off to human forms.