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DPX — Institutional Cross-Border Settlement

esg.portfolio

Read-only

Score an entire counterparty portfolio in one call (up to 200 entities by LEI or name). Returns portfolio-level composite E/S/G scores, tier distribution, aggregate fee surcharge impact in basis points, worst offenders (bottom 10% by composite), top performers, MiCA Article 72 ongoing monitoring status, and SFDR PAI flags. The canonical pre-settlement compliance check for treasury systems and TMS integrations.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
leisNoLEIs to score (fastest — no name resolution).
labelNoOptional label for this portfolio (e.g. "Q3 2026 Counterparties").
namesNoCompany names to score (GLEIF-resolved).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
labelNo
entitiesNo
portfolioNocomposite, environmental, social, governance, tier, avgFeeSurcharge, totalFeeImpactBps
complianceNomicaArticle72, highRiskCount, sfdr flags
distributionNobyTier counts, min, max, median
topPerformersNo
worstOffendersNoBottom 10% entities with weakest pillar identified

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, so the description correctly implies a read operation. The description adds valuable behavioral context: a 200-entity limit, LEI vs. name resolution, and the portfolio-level composite nature. No contradiction with annotations. The description goes beyond the annotations by explaining the scope and limits of the operation.

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?

The description is three sentences, each serving a clear purpose: first sentence states the action and limit, second lists outputs, third gives canonical usage. No wasted words, front-loaded with the key verb and scope. Excellent conciseness.

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?

Given the tool has 3 optional parameters, a read-only annotation, and an output schema (not shown but exists), the description covers purpose, constraints (200 entities), and usage context (pre-settlement compliance). The list of return values is sufficient for an agent to understand what to expect. No gaps remain for the intended use case.

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% with helpful descriptions for each parameter (e.g., 'LEIs to score (fastest — no name resolution)'). The tool description adds the constraint of 'up to 200 entities' and the portfolio-level context, which is not in the schema. This adds meaning beyond the schema, raising the score from baseline 3 to 4.

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 clearly states the tool scores an entire counterparty portfolio up to 200 entities by LEI or name. It lists specific return values (composite scores, tier distribution, fee surcharge impact, etc.). The sibling tools include esg.lookup, esg.score, esg.batch, esg.trend, and esg.watch, and this description distinguishes itself by being a portfolio-level aggregate call, not a single-entity or trending tool.

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 explicitly says 'The canonical pre-settlement compliance check for treasury systems and TMS integrations,' which provides clear context for when to use this tool. It also implies a portfolio need (vs. single entity). However, it does not explicitly state when not to use it or name alternative sibling tools for single-entity or trend analysis, so some guidance is missing.

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

A4/5.0
Disambiguation4/5

Most tools have clearly distinct purposes, especially within their domains (e.g., analytics, compliance, ESG, forecasting). However, a few tools like route and stability.stablecoin_route or settlement.quote and fx.cost_certainty may cause confusion despite distinct descriptions, and the large number of intelligence tools (cascade, aftershock, contagion, etc.) could lead to misselection without careful reading.

Naming Consistency3/5

Naming follows a domain prefix pattern (e.g., agent.kya_register, settlement.quote, esg.score), which provides some structure. However, inconsistencies exist: some tools use underscores (batch_settle, flow_check), others are single words (route), and the mix of verb_noun and noun_verb styles (e.g., compliance.pep_screen vs market.fx) reduces predictability.

Tool Count3/5

At 71 tools, the server is very broad in scope, covering compliance, ESG, forecasting, intelligence, treasury management, and more. While each tool seems justified for the complex institutional domain, the sheer number may overwhelm agents and makes the set feel bloated. A more focused scope or tighter tool grouping would improve appropriateness.

Completeness4/5

The tool surface is remarkably comprehensive for cross-border settlement, covering end-to-end workflow from quoting, FX analysis, compliance screening, ESG scoring, forecasting, and multiple payment rails (Mercury, Ramp, SWIFT). Minor gaps exist (e.g., no tool to update a settlement after execution), but core operations are well-covered, and the addition of integration and audit trails enhances completeness.

Resources