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List Household Entities

list_household_entities
Read-onlyIdempotent

List the household's structured entities, trusts, properties, assets, and personal filing bucket with stable IDs, lifecycle state, aliases, and optional document/artifact counts. When members list their own household without a status filter, the result includes current items and items they added themselves; self-added items remain clearly labeled, not source-backed, and non-fileable until X1 matches supporting evidence. Explicit current filters and professional lookups remain source-backed only. Members and assigned Multiplier operators can use valid fileable IDs for filing and cleanup; advisors can use them to understand the client's household map and file professional artifacts under existing confirmed items. Non-fileable entities cannot be used as belongs-to targets for filing or saved artifacts. Scoped specialists are excluded from this broad household graph surface.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNo
statusNoEntity lifecycle filter. When omitted, members see their confirmed household items plus items they added themselves; an explicit current filter returns only confirmed items. In both, items X1 identified in documents but nobody has confirmed are listed separately under identifiedForReview and never counted as household items. all, former and member_asserted return those rows as stored.
clientIdNoClient or member user ID. Members usually omit this.
clientRefNoThe member's name or email when you do not know clientId. Household changes need their exact full name or email.
entityTypeNo
includeCountsNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedInput schema / properties / status / description
      Previous value: -"Entity lifecycle filter. When omitted, members see their current household items plus items they added themselves; an explicit current filter returns only current source-backed items."New value: +"Entity lifecycle filter. When omitted, members see their confirmed household items plus items they added themselves; an explicit current filter returns only confirmed items. In both, items X1 identified in documents but nobody has confirmed are listed separately under identifiedForReview and never counted as household items. all, former and member_asserted return those rows as stored."
  2. First observed

TDQS

A4/5.0
Behavior5/5

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

Annotations already cover the safety profile (readOnly, idempotent, non-destructive, closed-world), yet the description adds substantial behavioral context beyond them: self-added items are labeled, non-source-backed, and non-fileable until X1 matches evidence; explicit current filters stay source-backed; non-fileable entities can't be belongs-to targets; identifiedForReview items are never counted. This is rich, non-redundant disclosure.

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

Conciseness3/5

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

The purpose is front-loaded, but the body is a single dense paragraph mixing return contents, filter behavior, filing eligibility, and role permissions. Each clause is substantive but the lack of structure makes it harder to parse than it needs to be.

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

Completeness4/5

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

With no output schema and six parameters at 50% description coverage, the description does most of the heavy lifting: it explains the filtered-return behavior, the identifiedForReview bucket, and filing constraints. Only a few parameter-level details remain underspecified.

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

Parameters3/5

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

Schema coverage is 50%: status, clientId, and clientRef are documented in-schema. The description adds meaning for includeCounts ('optional document/artifact counts') and implies entity types and lifecycle state, but limit, the entityType enum values, and includeCounts semantics are not explained beyond the schema. It only partially compensates for the coverage gap.

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

Purpose4/5

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

The description states a specific verb and resource: 'List the household's structured entities, trusts, properties, assets, and personal filing bucket,' and enumerates the returned fields (stable IDs, lifecycle state, aliases, counts). This clearly distinguishes it as a household-graph listing tool, though it doesn't explicitly contrast with nearby siblings like get_household_financial_snapshot or get_family_office_context.

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 concrete usage context: members and Multiplier operators use fileable IDs for filing/cleanup, advisors use them to understand the household map and file artifacts, and scoped specialists are excluded. However, it never explicitly routes the agent away from this tool to a specific alternative when the household graph isn't what's wanted.

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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