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finance-foundation

lookup

Get one financial entity by type and id (slug). Returns the full structured record including external identifiers (LEI/ISIN/FIGI) for companies. Data is seed-0.7 · marketcap-1 · 2026-08-30 — approximate reference values from public sources, versioned, NOT real-time (live_data series refresh every 3 hours). License CC BY 4.0. Correct uses: entity resolution, classification, relationships, jurisdiction/venue context. For live quotes or legal text go to the primary sources each entity links.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesEntity slug, e.g. 'apple', 'nasdaq', 'bitcoin', 'united-states'
entity_typeYes

TDQS

A4.5/5.0
Behavior5/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It does this exceptionally: it states the data is approximate, versioned ('seed-0.7 · marketcap-1 · 2026-08-30'), not real-time, licensed under CC BY 4.0, and that live_data series refresh every 3 hours. This goes far beyond the structured schema and gives the agent critical context about data freshness and limitations.

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 description is information-dense and front-loaded with the core purpose in the first sentence. Every clause adds meaningful context, though the data-version and license details make it slightly longer than necessary. It is structured well: purpose, behavior, then usage guidance.

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?

Given the tool has no output schema and no annotations, the description provides strong contextual coverage: what it returns, data quality, license, appropriate use cases, and exclusions. The only minor gap is not fully describing the return structure beyond 'full structured record' and external identifiers, which would be useful at this level of simplicity.

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%, with id already documented as an entity slug with examples, and entity_type covered by an explicit enum. The description adds the phrase 'by type and id (slug)' and identifies the resource as a financial entity, but it does little to further explain parameter meaning beyond what the schema already provides. It is adequate but not a significant compensation for the entity_type parameter's missing description.

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 opens with a specific verb-resource pair: 'Get one financial entity by type and id (slug).' It immediately distinguishes lookup from list/search siblings by emphasizing singular retrieval, and it names the domain (financial entities). This is unambiguous and fully differentiates the tool's purpose.

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

Usage Guidelines5/5

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

The description explicitly lists correct uses: 'entity resolution, classification, relationships, jurisdiction/venue context.' It also provides a clear when-not: 'For live quotes or legal text go to the primary sources each entity links,' and explicitly notes this tool is 'NOT real-time' while referencing live_data. This gives an agent actionable routing guidance.

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
Disambiguation5/5

Each tool has a distinct retrieval mode: search/list for discovery, lookup/resolve_identifier for exact entity access, graph for relationships, live_data for reference values, and ingest_text for text extraction. Despite several retrieval tools, their input/output contracts are clearly separated in the descriptions.

Naming Consistency3/5

Names are mostly lowercase and readable, but they mix single-word commands (graph, list, lookup, search), noun phrases (live_data), and verb_noun compounds (ingest_text, resolve_identifier). There is no consistent verb_noun pattern, so the set feels slightly ad hoc.

Tool Count5/5

Seven tools cover the server's read-only knowledge-base scope without bloat: each operation (discover, resolve, look up, traverse, get live data, ingest text) maps to exactly one tool. This is well within the ideal 3–15 range.

Completeness4/5

The surface covers the main entity lifecycle: search/list to find, lookup/resolve_identifier to retrieve, graph to expand relationships, live_data for current values, and ingest_text for parsing text. Minor gaps such as schema introspection or historical time-series would require workarounds, but core workflows have no dead ends.

Resources