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One firm's real estate chain: funds, holdings, fund loans, CMBS sponsorships, owner LLCs

get_re_org_chain
Read-onlyIdempotent

By the firm's name family: its real estate fund managers, vehicles by lifecycle, published holdings with basis and confidence, fund loans and lender groups, CMBS notes naming the family as sponsor or guarantor (with the lender and holder trust), and accepted owner chains. Lists where the chain breaks. At least 3 letters; GS is refused as ambiguous. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in entitlement and locked. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Input Schema

NameRequiredDescriptionDefault
nameYes
limitNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.9/5.0
Behavior5/5

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

Annotations only cover the read/safe/idempotent profile; the description goes far beyond them by disclosing entitlement gating (first 5 rows in full plus locked.count and locked.by_type, never the rows), suppression of contact values and decision-maker names, and that every response self-reports in `entitlement` and `locked`. That is exactly the behavioral context an agent needs before promising data to a user.

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 dense but well ordered: chain contents first, then break-reporting, then access constraints, then the commercial pitch. Every sentence carries information except the closing '7 days free at https://...' call-to-action, which reads as promotion rather than tool documentation.

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, the description does the work of describing the return shape (named sections, locked counts by type, entitlement disclosure), which is substantial and sufficient for calling correctly. The only real gap is how `limit` interacts with the 5-row truncation under a locked entitlement.

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 0% for two parameters. The description compensates for `name` by adding real semantics (minimum length, refusal of ambiguous short strings like 'GS'), which the schema does not convey. But `limit` is never mentioned — its 1-50 bounds, default of 15, or its interaction with the 5-row lock are left entirely to the schema.

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 names a specific verb (retrieve by firm name family) and enumerates the exact sections returned — RE fund managers, vehicles by lifecycle, holdings with basis/confidence, fund loans and lender groups, CMBS sponsor/guarantor notes, and owner chains. That enumeration effectively separates it from single-section siblings like get_re_fund_manager, but no sibling is named explicitly, so the differentiation is implicit rather than stated.

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

Usage Guidelines3/5

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

The input constraint (minimum 3 letters, 'GS' rejected as ambiguous) is a genuine usage rule, and 'Lists where the chain breaks' hints at the payoff. However, there is no guidance on when to prefer this full-chain view over get_re_property_chain, get_re_fund_manager, or the many search_* siblings — the agent must infer that itself.

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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