Skip to main content
Glama

Search institutional allocators, consultants, managers and funds

search_allocators
Read-onlyIdempotent

The capital-owner graph: public pensions (every Census unit), corporate and Taft-Hartley DB plans (Form 5500), endowments and foundations (IRS), state pools and investment offices, as compact cards with dfx:al: ids carrying reported assets and basis, funded status, policy targets, commitment counts and adviser counts. entity_type=consultant lists consultants and OCIOs by their own ADV filing with client counts on the tape; entity_type=manager lists managers by the public LPs that disclose a fund of theirs (who backs this manager); entity_type=fund lists funds by public LPs. A bare query with no entity_type runs the alias-aware search (CalPERS resolves). A target is never an actual, a disclosed holding is never an approval, commitment dollars repeat across reports, re-ups are the plan's own words, estimates are labelled and nothing predictive is published. 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

TableJSON Schema
NameRequiredDescriptionDefault
sortNo
limitNo
queryNoName contains, or an alias (CalPERS, a Census spelling).
stateNoTwo-letter US state code.
cursorNonext_cursor from a previous page of this tool, unchanged.
entity_typeNo
with_policyNo
min_assets_usdNo
allocator_classNo
with_consultantNo
consultant_classNo
with_commitmentsNo
include_componentsNoAlso list units that are components of a larger system (a division, a plan an office invests for).
min_private_markets_target_pctNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.8/5.0
Behavior5/5

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

The description goes well beyond the read-only annotations by disclosing access tiers, exactly what is withheld without a paid plan (locked counts, contact values, decision-maker names), and the entitlement/locked response fields. It also states important data caveats: targets are not actuals, disclosed holdings are not approvals, commitment dollars repeat, re-ups are the plan's own words, and estimates are labelled.

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 description is dense and front-loads what the graph contains, but it runs long and packs access restrictions, caveats, and a marketing URL into one paragraph. Much of the content is useful, yet the structure could be tighter and more scannable.

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 14 parameters, no output schema, and only partial schema coverage, the description provides strong context on data semantics, entity_type behavior, and access limitations. It still leaves several filter parameters unexplained, but the behavioral and entitlement coverage is unusually complete.

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 description coverage is low at 29%, so the description must compensate for many of the 14 parameters. It adds meaning for entity_type and query (alias-aware, CalPERS resolves), but most filters such as sort, state, min_assets_usd, with_policy, allocator_class, consultant_class, with_commitments, include_components, and min_private_markets_target_pct are not explained beyond 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 identifies the resource as the capital-owner graph and enumerates the allocator types it covers, along with how entity_type changes the target set. It distinguishes itself from sibling search tools by scope, though it does not explicitly use the verb 'search' in the description text itself.

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?

It explains how to use entity_type variants and what a bare query does, which implies when each mode is useful. However, it never names alternatives or states when not to use this tool versus siblings like get_allocator or search_entities.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.