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The change tape across domains

search_events
Read-onlyIdempotent

Dated events across family offices, sponsors, venture, private equity and real estate: investments announced, vehicles formed, Form D and ADV filings, people joining and leaving, funds raised, acquisitions, plan final filings, record departures, loan maturities. Filter by domain, subject dfx_id, event_type, state, significance and window. Routine 13F position and fund-reporting noise is excluded unless asked for. Ordered and windowed by when events occurred. Give until (or a cursor) to read any year of history, page by page, e.g. a firm's 2005 deals: dfx_id, since=2005-01-01, until=2005-12-31. 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
limitNo
sinceNoISO date; events that occurred on or after.
stateNoTwo-letter US state code.
untilNoISO date; events that occurred on or before. Reads the full history by event date, keyset paged (e.g. a year: since 2010-01-01, until 2010-12-31).
cursorNopagination.next_cursor from a history answer (one with until or cursor).
dfx_idNoA DFX id: dfx:fo:<uuid> (family office graph), dfx:isi:<uuid> (sponsor graph), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID.
domainNo
event_typeNo
within_daysNo
signal_familyNo
exclude_routineNo
min_significanceNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changed
    • addedInput schema / properties / cursor
      Added value: +{
      +  "description": "pagination.next_cursor from a history answer (one with until or cursor).",
      +  "type": "string"
      +}
    • addedInput schema / properties / until
      Added value: +{
      +  "description": "ISO date; events that occurred on or before. Reads the full history by event date, keyset paged (e.g. a year: since 2010-01-01, until 2010-12-31).",
      +  "type": "string"
      +}
  2. Changed1 schema field changed
    • changedInput schema / properties / dfx_id / description
      Previous value: -"A DFX id: dfx:fo:<uuid> (family office graph), dfx:isi:<uuid> (sponsor graph), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID."New value: +"A DFX id: dfx:fo:<uuid> (family office graph), dfx:isi:<uuid> (sponsor graph), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID."
  3. Changed1 schema field changed
    • changedInput schema / properties / dfx_id / description
      Previous value: -"A DFX id: dfx:fo:<uuid> (family office graph), dfx:isi:<uuid> (sponsor graph), dfx:vc:<uuid> (venture graph), or a bare real estate UUID."New value: +"A DFX id: dfx:fo:<uuid> (family office graph), dfx:isi:<uuid> (sponsor graph), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), or a bare real estate UUID."
  4. Added

TDQS

A4.2/5.0
Behavior5/5

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

Goes well beyond the readOnly/idempotent annotations by disclosing the entitlement model: unentitled lists return 5 rows plus locked.count/locked.by_type, records expose only subject and first 3 related names, and contact values/decision-maker names are withheld with types and counts. It also specifies keyset ordering by event occurrence and that withholding is echoed in `entitlement` and `locked`.

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?

Dense but front-loaded: purpose and event taxonomy come first, then filters, then ordering, then access constraints and the pagination example. The closing promotional plan pitch ('7 days free at...') is the one element that doesn't earn its place in a tool definition.

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?

For a 12-parameter, no-output-schema search tool with a non-trivial paywall, it covers the critical behaviors: return shape under entitlement, pagination via cursor, and historical window reads. A few parameters (limit, within_days, signal_family) and the concrete response envelope remain undocumented.

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?

With only 42% schema coverage, the description compensates by explaining the semantics of since/until (event occurrence, full history, keyset paging with a year example), dfx_id as subject, and exclude_routine's default behavior. It leaves limit, within_days, and signal_family unaddressed, so the compensation is strong but incomplete.

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?

Names a concrete resource (dated events across named domains) and enumerates the event types it covers, so the agent knows exactly what it returns. It does not, however, explicitly distinguish itself from close siblings like changes_since or search_signals, leaving that boundary to inference.

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?

Gives concrete guidance on filtering (domain, dfx_id, event_type, state, significance, window), states that routine 13F/fund-reporting noise is excluded unless asked for, and provides a worked example (firm's 2005 deals via dfx_id + since/until). Missing an explicit 'use X instead when...' routing against sibling tools.

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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