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Private equity funds and their amounts

search_pe_funds
Read-onlyIdempotent

Funds on the private equity graph with every amount under its own name and beside its basis: target, first close, final close, announced size, Form D offering and sold, and the Form ADV gross asset value with its as-of date. adv_gross_asset_value is the gross assets the adviser REPORTED for the fund: it is not fund size, not commitments and not dry powder. Also vintage with basis, ADV fund type, lifecycle state, owner and LP counts. Filter by name, manager, ADV fund type, vintage range, lifecycle or minimum reported gross assets. 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
queryNoFund name contains, e.g. 'Fund IV'.
cursorNo
max_vintageNoFour-digit year.
min_vintageNoFour-digit year.
adv_fund_typeNoThe fund type the adviser swore on Form ADV Schedule D.
lifecycle_stateNo
min_adv_gav_usdNoMinimum reported Form ADV gross asset value in US dollars (reported gross assets, not fund size).
organization_dfx_idNoA private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.5/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, destructiveHint=false, so the safety profile is covered. The description adds substantial behavioral context: the entitlement/lock behavior of the free tier (first 5 rows, locked.count, locked.by_type), suppression of contact values and decision-maker names, the `entitlement` and `locked` fields in responses, and a clarification of adv_gross_asset_value semantics. This goes well beyond annotations, though it's interleaved with promotional content.

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 front-loaded with the useful enumeration of return fields but then contains a lengthy run-on covering entitlement logic and a promotional URL ('7 days free at https://dfxintel.com/data-factory/plans'). The promotional sentence does not earn its place in a tool definition, and the entitlement paragraph, while relevant, is verbose.

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

Completeness3/5

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

There is no output schema, so the description must carry return-value information — it does list the amount fields returned, which helps. However, it doesn't describe pagination behavior (cursor, limit max 25) or the structure of `locked`, and the promotional content dilutes the technical completeness. Adequate but with clear gaps for a 10-parameter tool.

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 60%, so some parameters rely on the description. The description mentions the filter axes (name, manager, ADV fund type, vintage range, lifecycle, min gross assets) which maps to several params, and clarifies that adv_gross_asset_value is reported gross assets, not fund size — matching the schema's own description of min_adv_gav_usd. No new syntax or format detail is added for parameters like cursor or sort, so baseline 3 is appropriate.

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?

States the resource (private equity funds) and enumerates the amounts returned (target, first close, final close, announced size, Form D offering/sold, Form ADV GAV) plus vintage, ADV fund type, lifecycle, owner and LP counts. This is a specific verb-less but clearly scoped search, distinct from siblings like search_pe_firms or get_pe_fund. It doesn't explicitly contrast with those siblings, keeping it at 4.

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?

Filter conditions are listed ('Filter by name, manager, ADV fund type, vintage range, lifecycle or minimum reported gross assets'), which implies when this tool is appropriate, but there is no explicit guidance on when to prefer get_pe_fund (single fund lookup) or search_pe_firms, nor exclusions. Usage is implied rather than stated.

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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