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Private companies with ownership-change filings

search_private_companies
Read-onlyIdempotent

US private companies whose filings (Form 5500 plan history, final filings, ownership changes) record a change: vertical, plan participants as a size proxy, EBITDA band where derivable, and rule scores 0 to 100 for opportunity, dealability, transition readiness and urgency, each backed by observations. The scores are NOT a prediction: replayed against later transactions (backtest 2026-09-13) the composite's top decile transacted at 0.94x the base rate at 24 months, so never present a high score as a company likely to sell or transact; present the filed changes as the evidence. Filter by vertical, state, NAICS prefix, size and minimum opportunity. Returns dfx:isi: ids. 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
cityNo
sortNo
limitNo
queryNo
stateNoTwo-letter US state code.
verticalNoOne of business_services, industrial_manufacturing, industrial_services, healthcare_services, consumer_services, specialty_distribution, transportation_logistics, tech_enabled_services (free text is mapped onto these).
subsectorNoFree text on the subsector (slower).
naics_prefixNo
record_statusNo
min_opportunityNo0 to 100; the median company scores 21 and the top decile above 28.
max_participantsNo
min_participantsNo

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?

Adds substantial context beyond the read-only/idempotent annotations: the free-tier truncation model (first 5 rows plus locked.count/by_type), the suppression of contact values and decision-maker names, the entitlement/locked disclosure on every answer, and an explicit backtest caveat (0.94x base rate) warning against predictive framing. This is exactly the behavioral disclosure annotations cannot carry.

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?

Front-loads what the tool returns, which is good, but then runs long with a dense backtest paragraph and a promotional pricing URL ('7 days free at https://dfxintel.com/...'). The entitlement detail is necessary; the marketing line is not, and the single-run-on structure makes it hard to scan.

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 and 12 parameters, the description does the heavy lifting: it describes returned fields, the dfx:isi: id format, and the entitlement/withholding contract. Only the filter parameters are underspecified, so it is largely complete for correct invocation.

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 only 33% across 12 params, so the description must compensate. It covers vertical/state/NAICS/size/min-opportunity filters and explains plan participants as a size proxy, but leaves city, sort, limit, query, record_status, and min/max_participants unexplained beyond the schema. Partial compensation justifies a mid score.

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 a specific resource (US private companies with ownership-change filings) and enumerates the returned fields (vertical, participants, EBITDA band, rule scores), so an agent can tell it apart from the other search_* tools. It never names a sibling directly, but the 'ownership-change filings' scope is distinctive enough to be actionable.

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?

Gives filter guidance ('Filter by vertical, state, NAICS prefix, size and minimum opportunity') and a strong caveat about not treating scores as predictions, but never says when to prefer this over search_pending_ownership_changes, search_isi_opportunities, or search_opportunities. Usage is implied rather than routed.

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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