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Who a venture fund service provider should call

search_vc_provider_calls
Read-onlyIdempotent

The call list for a fund administrator, auditor, custodian or placement agent: venture funds with no provider of that role on record (new fund Form D), next numbered funds, funds whose provider of that role changed (one row per adviser decision), managers growing quickly, and new managers on the SEC adviser roster. Each row: fund, manager, trigger and its date, why now, the provider on record (or none), what it replaced, a potential decision maker by name and title, contact CLASS only, confidence and urgency. Counts first (coverage.total). Use for 'new venture funds that may need administrators', 'which venture funds changed auditors', 'who should a fund custodian call'. Fund counsel is on no filing: use search_vc_opportunities(provider_type=law). 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
roleNo
limitNo
sinceNoYYYY-MM-DD; default 365 days ago.
stateNoTwo-letter US state code.
triggerNo
triggersNo
geographyNo
within_daysNo
min_size_usdNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A4.5/5.0
Behavior5/5

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

Annotations already declare a safe read (readOnly, idempotent, non-destructive, closed-world), but the description goes well beyond them: it discloses the entitlement gating in detail (first 5 rows plus locked.count/locked.by_type without a plan, records truncated to subject + first 3 related names, contact values and decision-maker names never returned, only types and counts), and says every response reports withholding via `entitlement` and `locked`. This is unusually rich behavioral disclosure.

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?

It is dense and front-loaded: purpose, row contents, counts, use cases, then access rules. Most sentences earn their place, though it is delivered as one long run-on and closes with a promotional plan/URL line that is tangential to invoking the tool.

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 10-parameter tool with no output schema and thin schema descriptions, the description compensates well on the return shape (row fields, coverage.total first) and access/entitlement behavior. The remaining gap is the un-documented scope filters (geography, within_days, min_size_usd, city, limit), which an agent would have to guess at.

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 20% across 10 parameters. The description does add real meaning to the two enum parameters by spelling out the roles (administrator, auditor, custodian, placement agent) and the trigger concepts (new fund Form D, next numbered funds, provider changed, growing manager, new manager). However, it says nothing about geography, within_days, min_size_usd, city, or limit, leaving half the filters undocumented anywhere.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description names a specific verb (call list) and resource (venture funds with service-provider triggers), enumerating exactly which triggers and roles qualify. It explicitly distinguishes itself from search_vc_opportunities(provider_type=law) for fund counsel, so an agent can route between them without opening either schema.

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

Usage Guidelines5/5

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

It gives concrete when-to-use queries ('new venture funds that may need administrators', 'which venture funds changed auditors') and states the alternative route for a different case (fund counsel -> search_vc_opportunities with provider_type=law). When and when-not are both covered explicitly.

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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