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Build Source-of-Wealth Pack

build_sow_pack
Read-only

Source-of-Wealth / Source-of-Funds evidence pack: given a wealth-origin type (e.g. business_sale, inheritance, ipo_liquidity_event, real_estate_sale, employment_income, crypto_asset_gains) and an optional destination context (a CBI/RBI programme, generic private-bank onboarding, trustee acceptance, or EU AML account-opening), returns the documentary evidence typically required — core + corroborating documents, the context overlay (programme SoF requirements + extra due-diligence), and common red flags. Grounded in FATF/Wolfsberg standards + programme due-diligence rules. INFORMATION ONLY — lists the evidence usually required, never asserts a case is compliant. Call with no args to list available origins and contexts.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
originNoCountry the applicant is relocating FROM, as a country name.
contextNoFree-text background about the applicant's situation, used to tailor the answer.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
errorNoPresent only when the request could not be fulfilled.
termsNoAcceptable-use and information-not-advice terms.
sourceNoAttribution for the data, when it is not Mirabello Consultancy itself.
book_urlNoLink to request a consultation with a Mirabello specialist, for a personal case.
providerNoAlways "Mirabello Consultancy".
disclaimerNoInformation, not legal/tax/financial/immigration advice; figures indicative.
data_updatedNoDate the underlying dataset was last updated.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed3 schema fields changed
    • removedOutput schema / properties / book_a_consultation
      Removed value: -{
      -  "description": "URL to book a Mirabello consultation.",
      -  "type": "string"
      -}
    • addedOutput schema / properties / book_url
      Added value: +{
      +  "description": "Link to request a consultation with a Mirabello specialist, for a personal case.",
      +  "type": "string"
      +}
    • changedOutput schema / properties / source / description
      Previous value: -"Attribution for the data."New value: +"Attribution for the data, when it is not Mirabello Consultancy itself."
  2. Changed3 schema fields changed
    • addedInput schema / properties / context / description
      Added value: +"Free-text background about the applicant's situation, used to tailor the answer."
    • addedInput schema / properties / origin / description
      Added value: +"Country the applicant is relocating FROM, as a country name."
    • addedInput schema / properties / origin / examples
      Added value: +[
      +  "South Africa"
      +]
  3. Changed1 schema field changed
    • changedOutput schema / (root)
      Previous value: -nullNew value: +{
      +  "additionalProperties": true,
      +  "description": "Mirabello response envelope. Tool-specific fields vary; the provenance/disclaimer envelope is always present.",
      +  "properties": {
      +    "book_a_consultation": {
      +      "description": "URL to book a Mirabello consultation.",
      +      "type": "string"
      +    },
      +    "data_updated": {
      +      "description": "Date the underlying dataset was last updated.",
      +      "type": "string"
      +    },
      +    "disclaimer": {
      +      "description": "Information, not legal/tax/financial/immigration advice; figures indicative.",
      +      "type": "string"
      +    },
      +    "error": {
      +      "description": "Present only when the request could not be fulfilled.",
      +      "type": "string"
      +    },
      +    "provider": {
      +      "description": "Always \"Mirabello Consultancy\".",
      +      "type": "string"
      +    },
      +    "source": {
      +      "description": "Attribution for the data.",
      +      "type": "string"
      +    },
      +    "terms": {
      +      "description": "Acceptable-use and information-not-advice terms.",
      +      "type": "string"
      +    }
      +  },
      +  "type": "object"
      +}
  4. Added

TDQS

A4/5.0
Behavior4/5

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

Annotations already cover the safety profile (readOnlyHint=true, destructiveHint=false, openWorldHint=false), and the description adds genuinely useful traits beyond them: the grounding in FATF/Wolfsberg standards and the 'INFORMATION ONLY — never asserts a case is compliant' disclaimer. It doesn't discuss output format, but the output schema covers that.

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?

Single front-loaded paragraph that leads with the tool's purpose and stays dense with useful detail. It is long, but for a multi-part evidence-pack tool most sentences earn their place; only the example lists feel slightly padded.

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 complex advisory tool with an output schema, the description covers purpose, scope, grounding, and the informational disclaimer well. The main gap is the origin/context parameter mismatch with the schema, which leaves the agent's input semantics ambiguous.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, but the description actively misdescribes both parameters: it frames 'origin' as a wealth-origin type (business_sale, inheritance, ipo_liquidity_event) while the schema defines it as 'Country the applicant is relocating FROM', and it describes 'context' as a destination/programme while the schema calls it free-text background. This conflicting framing risks the agent passing the wrong kind of value.

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?

States a specific verb+resource (build a Source-of-Wealth/Source-of-Funds evidence pack) and enumerates exactly what it returns — core + corroborating documents, context overlay, and red flags. It is clearly distinguishable from generic checklist siblings like get_document_checklist and compliance_checklist.

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 clear context ('given a wealth-origin type and an optional destination context') and an invocation hint ('call with no args to list available origins and contexts'). However, it never names an alternative sibling or an explicit when-not-to-use condition.

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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