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Close Crm

by io.github.pipeworx-io

Recent Changes

recent_changes
Read-onlyIdempotent

"What's new with X" / "latest on Y" / "what happened to Z this week / month / quarter" / "updates on Acme" / "news on Tesla recently" / "what's happening with Apple" — change feed for a company in the last N days/weeks/months in ONE parallel call. Fans out to SEC EDGAR (filings since since), GDELT→GNews fallback (news mentions in window — GDELT preferred, GNews when rate-limited or 5xx), USPTO (patents granted; PatentsView API sunset May 2025 so this soft-fails until reactivated). since accepts ISO date ("2026-04-01") or relative shorthand ("7d", "30d", "3m", "1y"). Returns structured changes[] grouped by source + total_changes count + pipeworx:// citation URIs. Use entity_profile instead when you want the static profile (filings + fundamentals + LEI + patents) regardless of window.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
typeYesEntity type. Only "company" supported today.
sinceYesWindow start — ISO date ("2026-04-01") or relative ("7d", "30d", "3m", "1y"). Use "30d" or "1m" for typical monitoring.
valueYesTicker (e.g., "AAPL") or zero-padded CIK (e.g., "0000320193").

TDQS

A4.8/5.0
Behavior5/5

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

Beyond annotations (readOnlyHint, idempotentHint, etc.), the description details the tool's behavior: it fans out to SEC EDGAR, GDELT→GNews with fallback logic, and USPTO with a noted soft-fail regarding API sunset. It also mentions output structure including citations.

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?

The description, while a single paragraph, efficiently compresses a lot of information without waste. It is front-loaded with examples but could benefit from additional structuring (e.g., bullet points for sources). Still, it is concise for the complexity.

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

Completeness5/5

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

Given no output schema, the description covers all essential behavioral aspects: data sources, fallback, error handling (soft-fail), output grouping, citation URIs, and alternative tool usage. It is comprehensive for a tool with three parameters.

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?

Schema coverage is 100% with descriptions for all three parameters. The description adds extra context by providing concrete examples for 'since' (ISO date and relative shorthand) and 'value' (ticker or CIK), enhancing understanding beyond the schema alone.

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 opens with example queries and clearly states it provides a 'change feed for a company in the last N days/weeks/months in ONE parallel call,' specifying verb, resource, and scope. It also distinguishes from the sibling tool 'entity_profile' by noting when to use the alternative.

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?

The description explicitly advises when to use this tool (for 'what's new' queries) and when to use 'entity_profile' instead (static profile). It also offers practical guidance on the 'since' parameter with examples like '30d' or '1m'.

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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TDQS

A3.7/5.0
Disambiguation2/5

Multiple Pipeworx tools overlap significantly (ask_pipeworx, ask_pipeworx_beta, ask_pipeworx_grounded, deep_research, entity_profile, compare_entities, recent_changes all query similar data). Close CRM tools are distinct but the overall set mixes two domains, causing confusion.

Naming Consistency2/5

Tool names mix snakes (close_get_lead), lowercase (ask_pipeworx), and descriptive phrases (scan_competitor_ai_presence). No consistent verb_noun pattern across the entire set.

Tool Count2/5

37 tools is excessive for a focused server. The combination of Close CRM and Pipeworx data services creates scope creep; many tools could be separate servers.

Completeness3/5

Pipeworx tools offer extensive data coverage, but Close CRM lacks update/delete operations for leads, contacts, and opportunities, leaving basic CRUD gaps.

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