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Entity Profile

entity_profile
Read-onlyIdempotent

"Tell me about X" / "research Acme" / "brief me on Tesla" / "what does Apple do" / "company profile for Microsoft" / "give me the rundown on NVDA" / "everything you know about $TICKER" — full cross-source profile of a US public company in ONE parallel call. ALWAYS PREFER over chaining single-pack SEC/XBRL/news lookups when the user asks for a holistic view. Fans out across SEC EDGAR, XBRL, USPTO, news, GLEIF and returns: cik + company_name; recent_filings (up to 5 with pipeworx://edgar/company/{cik}/filings/{accession} URIs); fundamentals (LATEST 10-K Revenues + NetIncomeLoss + Cash, sorted period_end DESC); patents (USPTO PatentsView API sunset May 2025 — soft-fails until reactivated); recent news mentions via GDELT→GNews fallback; LEI via GLEIF. Pass ticker "AAPL" or zero-padded CIK "0000320193" — names not supported (use resolve_entity first if you only have a name).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
typeYesEntity type. Only "company" supported today; person/place coming soon.
valueYesTicker (e.g., "AAPL") or zero-padded CIK (e.g., "0000320193"). Names not supported — use resolve_entity first if you only have a name.

TDQS

A4.8/5.0
Behavior5/5

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

Annotations already indicate read-only and non-destructive behavior. The description adds details about parallel calls across multiple sources (SEC EDGAR, XBRL, USPTO, news, GLEIF), specific return fields, and limitations (patents soft-fail until May 2025). It does not contradict annotations.

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 is somewhat long but highly information-dense. It is front-loaded with example user intents and structured with bullet points. Every sentence adds value, but it could be slightly more concise.

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?

Despite no output schema, the description thoroughly explains all return fields (cik, company_name, recent_filings with URIs, fundamentals sorted, patents, news, LEI) and notes relevant caveats (patent sunset, name requirement). This provides sufficient context for an agent to understand what the tool returns.

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%, so baseline is 3. The description reinforces that 'value' must be ticker or zero-padded CIK and adds practical guidance to use resolve_entity for names. This adds value beyond the schema but does not introduce new parameter semantics.

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 clearly states the tool provides a 'full cross-source profile of a US public company in one parallel call.' It includes specific example queries and distinguishes itself from siblings like resolve_entity by stating that names are not supported and that this tool should be preferred over chaining individual lookups.

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 says 'ALWAYS PREFER over chaining single-pack SEC/XBRL/news lookups when the user asks for a holistic view.' It also provides a 'when-not' condition: if only have a name, use resolve_entity first. This is clear guidance on when and when not to use the tool.

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

A4/5.0
Disambiguation3/5

Some tools have clearly distinct purposes (remember/recall/forget, subscribe/unsubscribe), but the ask_pipeworx family overlaps heavily — ask_pipeworx_beta is explicitly identical today, and ask_pipeworx_grounded/deep_research are variations on the same routing core. Polymarket tools and comparison/profile tools also have fuzzy boundaries, though detailed descriptions help agents choose.

Naming Consistency4/5

Most tools follow a lowercase snake_case verb_noun pattern (search_datasets, get_dataset, validate_claim, resolve_entity). A few deviate with bare verbs (remember, forget, recall) or noun-like names (dataset_info, entity_profile, pipeworx_trending), but the overall style is predictable and readable.

Tool Count2/5

34 tools is a heavy surface for one server, and the scope sprawls across CMS open data, general data research, prediction markets, memory storage, and subscription management. Many of these could be split into separate coherent servers, and several meta-routers (ask_pipeworx, deep_research, discover_tools, suggest_questions) overlap in purpose.

Completeness4/5

Within the broad data-research domain the set is fairly complete: search, retrieval, grounding, comparison, entity resolution, verification, subscriptions, and memory are all covered with no obvious dead ends. However, the server is named 'Cms' yet only three tools actually touch CMS datasets, leaving that narrow purpose under-covered relative to the rest.