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Data Montreal

by io.github.pipeworx-io

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 patents, federal contracts (USAspending), FDA-licensed biologics (Purple Book), H-1B hiring (DOL LCA), news and GLEIF, and returns: cik + company_name (+ resolved_from/resolved_to when value was a 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); federal_contracts (USAspending awards where the company is the recipient); fda_products (FDA-licensed biologics — vaccines, cell/gene therapies — from the Purple Book; a company with only small-molecule/generic drugs will show none here, that is expected, not a failure); hiring (H-1B sponsorship volume + salary range from DOL LCA filings); recent news mentions via GDELT→GNews fallback; LEI via GLEIF. sources_used / sources_failed say which of these actually returned data for THIS company — an empty section is a real "no data", not a bug. Pass a ticker ("AAPL"), zero-padded CIK ("0000320193"), OR a company name ("Moderna") — names now resolve via SEC EDGAR's company-name match; a private company (no CIK/ticker) returns resolved:false with an explicit notes line, not a bare failure. type accepts "company" or "ticker" interchangeably — both take the same value shapes above.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
typeYes"company" or "ticker" — both are accepted and behave identically; `value` can be a ticker, CIK, or company name either way. person/place coming soon.
valueYesTicker (e.g., "AAPL"), zero-padded CIK (e.g., "0000320193"), or company name (e.g., "Moderna") — names resolve via SEC EDGAR company-name match.

TDQS

A4.6/5.0
Behavior4/5

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

Annotations indicate read-only, idempotent, non-destructive behavior. Description adds context: fans out across multiple sources, returns specific fields, mentions patents soft-fail and fallback chains. No contradictions. Could mention minor behavioral details like rate limits, but overall adds value.

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 a single paragraph that front-loads with example queries. It is dense but every sentence adds value. Could be slightly more structured (e.g., bullet points for returned fields) but remains efficient 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?

With no output schema, the description thoroughly explains what is returned: specific fields (cik, company_name, recent_filings with URIs, fundamentals, patents, news, LEI). It also notes limitations (patents soft-fail, no names support). This is complete context for an agent to understand tool behavior.

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 both parameters. Description reiterates and expands: clarifies type is only "company", explains value expects ticker or zero-padded CIK, and explicitly excludes names. This adds meaningful context beyond 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 uses specific verbs like "return a full cross-source profile" and gives concrete examples ("Tell me about X", "brief me on Tesla"). It clearly distinguishes from siblings by mentioning "resolve_entity" for name resolution and implying this is a holistic view vs chaining other tools.

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?

Explicitly states to prefer this tool over chaining single-pack lookups for holistic views. Provides precise input guidance: ticker or zero-padded CIK, not names, directing users to resolve_entity if needed. This makes selection and invocation unambiguous.

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

Most tools have distinct purposes with detailed descriptions, but ask_pipeworx_beta is explicitly identical to ask_pipeworx, and the several polymarket tools (bet_research, polymarket_edges, polymarket_arbitrage) have overlapping prediction-market territory. Descriptions help differentiate, but the overlaps could still cause misselection.

Naming Consistency4/5

The majority follow a clear verb_noun snake_case pattern (e.g., compare_entities, resolve_entity, generate_llms_txt). A few tools deviate with noun/adjective prefixes (montreal_datasets, montreal_recent, pipeworx_feedback, recent_alerts) or single verbs (remember, recall, forget), but the overall style is consistent and readable.

Tool Count2/5

At 34 tools, the set exceeds the 25+ threshold and feels heavy. While each tool has a distinct role, the sheer number—spanning data access, prediction markets, memory, subscriptions, and meta-tools—makes the surface harder for agents to navigate compared to a more focused server.

Completeness4/5

For its broad data-gateway purpose, the server covers a wide range: lookups, research, entity resolution, claim validation, memory, subscriptions, and feedback. The Montreal-specific subset (datasets, query, recent) is adequate for the apparent scope, with only minor gaps like no subscription-update tool.

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