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Resolve Entity

resolve_entity
Read-onlyIdempotent

"What's the ticker for…" / "find the CIK for…" / "what's the LEI for…" / "what's the RxCUI for…" / "look up the ID for…" / "what is X's official identifier" / "who owns X" / "is X a subsidiary of Y" — resolve a user-spoken NAME to the canonical/official identifiers other tools require as input. Use FIRST whenever you have a name but need an ID. SUPPORTED TYPES: "company" (cross-source identity spine: 10-digit CIK + ticker + company_name from SEC EDGAR, legal-entity LEI from GLEIF with parent/ultimate-parent/children ownership when the LEI resolves, and security FIGI from OpenFIGI — by exact ticker map when a ticker is implied, and otherwise by name search, so NON-EQUITY instruments that never have a ticker (municipal and corporate bonds, notes, authority debt) DO resolve here; when a name matches more than one instrument it asserts nothing and returns figi_candidates to pick from, which is the correct answer to an issuer name that does not identify a single bond; every identifier is labelled with the source that established it, and an identifier that could NOT be resolved is stated explicitly under unresolved rather than omitted — accepts ticker, CIK, ISIN, or company name as input; an ISIN like "CH0038863350" resolves to the LEGAL ENTITY that issued the security via the GLEIF ISIN-to-LEI mapping, covering non-US issuers EDGAR cannot reach), "drug" (returns RxCUI + ingredient + brand from RxNorm + pipeworx://rxnorm/concept/{rxcui} citation; accepts brand or generic name). LEI/FIGI enrichment degrades gracefully — if GLEIF or OpenFIGI is unavailable, the EDGAR identifiers still return. Each call cascades through several lookup endpoints internally — using resolve_entity replaces 2-3 manual lookups.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
typeYesEntity type: "company" or "drug".
valueYesFor company: ticker (AAPL), CIK (0000320193), or name. For drug: brand or generic name (e.g., "ozempic", "metformin"). Pass the ENTITY NAME ONLY — for a bond that is the ISSUER exactly as printed ("NEW YORK ST DORM AUTH"), never the question's full noun phrase ("NEW YORK ST DORM AUTH revenue bonds"): the FIGI lookup matches instrument names, so trailing security-class words match nothing.

TDQS

A4.9/5.0
Behavior5/5

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

The description goes well beyond the annotations, disclosing that enrichment degrades gracefully when GLEIF or OpenFIGI is unavailable, that ambiguous matches assert nothing and return figi_candidates, that unresolved identifiers are explicitly listed, and that each call cascades through multiple lookup endpoints. These behaviors are not visible in the annotations or schema and materially affect how an agent should interpret results.

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 long but front-loaded with purpose and usage, and nearly every sentence adds operational detail. Some parenthetical expansions could theoretically live in supporting docs, but given the tool's complexity and the lack of an output schema, the length is justified rather than wasteful.

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?

For a tool with two parameters, high internal complexity, and no output schema, the description is remarkably complete: it covers accepted inputs, sources, fallback behavior, ambiguity handling, unresolved-identifier reporting, ISIN-to-LEI mapping, and drug return contents. An agent has enough context to invoke it correctly and interpret its results.

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

Parameters5/5

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

Although schema coverage is 100%, the description adds substantial semantics: value formats, accepted identifiers for company input, brand/generic names for drug input, corrected examples like 'ozempic' vs 'metformin', and a critical anti-pattern warning about trailing security-class words in bond issuer names. This meaningfully exceeds the schema's minimal parameter descriptions.

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 states a specific verb ('resolve'), a clear object ('a user-spoken NAME to the canonical/official identifiers'), and enumerated supported types with concrete examples like tickers, CIKs, LEIs, and RxCUIs. It clearly differentiates itself from lookup tools by emphasizing that it produces identifiers other tools require as input, and scopes its domain to company and drug entities.

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 explicitly instructs the agent to 'Use FIRST whenever you have a name but need an ID,' which is direct usage guidance. It also provides alternative-shaped examples, explains when ambiguity should return candidates rather than a single assertion, and gives precise input-format rules such as passing the issuer name exactly as printed and never the full noun phrase.

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.