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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

A4.4/5.0
Behavior5/5

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

Beyond the read-only/idempotent annotations, the description discloses important behavior: it returns figi_candidates when multiple instruments match, marks unresolved identifiers explicitly, labels identifiers by source, and degrades gracefully when GLEIF or OpenFIGI is unavailable. This gives the agent a clear model of expected results and failure modes.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is information-dense and front-loaded, but it is a single sprawling paragraph with heavy nesting, parentheticals, and at least one garbled clause ('more than one instrument it asserts nothing...'). The content is mostly valuable, but the structure makes it harder to parse than it should be.

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 there is no output schema, the description compensates well by describing return content: figi_candidates, unresolved, source labels, RxCUI citation, and fallback behavior. It also covers acceptable inputs, supported types, and the internal cascade effect. An agent has enough context to invoke this tool correctly in most realistic scenarios.

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?

Schema coverage is 100%, so the baseline is 3, but the description adds substantial value. It explains accepted input formats for company and drug types, gives realistic examples, and warns against passing full noun phrases like 'NEW YORK ST DORM AUTH revenue bonds' instead of the entity name. This is far more actionable than the raw schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool's function: resolving a user-spoken name to canonical identifiers such as CIK, ticker, LEI, FIGI, and RxCUI. It names the supported entity types and gives concrete examples. It does not explicitly differentiate itself from sibling tools like resolve_xref, though the 'identifiers other tools require as input' phrasing implies its role.

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?

The description gives explicit usage guidance: 'Use FIRST whenever you have a name but need an ID.' It also explains which input forms are accepted and covers edge cases like non-equity instruments. However, it never names an alternative tool or states when not to use this one, so it stops short of full when/when-not guidance.

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

A3.8/5.0
Disambiguation3/5

Tools are mostly distinct but several ask_pipeworx variants and research tools overlap in purpose, which could lead to agent confusion. The presence of memory and subscription tools adds unrelated functionality.

Naming Consistency2/5

Naming is inconsistent, mixing snake_case with varying verb patterns (ask, get, search, scan, etc.) and no clear convention. Some tools have descriptive phrases (e.g., generate_llms_txt) further breaking consistency.

Tool Count2/5

34 tools is excessive for a coherent server, covering too many disparate domains (genes, data queries, betting, memory) without clear focus. A gene server should have far fewer tools.

Completeness3/5

Gene-related tools are complete for basic queries (search, get, resolve), but the server's main purpose (HGNC) is overshadowed by many unrelated Pipeworx tools, creating a mismatch. The overall surface is broad but lacks domain focus.