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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

A4.5/5.0
Behavior5/5

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

Beyond the readOnlyHint/openWorldHint/idempotentHint annotations, the description adds genuinely valuable behavioral detail: LEI/FIGI enrichment degrades gracefully if external sources are unavailable, each call cascades through multiple lookup endpoints internally, and non-equity instruments and non-US issuers are covered. These are non-obvious behaviors an agent needs to know before invoking the tool.

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 and dense, but the tool is genuinely complex with two entity types and multiple data sources. It front-loads the core purpose and usage cue, then organizes detail under 'SUPPORTED TYPES.' The final sentence about replacing manual lookups is slightly promotional but still informative about the tool's internal cascading behavior.

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

Completeness4/5

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 does well to enumerate returned identifiers for both company and drug lookups, and it covers degradation behavior when enrichment sources fail. It is slightly less explicit about how completely unresolved names are represented or whether multiple candidates can be returned, but the core invocation context is complete.

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%, but the description still adds parameter meaning beyond the schema: it explicitly mentions ISIN as an accepted company input, explains that ISINs resolve via GLEIF ISIN-to-LEI mapping, and clarifies that non-equity instruments without tickers still resolve. The schema's value description is already strong, so the description's additions are incremental but useful.

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 that the tool resolves user-spoken entity names into canonical/official identifiers that other tools require as input. It enumerates concrete example queries, supported entity types (company, drug), and specific identifier outputs, making the tool's purpose unambiguous. The phrase 'other tools require as input' differentiates it from entity-consuming siblings.

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 a direct routing rule: 'Use FIRST whenever you have a name but need an ID.' This is clear when-to-use guidance. It does not explicitly name alternatives or state when not to use the tool, but the 'other tools require as input' framing implies that if an ID is already available, this tool is not the target.

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

A4.4/5.0
Disambiguation5/5

Each tool has a clear, distinct purpose. The various `ask_pipeworx*` variants are differentiated by mode (single vs grounded vs research). `get_nav_history` vs `latest_nav` serve different query granularities. Administrative tools like `remember`/`recall`/`forget` are clearly separate. No two tools overlap in functionality.

Naming Consistency4/5

Tool names follow a consistent snake_case convention and generally use `verb_noun` order (e.g., `ask_pipeworx`, `search_schemes`, `validate_claim`). A few exceptions like `entity_profile` (noun_verb) exist, but the pattern is mostly predictable.

Tool Count3/5

At 34 tools, the server is quite large, including many specialized tools (e.g., multiple Polymarket tools, administrative memory/subscription tools) that could arguably be split into separate servers. The number feels slightly excessive for a coherent, focused server.

Completeness5/5

The tool set covers an extraordinarily wide range of domains: company financials, SEC filings, FDA drugs, economic data, mutual funds, real estate, prediction markets, npm dependencies, AI visibility, and more. It also includes memory, subscription, and feedback mechanisms. There are no obvious gaps for the domains addressed.