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Salesforce

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

A4.5/5.0
Behavior4/5

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

Annotations already indicate read-only, idempotent, non-destructive. The description adds value by detailing the specific data sources (SEC, XBRL, USPTO, news, GLEIF), the soft-fail condition for patents, and the structure of the return. Minor gap: doesn't mention network calls or rate limits, but overall strong.

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 fairly long and includes procedural details (soft-fail note, output structure). While front-loaded with examples, it could be more concise. Still, it is well-structured and easy to parse.

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 the tool's complexity and lack of output schema, the description thoroughly covers what the tool returns: CIK, company name, recent filings with URIs, fundamentals sorted by period, patents (with caveat), news, and LEI. It also explains the fallback mechanisms. No missing critical context.

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%. The description reinforces the schema by repeating the format requirements for 'value' (ticker or zero-padded CIK) and clarifying that names are not supported. It adds context that 'type' currently only supports 'company'. This provides meaningful guidance beyond the schema.

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 ('profile', 'returns') and clearly states the resource: 'full cross-source profile of a US public company in ONE parallel call.' It distinguishes from siblings by explicitly saying 'ALWAYS PREFER over chaining single-pack SEC/XBRL/news lookups.' This meets the highest standard.

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 tells when to use (holistic view) and when not to (names not supported, use resolve_entity first). It also mentions the preference over chaining, providing clear context and alternatives.

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

A3.7/5.0
Disambiguation2/5

The set mixes Salesforce CRUD tools with a large Pipeworx research and prediction-market platform, and several tools overlap heavily: ask_pipeworx vs ask_pipeworx_beta are functionally identical, grounded/validate_claim/deep_research cover similar lookup/verification territory, and the six polymarket/bet tools share edge-finding purposes with only subtle distinctions. An agent would need to read long descriptions carefully to pick the right one, so misselection risk is high.

Naming Consistency3/5

Salesforce tools follow a clear sf_verb_noun pattern, and the Pipeworx tools mostly use lowercase snake_case phrase names, but the conventions diverge: ask_pipeworx has no underscore, deep_research/entity_profile are noun phrases rather than verb-first, and the sf_* prefix is a separate naming family. It is still readable, but it is not a single predictable pattern.

Tool Count2/5

39 tools is well past the heavy threshold, and most belong to a broad data/research platform rather than the Salesforce scope implied by the server name; only 8 tools are actually Salesforce CRUD/query operations. The count feels bloated for a coherent assistant, even if individual features are useful.

Completeness4/5

The Salesforce subset is complete: create/get/update/delete/query/search/describe/list-object cover the record lifecycle with no dead ends. The broader Pipeworx ecosystem also has strong coverage, including routing, grounded verification, research, entity resolution, memory, and subscriptions, with only minor gaps such as no direct citation-fetch tool and no Salesforce upsert/bulk operations.

Resources