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Salesforce

by io.github.pipeworx-io

Recent Changes

recent_changes
Read-onlyIdempotent

"What's new with X" / "latest on Y" / "what happened to Z this week / month / quarter" / "updates on Acme" / "news on Tesla recently" / "what's happening with Apple" — change feed for a company in the last N days/weeks/months in ONE parallel call. Fans out to SEC EDGAR (filings since since), GDELT→GNews fallback (news mentions in window — GDELT preferred, GNews when rate-limited or 5xx), USPTO (patents granted; PatentsView API sunset May 2025 so this soft-fails until reactivated). since accepts ISO date ("2026-04-01") or relative shorthand ("7d", "30d", "3m", "1y"). Returns structured changes[] grouped by source + total_changes count + pipeworx:// citation URIs. Use entity_profile instead when you want the static profile (filings + fundamentals + LEI + patents) regardless of window.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
typeYesEntity type. Only "company" supported today.
sinceYesWindow start — ISO date ("2026-04-01") or relative ("7d", "30d", "3m", "1y"). Use "30d" or "1m" for typical monitoring.
valueYesTicker (e.g., "AAPL") or zero-padded CIK (e.g., "0000320193").

TDQS

A4.8/5.0
Behavior5/5

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

Discloses fan-out to multiple sources, soft-failure for USPTO due to API sunset, rate-limiting fallback, and output structure (changes[] with source grouping, total_changes, citation URIs) – all beyond the safety annotations (readOnly, openWorld, idempotent).

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 moderately long but every sentence adds value, front-loading use cases with quoted examples and logically progressing to parameter details and sibling differentiation; could be slightly more compact but remains well-structured.

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 3 required parameters, no output schema, and moderate complexity (multi-source fan-out with fallbacks), the description provides all necessary behavioral and output details for correct agent invocation.

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 covers all 3 parameters with descriptions; the description adds concrete examples (ISO date vs relative shorthand like '30d', ticker vs CIK) and clarifies the 'type' enum, enhancing usability beyond the 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 clearly states the tool aggregates changes (filings, news, patents) for a company within a time window, using specific examples like 'what's new with X' and distinguishes from sibling entity_profile.

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?

Provides explicit usage examples ('What's new with X', 'latest on Y'), explains fallback behavior (GDELT→GNews), and directly advises to use entity_profile for static profiles, leaving no ambiguity about when to use this tool.

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