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Tax Regulations

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

A4.4/5.0
Behavior4/5

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

Annotations already declare this read-only, idempotent, and non-destructive. The description adds valuable behavioral detail: it fans out across multiple sources in parallel, returns specific data structures, soft-fails on the USPTO API sunset, and uses a GDELT→GNews fallback. This goes beyond the annotations without contradicting them.

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 every clause adds functional information: trigger examples, return structure, source list, fallback behavior, and parameter restrictions. It is front-loaded with the most important usage signal ('ALWAYS PREFER'). It loses a point for being a dense run-on paragraph rather than a more scannable list, but no sentence is wasted.

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?

With no output schema, the description must carry the full burden of explaining return values, and it does: it lists cik, company_name, recent_filings with URIs, fundamentals fields, patents status, news source fallback, and LEI. It also covers limitations and preconditions, making the tool fully actionable for an agent.

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

Parameters3/5

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

The input schema already covers both parameters with detailed descriptions, including format examples ('AAPL', '0000320193') and the restriction on names. The description largely reiterates this, though it adds the 'zero-padded CIK' example and resolves the 'use resolve_entity first' guidance. Since schema coverage is 100%, a baseline of 3 is appropriate.

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 like 'profile', 'brief me', and 'rundown' to clearly indicate a holistic entity lookup. It explicitly names the resource (US public company) and differentiates itself from sibling tools by stressing 'one parallel call' and 'ALWAYS PREFER over chaining single-pack SEC/XBRL/news lookups.'

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?

The description explicitly states when to use this tool ('Tell me about X' / 'research Acme' / holistic view) and when not to ('names not supported — use resolve_entity first'). It even provides an explicit alternative chain, making the usage decision unambiguous.

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

A3.5/5.0
Disambiguation2/5

Many tools overlap in purpose: ask_pipeworx and ask_pipeworx_beta are identical, while ask_pipeworx_grounded, deep_research, discover_tools, and suggest_questions all serve as query/entry-point tools. The two tax-specific tools are distinct, but the sheer number of generic data-access tools makes it difficult for an agent to select the right one.

Naming Consistency2/5

Naming is a mix of snake_case (ask_pipeworx, tax_search), camelCase (ask_pipeworx_beta, compare_entities, discover_tools), and inconsistent verb styles (resolve_entity vs entity_profile vs scan_competitor_ai_presence). No clear pattern is discernible.

Tool Count1/5

The server is named 'Tax Regulations' but only 2 of 33 tools are tax-related. The other 31 tools are unrelated Pipeworx data-access, memory, subscription, and Polymarket tools, making the count wildly excessive and mismatched with the apparent purpose.

Completeness3/5

For the tax regulation domain, tax_search and tax_regulation cover keyword discovery and full-text retrieval, which is a functional core. However, the set lacks any other tax-specific operations (e.g., updates, comparisons, planning), and the majority of the tool surface is irrelevant to the stated server purpose, leaving notable gaps for an agent expecting a coherent tax toolset.

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