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Glama

Zoho_crm

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.

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Changed3 schema fields changed
    • changedInput schema / properties / type / description
      Previous value: -"Entity type. Only \"company\" supported today; person/place coming soon."New value: +"\"company\" or \"ticker\" — both are accepted and behave identically; `value` can be a ticker, CIK, or company name either way. person/place coming soon."
    • changedInput schema / properties / type / enum
      Previous value: -[
-  "company"
-]New value: +[
+  "company",
+  "ticker"
+]
    • changedInput schema / properties / value / description
      Previous value: -"Ticker (e.g., \"AAPL\") or zero-padded CIK (e.g., \"0000320193\"). Names not supported — use resolve_entity first if you only have a name."New value: +"Ticker (e.g., \"AAPL\"), zero-padded CIK (e.g., \"0000320193\"), or company name (e.g., \"Moderna\") — names resolve via SEC EDGAR company-name match."
  2. Added

TDQS

A4.8/5.0
Behavior5/5

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

Beyond the readOnly/openWorld/idempotent annotations, the description discloses important behaviors: the USPTO sources soft-fail pending reactivation, FDA data is expected to be empty for non-biologic companies, name resolution via SEC EDGAR, and sources_used/sources_failed semantics. There is no contradiction with the annotations.

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 highly information-dense and front-loaded with the primary purpose and usage directive. Every sentence conveys a distinct fact, though the paragraph-style formatting makes it harder to scan than a structured list would 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?

With no output schema present, the description carries the full burden of explaining return values and does so thoroughly: CIK/company_name, recent_filings, fundamentals, patents, federal contracts, FDA products, hiring, news, LEI, and source-failure semantics are all covered. Edge cases like private companies and empty sections are also explicitly addressed.

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?

The schema already covers the parameters at 100%, and the description adds meaningful clarification: ticker/CIK/name examples, the interchangeable behavior of type values, and that names resolve via SEC EDGAR. This exceeds the schema's baseline without being redundant.

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 opens with concrete user phrasings and names the exact resource and scope: "full cross-source profile of a US public company in ONE parallel call." It clearly differentiates itself from single-source lookups and sibling research tools by promising one holistic, multi-source 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?

It gives explicit prescriptive usage: "ALWAYS PREFER over chaining single-pack SEC/XBRL/news lookups when the user asks for a holistic view." It also explains edge-case behavior such as private companies returning resolved:false with notes and empty sections meaning real absence of data, guiding the agent on when and why the tool is appropriate.

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

B3.3/5.0
Disambiguation2/5

The five Zoho CRM tools are well-differentiated, but the 31 Pipeworx/Polymarket tools create heavy overlap (e.g., ask_pipeworx, ask_pipeworx_beta, ask_pipeworx_grounded, deep_research all serve similar lookup purposes). Mixing two unrelated domains makes it easy for an agent to select a tool from the wrong group.

Naming Consistency2/5

The Zoho tools share a consistent zoho_ prefix, but the remaining 31 tools follow no clear convention—ask_pipeworx, bet_research, deep_research, entity_profile, forget, scan_dependency, etc. mix noun-first, verb-first, and bare verb patterns without a unifying scheme.

Tool Count2/5

36 tools is well beyond what a Zoho CRM server needs, and only 5 actually relate to Zoho CRM. The bulk are for unrelated data sources, prediction markets, memory management, and web generation, making the set feel bloated and unfocused.

Completeness2/5

The Zoho CRM surface includes create, get, list, and search, but omits essential operations like update, delete, and upsert. The other 31 tools cover a completely different domain, so the server fails to provide complete lifecycle coverage for its stated purpose.

Resources