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datasets_pitchbook_advisors_search

Search PitchBook advisor profiles by name, service type, location, and founding year. Filter and sort crawled public data from investment banks, lenders, and financing advisory firms.

Instructions

Search PitchBook advisors dataset. Searches the crawled public PitchBook advisor (service provider — e.g. investment bank, lender, financing advisory firm) profile catalog stored in a search index. Discovered from PitchBook's public sitemap. Sort enum: relevance, name_asc, year_founded_desc, recently_crawled_desc.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
qNoFull-text query over name and description, max 256 characters
pageNoPage number, defaults to 1
sortNoSort enum: relevance, name_asc, year_founded_desc, recently_crawled_desc
run_idNoExact crawl run-id filter, max 128 characters
hq_stateNoExact headquarters state/region filter, max 128 characters
page_sizeNoPage size, defaults to 20 and maxes at 100; page * page_size must be <= 10000
hq_countryNoExact headquarters country filter, max 128 characters
service_typeNoExact service provider type filter (e.g. Commercial Bank, Investment Bank, Financing Advisory), max 128 characters
max_year_foundedNoMaximum founding year
min_year_foundedNoMinimum founding year
Behavior3/5

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

With no annotations, the description carries the full burden for disclosing behavior. It adds provenance (discovered from PitchBook's public sitemap) and clarifies advisor types, but does not mention that the operation is read-only, whether there are rate limits, or how results are ordered by default. The sort enum is listed in both the description and schema, so it adds limited additional value.

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 four sentences and generally compact. It front-loads the primary purpose and then adds context. There is minor redundancy (both the first and second sentences start with 'Search/Searches'), but overall it is efficient and free of unnecessary filler.

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

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool has 10 parameters and no output schema, the description provides essential domain context and sort options, but does not describe the return format or pagination behavior beyond what the input schema already states. The mention of 'profile catalog' implies result content, but more detail on response structure would improve completeness.

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?

Schema description coverage is 100%, so the description does not need to explain parameters. It does provide helpful domain context by defining what an advisor is (service provider — e.g., investment bank, lender), which aids in interpreting the service_type parameter. However, this is supplementary rather than essential.

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's function: searching the PitchBook advisors dataset. It specifies the resource (advisor/service provider profiles) and the action (search), distinguishing it from related tools like datasets_pitchbook_advisors_item and datasets_pitchbook_advisors_facets by describing it as a search over a catalog.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides context about the data source (crawled public PitchBook sitemap) and that it searches a catalog, which implies typical usage for finding advisors. However, it does not explicitly state when to use this tool versus alternatives (e.g., datasets_pitchbook_advisors_item for single profiles) or provide exclusions.

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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