Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| autocomplete | Get entity name suggestions from a prefix (min 2 characters). USE WHEN: "suggest companies starting with X", "autocomplete company name", user is typing a name and needs quick suggestions. For full search results with pagination, use search_entity instead. FAILS WHEN: prefix is shorter than 2 characters. Falls back to fuzzy search automatically if the autocomplete endpoint is unavailable. |
| batch_lei_lookup | Look up multiple LEI records in one request (max 100). USE WHEN: "look up these LEIs", "batch lookup", user provides 2+ LEI codes. Faster than calling lei_lookup repeatedly. FAILS WHEN: list is empty (provide at least one LEI), more than 100 LEIs (split into multiple calls), any individual LEI has invalid format (fix that specific LEI; the error message includes its position). |
| get_lei_issuer | Get details about a specific LEI issuer (Local Operating Unit / LOU) by ID. USE WHEN: "details on this LOU", "issuer info". Returns name, country, status, and sponsored LEI count. For all issuers worldwide, use list_lei_issuers. FAILS WHEN: issuer ID not found (use list_lei_issuers to get valid IDs). |
| get_relationships | Get corporate ownership and fund relationships for an entity. USE WHEN: "who owns X?", "parent company", "subsidiaries", "fund manager" Types: direct-parent, ultimate-parent, children, fund-manager, umbrella-fund, sub-funds. FAILS WHEN: LEI format invalid (must be 20 alphanumeric chars), no relationships of requested type exist (entity may have no parent; check get_reporting_exceptions for why ownership data is missing). |
| get_reporting_exceptions | Explains why parent/ownership data may be missing for an entity. USE WHEN: "why no parent info?", "reporting exceptions", "missing ownership data". Returns Level 2 exception types: NON_CONSOLIDATING, NO_KNOWN_PERSON, NATURAL_PERSONS, NON_PUBLIC. FAILS WHEN: LEI format invalid (must be 20 alphanumeric chars). Returns empty list when entity has no exceptions (meaning parent data is complete). |
| lei_lookup | Get full details for a specific LEI code (legal name, address, jurisdiction, status, managing LOU, renewal dates). USE WHEN: "look up LEI", "LEI details", "who is HWUPKR0MPOU8FGXBT394?" For validating format and status only, use validate_lei. For multiple LEIs at once, use batch_lei_lookup. FAILS WHEN: LEI is not exactly 20 alphanumeric characters (fix format and retry), LEI not found in GLEIF database (entity may not have an LEI; try search_entity by name instead). |
| list_lei_issuers | List all LEI issuers (Local Operating Units / LOUs) worldwide. USE WHEN: "show all LOUs", "which organizations issue LEIs?", "LEI issuer directory". Returns name, country, status for each. For one specific issuer, use get_lei_issuer. |
| search_by_bic | Find a bank's LEI from its BIC/SWIFT code (8 or 11 characters). USE WHEN: "find LEI from BIC", "BIC to LEI", "SWIFT code lookup", user provides a BIC code. FAILS WHEN: BIC is not 8 or 11 characters (fix input), no entity mapped to this BIC (not all banks have LEIs; try search_entity with the bank name instead). |
| search_by_country | List entities registered in a specific country. USE WHEN: "companies in Germany", "LEIs from US", "entities in country X". Pass ISO 2-letter code (US, GB, DE). FAILS WHEN: country code is not a 2-letter ISO 3166-1 alpha-2 code (use "US" not "USA", "GB" not "UK"). |
| search_by_isin | Find the issuer's LEI from a securities ISIN code (12 characters). USE WHEN: "who issued ISIN US0378331005?", "ISIN to LEI", user provides an ISIN. FAILS WHEN: ISIN is not 12 characters (fix input), no issuer found for this ISIN (some securities lack LEI mapping). |
| search_entity | Search for legal entities by name with fuzzy matching and pagination. For quick name suggestions, use autocomplete instead. USE WHEN: "find company X", "search for X", "look up company X" FAILS WHEN: no results found (try autocomplete for name suggestions, or check spelling; fuzzy matching is on by default). |
| validate_lei | Check if an LEI code is valid and active. USE WHEN: "is this LEI valid?", "verify LEI", "check LEI format". Performs format (20 chars), check digit (ISO 17442), and database status checks. For full entity details, use lei_lookup instead. NOTE: Never returns an error for invalid LEIs; returns valid=false with a reason message instead. Safe to call on untrusted input. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |