Pro Se USPTO MCP
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Pro Se USPTO MCPCalculate filing fees for a micro entity nonprovisional with 20 claims."
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Pro Se USPTO MCP
The patent tools the USPTO assumes you have an attorney to use.
Most patent MCPs in the wild are built for attorneys, researchers, or developers analyzing the patent landscape. They wrap database APIs, run heavy RAG pipelines, and ship with infrastructure that requires a Python environment and a 500MB download. They are not wrong. They are just for someone else.
This MCP is built for the person filing their own patent. A pro se inventor sitting at their kitchen table trying to figure out their entity status before the filing deadline. A garage founder budgeting the actual out-of-pocket cost of a nonprovisional including the surcharges nobody warned them about. An academic researcher whose university tech transfer office handed them the application and walked away. Anyone navigating the USPTO without an attorney on retainer.
The philosophy is education paired with tools, not automation that replaces understanding. Every tool returns the answer, the rule citation, and the practical "why this matters" note in plain language. The goal is that an inventor using this MCP walks away knowing more about the patent system than they did before, not less.
What this does
Pro Se USPTO MCP gives Claude six tools that codify USPTO procedural rules and the published fee schedule. The tools run pure rule-based logic. No API key, no external calls, no setup beyond a single config edit. Install it, restart Claude, ask questions in plain English.
Some things you can ask Claude when this MCP is connected:
"I made $78,000 last year, never filed a patent before, and my employer doesn't have any claim to this invention. What entity status do I qualify for?"
"How much will my nonprovisional cost if I file with 5 independent claims and 28 total claims as a micro entity?"
"My provisional was filed on March 19, 2026. When is my nonprovisional due and when should I internally target the filing?"
"I got a non-final Office Action on November 14, 2026. What's my response deadline and what does it cost to buy extensions?"
"I just learned about a prior art reference relevant to my application. Do I need to file an IDS and what form should I use?"
"I want to certify my micro entity status. What form do I use?"
The tools return enough context that a first-time inventor can act on the answer and learn the underlying rule at the same time.
Related MCP server: USPTO Patent MCP Server
What this tool covers
In scope for v0.1:
Nonprovisional utility applications: filing, search, and examination fees under 37 CFR 1.16(a), 1.16(k), and 1.16(o), plus excess claim fees, multiple dependent claim fee, application size fee, non-DOCX surcharge, and late filing surcharge.
Provisional applications: filing fee under 37 CFR 1.16(d), application size fee, and late cover sheet surcharge.
Design applications: filing, search, and examination fees under 37 CFR 1.16(b), 1.16(l), and 1.16(p).
PCT international stage: USPTO transmittal fee under 37 CFR 1.445(a)(1)(i)(A) and the headline international search fee under 37 CFR 1.445(a)(2)(i) when USPTO is selected as the International Searching Authority.
Office Action response deadlines and extensions: 37 CFR 1.134, 1.136(a), and all five extension tiers under 1.17(a).
Entity status determination: small (37 CFR 1.27) and micro (37 CFR 1.29).
Information Disclosure Statement timing: all four 1.97 filing windows including the post-final 1.97(d) window.
Form lookup: the PTO/SB and PTO/AIA forms a pro se filer is most likely to need.
Out of scope for v0.1:
Plant patent applications: 37 CFR 1.16(c) filing fee, 1.16(m) search fee, and 1.16(q) examination fee are NOT bundled. Pro se filers rarely file plant patents; if you are filing one, verify fees directly against the USPTO schedule.
Reissue applications: 37 CFR 1.16(e) filing fee, 1.16(n) search fee, and 1.16(r) examination fee are NOT bundled. Reissues are almost always handled by attorneys for issued patents that need correction.
PCT national stage search fee sub-tiers: 37 CFR 1.492(b) has four sub-tiers depending on whether USPTO was the ISA, whether the international preliminary examination was completed, and so on. The bundled value reflects the headline international-stage search fee under 1.445(a)(2)(i), not the national-stage sub-tier structure. National-stage filers should verify the applicable sub-tier against the current schedule.
Issue fees and maintenance fees: 37 CFR 1.18 and 1.20 are not yet bundled.
calculate_filing_feesflags both as excluded post-filing costs in its return.
Coming in v0.2:
Plant patent and reissue fee support, extending the
filing_typeenum oncalculate_filing_fees.PCT national stage sub-tier expansion under 37 CFR 1.492(b), with a new parameter to select the applicable tier.
Trademark search and detail lookup via the USPTO TSDR and Open Data Portal (requires free USPTO ODP API key).
Who it's for
Independent inventors filing their own patents. Small business owners filing their own trademarks (coming in v0.2). Garage founders, academic inventors, and university tech transfer staff coordinating disclosures. Anyone navigating USPTO procedure who would rather understand the system than pay $450 an hour to have someone navigate it for them.
If you have a patent attorney handling everything, you don't need this MCP. Your attorney already knows what your entity status is. If you're filing yourself, this is for you.
Quick start
No API key required for v0.1. No USPTO account required. No ID.me verification.
Claude Desktop
Add this to your claude_desktop_config.json:
{
"mcpServers": {
"pro-se-uspto": {
"command": "npx",
"args": ["-y", "@parissharpe/pro-se-uspto-mcp"]
}
}
}Restart Claude Desktop. The tools become available in any conversation.
Streamable HTTP (Claude.ai web and mobile)
Add this to your Claude.ai connector settings:
{
"mcpServers": {
"pro-se-uspto": {
"url": "https://uspto.parissharpe.com/mcp"
}
}
}That's it. No environment variables to set, no keys to generate.
Tools
check_entity_status
Runs the eligibility analysis under 37 CFR 1.29 for micro and small entity status. Pro se inventors regularly default to "large entity" when they qualify for micro entity, paying four times the fees they should.
Parameters:
gross_income_usd: Your individual gross income from the previous calendar year. 37 CFR 1.29(a)(3) tests the applicant's individual income, NOT household income. If you file taxes jointly, use your share of the joint income, typically your earned income plus your share of joint investment income.prior_us_filings: Number of prior US nonprovisional applications you've been named on, excluding any you assigned away under an employment-based obligation per 37 CFR 1.29(b). Provisionals, foreign applications, and PCT applications that did not enter US national phase are also excluded.has_employer_assignment_obligation: Boolean, whether your employer or contractor has any obligation to claim ownershipuniversity_or_nonprofit_affiliation: Optional, default false
Returns: Entity status determination, full reasoning walking through 37 CFR 1.29(a) prongs, the form needed to certify (SB15A for micro), and any common gotchas.
Example invocation:
"Run my entity status for last year. I made $72K, never filed before, no employer claim."
calculate_filing_fees
Returns itemized USPTO fees for a specific filing scenario, including the surcharges that catch first-time filers off guard.
Parameters:
filing_type: provisional, nonprovisional, pct, or designentity_status: micro, small, or largeindependent_claim_count: Default 3 (the included count)total_claim_count: Default 20 (the included count)has_multiple_dependent_claims: Default falsespecification_page_count: Default 50
Returns: Itemized breakdown including base filing fee, search fee, examination fee, excess claim fees, multiple dependent claim fee, and application size fee. Citations to 37 CFR 1.16 subsections. Plain-language note about which fees commonly surprise people.
Example invocation:
"What's the total cost for a nonprovisional with 4 independent claims and 25 total claims at micro entity?"
track_provisional_deadlines
Given a provisional filing date, returns every date that matters.
Parameters:
provisional_filing_date: ISO date formatjurisdiction_priorities: Optional array of country codes if foreign filings are planned
Returns: Twelve-month statutory nonprovisional deadline (35 USC 119(e)), month-ten internal target (best practice, not statutory), one-year inventor disclosure grace period boundary (35 USC 102(b)(1)), PCT twelve-month deadline if applicable. Citations and practical note about why month-ten matters as an internal target distinct from the statutory deadline.
Example invocation:
"My provisional was filed March 19, 2026. Walk me through every date I need to know."
calculate_response_deadline
Office Action response math with full extension cost analysis under 37 CFR 1.134 and 1.136.
Parameters:
office_action_mailing_date: ISO date formataction_type: non_final, final, restriction_requirement, or advisory_actionentity_status: micro, small, or large
Returns: Statutory deadline (typically three months from mailing), maximum deadline with extensions (six months total), per-month extension fees by entity status, citations to 37 CFR 1.134 and 1.136, and practical note about why responding inside the statutory period is usually better than buying extensions.
Example invocation:
"Non-final Office Action mailed November 14, 2026, small entity. When's my deadline and what do extensions cost?"
check_ids_requirement
Determines if and when an Information Disclosure Statement is required, and which form to use. The duty of disclosure under 37 CFR 1.56 catches more pro se filers than any other procedural rule.
Parameters:
application_filing_date: ISO date formatlast_office_action_date: Optional, if anylast_office_action_type: Optional, one ofnon_final|final|restriction_requirement|notice_of_allowance|none. Provide this if you have received an Office Action. It enables the stricter 37 CFR 1.97(d) branch when the last action was a final rejection or Notice of Allowance, which is the most expensive IDS window and the one pro se filers are most likely to mishandle.references_known_to_inventor: Booleanreferences_first_known_date: Optionalhas_rce_been_filed: Default false
Returns: Whether IDS is currently required, which filing window the application is in (before first OA, between OA and final, after final, or with RCE), the correct form (SB08A for patent citations, SB08B for non-patent literature), whether certification or a fee is required at this stage. Citations to 37 CFR 1.56 and 1.97/1.98, and plain-language note about why the duty of disclosure matters even when the inventor is filing pro se.
Example invocation:
"I just found a prior art reference I should have disclosed. Application was filed June 1, 2026, no Office Action yet. What do I file?"
find_uspto_form
Maps an inventor's stated intent to the correct USPTO form. The USPTO maintains more than 200 PTO/SB and PTO/AIA forms. Knowing which to use is its own skill.
Parameters:
purpose: Natural language description of what the inventor wants to doentity_status: Optional, helps narrow form selection
Returns: Matching form number(s), full form name, direct USPTO download URL, brief description of when the form is used, and one or two common gotchas.
Example invocation:
"I want to certify my micro entity status. Which form do I use?"
How this differs from existing patent MCPs
Several capable USPTO MCPs already exist, and they're well-built for their audiences. None of them are built for pro se inventors.
RobThePCGuy's Claude-Patent-Creator is a 35-plus tool patent creation system targeting Claude Code developers. It downloads ~500MB of MPEP PDFs, builds a FAISS vector index, runs a RAG pipeline over MPEP/USC/CFR, and includes BigQuery access to 76 million patents. The autonomous patent creation workflow runs 55 to 80 minutes per invention. It's a research and drafting tool for developers building patent automation.
riemannzeta's patent_mcp_server is a 52-tool USPTO data wrapper covering PPUBS, ODP, PTAB, PatentsView, Office Actions, and Litigation APIs. Setup requires Python's uv package manager, a USPTO ODP API key (which requires ID.me verification), and an environment file. The stated audience is researchers and legal professionals.
Both are technically impressive. Both assume the user is a developer, an attorney, or both.
This MCP makes different choices. Six focused tools instead of 35-plus or 52. No Python environment, no local downloads, no API key, no ID.me verification. The tools encode the rules an inventor needs to apply to their own filing, not the database surface area of USPTO public data. The audience is the person filing the patent, not the person researching the patent landscape.
The competitive gap is real. The pro se filer category is genuinely underserved by existing tools, and that's the gap this MCP fills.
Roadmap
v0.1 ships the six tools described above. All pure logic, no API key required.
v0.2 expands the fee coverage to include plant patent applications (37 CFR 1.16(c)/(m)/(q)) and reissue applications (37 CFR 1.16(e)/(n)/(r)), and breaks out PCT national stage search fees into their four sub-tiers under 37 CFR 1.492(b). v0.2 also adds trademark search and trademark detail lookup via the USPTO TSDR and Open Data Portal APIs (tools: search_trademarks_by_name, get_trademark_details, check_nice_classification). The trademark tools require a free USPTO Open Data Portal API key, which the MCP guides the user through obtaining when they first invoke an API-requiring tool. The v0.1 tools continue to work without any key.
v0.3 adds check_continuation_eligibility for evaluating whether a continuation, CIP, or divisional is still available given the parent application's current status. Adds calculate_patent_term for basic 20-year term calculation with optional Patent Term Adjustment estimation. Adds validate_claim_structure for checking claim formatting against USPTO Construction Bible standards including antecedent basis, single-sentence rule, transitional phrases, and multiple dependent claim format.
v0.4 adds PEDS application status lookup, Office Action retrieval and basic interpretation, and prosecution history summaries via authenticated USPTO ODP endpoints.
Each version expands the scope while preserving the educational return shape and the no-friction install path. API-requiring tools are always optional and never block the use of the pure-logic tools.
Built by
Paris R. Sharpe. Pro se inventor with seven USPTO provisional patent applications filed in 2026 across the SkyVoyance ecosystem and HODOS identity architecture. Polymath operating at the intersection of aviation infrastructure, sovereign identity, and independent ownership systems. More work at parissharpe.com.
Contributing
Issues and pull requests welcome. The educational return shape is the brand. If you contribute a new tool or modify an existing one, the answer + citation + practical note structure is non-negotiable. See CONTRIBUTING.md for details.
The bundled USPTO fee schedule and forms index need quarterly review against the current published USPTO schedules. Contributors who want to help maintain those data files are especially welcome.
License
Apache License 2.0. See LICENSE for the full text.
The choice of Apache 2.0 over MIT is intentional. Apache 2.0 includes an explicit patent grant from contributors and patent retaliation protection, which matters for a tool built in adjacent IP territory.
Available Tools
6 toolscalculate_filing_feesA
Compute the itemized USPTO filing fees under 37 CFR 1.16 for a specific filing scenario: basic filing fee, search fee, examination fee, excess independent claim fees (per claim over 3), excess total claim fees (per claim over 20), multiple dependent claim flat fee, and application size fee (per 50 sheets over 100). Use for budgeting and for comparing scenarios (e.g., 'what does it cost if I add two more claims?'). Returns each line item with its CFR citation, the total, a list of costs NOT included (issue fee, maintenance fees, extensions), and a practical note about which fees commonly surprise first-time filers. If entity status is uncertain, call check_entity_status first.
| Name | Required | Description | Default |
|---|---|---|---|
| filing_type | Yes | ||
| entity_status | Yes | ||
| total_claim_count | No | ||
| independent_claim_count | No | ||
| specification_page_count | No | ||
| has_multiple_dependent_claims | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries full disclosure burden. It details the return structure (line items with CFR citations, total, excluded costs, practical note) and explicitly lists what is NOT included, which prevents user misconceptions.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is dense but well-organized, front-loading the purpose and then expanding into returns and usage. It's longer than the 'two-sentence ideal' but every sentence adds value.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's complexity (6 params, no output schema), the description covers inputs, outputs, exclusions, and a prerequisite call. It is complete for an agent to decide when and how to invoke it.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 0%, so the description must compensate. It explains the meaning behind independent/total claim counts, multiple dependent claims, page count, and entity status, tying them to fee rules. It doesn't explicitly describe filing_type values, but the schema already enumerates them.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description uses a specific verb ('Compute') with a precise resource (USPTO filing fees under 37 CFR 1.16) and enumerates each fee component, making its purpose unmistakable. It clearly distinguishes from siblings like find_uspto_form or calculate_response_deadline.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explicitly states use cases ('budgeting and comparing scenarios') and mentions calling check_entity_status first when uncertain. It lacks an explicit when-not-to-use clause, but the context is clear enough.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
calculate_response_deadlineA
Compute the response deadline for a USPTO Office Action and the cost of buying additional time. Uses 37 CFR 1.134 (shortened statutory period, typically 3 months, 2 for restriction requirements), 37 CFR 1.136(a) (extensions up to 5 additional months), and 37 CFR 1.17(a) (extension fees by entity status). Returns the statutory deadline, the absolute 6-month maximum under 35 USC 133, and a table of extension options with cumulative deadline and fee for each additional month. Use when an inventor receives an Office Action or is deciding whether to buy an extension.
| Name | Required | Description | Default |
|---|---|---|---|
| action_type | Yes | ||
| entity_status | Yes | ||
| office_action_mailing_date | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations provided, the description carries the transparency burden. It discloses the legal basis (CFR sections), the output structure (deadline, 6-month max, extension table), and the calculation logic, but does not explicitly state the tool has no side effects or is a pure calculation.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Four sentences, each serving a distinct role: purpose, legal basis, output, and usage. No redundancy or filler, making it appropriately sized and front-loaded.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a tool with neither annotations nor output schema, the description covers inputs, legal basis, output, and usage. The gap around advisory_action handling and date format prevents a perfect score, but it is largely complete.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 0%, but the description adds meaning by linking action_type to shortened periods ('2 for restriction requirements'), entity_status to fees, and the mailing date as the starting point. It does not specify the date format or the advisory_action period, which keeps it from a 5.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description uses a specific verb 'Compute' with clear resources ('response deadline' and 'cost'), and references CFR sections. It distinguishes itself from sibling tools like 'calculate_filing_fees' by focusing on deadlines and extensions.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly states 'Use when an inventor receives an Office Action or is deciding whether to buy an extension,' giving clear context. However, it does not name alternative tools or specify when not to use it, so it falls short of a 5.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
check_entity_statusA
Determine whether the inventor qualifies as a USPTO micro entity, small entity, or large entity under 37 CFR 1.27 and 1.29. Use this tool BEFORE calculate_filing_fees so the fee math uses the right entity status. Pro se inventors regularly default to 'large entity' and pay 4x the fees they should have. The tool returns the determination, full step-by-step reasoning through the 1.29(a) prongs (gross income, prior filings, assignment obligations), the certification form to file (SB/15A or SB/15B), and a practical note about how to certify correctly. Inputs needed: the inventor's gross income last year, count of prior US nonprovisional applications they have been named on, whether their employer has any obligation to claim ownership of this invention.
| Name | Required | Description | Default |
|---|---|---|---|
| gross_income_usd | Yes | ||
| prior_us_filings | Yes | ||
| has_employer_assignment_obligation | Yes | ||
| university_or_nonprofit_affiliation | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden. It discloses what the tool returns: 'the determination, full step-by-step reasoning through the 1.29(a) prongs (gross income, prior filings, assignment obligations), the certification form to file (SB/15A or SB/15B), and a practical note about how to certify correctly.' This gives clear behavioral expectations without relying on annotations. It does not mention side effects or permissions, but for a determination/calculation tool, this is sufficient context.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is structured with a clear opening purpose, usage guidance, a practical caution, and a listing of outputs and inputs. It is about 120 words and contains no filler or repetition. It could be slightly more concise by breaking the output list into bullets, but the current prose is readable and each sentence adds value.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's complexity and the absence of an output schema, the description does a good job explaining what the tool returns and what it needs. It covers legal basis, output shape, certification forms, and input semantics. It does not explicitly state threshold values or edge cases, but the promise of 'full step-by-step reasoning through the 1.29(a) prongs' suggests the tool will handle the details. The missing optional parameter also affects completeness, so it does not earn a 5.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 0%, so the description must compensate by explaining parameters. It explicitly describes the three required inputs ('the inventor's gross income last year, count of prior US nonprovisional applications they have been named on, whether their employer has any obligation to claim ownership of this invention'). However, it omits the optional `university_or_nonprofit_affiliation` parameter, which is relevant to the 1.27 micro entity criteria. This gap means the agent might not know to ask for or consider that input, despite its default value.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description opens with a specific verb and resource: 'Determine whether the inventor qualifies as a USPTO micro entity, small entity, or large entity under 37 CFR 1.27 and 1.29.' This immediately distinguishes it from siblings like calculate_filing_fees or find_uspto_form by stating the role of the tool. It also explicitly notes the tool should be used BEFORE calculate_filing_fees, reinforcing its specific purpose.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives explicit guidance on when to use the tool: 'Use this tool BEFORE calculate_filing_fees so the fee math uses the right entity status.' It also provides contextual motivation by explaining the common error of pro se inventors defaulting to 'large entity.' However, it does not explicitly state when NOT to use it or mention alternative tools beyond calculate_filing_fees, so it stops short of a full 5.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
check_ids_requirementA
Determine whether an Information Disclosure Statement is currently required, which filing window the application is in (before first Office Action / between OA and final / after final or allowance / with RCE), which form to use (SB/08A for patent citations, SB/08B for non-patent literature), and whether the 37 CFR 1.97(e) certification or the 1.17(p) fee is required at this stage. The duty of disclosure under 37 CFR 1.56 is one of the most-violated rules in pro se prosecution. Use this tool whenever an inventor learns of new prior art or asks about IDS.
| Name | Required | Description | Default |
|---|---|---|---|
| has_rce_been_filed | No | ||
| application_filing_date | Yes | ||
| last_office_action_date | No | ||
| last_office_action_type | No | ||
| references_first_known_date | No | ||
| references_known_to_inventor | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations provided, the description carries full transparency burden. It thoroughly explains what the tool determines (filing windows, forms, fees, certifications) and adds regulatory context (duty of disclosure under 37 CFR 1.56). It doesn't explicitly state it's read-only, but the analysis-oriented language implies no mutation.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is two sentences with substantive content, no filler. The first sentence densely packs the tool's core capabilities, and the second provides motivational context. It is appropriately sized for the tool's complexity, though the first sentence is long.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Despite having no output schema and six parameters, the description covers the tool's decision logic, usage context, and relevant legal references comprehensively. It explains what the tool determines and when to use it, but doesn't describe the return format or edge cases, which is a minor gap.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate. It explains the conceptual stages (before first OA, final/allowance) and references conditions like RCE and prior art, which relate to parameters like `last_office_action_type` and `has_rce_been_filed`. However, it doesn't map each parameter or explain ambiguous ones like `references_first_known_date`.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool determines IDS requirements, filing window, form selection, and fee/certification needs. It uses specific terminology (Information Disclosure Statement, SB/08A, SB/08B, 37 CFR 1.97(e)) and distinctly differentiates from sibling tools focused on forms, fees, and deadlines.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explicitly says 'Use this tool whenever an inventor learns of new prior art or asks about IDS.' It provides clear context for when to invoke it, though it doesn't explicitly contrast with alternatives or mention when not to use it.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
find_uspto_formA
Map a plain-language description of what the inventor wants to do to the correct USPTO PTO/SB or PTO/AIA form, with the form number, full name, direct USPTO download URL, when the form is used, and the most common procedural gotchas for that form. Use when an inventor describes an intent (e.g., 'I want to certify micro entity status', 'I need to disclose prior art', 'I need to abandon my application') but does not know the form number. Returns up to 5 best matches ranked by relevance.
| Name | Required | Description | Default |
|---|---|---|---|
| purpose | Yes | ||
| entity_status | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the burden of behavioral disclosure. It transparently states that it returns up to 5 best matches ranked by relevance and includes procedural gotchas. However, it does not mention how entity_status affects results or any edge-case behavior, but for a read-only mapping tool this is sufficient.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is three sentences, front-loaded with the core action, and includes examples and return behavior without unnecessary fluff. Every sentence adds value, making it appropriately concise.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
The description covers the tool's output (form number, name, URL, usage, gotchas) and use case, which is helpful given no output schema. The only notable gap is the unexplained 'entity_status' parameter, which prevents full completeness for an optional input that could affect results.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The description clarifies the 'purpose' parameter as the plain-language description of the inventor's intent. However, it gives no explanation for the 'entity_status' parameter, leaving its purpose ambiguous despite the enum in the schema. With 0% schema coverage, the description only partially compensates for the lack of parameter documentation.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool maps a plain-language description to the correct USPTO form, with a specific verb ('Map') and resource (USPTO PTO/SB or PTO/AIA form). It lists the output fields and differentiates from sibling tools that handle status, fees, and deadlines.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
It explicitly states when to use the tool: when an inventor describes an intent but does not know the form number, and provides concrete examples. This makes the intended usage unambiguous and distinguishes it from alternatives.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
track_provisional_deadlinesA
Given a provisional patent application's filing date, compute every date the inventor needs to track: the 12-month statutory deadline to file a nonprovisional claiming priority under 35 USC 119(e), a month-10 internal target (best practice, not statutory, but the deadline pro se filers should treat as 'real'), the 1-year inventor-disclosure grace-period reference under 35 USC 102(b)(1), and the 12-month PCT deadline if foreign filings are planned. Applies 37 CFR 1.7(a) weekend/federal-holiday rollover automatically. Use when an inventor mentions a provisional filing date or asks 'when is my nonprovisional due'.
| Name | Required | Description | Default |
|---|---|---|---|
| jurisdiction_priorities | No | ||
| provisional_filing_date | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations provided, the description fully carries the transparency burden. It goes beyond the basic intent by disclosing that 37 CFR 1.7(a) weekend/federal-holiday rollover is applied automatically, and it clarifies that the month-10 target is a best practice rather than statutory—crucial context for user expectations. This level of behavioral detail exceeds what most tool descriptions provide.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is relatively long but organized as a clear list of computed dates, with statutory references. Every sentence contributes necessary information (e.g., rollover rule, best-practice clarification). It is front-loaded with the primary purpose and use case, making it easy to parse despite its length.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the legal complexity and the absence of an output schema, the description adequately covers the what, why, and when. It explains the statutory bases, distinguishes non-statutory deadlines, and mentions the automatic rollover. It does not describe the return format or error handling, but these are secondary given the detailed scope and usage guidance.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate for parameter meaning. It clearly implies the required provisional_filing_date ('Given a provisional patent application's filing date') and hints at jurisdiction_priorities via 'if foreign filings are planned' for the PCT deadline. However, it does not specify the expected date format or the exact values/meaning of the jurisdiction_priorities array strings, leaving significant room for ambiguity.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description uses a specific verb and resource ('compute every date the inventor needs to track' from a provisional filing date) and enumerates the exact outputs (nonprovisional deadline, month-10 target, 102(b)(1) grace period, PCT deadline). It clearly distinguishes itself from sibling tools like calculate_response_deadline by focusing on provisional-specific statutory deadlines.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
It explicitly states 'Use when an inventor mentions a provisional filing date or asks "when is my nonprovisional due"', giving clear context for when to invoke. It does not name alternative tools or provide when-not-to-use exclusions, so it falls short of a 5 but is well beyond vague or absent guidance.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
6 tool updates
v0.1.0- First observed
calculate_filing_fees - First observed
calculate_response_deadline - First observed
check_entity_status - First observed
check_ids_requirement - First observed
find_uspto_form - First observed
track_provisional_deadlines
TDQS
Scored across 6 tools
Each tool targets a distinct patent procedure: form lookup, entity status, fee calculation, provisional deadlines, response deadlines, and IDS requirements. No two tools overlap in purpose, so an agent can unambiguously select the right one.
All tool names follow a consistent verb_noun snake_case pattern (find_, check_, calculate_, track_, calculate_, check_). This predictable structure makes the toolkit easy to navigate.
With 6 tools, the server is well-scoped for its purpose of assisting pro se inventors. Each tool addresses a common procedural pain point without redundancy or unnecessary bulk.
The set covers the most critical pro se needs: form identification, entity status, fees, provisional deadlines, office action responses, and IDS. Minor gaps exist (e.g., nonprovisional filing guidance, appeals), but these are not critical for the core use case.
Maintenance
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Patent & trademark IP search — patents, assignees, and inventors via Google Patents.
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