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Occulytics MCP Server

An MCP server that lets an AI assistant answer portfolio questions for a healthcare-REIT asset-management team (Omega Healthcare Investors), grounded in two public sources: Omega's SEC 10-K filings and the CMS Nursing Home Provider Information file.

The design goal, per the brief: the server must be able to say an answer is complete, uncertain, or unsupported — and why — instead of producing a confident number nothing supports. Every tool returns deterministic data inside an envelope that carries a computed status, caveats, and provenance.

Quickstart

Everything runs offline — the data artifacts are committed.

npm install
npm run build
npm test          # 41 tests: curated-data checksums, domain units, full e2e over MCP

Try it in a UI (MCP Inspector opens in your browser):

npm run inspect

Connect to Claude Code: a project-scoped .mcp.json is included — open this repo in Claude Code after npm run build and the occulytics server is available. Or register it globally:

claude mcp add occulytics -- node /absolute/path/to/occulytics-mcp/dist/src/server/index.js

Connect to Claude Desktop (claude_desktop_config.json):

{
  "mcpServers": {
    "occulytics": {
      "command": "node",
      "args": ["/absolute/path/to/occulytics-mcp/dist/src/server/index.js"]
    }
  }
}

Pre-demo check that the compiled server works over real stdio: npm run smoke. To refresh data from the live sources: npm run ingest (see Data pipeline).

Related MCP server: OntoRamp Graph Query

What you can ask

The five target questions, and what the server actually does:

Question

Answer path

Honest outcome

Top five operators by % of investment, and how many facilities each runs?

operator_concentration + operator_facilities

Partial by design: Omega discontinued the full operator table after its FY2020 10-K. You get the complete FY2020 ranking (with lease/mortgage decomposition — including that Ciena, not Consulate, was actually #1 with mortgages included) and the FY2025 named disclosures (Maplewood ≥10%, CommuniCare 7.2%), each dated, never blended. "Actually runs" = live CMS chain counts.

Share of top operators' facilities below the national staffing average?

operator_metrics (multi-operator)

Computed per operator and pooled server-side against the national mean (3.86 reported nurse HPRD). Unmappable operators are named and excluded, not silently dropped.

Largest operator's average star rating and two-year direction?

operator_metrics

Unsupported for Maplewood (largest by investment): it runs senior-living communities, which are not CMS-certified nursing homes — the server says so and why. For CommuniCare (largest by revenue): avg 3.05 stars, improved 2.26 → 3.04 on a 117-facility constant panel (Jul 2024 → Jul 2026).

Portfolio occupancy?

portfolio_occupancy

A labeled proxy: Omega discloses neither occupancy nor a facility list. Bed-weighted occupancy across mapped operator chains (83.5% vs 80.5% national), with coverage accounting — what share of the portfolio the proxy actually represents and who's excluded (UK operators, Maplewood, low-confidence maps).

One-paragraph exposure briefing on the largest operator?

portfolio_overview + resolve_operator (+ concentration)

The model writes the paragraph; the server supplies only deterministic facts: ≥10% of investments, 6.6%/5.2%/5.4% revenue trend, the $12.5M termination-fee note, and the CMS coverage gap.

Architecture

Three layers, one direction of dependency, no database, no runtime network:

scripts/ingest.ts      CMS download → validate → project → data/processed/*.json  (committed)
data/curated/*.json    Hand-transcribed 10-K facts + operator→CMS map, per-fact citations
        │
src/domain/            Pure, deterministic, unit-tested: store, resolve, metrics
        │
src/server/            MCP wiring: 9 tools + 1 resource → envelope responses (stdio)
  • data/curated/omega-10k.json — FY2025 portfolio summary + concentration note, FY2020 operator investment table. Every block cites its filing/section.

  • data/curated/operator-map.json — the honesty backbone: each Omega operator's CMS mapping with method (chain-exact / legal-name-pattern / curated-alias), confidence (high/medium/low), and caveats; unmappable operators carry the reason.

  • src/domain/metrics.ts — all arithmetic: rankings, occupancy, benchmark comparisons, constant-panel star trends. Nothing numeric is left to the model.

  • src/server/tools.ts — thin: validate input (zod), call domain, wrap in envelope.

The answer envelope

Every tool returns:

{
  "status": "complete" | "partial" | "unsupported",   // brief's complete / uncertain / unsupported
  "data": { /* deterministic numbers & records, never prose */ },
  "caveats": [ /* why partial; staleness; method notes — computed, not decorative */ ],
  "provenance": [ { "source", "asOf", "detail", "url" } ],
  "cost": { "chars", "estTokens", "basis" }   // self-reported payload size, labeled estimate
}

status is computed from the data path, not hardcoded: an unmapped operator yields unsupported with the mapping entry's recorded reason; anything touching the FY2020 table is partial with the staleness caveat; the occupancy proxy is always partial.

Tool surface

Tool

Returns

Raw or resolved?

portfolio_overview

FY2025 totals, mix, geo + named operator concentration

resolved facts, as filed

operator_concentration

Two dated ranking blocks (FY2020 full / FY2025 named)

resolved; % computed from filed dollars

resolve_operator

name → canonical operator + CMS mapping + confidence + 10-K context (FY2020 rank/%, FY2025 disclosed %)

metadata

operator_facilities

paged facility rows + full-population summary

raw rows + resolved summary

operator_metrics

stars (mean + per-star distribution), staffing-vs-national, occupancy, and 2-yr constant-panel trends for all three; pooled block for multi-operator

resolved (all arithmetic server-side)

find_facility

facility drill-down by CCN/name: current metrics, per-snapshot history, reverse Omega-operator affiliation

raw detail + resolved affiliation

portfolio_occupancy

proxy occupancy + 2-yr trend + coverage accounting

resolved, explicitly labeled proxy

national_benchmarks

national staffing/star/occupancy references + methods

resolved

data_coverage

sources, vintages, mappings, known gaps (also coverage://data-sources resource)

metadata

Granularity rationale: tools are question-shaped but composable — deterministic aggregation (where LLM arithmetic over 100+ rows is a correctness risk) is a tool responsibility; narrative synthesis is the model's. Every operator-taking tool accepts free text and resolves internally, so a client never needs a two-step protocol; a failed resolution is an unsupported answer (with candidates and the known universe), not an error.

Cross-source questions (10-K piece ↔ CMS piece) are first-class: the operator identity is the join key, verified round-trip (every name in the 10-K ranking resolves in every CMS-backed tool — e2e-tested), and every resolved operator block embeds its 10-K context (omegaContext: FY2020 rank and % of portfolio, FY2025 disclosed concentration), so "how good is our biggest operator?" style questions resolve without a second call.

Key decisions & trade-offs

1. Two vintages, never blended. The decisive research finding: Omega's 10-Ks after FY2020 do not contain a per-operator investment table — the FY2025 filing names only Maplewood (≥10% of investments) and CommuniCare (7.2%). So a current "top five" is not fully supportable from the named sources, and the server says exactly that: rankings come as two separately-dated blocks, and the status is partial with the reason. Trade-off: less satisfying than one clean list; chosen because a blended list would be numerically incoherent (2020 dollars vs 2025 percentages on different denominators).

2. Hand-transcribed SEC facts, machine-ingested CMS data. The Omega facts are ~30 numbers across two tables in two differently-formatted filings. A generic 10-K parser at this scope has the worst failure mode possible for this brief — silently wrong extraction. Instead: curated JSON with per-fact citations, guarded by checksum tests (every summable column must reproduce the filing's own subtotals and totals — a mistyped digit fails the build). The CMS side (14,693 rows × 3 monthly vintages) is fully automated with validation, because there scale makes automation the safer option. Trade-off: refreshing for a new 10-K is a manual edit; accepted for a annually-filed document.

3. The operator→CMS join is a curated, confidence-tagged artifact. Neither dataset references the other. The join (10-K operator name → CMS chain) is the riskiest inference in the system, so it is data, not code: each mapping records how it was made and how much to trust it, and unmappable operators record why (Maplewood: senior living, outside CMS; Healthcare Homes: UK). Low-confidence mappings (Agemo → Signature) are excluded from pooled aggregates by default and surfaced when included. Trade-off: doesn't scale to hundreds of REITs; correct for one REIT's ~11 named operators, and the mechanism (method/confidence/caveat per mapping) is what would scale.

4. Chain metrics are supersets, and say so. Omega's facility-level portfolio is not public (verified: Schedule III aggregates by state). CMS metrics therefore describe an operator's whole operation, not just Omega's buildings — every affected response carries that caveat, and the occupancy proxy reports what share of the (FY2020) portfolio its coverage represents (~40%). Trade-off: a facility-level reconstruction from the CMS Ownership file was possible but is multi-day fuzzy-matching work; the honest proxy with coverage accounting is the four-hour answer. That reconstruction is the natural next step.

5. Methodology is part of the answer. Star trend = constant panel (facilities rated in both endpoint snapshots), with panel size, exclusions, and the known bias (chain membership is current-only) in the response. Staffing benchmark = reported total nurse HPRD, facility-mean (what the question asks, unadjusted; case-mix-adjusted exists and is noted). Occupancy = avg residents/day ÷ certified beds, which understates operational occupancy (certified > in-service beds). All stated in the payloads, not just here.

6. In-memory JSON, no database, artifacts committed. 15k rows load in milliseconds; a DB adds operational surface for zero query need. Committed artifacts (~6MB) mean install → build → demo works with no network — the live demo cannot be broken by a CMS outage or a changed download URL. Cost: repo carries data; ingestion re-derives it from sources at any time.

7. Bounded outputs. Facility lists are paged (default 25) with an always-complete summary block and total count — a 185-facility chain never floods the client context.

Testing

  • tests/curated.test.ts — transcription checksums against the filings' own totals.

  • tests/metrics.test.ts, tests/resolve.test.ts — domain units on fixtures (exact values).

  • tests/e2e.test.ts — a real MCP client over an in-memory transport against the real data: one test per demo question, including the unsupported paths.

  • npm run smoke — the compiled server over real stdio from a foreign cwd.

Efficiency & token cost

npm run cost measures what an LLM client pays in context per demo question (tool-result text + one-time tool schemas), fully offline. Token figures are estimates (chars ÷ 4; real tokenizers vary ±20%) — the value is relative cost and regression tracking.

Current measurements (committed artifacts):

Question

Calls

Est. tokens

Q1 top-5 + facility counts

2

~4.1k

Q2 staffing below national

1

~3.0k

Q3 largest operator stars + trend

2

~1.9k

Q4 portfolio occupancy

1

~1.0k

Q5 exposure briefing

2

~1.4k

Five-question session

8

~11.4k (+ ~3.2k one-time schemas)

Every response also stamps its own cost block ({chars, estTokens, basis}) so the assistant can cite what an answer cost in context — labeled an estimate, because real tokenization happens client-side and the server never sees it (in Claude Code, /cost and /context remain the ground truth at session level).

Two deliberate optimizations keep this lean (a 31% reduction vs the naive version, measured): the model-facing text mirror is compact JSON (pretty-print whitespace alone was ~26% of payload), and repeated methodology strings live once per response in the envelope caveats rather than on every trend block. Facility lists are paged; summaries are always full-population. The cost stamp itself adds ~21 tokens per response — measured, and worth it for the visibility.

Data pipeline

npm run ingest downloads and rebuilds data/processed/:

  1. Resolves the current Provider Information CSV URL from the CMS PDC metastore API (the file URL changes monthly), downloads it plus two archived snapshots (Jul 2024, Jul 2025) for the trend.

  2. Validates (row counts, required columns with header aliasing across CMS's 2024→2025 column renames, rating ranges, null rates) — fails loudly, never writes partial artifacts.

  3. Projects to three artifacts: per-facility slice, CCN→rating history, national benchmarks (with methods recorded in the file).

Raw downloads cache in data/raw/ (gitignored); --force re-downloads.

Repo layout

data/curated/     hand-verified 10-K facts + operator map (source-cited, checksummed)
data/processed/   generated CMS artifacts (committed; rebuild with npm run ingest)
scripts/          ingest.ts, stdio-smoke.mjs
src/domain/       types, store, resolve, metrics — pure & unit-tested
src/server/       MCP tools + entry (stdio)
tests/            checksums, units, e2e
docs/             PLAN.md (build plan + audit trail), DEMO.md (presentation script)

Known limitations & next steps

  • Omega-owned facilities are not individually identifiable → operator-chain proxy (next: cross-walk the CMS Ownership file's property-company records).

  • Current-year operator ranking is inherently incomplete (disclosure stopped in FY2020); Omega's quarterly supplementals could narrow this but are outside the brief's sources.

  • Trends (stars, staffing, occupancy) use two endpoint snapshots + a midpoint; more monthly snapshots would smooth them.

  • UK facilities (17.7% of real estate) have no CMS-equivalent ingestion (CQC would be the analogous UK source).

Available Tools

9 tools
data_coverageData sources, vintages and known gapsA
Read-only

What this server knows, from where, as of when — and what it cannot know. Call this when asked about data freshness, reliability, methodology, or why an answer is qualified. Mirrored as MCP resource coverage://data-sources.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

Output Schema

ParametersJSON Schema
NameRequiredDescription
costYes
dataYes
statusYes
caveatsYes
provenanceYes

TDQS

A4.6/5.0
Behavior4/5

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

Annotations provide readOnlyHint=true, so the description doesn't need to disclose side effects. It does add value by explaining that the tool reveals 'known gaps' and 'what it cannot know,' which is beyond the annotation. It also implies the tool is safe to call given read-only nature. No contradiction with 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 two sentences with a dash-separated clause, front-loaded with 'What this server knows.' It packs a lot of meaning efficiently—sources, timing, limitations, and when to use—without redundancy. Slightly wordy but appropriate for the scope; not overly verbose, but could be trimmed. Still earns a 4.

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?

The tool has an output schema, so return values are documented elsewhere. The description covers what data it exposes, when to call it, and what limitations exist. Nothing important is missing given the complexity and the presence of an output schema. It's fully sufficient for an agent to decide whether and when to invoke it.

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 tool has zero parameters, and the schema is empty with 100% coverage (nothing to cover). The description adds no parameter-specific information because there are none to document. Baseline for 0 params is 4, and the description doesn't need to compensate for missing schema documentation.

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 purpose: it tells about the server's data sources, vintages, and known gaps. This distinguishes it from sibling tools like portfolio_overview or national_benchmarks, which are about data content rather than metadata/health. The phrase 'What this server knows, from where, as of when — and what it cannot know' is specific and descriptive.

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 provides explicit usage guidance: 'Call this when asked about data freshness, reliability, methodology, or why an answer is qualified.' This is clear when-to-use instruction. It also mentions the mirrored resource, which adds context for alternative access, though it doesn't explicitly mention sibling tools for exclusion—but the guidance is sufficient.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

find_facilityFind a specific facilityA
Read-only

Look up individual CMS-certified nursing facilities by CCN (exact) or name fragment, optionally filtered by state. Returns full current metrics, the two-year metric history per snapshot, and — when the facility's chain or legal name maps back to one of Omega's known operators — that affiliation (which indicates the operator relationship, NOT proof that Omega owns the building). Use for drill-downs like 'tell me about their Dayton facility'.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
queryNoCCN (e.g. '365914') or part of a facility name (e.g. 'Maplewood Healthcare')
stateNoOptional two-letter state filter

Output Schema

ParametersJSON Schema
NameRequiredDescription
costYes
dataYes
statusYes
caveatsYes
provenanceYes

TDQS

A4.3/5.0
Behavior4/5

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

With readOnlyHint=true in annotations, the safety profile is already declared. The description adds valuable context: it states the tool returns full metrics, two-year history, and affiliation, and importantly clarifies that affiliation is not ownership proof. This goes beyond structured annotations and helps the agent interpret results correctly.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Three sentences with no filler. The main purpose and method are front-loaded, followed by return details and a usage example. Every sentence earns its place, and the structure is efficient and scannable.

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?

For a read-only lookup with an output schema present, the description covers all essential aspects: query method, optional filter, what is returned (including the affiliation caveat), and a concrete usage example. No critical missing information such as pagination or error handling, which the output schema likely handles. The description is sufficient for an agent to call it correctly.

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 descriptions already cover query (CCN or name fragment) and state (optional 2-letter). The description restates these without adding new meaning; limit's constraints are encoded in the schema (default, max, min). Since schema coverage is 67% and the most relevant parameters are described, the description does not significantly enhance semantics beyond the structured data.

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?

States a specific verb ('Look up'), a precise resource (CMS-certified nursing facilities), and the lookup methods (CCN exact or name fragment). It also indicates the scope ('individual facilities') and differentiates from broader tools by referencing drill-downs, making it clear this is for single-facility lookups.

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

Usage Guidelines4/5

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

Provides a clear when-to-use example ('Use for drill-downs like...') and notes the optional state filter. However, it does not explicitly mention when not to use it or name alternatives among the many sibling tools (e.g., operator_facilities), so exclusion guidance is missing.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

national_benchmarksNational CMS benchmarksA
Read-only

National reference values computed from the current CMS Provider Information file: mean reported total nurse staffing HPRD, star-rating mean and distribution, and bed-weighted national occupancy — each with method and sample size. Use these to contextualize operator metrics.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

Output Schema

ParametersJSON Schema
NameRequiredDescription
costYes
dataYes
statusYes
caveatsYes
provenanceYes

TDQS

A4.4/5.0
Behavior4/5

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

With only readOnlyHint=true in annotations, the description adds meaningful behavioral context: it is computed from the current CMS Provider Information file and includes method and sample size with each value. This reassures the agent about data provenance and the nature of the output. No contradiction with 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 a single dense sentence that front-loads the key value (national reference values) and packs specific metrics without fluff. It could be broken into two sentences for readability, but it is efficient and every clause conveys needed information.

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?

For a no-parameter tool with an output schema, the description sufficiently covers what the agent needs to know: what data is computed, from what source, and how to use it. It doesn't need to detail return formats because the output schema exists. This is complete for the tool's simplicity.

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 tool has zero parameters, so per the rubric the baseline is 4. The description need not explain parameters, and it doesn't. It does explain what the result contains, which is sufficient for a parameter-less read-only query tool.

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 identifies what the tool does: it returns national reference values for specific staffing and occupancy metrics computed from a named data source. It enumerates the exact outputs (mean HPRD, star-rating mean/distribution, bed-weighted occupancy) and notes method/sample size, making it unambiguous and distinct from sibling tools that cover operator-level data.

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

Usage Guidelines4/5

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

The description explicitly states the intended use: 'Use these to contextualize operator metrics.' This gives the agent clear when-to-use guidance. It doesn't name alternatives or exclusion conditions, but the purpose is specific enough that confusion with siblings like portfolio_overview or operator_metrics is unlikely.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

operator_concentrationOperator concentration rankingA
Read-only

Omega's operators ranked by share of total investments. Returns two separately-dated blocks that must not be blended: (1) fy2025Disclosed — the current filing's named concentrations (Maplewood ≥10% of investments, CommuniCare 7.2%; largest-by-revenue vs largest-by-investment differ); (2) fy2020FullRanking — the last complete per-operator table Omega ever filed (Dec 31, 2020), with lease vs mortgage decomposition and computed percentages. Use this for any 'top N operators' question and always report each block's as-of date.

ParametersJSON Schema
NameRequiredDescriptionDefault
topNNoHow many FY2020-ranked operators to return (named operators only; max 15)

Output Schema

ParametersJSON Schema
NameRequiredDescription
costYes
dataYes
statusYes
caveatsYes
provenanceYes

TDQS

A4.7/5.0
Behavior5/5

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

Annotations only provide readOnlyHint=true, but the description goes far beyond that by disclosing the two-block structure, the exact dates (Dec 31, 2020), the nature of each block (disclosed vs full ranking), example concentrations (Maplewood ≥10%, CommuniCare 7.2%), the difference between largest-by-revenue and largest-by-investment, and the decomposition (lease vs mortgage). This is rich behavioral context with no contradiction.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Although the description is long, every sentence conveys essential information: purpose, block structure, examples, and usage warnings. It is front-loaded with the core purpose, then systematically explains each block in numbered format. No fillers or redundancies; the length is justified by the tool's complexity.

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?

The tool has an output schema (per context), so return format is covered externally. The description covers all necessary operational details: when to use, what the blocks are, specific examples, and usage warnings. The only minor omission is explicit mention of the topN parameter's effect, but that's in the schema. For a read-only ranking tool, this is fully complete.

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 covers 100% of the single parameter topN, and the description adds no extra semantics beyond what the schema explains ('How many FY2020-ranked operators to return'). The baseline of 3 applies because the schema carries the meaning; the description's mention of two blocks doesn't clarify which block topN applies to (implicitly the FY2020 one).

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 states a specific verb ('ranked by share of total investments') and resource ('Omega's operators'), and immediately clarifies that it returns two distinct blocks with different dates. It distinguishes itself from siblings by explicitly targeting 'top N operators' questions, which is not covered by the other tools like portfolio_overview or operator_facilities.

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 gives an explicit directive: 'Use this for any "top N operators" question', and provides critical usage constraints — 'must not be blended' and 'always report each block's as-of date'. This clearly tells the agent when and how to use it, though it doesn't enumerate alternatives, the explicit use case is sufficient.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

operator_facilitiesList an operator's CMS facilitiesA
Read-only

The CMS-certified nursing facilities affiliated with an operator (via its CMS chain), each with star rating, staffing hours, beds and occupancy, plus an aggregate summary. Output is paged (default 25 rows) — the summary block always covers ALL matching facilities. Accepts free-text operator names.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
stateNoOptional two-letter state filter, e.g. 'OH'
offsetNo
operatorYesOperator name (free text; resolved internally)

Output Schema

ParametersJSON Schema
NameRequiredDescription
costYes
dataYes
statusYes
caveatsYes
provenanceYes

TDQS

A3.7/5.0
Behavior4/5

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

Annotations already mark this as read-only, so the description's job is to add behavioral detail. It discloses paging behavior (default 25 rows), that the summary block always covers ALL matching facilities regardless of pagination, and that operator names are resolved internally from free text. These are meaningful details beyond the readOnlyHint and help an agent anticipate behavior.

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 two sentences, front-loaded with the core purpose, then a concise note on paging and summary scope. Every sentence adds useful information with no fluff. It is efficient and easy to scan.

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

Completeness4/5

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

For a list-oriented tool with an output schema (present, though not detailed here), the description covers the essential behaviors: what is listed, the paging semantics, the summary coverage, and the free-text handling. It omits explicit mention of the state filter, but that is already in the schema description. Overall, an agent can invoke this tool correctly based on the description alone.

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 coverage is 50%: operator and state have descriptions, while limit and offset do not. The description adds value by explaining free-text resolution for operator and clarifying the default page size, but it does not elaborate on how limit/offset interact or what offset means. It partially compensates for the schema gaps but not completely.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the verb 'list' and the resource 'CMS-certified nursing facilities affiliated with an operator', and enumerates specific output fields (star rating, staffing hours, beds, occupancy) plus an aggregate summary. It distinguishes itself by focusing on an operator's facilities via its CMS chain, though it does not explicitly contrast with sibling tools like portfolio_overview or find_facility.

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 practical context: it accepts free-text operator names, is paged with a default of 25 rows, and the summary covers all matches. However, it offers no explicit guidance on when to use this tool versus alternatives (e.g., when to use portfolio_overview or operator_metrics), nor any exclusions. Usage context is implied but not directly stated.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

operator_metricsOperator quality/staffing/occupancy metricsA
Read-only

Deterministic CMS metrics for one or more operators (1–10, free-text names): average star rating with per-star distribution, share of facilities below the national average on reported nurse staffing hours per resident day, bed-weighted occupancy, and two-year constant-panel trends (Jul 2024 → Jul 2026) for star rating, staffing HPRD, and occupancy. When multiple operators are given, a server-computed pooled block (union of facilities, deduplicated) is included — do not sum per-operator numbers yourself. Operators without CMS coverage are reported as unsupported with the reason, never silently dropped.

ParametersJSON Schema
NameRequiredDescriptionDefault
operatorsYesOperator names, e.g. ['CommuniCare', 'Saber', 'Maplewood']

Output Schema

ParametersJSON Schema
NameRequiredDescription
costYes
dataYes
statusYes
caveatsYes
provenanceYes

TDQS

A3.8/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, and the description adds valuable behavioral detail: it is deterministic, the pooled block is server-computed to avoid client-side aggregation, and unsupported operators are reported rather than silently omitted. This goes beyond the annotation and clarifies non-obvious behaviors.

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 dense but well-formed: it leads with the core purpose, then lists metrics, then addresses the pooling caveat and unsupported-operator behavior. It is a single paragraph but stays on-topic with no filler; every sentence carries essential information.

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

Completeness4/5

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

Given the tool has an output schema, the return format does not need to be explained. The description covers the metrics, the input constraints, pooling behavior, and error handling. It is adequately complete for an agent to invoke it correctly, though it does not mention any prerequisites or typical usage against siblings.

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 covers 100% of parameters with a description and example for 'operators'. The description adds meaning by specifying free-text names (1-10), the pooling behavior for multiple operators, and the error-handling for unsupported operators. This is valuable beyond the schema's basic array definition.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool computes deterministic CMS metrics for operators and enumerates the specific metrics (star rating distribution, staffing HPRD benchmark, occupancy, and constant-panel trends). It does not explicitly distinguish itself from sibling metrics tools like portfolio_overview or operator_concentration, but the described scope is specific enough for an agent to infer the primary use case.

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 gives operational guidance for the multi-operator case (the server-computed pooled block and a caution not to sum per-operator numbers) and for unsupported operators (report with a reason, never drop). However, it does not explain when to choose this tool over its siblings, such as when to use portfolio_overview or national_benchmarks instead. The guidance is present but the alternative-selection context is missing.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

portfolio_occupancyPortfolio occupancy (CMS proxy)A
Read-only

Best-supported occupancy estimate for Omega's portfolio. Omega's 10-K discloses neither occupancy nor a facility list, so this is a defined PROXY: bed-weighted occupancy (avg residents/day ÷ certified beds) across the US nursing facilities of Omega's mapped operator chains, with explicit coverage accounting (who is included, who is excluded and why, and what share of Omega's last fully-disclosed portfolio that covers). Low-confidence operator mappings are excluded unless includeLowConfidence is true.

ParametersJSON Schema
NameRequiredDescriptionDefault
includeLowConfidenceNoInclude operators whose CMS mapping confidence is 'low' (e.g. Agemo→Signature)

Output Schema

ParametersJSON Schema
NameRequiredDescription
costYes
dataYes
statusYes
caveatsYes
provenanceYes

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, and the description does not contradict that. The description adds significant behavioral context beyond the annotation: it discloses the proxy definition, inclusion/exclusion logic, the fact that low-confidence mappings are excluded by default, and that it provides coverage accounting. This transparently sets expectations for what the returned estimate represents and its limitations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is information-dense but every sentence earns its place. It front-loads the core purpose ('Best-supported occupancy estimate'), then elaborates on methodology and coverage reasoning. No fluff, no repetition of schema details, and the logical flow from purpose to proxy definition to parameter behavior is clean.

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?

The tool has an output schema (signal: true), so the description needn't explain return values. Given the complexity of a proxy with inclusion/exclusion logic, the description fully covers what the estimate is, how it is computed, who is included/excluded and why, and what share of the portfolio it covers. It is complete enough for an agent to decide when to call it and what to expect.

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?

Schema description coverage is 100% for the single parameter, so the baseline is 3. The description adds value by explaining the practical implication: low-confidence operators are excluded unless the flag is true, and it even provides a concrete example ('Agemo→Signature') that clarifies the kind of mapping involved. This goes beyond the schema's generic parameter description.

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 states a clear purpose: providing a defined, best-supported occupancy estimate for Omega's portfolio, with explicit methodology (bed-weighted proxy). It distinguishes itself from siblings by framing itself as 'best-supported' and explaining exactly what is and isn't covered, which differentiates it from portfolio_overview or operator_metrics without needing to open their schemas.

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?

It implies usage by calling itself the 'best-supported occupancy estimate,' suggesting this is the go-to tool for occupancy. However, it never explicitly mentions when to use another tool (e.g., operator_facilities, national_benchmarks) or provides exclusions. The only usage-related guidance is about the includeLowConfidence parameter, not tool selection context.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

portfolio_overviewPortfolio overview (Omega 10-K)A
Read-only

Omega Healthcare Investors' portfolio as disclosed in the latest 10-K (FY2025): total investments by property type, facility mix, geographic concentration, and the operators named in the concentration note. For a ranked list of operators use operator_concentration — this overview names only the two operators the FY2025 filing discloses.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

Output Schema

ParametersJSON Schema
NameRequiredDescription
costYes
dataYes
statusYes
caveatsYes
provenanceYes

TDQS

A4.7/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, so safety is covered. The description adds context about the data source (latest 10-K for FY2025) and a limitation (only two operators from the concentration note), which is useful behavioral information beyond the annotation. It does not contradict the annotation.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is two sentences: the first defines the tool and its contents, the second routes the agent to a sibling for a different need. It is concise, front-loaded, and contains no fluff. Every sentence earns its place.

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?

Given that this tool has no parameters, has an output schema available, and is a simple read-only overview, the description provides all necessary context: what data it returns, the source, the limitation on operators, and an alternative for the ranked list. Nothing important is missing.

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 tool has zero parameters, so the baseline score is 4. The description adds context about the tool's source and scope, but there are no parameters to explain. The schema is empty with 100% coverage, so no additional parameter semantics are needed.

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 what the tool does: provides Omega's portfolio overview from the latest 10-K with specific components (property type, facility mix, geographic concentration, and operators). It explicitly differentiates from operator_concentration by noting this overview names only two operators, so an agent can immediately tell them apart.

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 names the alternative operator_concentration and the condition that selects it: when a ranked list of operators is needed. It clearly states that this overview only includes the two operators disclosed in the filing, leaving no ambiguity about when to use this tool versus its sibling.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

resolve_operatorResolve an operator nameA
Read-only

Resolve a free-text operator name to the curated Omega operator record and its CMS chain mapping (method, confidence, caveats). Use to disambiguate names or check whether CMS metrics are even possible for an operator before asking for them. Other tools resolve names internally, so calling this first is optional.

ParametersJSON Schema
NameRequiredDescriptionDefault
queryYesOperator name, e.g. 'Maplewood', 'CommuniCare', 'Saber Health'

Output Schema

ParametersJSON Schema
NameRequiredDescription
costYes
dataYes
statusYes
caveatsYes
provenanceYes

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already indicate readOnlyHint=true, so the description's added value is disclosing the return structure (method, confidence, caveats) and noting that it is an optional pre-step because other tools resolve internally. This goes beyond the annotation without contradicting it.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is only two sentences, front-loaded with the core purpose and followed by usage context. Every sentence earns its place; there is no redundancy or fluff.

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 an output schema present, the description does not need to detail return values. It covers purpose, usage, and optionality sufficiently for a single-parameter tool. The guidance about other tools resolving internally is valuable context.

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% and the parameter already includes examples and a clear description. The tool description adds little beyond the schema—it reaffirms 'free-text' but does not introduce new semantics. Baseline of 3 applies.

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 action (resolve) and the resource (free-text operator name to curated Omega record and CMS chain mapping). It explicitly mentions the output includes method, confidence, and caveats, and differentiates from siblings by noting that other tools resolve names internally, making this tool for disambiguation and feasibility checks.

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 provides explicit when-to-use guidance: disambiguate names or check whether CMS metrics are possible. It also states that other tools resolve names internally, so calling this first is optional, which effectively tells when not to use it. This is clear and actionable.

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.

  1. 9 tool updatesv1.0.0
    • First observeddata_coverage
    • First observedfind_facility
    • First observednational_benchmarks
    • First observedoperator_concentration
    • First observedoperator_facilities
    • First observedoperator_metrics
    • First observedportfolio_occupancy
    • First observedportfolio_overview
    • First observedresolve_operator

TDQS

A4.4/5.0

Scored across 9 tools

Disambiguation5/5

Each tool has a clearly distinct purpose: resolving names, viewing portfolio overview, ranking operators, listing facilities, computing metrics, estimating occupancy, individual facility lookup, national benchmarks, and data coverage. Even the overlapping facility tools differ by entry point (operator vs. CCN/name).

Naming Consistency5/5

All tool names follow a consistent verb_noun or noun_noun pattern in lowercase snake_case (e.g., resolve_operator, portfolio_overview, find_facility, data_coverage). There is no mixing of conventions or vague verbs.

Tool Count5/5

With 9 tools, the server is well-scoped for its domain of analyzing Omega's portfolio and CMS facility metrics. Each tool addresses a specific need without redundancy or bloat, falling comfortably in the ideal range.

Completeness5/5

The tool surface covers the full analytical workflow: operator disambiguation, portfolio perspective, concentration rankings, facility-level data, aggregated metrics with trends, occupancy estimation, national context, and data transparency. No obvious gaps exist for the domain.

Maintenance

ActivityMaintained
ResponsivenessNo issues

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