Fintech Intel

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Idempotent

Create a proactive monitoring subscription to a live-data event stream. Returns the new subscription id. Requires a Pipeworx OAuth account (anonymous + BYO cannot persist subscriptions). Supported types: "sec_8k" (8-K filings matching ticker + item codes — e.g. items:["5.02"] = officer change), "polymarket_edge" (Polymarket↔Kalshi cross-venue mispricings — params:{topic:"fed"}), "fred_series" (new FRED observations — params:{series_id:"UNRATE"}). Delivery channels: feed (always on — pull via recent_alerts or GET registry.pipeworx.io/alerts.json), and optionally email (set delivery:{email:"you@x.com"}) or sms (delivery:{sms:"+15551234567"} — phone must be verified at /account first; 10/day cap).

Input Schema

TableJSON Schema

Name	Required	Description
`type`	Yes	Subscription type.
`params`	Yes	Type-specific filter. sec_8k: {ticker:"AAPL", items?:["5.02","1.01"]}. polymarket_edge: {topic:"fed", min_spread_bps?:500}. fred_series: {series_id:"UNRATE"}. patent_grant: {applicant:"Apple Inc."}. clinical_trial: {sponsor?:"Pfizer", condition?:"lung cancer", phase?:"PHASE3"} (sponsor or condition required).
`delivery`	No	Optional delivery channels in addition to the always-on persistent feed. {email:"you@x.com"} sends a templated alert per fired event. {sms:"+15551234567"} sends an SMS per event — must match the verified phone on the caller's account (verify at https://pipeworx.io/account first; 10/day cap). {webhook:"https://..."} POSTs each event JSON to your endpoint, HMAC-signed — the response includes delivery.webhook_secret (whsec_…) ONCE; verify X-Pipeworx-Signature = sha256 HMAC of "<X-Pipeworx-Timestamp>.<raw body>". Auto-disabled after 10 consecutive failing runs.

Schema Changelog

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

Changed2 schema fields changedJun 10, 2026

changedInput schema / properties / delivery / description

Previous value: -"Optional delivery channels in addition to the always-on persistent feed. {email:\"you@x.com\"} sends a templated alert per fired event. {sms:\"+15551234567\"} sends an SMS per event — must match the verified phone on the caller's account (verify at https://pipeworx.io/account first). Capped at 10 SMS/day per subscription."New value: +"Optional delivery channels in addition to the always-on persistent feed. {email:\"you@x.com\"} sends a templated alert per fired event. {sms:\"+15551234567\"} sends an SMS per event — must match the verified phone on the caller's account (verify at https://pipeworx.io/account first; 10/day cap). {webhook:\"https://...\"} POSTs each event JSON to your endpoint, HMAC-signed — the response includes delivery.webhook_secret (whsec_…) ONCE; verify X-Pipeworx-Signature = sha256 HMAC of \"<X-Pipeworx-Timestamp>.<raw body>\". Auto-disabled after 10 consecutive failing runs."

addedInput schema / properties / delivery / properties / webhook

Added value: +{
+  "description": "HTTPS URL to POST fired events to. https only; localhost/private hosts rejected. Signing secret returned once at subscribe time.",
+  "type": "string"
+}

Changed2 schema fields changedJun 10, 2026

changedInput schema / properties / params / description

Previous value: -"Type-specific filter. sec_8k: {ticker:\"AAPL\", items?:[\"5.02\",\"1.01\"]}. polymarket_edge: {topic:\"fed\", min_spread_bps?:500}. fred_series: {series_id:\"UNRATE\"}. patent_grant: {applicant:\"Apple Inc.\"} (use exact corporate form — match is approximate so wrong suffix returns the whole pool; payload flags the case)."New value: +"Type-specific filter. sec_8k: {ticker:\"AAPL\", items?:[\"5.02\",\"1.01\"]}. polymarket_edge: {topic:\"fed\", min_spread_bps?:500}. fred_series: {series_id:\"UNRATE\"}. patent_grant: {applicant:\"Apple Inc.\"}. clinical_trial: {sponsor?:\"Pfizer\", condition?:\"lung cancer\", phase?:\"PHASE3\"} (sponsor or condition required)."

changedInput schema / properties / type / enum

Previous value: -[
-  "sec_8k",
-  "polymarket_edge",
-  "fred_series",
-  "patent_grant"
-]New value: +[
+  "sec_8k",
+  "polymarket_edge",
+  "fred_series",
+  "patent_grant",
+  "clinical_trial"
+]

Changed3 schema fields changedJun 10, 2026

changedInput schema / properties / params / description

Previous value: -"Type-specific filter. For sec_8k: {ticker:\"AAPL\", items?:[\"5.02\",\"1.01\"]}. items defaults to all if omitted."New value: +"Type-specific filter. sec_8k: {ticker:\"AAPL\", items?:[\"5.02\",\"1.01\"]}. polymarket_edge: {topic:\"fed\", min_spread_bps?:500}. fred_series: {series_id:\"UNRATE\"}. patent_grant: {applicant:\"Apple Inc.\"} (use exact corporate form — match is approximate so wrong suffix returns the whole pool; payload flags the case)."

changedInput schema / properties / type / description

Previous value: -"Subscription type. v1: \"sec_8k\"."New value: +"Subscription type."

changedInput schema / properties / type / enum

Previous value: -[
-  "sec_8k"
-]New value: +[
+  "sec_8k",
+  "polymarket_edge",
+  "fred_series",
+  "patent_grant"
+]

Changed1 schema field changedJun 9, 2026

addedInput schema / properties / delivery

Added value: +{
+  "description": "Optional delivery channels in addition to the always-on persistent feed. {email:\"you@x.com\"} sends a templated alert per fired event. {sms:\"+15551234567\"} sends an SMS per event — must match the verified phone on the caller's account (verify at https://pipeworx.io/account first). Capped at 10 SMS/day per subscription.",
+  "properties": {
+    "email": {
+      "description": "Email address to deliver alerts to. Validated against a standard pattern.",
+      "type": "string"
+    },
+    "sms": {
+      "description": "E.164 phone number, e.g. \"+15551234567\". Must match the account's verified phone.",
+      "type": "string"
+    }
+  },
+  "type": "object"
+}

AddedJun 9, 2026

TDQS

A3.9/5.0

Behavior1/5

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

Annotation contradiction: the idempotentHint=true token conflicts with the description's 'Returns the new subscription id', implying each invocation creates a new subscription (non-idempotent). The description does provide rich behavioral details (OAuth requirement, phone verification, 10/day SMS cap, webhook signing secret, auto-disable), but the contradiction forces a score of 1.

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

Conciseness4/5

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

The description is long but information-dense, with every sentence earning its place. It structures content logically (purpose, requirements, types, delivery), and while it could be broken into separate paragraphs, it remains free of 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?

Given no output schema, the description explicitly states the return value (new subscription id). It covers authentication, all subscription types, delivery options, verification steps, limits, and webhook failure behavior. No obvious gaps remain for an agent to invoke the tool correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, and the description adds substantial meaning beyond the schema. It gives concrete examples for each type (e.g., 'items:["5.02"] = officer change', 'params:{topic:"fed"}', 'series_id:"UNRATE"') and details delivery channel semantics (verified phone, 10/day cap, webhook signature verification). This far exceeds the baseline.

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

Purpose5/5

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

The description opens with 'Create a proactive monitoring subscription to a live-data event stream', clearly stating the verb and resource. It then enumerates the supported types (sec_8k, polymarket_edge, fred_series), distinguishing it from sibling tools like list_subscriptions, unsubscribe, and recent_alerts.

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 specifies a prerequisite (requires a Pipeworx OAuth account) and explains that the feed is always on, with retrieval via recent_alerts or a GET endpoint. This gives clear context for when to use this tool versus reading alerts, though it doesn't explicitly mention alternatives like list_subscriptions.

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

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TDQS

A3.7/5.0

Disambiguation2/5

Several tools have overlapping purposes: ask_pipeworx and ask_pipeworx_beta are explicitly identical, discover_tools/suggest_questions/pipeworx_trending all serve discovery, and multiple Polymarket tools (polymarket_edges, polymarket_arbitrage, bet_research) find opportunities. Descriptions help but an agent could easily pick the wrong data-query tool.

Naming Consistency4/5

Tool names follow a consistent snake_case pattern, mostly verb_noun (ask_pipeworx, resolve_entity, validate_claim) and prefix groups (fintech_*, polymarket_*). Minor deviations like entity_profile or recent_changes are noun phrases but still readable and predictable.

Tool Count2/5

34 tools is excessive for a coherent set; the server appears to bundle a general-purpose data research platform, prediction-market analysis, memory, and subscriptions under one 'Fintech Intel' name. Many meta-tools could be split into separate servers, and the count burdens an agent with unnecessary choices.

Completeness4/5

The tool surface covers the fintech/data-intel domain thoroughly: SEC filings, FDIC, FDA, economic data, real estate, prediction markets, monitoring subscriptions, and memory. Gaps are minor—e.g., no direct tool for historical stock charts, but the router (ask_pipeworx) handles such queries.

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