DealGraph
64 entities and 237 agent-callable operations in sf_ops. Each operation is addressed as {mega_tool}/sf_ops/{entity}/{operation} and carries the same permission check over MCP and REST.
237 of 237 shown
calendar
| Operation | Mega-tool | What it does |
|---|---|---|
list | report_query | Dated obligations of one deal (or, with deal_key omitted, every deal you may see): payment dates, reports due, notices due, tests and milestones. |
materialize | smart_action | Reconcile the caller organization's DealGraph calendar: expand every deal's current payment_schedule and due_within slots into dated SfObligationEvent rows… |
preview_ics | report_query | Preview the calendar file (ICS) a subscription would serve you: one deal (deal_key) or every deal you can see (deal_key omitted), the first 50 events in… |
triggered_notices | report_query | The triggered-notice playbook of one deal: every notice the indenture requires after an event (Event of Default, redemption, rating action …), whether or not… |
calendar_subscription
| Operation | Mega-tool | What it does |
|---|---|---|
create | smart_action | Create your own calendar subscription (ICS link) for one deal's dated obligations, or for every deal you can see (deal_key omitted). |
revoke | smart_action | Stop one of your calendar subscriptions for good. |
rotate | smart_action | Replace the link of one of your calendar subscriptions; the old link stops working at once. |
cash
| Operation | Mega-tool | What it does |
|---|---|---|
match | report_query | Match one deal's expected cash against what was received, as of a date. |
cash_movement
| Operation | Mega-tool | What it does |
|---|---|---|
list | report_query | List one deal's cash movements as of a date. |
record | smart_action | Record cash movements of one deal (append-only; a correction supersedes by movement_key). |
cashflow_backtest
| Operation | Mega-tool | What it does |
|---|---|---|
get | report_query | One stored back-test: its score, tolerance, gates and per-figure differences, plus v20 source (fixture | reported), reference_deal, reference_label and the… |
list | report_query | The stored back-tests of the model against trustee-reported figures for this deal (tier A: one period from the reported start; B: multi-period; C… |
run | smart_action | Score the model against trustee-reported figures. |
cashflow_binding
| Operation | Mega-tool | What it does |
|---|---|---|
list | report_query | The operator bindings on this deal's cash-flow model: each binding's target, value, note, the assertion it cites and whether it is current… |
retire | smart_action | Retire a current binding so the step goes back to what the ledger compiles. |
set | smart_action | Bind one waterfall step (or class, coupon, fee, test, term) the cash-flow engine could not model from the ledger, so the projection can move its money. |
cashflow_model
| Operation | Mega-tool | What it does |
|---|---|---|
compile_report | report_query | How much of this deal's payment waterfall the cash-flow engine could compile from the ledger: every step with its status (compiled / bound / unmodelled), the… |
steps | report_query | The deal's compiled waterfall steps, in payment order, each with its clause citations and how it was compiled (ledger or operator binding). |
cashflow_run
| Operation | Mega-tool | What it does |
|---|---|---|
analytics | report_query | The analyst numbers of one stored CLO / structured-finance cash-flow projection: equity IRR, equity MOIC, discount-margin and yield per tranche… |
attribution | smart_action | Equity return attribution (bridge) for a CLO cash-flow scenario: how much of the equity IRR comes from carry, defaults, recoveries, prepayments, reinvestment… |
breakeven | smart_action | Find the driver value at which a class first takes a loss (or first misses an interest payment): the break-even CDR, recovery, and so on, bracketed and solved… |
breakeven_table | smart_action | Breakeven table for a CLO: for every tranche, the default rate (CDR, or another driver) at which it first takes a loss, first misses interest, or equity IRR… |
call_sweep | smart_action | Call analysis for a CLO: equity IRR, MOIC and what each tranche receives if the deal is called (optional redemption) on each possible call date, at a given… |
checks | report_query | The integrity checks of one stored cash-flow projection (the invariants): cash in equals cash out every period, balances roll forward, no class pays more than… |
compare | report_query | Per-class deltas between two stored projections of the same deal (run_b minus run_a): total interest and principal, loss, WAL, first shortfall. |
compare_set | report_query | Compare up to four stored cash-flow runs of the same deal side by side: per class interest, principal, loss, WAL, and equity IRR / MOIC where present, and… |
convention_impact | smart_action | Run the same scenario under the platform's two cash-flow conventions (P = pricing / guidepost profile, M = indenture-literal profile) and show what each… |
distribution | smart_action | Distribution of outcomes for a CLO cash-flow scenario: sweep CDR, recovery and the like over weighted ranges and read the spread of equity IRR and MOIC… |
execute | smart_action | Project one scenario through the deal's compiled waterfall: per-class interest, principal, loss and WAL, the first shortfall, and the assumptions used (each… |
explain | report_query | Why one number in a stored projection is what it is: the waterfall steps that produced class_key's metric in one period, with the available cash before and… |
export | report_query | A short-lived DOWNLOAD TICKET for a run's workbook (xlsx), the analyst model workbook (xlsx_model: a live-formula Excel model of the run, six tabs) or csv —… |
get | report_query | One stored cash-flow run: its summary per class (interest, principal, loss, WAL, first shortfall / first loss), the assumptions it used, and ONE PAGE of… |
grid | smart_action | Sweep one or two scenario drivers (e.g. |
list | report_query | The deal's stored cash-flow runs the caller may read (a run built from a document the caller cannot see is omitted), newest first, without their period rows. |
price_yield | report_query | Price to yield and discount margin for one tranche of a stored CLO cash-flow run: give a price and get the yield and DM, or give a yield or DM and get the… |
sensitivity | smart_action | Sensitivity heatmap and tornado for a CLO / structured-finance cash-flow scenario: shock each driver (CDR, CPR, recovery, spread, SOFR, ...) up and down and… |
cashflow_scenario
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Save a new cash-flow scenario for a deal (version 1). |
delete | entity_crud | Retire a scenario: it leaves the current list, and its version stays for the runs that cite it. |
get | entity_crud | One cash-flow scenario by id: its name, version, whether it is a preset, whether it is the current version, and its body. |
list | entity_crud | The cash-flow scenarios available for a deal: the platform presets, org templates and the deal's own, current versions only (include_retired=true adds… |
update | entity_crud | Save a NEW VERSION of a scenario: the version named by id stays as it was (runs that used it keep citing it) and stops being current. |
cashflow_term_sheet
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Create a CLO model deal from a term sheet (version 1): the name becomes the model:<slug> key, the body is compiled to validate it. |
delete | entity_crud | Retire a CLO model deal: it leaves the models list and cannot be opened, its versions and runs stay (nothing is deleted). |
from_deal | smart_action | Start a CLO model from a term sheet by cloning a ledger deal: prefill a model deal's term sheet from the deal's class table (balance, spread, rating)… |
get | entity_crud | One CLO model deal's term sheet (current, or a given version) with its compile report and derived values. |
list | entity_crud | The CLO model deals (models built from a term sheet) of this organization: each current term sheet's key, name, version, class table summary and when it was… |
update | entity_crud | Save a NEW VERSION of a CLO model deal's term sheet: earlier versions stay, and runs made on them read as stale (term_sheet_edited). |
validate | smart_action | Check a CLO model from a term sheet before saving it: compile the term sheet body exactly as a model deal would be compiled and return the compile report… |
check
| Operation | Mega-tool | What it does |
|---|---|---|
run | smart_action | Run the deterministic checks on one subject. |
check_run
| Operation | Mega-tool | What it does |
|---|---|---|
get | report_query | One check run by id with its full inputs, detail and rule_ref. |
list | report_query | A deal's check runs (deterministic check receipts), newest first. |
collateral_tape
| Operation | Mega-tool | What it does |
|---|---|---|
from_report | smart_action | Make a deal's cash-flow collateral tape from one trustee report's stored holdings (run pool_asset/extract first). |
get | report_query | One collateral tape: its header, column mapping and refusals, and ONE PAGE of its positions. |
import | smart_action | Import a collateral tape and make it the deal's current tape. |
list | report_query | The collateral tapes imported for this deal that the caller may see (a tape from a trustee document the caller cannot see is absent), newest first, without… |
preview | smart_action | Preview a collateral tape import WITHOUT storing anything: the detected columns, the mapping, a mapped sample, per-row refusals and a one-sentence summary… |
use_repline | smart_action | Switch the deal's collateral back to the representative line: no tape stays current (tapes are kept, never deleted), so later runs project from the rep-line… |
comms_journal
| Operation | Mega-tool | What it does |
|---|---|---|
configure_destination | smart_action | Store the archive e-mail address of the caller's firm. |
export | smart_action | Export the caller's firm's comms journal for one deal: {ndjson, manifest} where the manifest has the count, first/last hash and the sha256 of the NDJSON bytes. |
list | report_query | The caller's firm's comms-journal entries for one deal (create / edit / delete of thread messages, deal task comments, open questions, grant-request notes)… |
consistency_finding
| Operation | Mega-tool | What it does |
|---|---|---|
file | smart_action | File a non-adjudicated consistency finding (from deal/consistency_check) as a governed conflict-review task — a ConflictSet + one ConflictMembership per… |
coverage_test
| Operation | Mega-tool | What it does |
|---|---|---|
evaluate | smart_action | Record one measured value for a coverage test and compute its pass/fail verdict, through the shared covenant engine. |
set_threshold | smart_action | Record an operator's decomposition of a coverage test's printed required ratio, for a test whose printed text could not be parsed into a number (e.g. |
status | report_query | Per-class coverage-test status for one deal, computed from the accepted definition: the numerator, denominator, exclusions and required ratio each traced to… |
deal
| Operation | Mega-tool | What it does |
|---|---|---|
all_terms | report_query | Every extracted fact the ledger holds an opinion about for one deal: one row per current, contested or superseded slot candidate, plus one row per resolver… |
amendment_chain | report_query | The deal's instrument chain on its own: the base indenture, every accepted supplemental indenture and amended-and-restated indenture, ordered by chain depth… |
amendment_diff | report_query | What changed in a supplemental indenture or amended and restated indenture, slot by slot, against the instrument it amends. |
bind_alias | smart_action | Bind an existing ledger chain key (alias_key) to a deal's lifecycle deal_key, with evidence that the instrument belongs to the deal. |
clause_coverage | report_query | The DealGraph twin of structure_ledger/clause_coverage/summary: resolves deal_key to its chain's (visible) instruments' primary source versions, and reports… |
compare | report_query | Cross-deal comparison matrix: every comparable slot across N deals of the caller's organization and one namespace, aligned onto a mechanical, declared… |
consistency_check | report_query | Is this indenture internally consistent, and how much of it did we actually check? |
consistency_trace | report_query | Consistency trace deal. |
create | smart_action | Open a deal (DealGraph): the SfDeal anchor, one PMO project, 13 stage milestones each with an exit gate, and the five tracks. |
current_state | report_query | The DealGraph's current-state read: every slot of one deal's indenture chain (base indenture plus every accepted supplemental indenture / amended and restated… |
documents | report_query | DealGraph screen: the Documents screen: every document the indenture references, its attachment state, completeness, and the 'not stated' table of accepted… |
evidence | report_query | The evidence chip's fetch: every EvidenceRef for one accepted assertion — the clause anchor, section number, page, the phrase as printed, and the… |
evidence_preview | report_query | The evidence preview for one DealGraph chip: the quoted language with its surrounding context, and where it sits. |
instrument_comparison | report_query | Offering-circular vs indenture comparator rows for one deal: every stored oc|<route>|... |
layout | report_query | One DealGraph deal's TYPE and the layout it selects. |
list | report_query | List deal. |
notes | report_query | DealGraph screen: the Notes screen: every issued class — designation, form, seniority rank and what it ranks senior to, coupon basis, original principal… |
obligations | report_query | DealGraph screen: the Obligations & Deadlines screen: every duty grouped by obligation subject (obligor, obligee, due-within deadline, recurrence), plus the… |
parties | report_query | DealGraph screen: the Parties screen: every party, its role, capacity, attribution basis, successor-of chain, and any removal right naming that role; plus… |
structure | report_query | The structure ledger of each of a deal's ledger instruments, in chain order — the same payload as instrument/structure per instrument (receipt, history… |
structure_edges | report_query | One page of structure-ledger edges for ONE of a deal's ledger instruments. |
summary | report_query | DealGraph screen: the Deal screen: the instrument chain (base indenture plus every accepted supplemental/amended-and-restated indenture), periods, amendment… |
tests | report_query | Tests deal. |
timeline | report_query | One deal's dated timeline as of a date. |
update | smart_action | Edit the descriptive fields of a deal: label, regimes, deal_type_family, deal_type_subtype, effective_date, first_closing_on, owner_persona, workplan_key… |
waterfall | report_query | DealGraph screen: the Waterfall screen: every payment rung grouped by waterfall kind and ordered by rank, with what it pays, what test it cures, its expense… |
deal_directory
| Operation | Mega-tool | What it does |
|---|---|---|
list | report_query | The deal's party directory as you may see it: every party for the deal team; for a grantee (grant_id) the service providers plus its own entry, never another… |
deal_documents
| Operation | Mega-tool | What it does |
|---|---|---|
closing_set_status | report_query | The closing set of one deal grouped by closing item (else by document type): the documents in each group and satisfied = a document at authority executed or… |
list | report_query | The documents of one deal as its drive lists them: [{document_id, name, visibility, authority_status, doc_type, doc_family, role_in_deal, official… |
deal_event
| Operation | Mega-tool | What it does |
|---|---|---|
record | smart_action | Record one deal event from its source document and date the notices the indenture requires after it. |
deal_lifecycle
| Operation | Mega-tool | What it does |
|---|---|---|
get | report_query | One deal's life cycle: {deal, stage, stage_entered_at, tracks[], transitions[], allowed_next[], gates{stage: {milestone_id, gate_id, status}}}. |
history | report_query | The append-only transition history of one deal: stage moves, re-entries, termination and track opens/closes, each with proposer, decider, acknowledger, the… |
list | report_query | The lifecycle deals of the caller's organization (SfDeal rows): deal_key, label, type, stage, cycle_no, regimes, allowed_next. |
deal_party
| Operation | Mega-tool | What it does |
|---|---|---|
add | smart_action | Add a party to a deal: persona (issuer_sponsor, collateral_manager, arranger, trustee, collateral_administrator, rating_agency, investor… |
add_member | smart_action | Add a person to a party: function (pm, ops, compliance, legal, finance, structurer, syndicate, onboarding, analyst) and either user_id (a platform user of the… |
attest_wall | smart_action | Attest the information wall for a member whose mnpi_side is declared (private or public): stamps wall_attested_at. |
directory | report_query | The party directory of one deal: parties (persona, role label, legal name, status, broker-dealer / bank / NRSRO flags) each with its members (function… |
resolve_role | report_query | Who fills a role on a deal. |
retire | smart_action | Retire a party (status withdrawn, or replaced with replaced=true) and deactivate its members. |
update | smart_action | Update a party: any of role_label, legal_name, le_key, status, joined_on, is_broker_dealer, is_bank, nrsro_status, crm_account_id, crm_contact_ids. |
update_member | smart_action | Update a member: any of function, is_primary, active, mnpi_side, display_name, external_email. |
deal_sequence
| Operation | Mega-tool | What it does |
|---|---|---|
create | smart_action | Create version 1 of a DealSequence — a named, ordered list of instruments (CROSS_DEAL_SYNTHESIS_EVALUATIONS_DESIGN.md §3.1). |
get | report_query | One DealSequence's full ordered member list (§3.1). |
list | report_query | List the organization's DealSequences — the ordering/scope objects a cross-deal synthesis pins (CROSS_DEAL_SYNTHESIS_EVALUATIONS_DESIGN.md §3.1). |
set_members | smart_action | Version an existing DealSequence — append-only (§3.1): inserts version n+1 with supersedes=n and flips n to is_current=False; NEVER edits a version in place. |
deal_share
| Operation | Mega-tool | What it does |
|---|---|---|
extend | smart_action | Extend a live deal grant to a later expires_at (ISO datetime), within the persona maximum. |
grant | smart_action | Grant a user (subject_user_id) or an exact org (subject_org_id) the listed documents as a persona, through the existing deal grant service (authority =… |
plan | smart_action | Preflight a share: per document its restriction tokens, whether a grant to the persona would admit it, and the refusal (COMPARTMENT_CLASS, INTERNAL_ONLY… |
revoke | smart_action | Revoke a deal grant with a required reason (effective on the next request). |
deal_stage
| Operation | Mega-tool | What it does |
|---|---|---|
decide | smart_action | Decide the exit gate of the deal's current stage: decision 'pass' (default), 'waive' (needs a comment) or 'fail'. |
propose | smart_action | Propose moving a deal to to_stage (one of the deal's allowed_next). |
reenter | smart_action | Reset re-entry: from call_refi_reset into structuring, ratings, drafting, marketing_pricing or closing as a sub-cycle on the same deal key (cycle_no + 1, new… |
terminate | smart_action | Terminate a deal from any stage 2-8 (first cycle). |
withdraw | smart_action | Withdraw a deal; allowed from the pipeline stage only. |
deal_thread
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Start a discussion thread with its first message. |
delete_message | smart_action | Tombstone a message (its author or the deal team); the body that was removed stays in the comms journal. |
edit_message | smart_action | Edit your own message. |
list | entity_crud | The discussion threads of one deal you may see, newest activity first. |
post | smart_action | Post a message into a thread you can see. |
publish | smart_action | Deal team only: turn an asker_and_deal_team thread into all_with_access (the asker is shown by persona). |
read | entity_crud | One thread with its messages (a message above your clearance is omitted). |
resolve | smart_action | Resolve a thread (the deal team or its creator); reopen=true reopens it. |
deal_track
| Operation | Mega-tool | What it does |
|---|---|---|
close | smart_action | Close an open track with a required reason (for example takeout_complete). |
open | smart_action | Open a parallel track of a deal (warehouse, ramp, ratings, drafting, rule192_window). |
deal_type
| Operation | Mega-tool | What it does |
|---|---|---|
propose | smart_action | Classify DealGraph deals by type (CLO / CMBS / RMBS / ABS, plus subtype) with the closed deterministic rule set, citing >= 2 accepted defined-term facts per… |
deal_work
| Operation | Mega-tool | What it does |
|---|---|---|
attach_evidence | smart_action | Attach a document to a work item as evidence (the proof a completion rule asks for). |
comment | smart_action | Comment on a work item. |
complete_item | smart_action | Mark one work item done. |
diff | report_query | The dry-run reconcile receipt for one deal: created, updated, superseded, flagged (source_changed), gaps and counts. |
my_items | report_query | Open work items for the caller on one deal: an internal caller gets items assigned to them; a deal-party caller with the work kind (grant_id) gets only items… |
plan | report_query | The work the projector would hold for one deal today: workplan items of the current stage, live obligations, check exceptions and directory-gap tasks, each… |
project | smart_action | Run the work projector for one deal: create, update, supersede or flag its PMO tasks from the workplan pack, obligations and check exceptions. |
reassign | smart_action | Re-resolve every open role-sourced task of a deal against the directory after a member change. |
distribution_report
| Operation | Mega-tool | What it does |
|---|---|---|
backfill | smart_action | Ingest EVERY available monthly 10-D distribution report of one registered CMBS trust, oldest first, as Control Termination Event coverage-test readings — the… |
filer_disable | smart_action | Disable a deal's 10-D filer for the caller's organization: the daily poll skips it and ingest/backfill refuse filer_disabled. |
filer_register | smart_action | Register (or re-enable and update) a deal's 10-D filer for the caller's organization, so the daily poll and the backfill cover it without a code deploy. |
filers | report_query | The caller's organization's registered 10-D filers — the CMBS trusts whose monthly distribution reports the daily poll reads from SEC EDGAR. |
ingest | smart_action | Read one monthly distribution report of a registered CMBS trust from SEC EDGAR and record it as a coverage-test reading for the trust's Control Termination… |
list | report_query | The monthly distribution reports a registered CMBS trust has filed on SEC EDGAR, newest first: per period, the 10-D (its EX-99.1 is the certificate… |
poll | smart_action | Poll every ENABLED 10-D filer of the caller's organization for new monthly distribution reports and record each new period as a Control Termination Event… |
evidence
| Operation | Mega-tool | What it does |
|---|---|---|
verify_locator | report_query | Check that a quote resolves to exactly one span of a document in your organization (the rule every DealGraph v17 writer enforces). |
evidence_source
| Operation | Mega-tool | What it does |
|---|---|---|
import | smart_action | Copy one evidence source from another organization of your tenant into THIS organization (a deal workspace), redacted and with provenance. |
list | report_query | List the evidence copies imported into THIS organization, with provenance. |
facility
| Operation | Mega-tool | What it does |
|---|---|---|
define | smart_action | Create or amend a deal's credit facility (a bilateral revolver or term loan) from its note. |
materialize_calendar | smart_action | Re-run calendar rule R11 for a deal's facility: interest due dates, the maturity date and one rate-fixing row per advance, each citing the facility term it… |
position | report_query | A deal's credit facility as of a date: the terms (each with the exact sentence that states it), the entries ledger, the amount outstanding THREE ways (per the… |
facility_entry
| Operation | Mega-tool | What it does |
|---|---|---|
record | smart_action | Append entries to a deal's facility ledger (define the facility first with facility/define). |
filing
| Operation | Mega-tool | What it does |
|---|---|---|
census | smart_action | Measure the clause-anchor mint of one registered filing job without minting: units, levels, Articles (l1), distinct/duplicate sections, numbered level-3… |
ingest | smart_action | Ingest filing. |
mint | smart_action | Mint clause anchors for one censused filing job, in a Celery task and one atomic transaction (an interrupted mint writes nothing). |
plan | smart_action | Plan a by-accession ingest of public EDGAR filings into the DealGraph (sf_public org only). |
preconditions | smart_action | Read-only Policy-4 preconditions probe for the v18 public_document acquisition (design §7 step 2): writes nothing and makes NO network call. |
status | smart_action | Read DealGraph filing-ingest jobs, including their stage log, lease, soft ids and refusal receipts {code, stage, message, retryable, accession, component… |
finding
| Operation | Mega-tool | What it does |
|---|---|---|
list | report_query | List findings — what a deal's documents disagree on or leave open — as of a date. |
refresh | smart_action | Recompute a deal's findings by replaying every check at each date its documents became knowable. |
set_status | smart_action | Override one finding's status. |
set_surfaced | smart_action | Record the date the outside world raised a stored finding, with its evidence. |
harness
| Operation | Mega-tool | What it does |
|---|---|---|
scorecard | report_query | The latest (or one named) sf_question_harness receipt for one deal: the 27-question regression set (regression27, the default — a usage log plus example bank)… |
holding_observation
| Operation | Mega-tool | What it does |
|---|---|---|
list | report_query | Holding observations of one deal as of a date. |
record | smart_action | Record holding observations (shares / units as a source printed them) for one deal, each cited to an exact span of a document in your organization. |
instrument
| Operation | Mega-tool | What it does |
|---|---|---|
list | report_query | List instrument. |
structure | report_query | Structure instrument. |
structure_edges | report_query | One instrument's structure-ledger edges (cross-references and defined-term uses), paginated, with counts_by_kind over the full filtered set. |
structure_node | report_query | One structure-ledger node in full: its tree fields, coverage state, breadcrumb (ancestors), direct children, host node, enumerator map, edge counts and its… |
instrument_comparison
| Operation | Mega-tool | What it does |
|---|---|---|
census | smart_action | Dry census of the offering-circular (OC) vs indenture comparator: how many work units each route (XR cross-reference, PTX parallel text, DUX definition use… |
namespace
| Operation | Mega-tool | What it does |
|---|---|---|
declare_default | smart_action | Declare or clear the caller organization's default DealGraph namespace: the namespace every DealGraph read and write uses when the org claims more than one… |
obligation_event
| Operation | Mega-tool | What it does |
|---|---|---|
complete | smart_action | Mark one dated obligation of a deal done (a payment made, a report or notice delivered). |
dismiss | smart_action | Dismiss one dated obligation that does not apply (e.g. |
set_date | smart_action | Confirm or correct the due date of one dated obligation (e.g. |
upcoming | report_query | The DealGraph obligation ladder: everything due within the next N days across the caller organization's materialized calendar, due-date ordered, with the… |
obligation_rules
| Operation | Mega-tool | What it does |
|---|---|---|
query | report_query | The sf_ops rule registry (E-19 clause 4): every ENABLED-or-DISABLED HEAD rule the shared obligation engine is registered to run for the DealGraph calendar. |
open_question
| Operation | Mega-tool | What it does |
|---|---|---|
answer | smart_action | Mark an open question answered (or partially answered) with the answering document's exact sentence. |
list | report_query | The open questions of a deal as of a date: open first (overdue before not), then answered and closed. |
record | smart_action | Record one or more open questions of a deal. |
withdraw | smart_action | Withdraw an open question. |
payment
| Operation | Mega-tool | What it does |
|---|---|---|
checks | report_query | Run the payment checks on one deal's cash ledger as of a date. |
performance
| Operation | Mega-tool | What it does |
|---|---|---|
payments_over_time | report_query | What one deal paid across its report dates: per-class interest paid, principal paid, ending balance and deferred interest; waterfall step amounts; and holder… |
tests_over_time | report_query | Coverage and quality tests of one deal across its report dates, as printed by the trustee and computed by the platform. |
periodic_report
| Operation | Mega-tool | What it does |
|---|---|---|
detail | report_query | Everything one deal's report said on one report date. |
extract | smart_action | Read the figures of one registered periodic report with its layout spec. |
fetch_public | smart_action | Fetch one trustee report posted on an allow-listed exchange host (Euronext Dublin's S3 bucket, capitalmarkets.freddiemac.com) through the HarvestGate and… |
harvest_10d | smart_action | Harvest per-class figures from a public deal's 10-D distribution statements (EX-99.1) already in the organization's filing cache. |
list | report_query | The reports tracker of one deal: every expected report (from the indenture reading) and every received one, newest first. |
register | smart_action | Register one received periodic report of a deal (the one register door). |
sync | smart_action | Backfill the reports tracker from what the platform already holds: every document registered as a trustee report and every recorded 10-D reading that has no… |
pool_asset
| Operation | Mega-tool | What it does |
|---|---|---|
extract | smart_action | Read the asset-level holdings of one registered trustee report into the append-only collateral-asset store. |
list | report_query | The asset-level holdings one trustee report printed for a deal (current lots, largest first). |
summary | report_query | Totals and concentrations of one trustee report's holdings for a deal. |
portfolio_timeline
| Operation | Mega-tool | What it does |
|---|---|---|
list | report_query | The portfolio timeline across the caller's deals. |
position
| Operation | Mega-tool | What it does |
|---|---|---|
reconcile | report_query | Reconcile one instrument of one deal as of a date: per-holder flow (notices in, transfers, custodian balance: tied or break), transfer checks (instruction vs… |
public_filing
| Operation | Mega-tool | What it does |
|---|---|---|
ingest | smart_action | Register and read one PUBLIC filing about a deal. |
reported_value
| Operation | Mega-tool | What it does |
|---|---|---|
entry_grid | report_query | The manual-entry grid of one registered report: every metric this deal's reports carry (from its other report dates and its ledger coverage tests), with this… |
evidence | report_query | Where one reported figure or event was printed: the report document, page, table row and column, the exact quote with its surrounding text, and the highlight… |
promote | smart_action | Promote a report's printed coverage-test results to readings on the deal's ledger tests (Phase 1 record_reading, cited to the report line). |
record | smart_action | Record figures read off one registered report, each cited to its page. |
series | report_query | One reported metric of one deal across its report dates. |
saved_view
| Operation | Mega-tool | What it does |
|---|---|---|
create | entity_crud | Save the current All-deals filter/columns/sort as a named view |
delete | entity_crud | Delete an All-deals saved view you own |
get | entity_crud | Get one All-deals saved view |
list | entity_crud | List All-deals saved views: the caller's own plus every view shared with the organization |
update | entity_crud | Rename, re-share or re-target an All-deals saved view you own |
slot
| Operation | Mega-tool | What it does |
|---|---|---|
compare | report_query | The drill-down for one deal/compare row: full candidate detail (current AND superseded members, every EvidenceRef) per deal for one comparison_key — never… |
list | report_query | The slot inventory for one deal: every (deal_key, predicate, discriminator) slot the resolver placed, plus every row it could not place into a slot at all (a… |
sync_run
| Operation | Mega-tool | What it does |
|---|---|---|
latest | report_query | The most recent DealGraph calendar materialization receipt for the caller organization — org-scoped, since one materialization run reconciles every deal at… |
list | report_query | The receipts of the 10-D distribution-report runs in your organization — each ingest, backfill and daily poll writes one, and every coverage-test reading they… |
task_failures
| Operation | Mega-tool | What it does |
|---|---|---|
query | report_query | Terminal failures of the DealGraph's obligation tasks (E-19 clause 1): every scheduled calendar-materialization run that exhausted its retry budget and gave… |
trade
| Operation | Mega-tool | What it does |
|---|---|---|
cancel | smart_action | Cancel a trade by superseding it: a NEW cancelled row is written, the original is kept (is_current false). |
list | report_query | A deal's collateral trades, oldest first. |
record | smart_action | Record one collateral trade on a deal and run its checks (eligibility criteria, concentration limits, sanctions screening, affiliate 206(3) consent). |
what_if | smart_action | Run the pre-trade checks on a HYPOTHETICAL trade; nothing is recorded. |
trustee_feed
| Operation | Mega-tool | What it does |
|---|---|---|
preview_match | integration_call | Preview which recently synced inbound emails are trustee-portal alerts that a new deal report was posted, and which deal and period each names. |
trustee_report
| Operation | Mega-tool | What it does |
|---|---|---|
list | report_query | The trustee reports of private structured-finance deals registered in your organization (and the organizations beneath it), newest period first. |
record_reading | smart_action | Record one coverage-test reading read by an operator from a registered, confidential trustee report, citing where in the document the number is. |
register | smart_action | Register a platform document (PDF, XLSX, XLS or CSV) as the trustee report of a private structured-finance deal for one period, so coverage-test readings can… |
view_settings
| Operation | Mega-tool | What it does |
|---|---|---|
get | config_manage | Read the ACTING user's DealGraph view settings for the active organization: evidence preview mode/delay, where an evidence click opens, and table density. |
reset | config_manage | Reset the ACTING user's DealGraph view settings to the defaults by deleting the stored row. |
schema | config_manage | The DealGraph view-settings schema: every field, its allowed values and its default, plus the complete default document. |
set | config_manage | Change the ACTING user's DealGraph view settings. |
visibility
| Operation | Mega-tool | What it does |
|---|---|---|
clearance | report_query | Your own clearance on one deal: the restriction tokens you hold (deal_confidential, rating_agency_only, and compartments only by your organization membership). |
explain | report_query | Why you can or cannot see one object of a deal. |
restamp | smart_action | Replace an object's restriction set with a new stamp that supersedes the old. |
stamp | smart_action | Give an object (thread, message, question, finding, task, assertion ...) its first restriction stamp. |
warehouse
| Operation | Mega-tool | What it does |
|---|---|---|
amend_terms | smart_action | Amend a deal's warehouse terms: only the terms (and facility fields) you provide are replaced, each cited as in define_terms; amended_on? |
availability | report_query | Borrowing-base availability: sum over eligible holdings of (basis x advance rate) less advances outstanding, with every line and every EXCLUDED holding and… |
define_terms | smart_action | Define a deal's WAREHOUSE facility and its cited terms. |
headroom | report_query | Per concentration limit of the warehouse: the exposure per group (or bucket) against the limit, the cap in par and the room left. |
position | report_query | A deal's warehouse as of a date: the facility and its cited terms, holdings by vehicle (warehouse, clo), advances outstanding, borrowing-base availability and… |
reconcile | smart_action | Reconcile the platform's warehouse holdings with the lender's borrowing-base report (a periodic report of kind warehouse_report whose lots are pool assets). |
takeout | smart_action | Take the warehouse out at closing: writes paired transfer_out (warehouse) / transfer_in (clo) trades sharing ONE transfer_group, records the lender's… |
unwind | smart_action | Generate the unwind checklist for a warehouse that will not convert (sale or lender takeout of each held lot, affiliate consents, repayment, the unwind_payoff… |
workplan_pack
| Operation | Mega-tool | What it does |
|---|---|---|
get | report_query | One workplan pack with every item (item_key, stage, kind, assignee_role, due_rule, completion_rule, regimes, reg_ids, visibility). |
list | report_query | The workplan packs shipped (pack, version, item count, home regions). |
workspace
| Operation | Mega-tool | What it does |
|---|---|---|
as_of_summary | report_query | Summarise what this organization's deal workspace knew on a date. |
Parameter schemas and permissions
Parameter schemas and permission codenames are in the full reference — sign in — or call prism_introspect(dimension="capability_search", query="…") with your key.
In the full reference this application appears under config_manage, entity_crud, integration_call, report_query, smart_action.