5 entities and 12 agent-callable operations in sf_portfolio. Each operation is addressed as {mega_tool}/sf_portfolio/{entity}/{operation} and carries the same permission check over MCP and REST.
12 of 12 shown
deal
Operation
Mega-tool
What it does
columns
report_query
The ALL-DEALS table's column catalog: every column {key, label, group, kind, applies_to (deal families; null = all), description}, the per-family default…
family_diff
report_query
Event-of-default template of a deal family (program = an in_program slug, or family_deal_keys) and every deal's deviation from it: same / differs (extra…
filter
report_query
Relational query across deals with a CLOSED typed DSL.
table
report_query
Table deal.
graph
Operation
Mega-tool
What it does
read
report_query
The bipartite portfolio graph: deal nodes, entity nodes (deal_count, dominant role family), deal_party edges labelled with the canonical role, program nodes…
identity
Operation
Mega-tool
What it does
candidates
report_query
READ-ONLY curation suggestions: entity-key pairs that may be one organisation or related (prefix_name, same_deal_same_role).
declare
smart_action
PROPOSE cross-deal entity declarations (same_entity_as, affiliate_of, successor_of, in_program) on the Deal Ledger portfolio target.
party
Operation
Mega-tool
What it does
deals
report_query
Every deal one entity appears in, with roles and evidence.
overlap
report_query
Which organisations recur ACROSS deals: every entity in at least min_deals (default 2) visible deals, with its roles per deal (printed word + canonical key)…
rank
report_query
Entities ranked by the number of distinct deals they hold a role in (e.g.
role_diff
report_query
Entities present in at least two of deal_keys, with each deal's role set and differs=true when the role sets differ ("which parties appear in both BFNS and…
profile
Operation
Mega-tool
What it does
refresh
smart_action
Rebuild the Deal Ledger all-deals read model (one derived row per deal behind report_query/sf_portfolio/deal/table).
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.
