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Every data source and action the platform can reach, brokered as MCP servers behind the Gateway. No agent talks to a system directly — each call is identity-scoped, policy-checked and logged.
8
7 healthy · 1 attention
32
every call RBAC-checked
28.1K
0.4% gateway-blocked
4
approval-required or denied
| Tool | Access | Used by |
|---|---|---|
rag.search Hybrid semantic + keyword retrieval with tier filtering and citations. | granted | CopilotAll agents |
rbac.list_scopes Enumerate tier scopes granted to an identity. | granted | CopilotCompliance Sentinel |
| Tool | Access | Used by |
|---|---|---|
get_portfolio_holdings Positions, weights and sector splits for a managed portfolio. | granted | Portfolio ManagerFX Risk Copilot |
get_client_portfolio Whole-portfolio view (public + private) for a wealth client. | granted | Wealth Advisor |
get_private_holdings Private-asset sleeve at last-available NAV. | granted | Wealth Advisor |
get_fx_exposure Net currency exposure and rolling volatility per book. | granted | FX Risk CopilotFX Algo Trading Agent |
| Tool | Access | Used by |
|---|---|---|
get_market_flash Breaking market anomalies and FactSet Insight flashes. | granted | Portfolio ManagerOverview |
get_market_insights Index volatility, sector moves and narrative context. | granted | Wealth Advisor |
get_consensus_estimates Sell-side consensus revenue, EBITDA and growth per ticker. | granted | IB Analyst |
parse_transcript NLP-tagged earnings-call transcripts with topic extraction. | granted | Strategy Director |
| Tool | Access | Used by |
|---|---|---|
run_stress_test Scenario stress-test over a portfolio; returns per-holding impact. | granted | Portfolio Manager |
run_stress_scenario Liquidity stress scenarios at desk level. | granted | Liquidity Stress Modeler |
screen_instruments Mandate-aware hedge instrument screening. | granted | Portfolio Manager |
screen_comps Comparable-company selection by growth/margin profile. | granted | IB Analyst |
build_dcf Baseline DCF per the Valuation Methodology Standard. | granted | IB Analyst |
benchmark_rd R&D spend benchmarking across a peer set. | granted | Strategy Director |
run_thematic_screen Recurring thematic screens over private-company universes. | granted | PE Deal Sourcer |
| Tool | Access | Used by |
|---|---|---|
enrich_signals Attach verified growth signals and milestones to a company. | granted | PE Deal SourcerStrategy Director |
screen_pipeline Rank tracked pipeline targets against a strategic brief. | granted | Strategy Director |
| Tool | Access | Used by |
|---|---|---|
update_pipeline Create or advance pipeline records with provenance attached. | granted | PE Deal Sourcer |
create_workspace Scaffold a diligence workspace with scoped access. | approval | Strategy Director |
| Tool | Access | Used by |
|---|---|---|
draft_presentation Client review decks in pre-approved language. | granted | Wealth Advisor |
export_pdf Branded PDF export with disclosure block and hash logging. | granted | Wealth Advisor |
export_model Formula-linked Excel models with provenance headers. | granted | IB Analyst |
draft_deck Pitch decks pre-populated from a linked model. | granted | IB Analyst |
draft_email Internal briefing emails; distribution-list aware. | granted | Strategy Director |
draft_outreach External outreach drafts — staged only, human send required. | approval | PE Deal Sourcer |
| Tool | Access | Used by |
|---|---|---|
route_for_approval Queue a drafted action for human sign-off with full provenance. | granted | Portfolio ManagerFX Risk Copilot |
place_order Order execution — human approval required, per model-risk policy. | approval | FX Algo Trading Agent |
flag_violation Raise a compliance flag against an agent or dataset. | granted | Compliance Sentinel |
notify_officer Escalate to the responsible compliance officer. | granted | Compliance Sentinel |
delete_records Destructive record removal — denied to all non-human identities. | denied | — |