From f94a5e226a12fa331211a30cabc211a8281e658f Mon Sep 17 00:00:00 2001 From: Waleed Latif Date: Wed, 19 Aug 2026 17:18:30 -0700 Subject: [PATCH] feat(pitchbook): add PitchBook integration --- apps/docs/components/icons.tsx | 15 + apps/docs/components/ui/icon-mapping.ts | 2 + .../content/docs/en/integrations/meta.json | 1 + .../docs/en/integrations/pitchbook.mdx | 3484 +++++++++++++++ apps/sim/blocks/blocks/pitchbook.ts | 3618 ++++++++++++++++ apps/sim/blocks/registry-maps.ts | 3 + apps/sim/components/icons.tsx | 15 + apps/sim/lib/integrations/icon-mapping.ts | 2 + apps/sim/tools/generated/tool-ids.ts | 2 +- apps/sim/tools/generated/tool-metadata.ts | 2 +- apps/sim/tools/generated/tool-outputs.ts | 2 +- .../tools/pitchbook/__fixtures__/README.md | 12 + .../__fixtures__/recorded-responses.json | 3850 +++++++++++++++++ .../pitchbook/company_active_investors.ts | 95 + apps/sim/tools/pitchbook/company_bio.ts | 233 + .../company_deal_service_providers.ts | 102 + apps/sim/tools/pitchbook/company_deals.ts | 102 + .../sim/tools/pitchbook/company_financials.ts | 175 + .../company_general_service_providers.ts | 141 + .../sim/tools/pitchbook/company_industries.ts | 122 + apps/sim/tools/pitchbook/company_investors.ts | 107 + .../company_most_recent_debt_financing.ts | 132 + .../company_most_recent_financials.ts | 165 + .../company_most_recent_financing.ts | 210 + apps/sim/tools/pitchbook/company_search.ts | 246 ++ .../pitchbook/company_similar_companies.ts | 81 + .../pitchbook/company_social_analytics.ts | 164 + apps/sim/tools/pitchbook/company_updates.ts | 82 + .../pitchbook/company_vc_exit_predictions.ts | 113 + apps/sim/tools/pitchbook/contracts_history.ts | 87 + apps/sim/tools/pitchbook/cost_of_calls.ts | 75 + apps/sim/tools/pitchbook/credit_history.ts | 90 + apps/sim/tools/pitchbook/credit_news.ts | 114 + apps/sim/tools/pitchbook/credit_news_bulk.ts | 151 + .../pitchbook/credit_news_most_recent.ts | 152 + .../sim/tools/pitchbook/credit_news_search.ts | 208 + apps/sim/tools/pitchbook/deal_bio.ts | 191 + .../tools/pitchbook/deal_cap_table_history.ts | 150 + apps/sim/tools/pitchbook/deal_debt_lenders.ts | 148 + apps/sim/tools/pitchbook/deal_detailed.ts | 395 ++ apps/sim/tools/pitchbook/deal_investors.ts | 154 + apps/sim/tools/pitchbook/deal_multiples.ts | 107 + apps/sim/tools/pitchbook/deal_search.ts | 211 + .../tools/pitchbook/deal_service_providers.ts | 118 + apps/sim/tools/pitchbook/deal_stock_info.ts | 126 + apps/sim/tools/pitchbook/deal_tranche_info.ts | 154 + apps/sim/tools/pitchbook/deal_updates.ts | 80 + apps/sim/tools/pitchbook/deal_valuation.ts | 109 + apps/sim/tools/pitchbook/entity_affiliates.ts | 68 + apps/sim/tools/pitchbook/entity_locations.ts | 102 + apps/sim/tools/pitchbook/entity_news.ts | 101 + apps/sim/tools/pitchbook/entity_people.ts | 131 + apps/sim/tools/pitchbook/entity_updates.ts | 82 + .../pitchbook/fund_active_investments.ts | 73 + apps/sim/tools/pitchbook/fund_benchmark.ts | 116 + apps/sim/tools/pitchbook/fund_bio.ts | 168 + apps/sim/tools/pitchbook/fund_cash_flows.ts | 166 + apps/sim/tools/pitchbook/fund_commitments.ts | 87 + .../pitchbook/fund_investment_preferences.ts | 197 + apps/sim/tools/pitchbook/fund_investments.ts | 88 + apps/sim/tools/pitchbook/fund_performance.ts | 96 + apps/sim/tools/pitchbook/fund_search.ts | 218 + apps/sim/tools/pitchbook/fund_team.ts | 100 + apps/sim/tools/pitchbook/fund_updates.ts | 80 + apps/sim/tools/pitchbook/index.ts | 92 + .../pitchbook/investor_active_investments.ts | 77 + apps/sim/tools/pitchbook/investor_bio.ts | 172 + .../tools/pitchbook/investor_board_seats.ts | 89 + .../investor_deal_service_providers.ts | 102 + apps/sim/tools/pitchbook/investor_funds.ts | 138 + .../investor_general_service_providers.ts | 105 + .../tools/pitchbook/investor_investments.ts | 95 + .../pitchbook/investor_last_closed_fund.ts | 100 + .../tools/pitchbook/investor_preferences.ts | 259 ++ apps/sim/tools/pitchbook/investor_search.ts | 234 + apps/sim/tools/pitchbook/investor_updates.ts | 81 + .../limited_partner_actual_allocations.ts | 229 + .../tools/pitchbook/limited_partner_bio.ts | 132 + .../limited_partner_commitment_aggregates.ts | 173 + .../limited_partner_commitment_preferences.ts | 107 + .../limited_partner_commitments_detailed.ts | 125 + .../tools/pitchbook/limited_partner_search.ts | 199 + .../limited_partner_service_providers.ts | 144 + .../limited_partner_target_allocations.ts | 316 ++ .../pitchbook/limited_partner_updates.ts | 84 + .../tools/pitchbook/lookup_table_structure.ts | 60 + apps/sim/tools/pitchbook/lookup_tables.ts | 83 + apps/sim/tools/pitchbook/patent_detailed.ts | 172 + apps/sim/tools/pitchbook/patent_search.ts | 182 + apps/sim/tools/pitchbook/people_search.ts | 226 + apps/sim/tools/pitchbook/person_bio.ts | 125 + apps/sim/tools/pitchbook/person_contact.ts | 63 + .../tools/pitchbook/person_education_work.ts | 206 + apps/sim/tools/pitchbook/pitchbook.test.ts | 389 ++ apps/sim/tools/pitchbook/sandbox_entities.ts | 103 + apps/sim/tools/pitchbook/search.ts | 165 + .../tools/pitchbook/service_provider_bio.ts | 125 + .../pitchbook/service_provider_search.ts | 191 + .../pitchbook/service_provider_updates.ts | 84 + .../sim/tools/pitchbook/serviced_companies.ts | 84 + apps/sim/tools/pitchbook/serviced_deals.ts | 80 + apps/sim/tools/pitchbook/serviced_funds.ts | 89 + .../sim/tools/pitchbook/serviced_investors.ts | 84 + .../pitchbook/serviced_limited_partners.ts | 90 + apps/sim/tools/pitchbook/shared_search.ts | 120 + apps/sim/tools/pitchbook/types.ts | 271 ++ apps/sim/tools/pitchbook/usage_report.ts | 88 + apps/sim/tools/pitchbook/utils.ts | 153 + apps/sim/tools/registry.ts | 185 + .../deployment-config/src/integrations.json | 383 ++ 110 files changed, 24822 insertions(+), 3 deletions(-) create mode 100644 apps/docs/content/docs/en/integrations/pitchbook.mdx create mode 100644 apps/sim/blocks/blocks/pitchbook.ts create mode 100644 apps/sim/tools/pitchbook/__fixtures__/README.md create mode 100644 apps/sim/tools/pitchbook/__fixtures__/recorded-responses.json create mode 100644 apps/sim/tools/pitchbook/company_active_investors.ts create mode 100644 apps/sim/tools/pitchbook/company_bio.ts create mode 100644 apps/sim/tools/pitchbook/company_deal_service_providers.ts create mode 100644 apps/sim/tools/pitchbook/company_deals.ts create mode 100644 apps/sim/tools/pitchbook/company_financials.ts create mode 100644 apps/sim/tools/pitchbook/company_general_service_providers.ts create mode 100644 apps/sim/tools/pitchbook/company_industries.ts create mode 100644 apps/sim/tools/pitchbook/company_investors.ts create mode 100644 apps/sim/tools/pitchbook/company_most_recent_debt_financing.ts create mode 100644 apps/sim/tools/pitchbook/company_most_recent_financials.ts create mode 100644 apps/sim/tools/pitchbook/company_most_recent_financing.ts create mode 100644 apps/sim/tools/pitchbook/company_search.ts create mode 100644 apps/sim/tools/pitchbook/company_similar_companies.ts create mode 100644 apps/sim/tools/pitchbook/company_social_analytics.ts create mode 100644 apps/sim/tools/pitchbook/company_updates.ts create mode 100644 apps/sim/tools/pitchbook/company_vc_exit_predictions.ts create mode 100644 apps/sim/tools/pitchbook/contracts_history.ts create mode 100644 apps/sim/tools/pitchbook/cost_of_calls.ts create mode 100644 apps/sim/tools/pitchbook/credit_history.ts create mode 100644 apps/sim/tools/pitchbook/credit_news.ts create mode 100644 apps/sim/tools/pitchbook/credit_news_bulk.ts create mode 100644 apps/sim/tools/pitchbook/credit_news_most_recent.ts create mode 100644 apps/sim/tools/pitchbook/credit_news_search.ts create mode 100644 apps/sim/tools/pitchbook/deal_bio.ts create mode 100644 apps/sim/tools/pitchbook/deal_cap_table_history.ts create mode 100644 apps/sim/tools/pitchbook/deal_debt_lenders.ts create mode 100644 apps/sim/tools/pitchbook/deal_detailed.ts create mode 100644 apps/sim/tools/pitchbook/deal_investors.ts create mode 100644 apps/sim/tools/pitchbook/deal_multiples.ts create mode 100644 apps/sim/tools/pitchbook/deal_search.ts create mode 100644 apps/sim/tools/pitchbook/deal_service_providers.ts create mode 100644 apps/sim/tools/pitchbook/deal_stock_info.ts create mode 100644 apps/sim/tools/pitchbook/deal_tranche_info.ts create mode 100644 apps/sim/tools/pitchbook/deal_updates.ts create mode 100644 apps/sim/tools/pitchbook/deal_valuation.ts create mode 100644 apps/sim/tools/pitchbook/entity_affiliates.ts create mode 100644 apps/sim/tools/pitchbook/entity_locations.ts create mode 100644 apps/sim/tools/pitchbook/entity_news.ts create mode 100644 apps/sim/tools/pitchbook/entity_people.ts create mode 100644 apps/sim/tools/pitchbook/entity_updates.ts create mode 100644 apps/sim/tools/pitchbook/fund_active_investments.ts create mode 100644 apps/sim/tools/pitchbook/fund_benchmark.ts create mode 100644 apps/sim/tools/pitchbook/fund_bio.ts create mode 100644 apps/sim/tools/pitchbook/fund_cash_flows.ts create mode 100644 apps/sim/tools/pitchbook/fund_commitments.ts create mode 100644 apps/sim/tools/pitchbook/fund_investment_preferences.ts create mode 100644 apps/sim/tools/pitchbook/fund_investments.ts create mode 100644 apps/sim/tools/pitchbook/fund_performance.ts create mode 100644 apps/sim/tools/pitchbook/fund_search.ts create mode 100644 apps/sim/tools/pitchbook/fund_team.ts create mode 100644 apps/sim/tools/pitchbook/fund_updates.ts create mode 100644 apps/sim/tools/pitchbook/index.ts create mode 100644 apps/sim/tools/pitchbook/investor_active_investments.ts create mode 100644 apps/sim/tools/pitchbook/investor_bio.ts create mode 100644 apps/sim/tools/pitchbook/investor_board_seats.ts create mode 100644 apps/sim/tools/pitchbook/investor_deal_service_providers.ts create mode 100644 apps/sim/tools/pitchbook/investor_funds.ts create mode 100644 apps/sim/tools/pitchbook/investor_general_service_providers.ts create mode 100644 apps/sim/tools/pitchbook/investor_investments.ts create mode 100644 apps/sim/tools/pitchbook/investor_last_closed_fund.ts create mode 100644 apps/sim/tools/pitchbook/investor_preferences.ts create mode 100644 apps/sim/tools/pitchbook/investor_search.ts create mode 100644 apps/sim/tools/pitchbook/investor_updates.ts create mode 100644 apps/sim/tools/pitchbook/limited_partner_actual_allocations.ts create mode 100644 apps/sim/tools/pitchbook/limited_partner_bio.ts create mode 100644 apps/sim/tools/pitchbook/limited_partner_commitment_aggregates.ts create mode 100644 apps/sim/tools/pitchbook/limited_partner_commitment_preferences.ts create mode 100644 apps/sim/tools/pitchbook/limited_partner_commitments_detailed.ts create mode 100644 apps/sim/tools/pitchbook/limited_partner_search.ts create mode 100644 apps/sim/tools/pitchbook/limited_partner_service_providers.ts create mode 100644 apps/sim/tools/pitchbook/limited_partner_target_allocations.ts create mode 100644 apps/sim/tools/pitchbook/limited_partner_updates.ts create mode 100644 apps/sim/tools/pitchbook/lookup_table_structure.ts create mode 100644 apps/sim/tools/pitchbook/lookup_tables.ts create mode 100644 apps/sim/tools/pitchbook/patent_detailed.ts create mode 100644 apps/sim/tools/pitchbook/patent_search.ts create mode 100644 apps/sim/tools/pitchbook/people_search.ts create mode 100644 apps/sim/tools/pitchbook/person_bio.ts create mode 100644 apps/sim/tools/pitchbook/person_contact.ts create mode 100644 apps/sim/tools/pitchbook/person_education_work.ts create mode 100644 apps/sim/tools/pitchbook/pitchbook.test.ts create mode 100644 apps/sim/tools/pitchbook/sandbox_entities.ts create mode 100644 apps/sim/tools/pitchbook/search.ts create mode 100644 apps/sim/tools/pitchbook/service_provider_bio.ts create mode 100644 apps/sim/tools/pitchbook/service_provider_search.ts create mode 100644 apps/sim/tools/pitchbook/service_provider_updates.ts create mode 100644 apps/sim/tools/pitchbook/serviced_companies.ts create mode 100644 apps/sim/tools/pitchbook/serviced_deals.ts create mode 100644 apps/sim/tools/pitchbook/serviced_funds.ts create mode 100644 apps/sim/tools/pitchbook/serviced_investors.ts create mode 100644 apps/sim/tools/pitchbook/serviced_limited_partners.ts create mode 100644 apps/sim/tools/pitchbook/shared_search.ts create mode 100644 apps/sim/tools/pitchbook/types.ts create mode 100644 apps/sim/tools/pitchbook/usage_report.ts create mode 100644 apps/sim/tools/pitchbook/utils.ts diff --git a/apps/docs/components/icons.tsx b/apps/docs/components/icons.tsx index 26d459e2814..6081b301c4f 100644 --- a/apps/docs/components/icons.tsx +++ b/apps/docs/components/icons.tsx @@ -9340,3 +9340,18 @@ export function ZohoDeskIcon(props: SVGProps) { ) } + +export function PitchBookIcon(props: SVGProps) { + return ( + + ) +} diff --git a/apps/docs/components/ui/icon-mapping.ts b/apps/docs/components/ui/icon-mapping.ts index e0879797630..e492ca399cf 100644 --- a/apps/docs/components/ui/icon-mapping.ts +++ b/apps/docs/components/ui/icon-mapping.ts @@ -176,6 +176,7 @@ import { PersonaIcon, PineconeIcon, PipedriveIcon, + PitchBookIcon, PolymarketIcon, PostgresIcon, PosthogIcon, @@ -466,6 +467,7 @@ export const blockTypeToIconMap: Record = { persona: PersonaIcon, pinecone: PineconeIcon, pipedrive: PipedriveIcon, + pitchbook: PitchBookIcon, polymarket: PolymarketIcon, postgresql: PostgresIcon, posthog: PosthogIcon, diff --git a/apps/docs/content/docs/en/integrations/meta.json b/apps/docs/content/docs/en/integrations/meta.json index fbd4bd1fb1d..61e894082a4 100644 --- a/apps/docs/content/docs/en/integrations/meta.json +++ b/apps/docs/content/docs/en/integrations/meta.json @@ -188,6 +188,7 @@ "pinecone", "pipedrive", "pipedrive-service-account", + "pitchbook", "polymarket", "postgresql", "posthog", diff --git a/apps/docs/content/docs/en/integrations/pitchbook.mdx b/apps/docs/content/docs/en/integrations/pitchbook.mdx new file mode 100644 index 00000000000..7c7de8913eb --- /dev/null +++ b/apps/docs/content/docs/en/integrations/pitchbook.mdx @@ -0,0 +1,3484 @@ +--- +title: PitchBook +description: Look up private market data on companies, deals, investors, funds, and people +--- + +import { BlockInfoCard } from "@/components/ui/block-info-card" + + + +{/* MANUAL-CONTENT-START:intro */} +[PitchBook](https://pitchbook.com/) is a private capital market database covering companies, deals, investors, funds, limited partners, and the people behind them. The PitchBook API is a separate, contracted add-on to a platform subscription — every call spends credits from a purchased balance. + +With the PitchBook integration in Sim, you can: + +- **Search every entity type**: Resolve a name, website, or ticker to a PitchBook ID, or run a filtered search across companies, deals, investors, people, funds, limited partners, and service providers +- **Profile companies**: Pull firmographics, industries and verticals, the full investor list, complete deal history, latest financing and debt financing, reported financials, similar companies, VC exit predictions, and web/social growth metrics +- **Dig into deals**: Read deal summaries and full detail, valuations and multiples, participating investors and exiters, share terms, cap table history, funding tranches, and debt with its lenders +- **Track investors and funds**: Fetch investor profiles, holdings, managed funds, board seats, and stated investment preferences, plus fund performance, peer benchmarks, cash flows, commitments, and team +- **Map limited partners**: Retrieve commitment history and totals by fund type, commitment preferences, and actual versus target asset allocations +- **Research people and patents**: Look up biographies, contact details, education and work history, and search a company's patent portfolio +- **Follow credit markets**: Search PitchBook credit analysis news, or pull single and bulk articles in full +- **Sync incrementally**: Ask any entity which of its datasets changed in a window, so a scheduled workflow only refetches what actually moved +- **Watch your spend**: Report credit usage, contract balances, per-endpoint call costs, and the lookup-table codes the search filters expect + +### Authentication + +PitchBook uses an API key sent as `Authorization: PB-Token {key}`, not a bearer token. Keys are issued by your PitchBook account team alongside a credit balance; a sandbox key is available for testing, and the **List Sandbox Entities** operation returns the IDs that key is allowed to query. + +### Working with filters + +PitchBook range filters carry their operator inside the value rather than as a separate parameter: + +| Filter | Meaning | +| --- | --- | +| `>2024-01-01` | after a date | +| `<2024-01-01` | before a date | +| `2023-01-01^2024-01-01` | between two dates | +| `>100` | greater than 100 | +| `10^100` | between 10 and 100 | + +Amounts are in millions. Codes such as industries, verticals, and deal types are not free text — use **List Lookup Tables** to find the right table, then **Get Lookup Table Codes** to read its values. Any documented filter without a dedicated field can be passed through **Additional Filters** as a JSON object. + +In Sim, the PitchBook integration lets agents research private markets as part of an automated workflow — resolving a company to its PitchBook ID, assembling a diligence brief, screening investors against an ideal profile, or posting a scheduled deal-flow digest to the team. +{/* MANUAL-CONTENT-END */} + + +## Usage Instructions + +Integrates the PitchBook Public API into the workflow. Search and pull profiles across companies, deals, investors, people, funds, limited partners, and service providers, including financing history, valuations, cap tables, debt and lenders, fund performance and commitments, patents, and credit analysis news. Also reports API credit usage and the lookup-table codes the search filters expect. Every call consumes PitchBook API credits. + + + +## Actions + +### PitchBook Search + +Search across every PitchBook entity type at once by name, PitchBook ID, website, or ticker. Use this to resolve a company, investor, or fund to its PitchBook ID before calling a profile operation. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `query` | string | Yes | What to look up: an entity name, a PitchBook ID, a website, a ticker, or an exchange-qualified ticker. Names and websites match partially once the term is long enough; IDs and tickers match exactly. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | +| `page` | number | No | Page of results to return, starting at 1 | +| `perPage` | number | No | How many results to return per page | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `stats` | object | Paging envelope for the result set | +| ↳ `total` | number | Total number of matching results | +| ↳ `perPage` | number | Results returned per page | +| ↳ `page` | number | Current page number | +| ↳ `lastPage` | number | Number of the last available page | +| `items` | array | Matching entities. Entries carry pbId/name for companies, investors, and service providers, and fundId/fundName for funds, so check which is populated before using an ID. | +| ↳ `pbId` | string | PitchBook entity ID, null for fund results | +| ↳ `name` | string | Entity name, null for fund results | +| ↳ `fundId` | string | PitchBook fund ID, present only on fund results | +| ↳ `fundName` | string | Fund name, present only on fund results | +| ↳ `website` | string | Entity website, absent on fund results | +| ↳ `pitchBookProfileLink` | string | Link to the entity profile in the PitchBook platform | +| ↳ `primaryFirmType` | object | Primary type of the entity | +| ↳ `pbId` | string | PitchBook entity ID | +| ↳ `type` | string | Entity type \(e.g. COMPANY, INVESTOR\) | +| ↳ `otherFirmTypes` | array | Additional types the entity is also classified as | +| ↳ `pbId` | string | PitchBook entity ID | +| ↳ `type` | string | Entity type \(e.g. COMPANY, INVESTOR\) | +| ↳ `stockTicker` | string | Stock ticker when the entity is publicly traded | + +### PitchBook Shared Search + +Extract the names and PitchBook IDs behind an Advanced Search shared from the PitchBook platform, using the search ID and hash from the shared link + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `entityType` | string | Yes | Entity type the shared search returns: COMPANIES, DEALS, INVESTORS, SERVICE_PROVIDERS, LIMITED_PARTNERS, PEOPLE, ENTITY_MANAGEMENT, or FUNDS | +| `searchId` | string | Yes | Search ID from the shared link, the path segment after /search/ \(e.g. 8e6bd17e-dea5-4eca-8143-dddb2ab623a0\) | +| `hash` | string | Yes | Hash query parameter from the shared link | +| `page` | number | No | Page of results to return, starting at 1 | +| `perPage` | number | No | How many results to return per page | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `stats` | object | Summary statistics for the response | +| ↳ `total` | number | Total number of matching results | +| ↳ `perPage` | number | Results returned per page | +| ↳ `page` | number | Current page number | +| ↳ `lastPage` | number | Number of the last available page | +| `searchCriteria` | string | Criteria of the shared search | +| `items` | array | Records returned | +| ↳ `companyId` | string | PitchBook company ID | +| ↳ `companyName` | string | Company name | +| ↳ `website` | string | Website | + +### PitchBook Entity People + +Retrieve the people at an entity: primary contact, current and former team, and current and former board members + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook entity ID of a company, investor, or service provider, e.g. 51261-67. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `entityId` | string | PitchBook entity ID | +| `primaryContact` | object | Primary contact at the entity | +| ↳ `personId` | string | PitchBook person ID | +| ↳ `fullName` | string | Full name | +| ↳ `title` | string | Job title | +| ↳ `phone` | string | Phone number | +| ↳ `fax` | string | Fax number | +| ↳ `email` | string | Email address | +| `currentTeam` | array | People currently working at the entity | +| ↳ `id` | string | PitchBook person ID | +| ↳ `name` | string | Full name | +| ↳ `title` | string | Job title | +| ↳ `positionStart` | string | Date the position started \(YYYY-MM-DD\) | +| ↳ `infoAvailable` | boolean | Whether a full person profile is available for them | +| `formerTeam` | array | People who previously worked at the entity | +| ↳ `id` | string | PitchBook person ID | +| ↳ `name` | string | Full name | +| ↳ `title` | string | Job title | +| ↳ `positionStart` | string | Date the position started \(YYYY-MM-DD\) | +| ↳ `positionFinish` | string | Date the position ended \(YYYY-MM-DD\) | +| ↳ `infoAvailable` | boolean | Whether a full person profile is available for them | +| `currentBoardMembersAndObservers` | array | Current board members and observers | +| `formerBoardMembersAndObservers` | array | Former board members and observers | + +### PitchBook Entity Locations + +Retrieve the headquarters and every alternate office on record for an entity + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook entity ID of a company, investor, or service provider, e.g. 51261-67. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `entityId` | string | PitchBook entity ID | +| `hqOffice` | object | Headquarters office | +| ↳ `location` | string | Office label | +| ↳ `addressLine1` | string | Address line 1 | +| ↳ `addressLine2` | json | Address line 2 | +| ↳ `city` | string | City | +| ↳ `stateProvince` | string | State or province | +| ↳ `postCode` | string | Postal code | +| ↳ `country` | string | Country | +| ↳ `phone` | string | Phone number | +| ↳ `fax` | json | Fax number | +| ↳ `email` | string | Email address | +| ↳ `globalRegion` | string | Global region | +| ↳ `globalSubRegion` | string | Global sub-region | +| `alternateOffices` | array | Other offices on record | +| ↳ `location` | string | Office label | +| ↳ `addressLine1` | string | Address line 1 | +| ↳ `addressLine2` | string | Address line 2 | +| ↳ `city` | string | City | +| ↳ `stateProvince` | string | State or province | +| ↳ `postCode` | string | Postal code | +| ↳ `country` | string | Country | +| ↳ `phone` | json | Phone number | +| ↳ `fax` | json | Fax number | +| ↳ `email` | string | Email address | +| ↳ `globalRegion` | string | Global region | +| ↳ `globalSubRegion` | string | Global sub-region | +| `alternateOfficesCount` | number | How many other offices are on record | + +### PitchBook Entity Affiliates + +Retrieve the affiliated entities linked to an entity and how each is related + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook entity ID of a company, investor, or service provider, e.g. 51261-67. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `affiliates` | array | Entities affiliated with the given entity | +| ↳ `entityId` | string | PitchBook entity ID | +| ↳ `affiliateId` | string | PitchBook ID of the affiliate | +| ↳ `affiliateName` | string | Name of the affiliate | +| ↳ `affiliateType` | string | Relationship to the affiliate | + +### PitchBook Entity News + +Retrieve recent news articles PitchBook has associated with an entity + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook entity ID of a company, investor, or service provider, e.g. 51261-67. | +| `sinceDate` | string | No | Publication window, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange. | +| `trailingRange` | number | No | How many days back to pull news for \(e.g. 20\) | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `news` | array | News articles associated with the entity, most recent first | +| ↳ `entityId` | string | PitchBook entity ID the article is about | +| ↳ `title` | string | Article headline | +| ↳ `byline` | string | Article summary or byline | +| ↳ `source` | string | Publication the article came from | +| ↳ `publishDate` | string | Publication timestamp \(ISO 8601\) | +| ↳ `url` | string | Link to the article | + +### PitchBook Entity Updates + +Check which entity datasets changed in a window, so a sync only refetches what moved + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook entity ID of a company, investor, or service provider, e.g. 51261-67. | +| `sinceDate` | string | No | Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange. | +| `trailingRange` | number | No | Report changes over the last N days. Use this or sinceDate. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `updates` | json | Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object. | + +### PitchBook Company Search + +Search PitchBook for companies by name, location, industry, funding, deal activity, and more + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `companyNames` | string | No | Comma-separated company names, PitchBook IDs, websites, or tickers | +| `keywords` | string | No | Keywords associated with the company or appearing in its business description | +| `city` | string | No | City the company is located in | +| `stateProvince` | string | No | State or province the company is located in | +| `country` | string | No | Country the company is located in \(e.g. USA\) | +| `locationType` | string | No | Restrict location matching to HQ_ONLY, NON_HQ_ONLY, or ANY | +| `ownershipStatus` | string | No | PitchBook ownership status code | +| `businessStatus` | string | No | PitchBook business status code | +| `dateFounded` | string | No | Founding date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range | +| `industry` | string | No | PitchBook industry code | +| `verticals` | string | No | PitchBook vertical code | +| `dealType` | string | No | PitchBook deal type code \(e.g. evc for early-stage VC\) | +| `dealSize` | string | No | Deal size in millions. Use >100, <100, or 10^100 for a range | +| `dealDate` | string | No | Deal date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range | +| `totalRaised` | string | No | Total raised to date in millions. Use >100, <100, or 10^100 for a range | +| `investorNames` | string | No | Comma-separated investor names, PitchBook IDs, websites, or tickers | +| `employeeCount` | string | No | Employee count. Use >100, <100, or 10^100 for a range | +| `revenue` | string | No | Revenue in millions. Use >100, <100, or 10^100 for a range | +| `filterCurrency` | string | No | ISO currency code the monetary filters on this search are expressed in, e.g. setting EUR means dealSize is read as millions of euros. Distinct from `currency`, which converts the values PitchBook returns. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | +| `page` | number | No | Page of results to return, starting at 1 | +| `perPage` | number | No | How many results to return per page | +| `additionalFilters` | json | No | Any other documented search filter, as a JSON object of query parameter names to values \(e.g. \{"emergingSpaces": "AGTECH"\}\). A dedicated field always wins over the same key set here. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `stats` | object | Paging envelope for the result set | +| ↳ `total` | number | Total number of matching results | +| ↳ `perPage` | number | Results returned per page | +| ↳ `page` | number | Current page number | +| ↳ `lastPage` | number | Number of the last available page | +| `items` | array | Companies matching the search criteria | +| ↳ `companyId` | string | PitchBook company ID | +| ↳ `companyName` | string | Company name | +| ↳ `website` | string | Company website | + +### PitchBook Company Bio + +Retrieve the core profile of a company: names, description, HQ, status, headcount, total raised, and social links + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `companyId` | string | PitchBook company ID | +| `companyName` | object | The names the company is known by | +| ↳ `formalName` | string | Formal name | +| ↳ `alsoKnownAs` | string | Also-known-as name | +| ↳ `legalName` | string | Registered legal name | +| ↳ `formerlyKnownAs` | string | Previous name | +| `parentCompanyId` | string | PitchBook ID of the parent company | +| `parentCompanyName` | string | Name of the parent company | +| `hqLocation` | object | Headquarters location | +| ↳ `city` | string | City | +| ↳ `stateProvince` | string | State or province | +| ↳ `postCode` | string | Postal code | +| ↳ `country` | string | Country | +| `description` | string | Business description | +| `financingStatus` | object | How the company is financed | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `businessStatus` | object | Operating status of the business | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `ownershipStatus` | object | Ownership status of the company | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `universe` | array | PitchBook universes the company belongs to | +| ↳ `code` | string | Universe code | +| ↳ `description` | string | Universe label | +| `website` | string | Company website | +| `employees` | number | Current employee count | +| `employeeHistory` | array | Reported headcount over time | +| ↳ `asOfDate` | string | Date the count was reported \(YYYY-MM-DD\) | +| ↳ `employeeCount` | number | Headcount on that date | +| `exchange` | string | Stock exchange the company trades on | +| `ticker` | string | Stock ticker | +| `yearFounded` | number | Year the company was founded | +| `financingStatusNote` | object | Analyst note explaining the financing status | +| ↳ `note` | string | Note text | +| ↳ `asOfDate` | string | Date of the note \(YYYY-MM-DD\) | +| `totalMoneyRaised` | object | Total capital raised to date | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `sicCodes` | array | SIC classification codes | +| ↳ `code` | string | SIC code | +| ↳ `description` | string | SIC code label | +| `morningstarCode` | string | Morningstar identifier | +| `cikCode` | string | SEC CIK identifier | +| `companySocialURLs` | object | Social profile links | +| ↳ `facebookProfileUrl` | string | Facebook profile | +| ↳ `twitterProfileUrl` | string | X/Twitter profile | +| ↳ `linkedInProfileUrl` | string | LinkedIn profile | +| `pitchBookProfileLink` | string | Link to the company profile in the PitchBook platform | + +### PitchBook Company Industries + +Retrieve the industry classification, verticals, keywords, and emerging spaces assigned to a company + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `companyId` | string | PitchBook company ID | +| `industries` | array | Industry classifications, most specific first. One entry is flagged primary. | +| ↳ `industrySector` | object | Top-level sector | +| ↳ `code` | string | Sector code | +| ↳ `description` | string | Sector label | +| ↳ `industryGroup` | object | Industry group within the sector | +| ↳ `code` | string | Group code | +| ↳ `description` | string | Group label | +| ↳ `industryCode` | object | Most specific industry classification | +| ↳ `code` | string | Industry code | +| ↳ `description` | string | Industry label | +| ↳ `primary` | boolean | Whether this is the primary industry | +| `verticals` | array | Verticals the company operates in | +| ↳ `code` | string | Vertical code | +| ↳ `description` | string | Vertical label | +| `keywords` | array | Keywords associated with the company | +| `emergingSpaces` | array | Analyst-defined emerging spaces the company is placed in | +| ↳ `code` | string | Emerging space code | +| ↳ `description` | string | Emerging space label | + +### PitchBook Company Investors + +Retrieve every investor in a company, current and former, with the type of investor and when they invested + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `countAllInvestors` | number | Total number of investors on record | +| `investors` | array | Investors in the company, current and former | +| ↳ `companyId` | string | PitchBook company ID | +| ↳ `investorId` | string | PitchBook investor ID | +| ↳ `investorName` | string | Investor name | +| ↳ `investorTypes` | array | Types the investor is classified as, one flagged primary | +| ↳ `type` | object | Investor type | +| ↳ `code` | string | Investor type code | +| ↳ `description` | string | Investor type label | +| ↳ `primary` | boolean | Whether this is the primary type | +| ↳ `investorSince` | string | Date the investor first invested \(YYYY-MM-DD\) | +| ↳ `investorExit` | string | Date the investor exited \(YYYY-MM-DD\) | +| ↳ `investorStatus` | object | Whether the investor is current or former | +| ↳ `code` | string | Status code | +| ↳ `description` | string | Status label | + +### PitchBook Company Active Investors + +Retrieve only the investors currently holding a position in a company + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `activeInvestors` | array | Investors currently holding a position in the company | +| ↳ `companyId` | string | PitchBook company ID | +| ↳ `investorId` | string | PitchBook investor ID | +| ↳ `investorName` | string | Investor name | +| ↳ `investorTypes` | array | Types the investor is classified as, one flagged primary | +| ↳ `primary` | boolean | Whether this is the primary entry | +| ↳ `type` | object | Type as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `investorSince` | string | Date the investor first invested \(YYYY-MM-DD\) | +| ↳ `holding` | string | Current holding status | + +### PitchBook Company Deals + +Retrieve every deal a company has been involved in, in chronological order with its deal type + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `deals` | array | Deals involving the company, oldest first | +| ↳ `companyId` | string | PitchBook company ID | +| ↳ `dealId` | string | PitchBook deal ID | +| ↳ `dealDate` | string | Date of the deal \(YYYY-MM-DD\) | +| ↳ `dealType1` | object | Primary deal type | +| ↳ `code` | string | Deal type code | +| ↳ `description` | string | Deal type label | +| ↳ `dealType2` | object | Secondary deal type, such as the round letter | +| ↳ `code` | string | Deal type code | +| ↳ `description` | string | Deal type label | +| ↳ `dealType3` | object | Tertiary deal type | +| ↳ `code` | string | Deal type code | +| ↳ `description` | string | Deal type label | +| ↳ `dealNumber` | number | Sequence of this deal in the company financing history | + +### PitchBook Company Most Recent Financing + +Retrieve a company most recent financing round: date, size, type, and last known valuation + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `companyId` | string | PitchBook company ID | +| `lastFinancingDealId` | string | PitchBook deal ID of the most recent financing | +| `lastFinancingDate` | string | Date of the most recent financing \(YYYY-MM-DD\) | +| `lastFinancingSize` | object | Size of the most recent financing | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `lastFinancingSizeStatus` | string | Whether the financing size is actual or estimated | +| `lastFinancingValuation` | object | Valuation at the most recent financing | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `lastFinancingValuationStatus` | string | Whether the valuation is actual or estimated | +| `lastFinancingDealType` | object | Primary deal type of the most recent financing | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `lastFinancingDealType2` | object | Secondary deal type of the most recent financing | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `lastFinancingDealType3` | object | Tertiary deal type of the most recent financing | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `lastFinancingDealClass` | object | Deal class of the most recent financing | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `lastKnownValuation` | object | Most recent known valuation of the company | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `lastKnownValuationDate` | string | Date of the last known valuation \(YYYY-MM-DD\) | +| `lastKnownValuationDealType` | object | Deal type the last known valuation came from | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | + +### PitchBook Company Most Recent Debt Financing + +Retrieve a company most recent debt financing, including each debt instrument raised + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `companyId` | string | PitchBook company ID | +| `lastDebtFinancingDealId` | string | PitchBook deal ID of the most recent debt financing | +| `lastDebtFinancingDate` | string | Date of the most recent debt financing \(YYYY-MM-DD\) | +| `lastDebtFinancing` | array | Debt instruments in the most recent debt financing | +| ↳ `lastDebtFinancingType` | object | Type of the most recent debt financing | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `lastDebtFinancingAmount` | object | Amount of the most recent debt financing | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `seniority` | json | Seniority of the debt | +| ↳ `security` | json | Security backing the debt | +| ↳ `subordination` | json | Subordination terms | +| ↳ `term` | json | Term of the debt | +| ↳ `additionalDebtCharacteristics` | object | Other characteristics of the debt | +| ↳ `unitranche` | boolean | Whether the debt is unitranche | +| ↳ `syndicated` | boolean | Whether the debt is syndicated | +| ↳ `mezzanine` | boolean | Whether the debt is mezzanine | +| ↳ `covLite` | boolean | Whether the debt is covenant-lite | +| ↳ `warrants` | boolean | Whether warrants are attached | +| ↳ `convertible` | boolean | Whether the instrument is convertible | +| ↳ `rate` | json | Interest rate | +| ↳ `lenders` | array | Lenders on the debt | + +### PitchBook Company Most Recent Financials + +Retrieve the most recent reported financials for a private company: revenue, net income, EBITDA, assets, and debt + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `companyId` | string | PitchBook company ID | +| `period` | number | Fiscal period the figures cover | +| `endDate` | string | Period end date \(YYYY-MM-DD\) | +| `enterpriseValue` | object | Enterprise value | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `revenue` | object | Revenue | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `netIncome` | object | Net income | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `ebitda` | object | EBITDA | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `totalAssets` | object | Total assets | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `totalDebt` | object | Total debt | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | + +### PitchBook Company Financials + +Retrieve reported financials for a private company across every available fiscal period. Annual data is returned by default. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `companyId` | string | PitchBook company ID | +| `items` | array | Records returned | +| ↳ `period` | string | Fiscal period the figures cover | +| ↳ `endDate` | string | End date \(YYYY-MM-DD\) | +| ↳ `enterpriseValue` | object | Enterprise value | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `currency` | string | Currency of amount | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `revenue` | object | Revenue | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `currency` | string | Currency of amount | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `netIncome` | object | Net income | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `currency` | string | Currency of amount | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `ebitda` | object | EBITDA | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `currency` | string | Currency of amount | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `totalAssets` | object | Total assets | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `currency` | string | Currency of amount | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `totalDebt` | object | Total debt | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `currency` | string | Currency of amount | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | + +### PitchBook Similar Companies + +Retrieve companies PitchBook scores as similar to a given company, flagging which are direct competitors + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `similarCompanies` | array | Similar companies, most similar first | +| ↳ `companyId` | string | PitchBook ID of the company compared against | +| ↳ `similarCompanyId` | string | PitchBook ID of the similar company | +| ↳ `similarCompanyName` | string | Name of the similar company | +| ↳ `similarityScore` | number | Similarity score between 0 and 1, higher is more similar | +| ↳ `competitor` | boolean | Whether PitchBook classifies the company as a direct competitor | + +### PitchBook VC Exit Predictions + +Retrieve PitchBook machine-learning exit predictions for a VC-backed company. Requires at least two funding rounds in the past six years. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `companyId` | string | PitchBook company ID | +| `predictionDate` | string | Date the prediction was generated \(YYYY-MM-DD\) | +| `opportunityScore` | number | PitchBook opportunity score | +| `successClass` | string | Predicted outcome class, such as Success | +| `successProbability` | number | Probability of a successful outcome, as a percentage | +| `noexitProbability` | number | Probability of no exit, as a percentage | +| `exitClass` | string | Most likely exit type, such as IPO or M&A | +| `ipoProbability` | number | Probability of an IPO exit, as a percentage | +| `mergeracquisitionProbability` | number | Probability of an M&A exit, as a percentage | +| `vcDealNumber` | number | Number of VC deals the prediction is based on | + +### PitchBook Company Social Analytics + +Retrieve web and social growth and size metrics for a company, with percentile ranks + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `compare` | string | No | Benchmark the signals against a peer set: SIMILAR_COMPANIES, INDUSTRY, VERTICALS, or ALL_COMPANIES | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `companyId` | string | PitchBook company ID | +| `growthRate` | number | Overall growth rate | +| `growthRatePercentile` | number | Percentile of the overall growth rate | +| `growthRateChange` | number | Change in the overall growth rate | +| `growthRatePercentChange` | number | Percent change in the overall growth rate | +| `webGrowthRate` | number | Web traffic growth rate | +| `webGrowthRatePercentile` | number | Percentile of the web growth rate | +| `socialGrowthRate` | number | Social following growth rate | +| `socialGrowthRatePercentile` | number | Percentile of the social growth rate | +| `sizeMultiple` | number | Overall size multiple | +| `sizeMultiplePercentile` | number | Percentile of the size multiple | +| `sizeMultipleChange` | number | Change in the size multiple | +| `sizeMultiplePercentChange` | number | Percent change in the size multiple | +| `webSizeMultiple` | number | Web size multiple | +| `webSizeMultiplePercentile` | number | Percentile of the web size multiple | +| `socialSizeMultiple` | number | Social size multiple | +| `socialSizeMultiplePercentile` | number | Percentile of the social size multiple | +| `twitterFollowers` | number | Twitter/X follower count | +| `twitterFollowersChange` | number | Change in follower count | +| `twitterFollowersPercentChange` | number | Percent change in follower count | + +### PitchBook Company General Service Providers + +Retrieve the current and former general service providers engaged by a company + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `companyId` | string | PitchBook company ID | +| `currentGeneralServices` | array | Current general service relationships | +| ↳ `serviceProviderId` | string | PitchBook service provider ID | +| ↳ `serviceProviderName` | string | Service provider name | +| ↳ `serviceProviderTypes` | array | Types the service provider is classified as | +| ↳ `primary` | boolean | Whether this is the primary entry | +| ↳ `type` | object | Type as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `serviceProvided` | object | Service provided, as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| `formerGeneralServices` | array | Former general service relationships | +| ↳ `serviceProviderId` | string | PitchBook service provider ID | +| ↳ `serviceProviderName` | string | Service provider name | +| ↳ `serviceProviderTypes` | array | Types the service provider is classified as | +| ↳ `primary` | boolean | Whether this is the primary entry | +| ↳ `type` | object | Type as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `serviceProvided` | object | Service provided, as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | + +### PitchBook Company Deal Service Providers + +Retrieve the service providers that worked on a company deals, and what each was hired for + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `dealServiceProviders` | array | Service providers engaged on the company deals | +| ↳ `serviceProviderId` | string | PitchBook service provider ID | +| ↳ `serviceProviderName` | string | Service provider name | +| ↳ `serviceProviderTypes` | array | Types the service provider is classified as | +| ↳ `primary` | boolean | Whether this is the primary entry | +| ↳ `type` | object | Type as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `serviceProvided` | object | Service provided, as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `dealIdServiceProvided` | string | PitchBook deal ID the service was provided on | + +### PitchBook Company Updates + +Check which company datasets changed in a window, so a sync only refetches what moved + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `sinceDate` | string | No | Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange. | +| `trailingRange` | number | No | Report changes over the last N days. Use this or sinceDate. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `updates` | json | Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object. | + +### PitchBook Patent Search + +Search the patents held by a company by status, filing and publication date, authority, and CPC classification + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID. | +| `status` | string | No | Patent status: Active, Pending, or Inactive. Separate multiple values with a comma. | +| `publicationDate` | string | No | Publication date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range. | +| `firstFilingDate` | string | No | First filing date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range. | +| `filingAuthorityLocation` | string | No | Filing authority location, e.g. EP or US. Separate multiple values with a comma. | +| `cpcSectionCode` | string | No | CPC section code. Separate multiple values with a comma. | +| `cpcClassCode` | string | No | CPC class code. Separate multiple values with a comma. | +| `page` | number | No | Page of results to return, starting at 1 | +| `perPage` | number | No | How many results to return per page | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `companyId` | string | PitchBook company ID | +| `stats` | object | Summary statistics for the response | +| ↳ `total` | number | Total number of matching results | +| ↳ `perPage` | number | Results returned per page | +| ↳ `page` | number | Current page number | +| ↳ `lastPage` | number | Number of the last available page | +| `items` | array | Records returned | +| ↳ `patentId` | string | Patent ID | +| ↳ `patentTitle` | string | Patent title | +| ↳ `status` | string | Status | +| ↳ `publicationDate` | string | Publication date \(YYYY-MM-DD\) | +| ↳ `firstFilingDate` | string | First filing date \(YYYY-MM-DD\) | +| ↳ `expirationDate` | string | Expiration date \(YYYY-MM-DD\) | +| ↳ `filingAuthorityLocation` | string | Filing authority location | +| ↳ `cpcSection` | object | CPC section | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `cpcClass` | object | CPC class | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `cpcSubclass` | object | CPC subclass | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | + +### PitchBook Patent Detail + +Retrieve the full record for a single patent: title, status, dates, assignees, inventors, citations, and claim counts + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | Patent ID, e.g. EP-3167426-B1. Patent IDs come from a patent search. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `patentId` | string | Patent ID | +| `patentTitle` | string | Patent title | +| `status` | string | Status | +| `publicationDate` | string | Publication date \(YYYY-MM-DD\) | +| `firstFilingDate` | string | First filing date \(YYYY-MM-DD\) | +| `expirationDate` | json | Expiration date \(YYYY-MM-DD\) | +| `filingAuthorityLocation` | string | Filing authority location | +| `cpcSection` | object | CPC section | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `cpcClass` | object | CPC class | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `cpcSubclass` | object | CPC subclass | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `currentAssigneeNames` | array | Current assignees | +| `originalAssigneeNames` | array | Original assignees | +| `mostRecentLegalStatus` | string | Most recent legal status | +| `mostRecentLegalStatusDate` | string | Date of the most recent legal status \(YYYY-MM-DD\) | +| `applicationDate` | string | Application date \(YYYY-MM-DD\) | +| `grantDate` | string | Grant date \(YYYY-MM-DD\) | +| `familyId` | string | Patent family ID | +| `inventors` | array | Named inventors | +| `documentForwardCitations` | number | Number of forward citations | +| `documentBackwardCitations` | number | Number of backward citations | +| `countOfClaims` | number | Number of claims | +| `countOfIndependentClaims` | number | Number of independent claims | +| `patentDownloadUrl` | string | Link to download the patent document | + +### PitchBook Deal Search + +Search PitchBook for deals by company, investor, deal type, size, date, and valuation + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `companyNames` | string | No | Comma-separated company names, PitchBook IDs, websites, or tickers | +| `investorNames` | string | No | Comma-separated investor names, PitchBook IDs, websites, or tickers | +| `keywords` | string | No | Keywords associated with the companies involved | +| `country` | string | No | Country of the companies involved \(e.g. USA\) | +| `locationType` | string | No | Restrict location matching to HQ_ONLY, NON_HQ_ONLY, or ANY | +| `industry` | string | No | PitchBook industry code of the companies involved | +| `verticals` | string | No | PitchBook vertical code of the companies involved | +| `dealType` | string | No | PitchBook deal type code \(e.g. evc for early-stage VC\) | +| `dealStatus` | string | No | Deal status code, distinguishing completed, failed, and upcoming deals | +| `dealSize` | string | No | Deal size in millions. Use >100, <100, or 10^100 for a range | +| `dealDate` | string | No | Deal date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range | +| `postValuation` | string | No | Post-money valuation in millions. Use >100, <100, or 10^100 for a range | +| `revenue` | string | No | Revenue of the companies involved in millions. Use >100, <100, or 10^100 for a range | +| `filterCurrency` | string | No | ISO currency code the monetary filters on this search are expressed in, e.g. setting EUR means dealSize is read as millions of euros. Distinct from `currency`, which converts the values PitchBook returns. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | +| `page` | number | No | Page of results to return, starting at 1 | +| `perPage` | number | No | How many results to return per page | +| `additionalFilters` | json | No | Any other documented search filter, as a JSON object of query parameter names to values \(e.g. \{"emergingSpaces": "AGTECH"\}\). A dedicated field always wins over the same key set here. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `stats` | object | Paging envelope for the result set | +| ↳ `total` | number | Total number of matching results | +| ↳ `perPage` | number | Results returned per page | +| ↳ `page` | number | Current page number | +| ↳ `lastPage` | number | Number of the last available page | +| `items` | array | Deals matching the search criteria | +| ↳ `dealId` | string | PitchBook deal ID | +| ↳ `companyId` | string | PitchBook ID of the company in the deal | +| ↳ `companyName` | string | Name of the company in the deal | + +### PitchBook Deal Bio + +Retrieve the summary of a deal: company, date, size, status, type, and which detail datasets are available for it + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T and come from a deal search or a company deals lookup. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `dealId` | string | PitchBook deal ID | +| `dealNumber` | number | Sequence of this deal in the company financing history | +| `companyId` | string | PitchBook ID of the company in the deal | +| `companyName` | string | Name of the company in the deal | +| `dealAnnouncedDate` | string | Date the deal was announced \(YYYY-MM-DD\) | +| `dealDate` | string | Date the deal closed \(YYYY-MM-DD\) | +| `dealSize` | object | Size of the deal | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `dealSizeStatus` | string | Whether the deal size is actual or estimated | +| `dealStatus` | object | Status of the deal, such as Completed | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `dealType1` | object | Primary deal type | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `dealType2` | object | Secondary deal type, such as the round letter | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `dealType3` | object | Tertiary deal type | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `dealClass` | object | Deal class, such as Venture Capital | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `valuationAvailable` | boolean | Whether valuation data exists for this deal | +| `capTableAvailable` | boolean | Whether cap table history exists for this deal | +| `trancheInfoAvailable` | boolean | Whether tranche information exists for this deal | +| `debtLenderInfoAvailable` | boolean | Whether debt and lender information exists for this deal | + +### PitchBook Deal Detailed + +Retrieve the full detail of a deal: synopsis, percent acquired, round, invested capital, ownership, debt, and stock split + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T and come from a deal search or a company deals lookup. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `dealId` | string | PitchBook deal ID | +| `dealNumber` | number | Sequence of this deal in the company financing history | +| `companyId` | string | PitchBook ID of the company in the deal | +| `companyName` | string | Name of the company in the deal | +| `dealDate` | string | Date the deal closed \(YYYY-MM-DD\) | +| `dealSize` | object | Size of the deal | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `dealSizeStatus` | string | Whether the deal size is actual or estimated | +| `dealStatus` | object | Status of the deal, such as Completed | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `percentAcquired` | number | Percentage of the company acquired in the deal | +| `raisedToDate` | object | Total the company had raised as of this deal | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `vcRound` | string | Venture round label, such as 1st Round | +| `vcRoundUpDownFlat` | string | Whether the round was up, down, or flat versus the previous one | +| `totalInvestedCapital` | object | Total capital invested in the deal | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `investorOwnership` | number | Percentage of the company owned by investors after the deal | +| `stockSplit` | string | Stock split applied at the deal, such as 1:1 | +| `dealType1` | object | Primary deal type | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `dealType2` | object | Secondary deal type, such as the round letter | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `dealType3` | object | Tertiary deal type | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `dealClass` | object | Deal class, such as Venture Capital | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `dealSynopsis` | string | Narrative summary of the deal | +| `totalInvestedEquity` | object | Total equity invested in the deal | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `debtType1` | object | Primary debt type raised in the deal | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `debtType2` | object | Secondary debt type raised in the deal | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `debtType3` | object | Tertiary debt type raised in the deal | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `debtAmount1` | object | Amount of the primary debt type | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `debtAmount2` | object | Amount of the secondary debt type | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `debtAmount3` | object | Amount of the tertiary debt type | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `debtRaisedInRound` | object | Total debt raised in the round | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `contingentPayout` | object | Contingent payout attached to the deal | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `valuationAvailable` | boolean | Whether valuation data exists for this deal | +| `capTableAvailable` | boolean | Whether cap table history exists for this deal | +| `trancheInfoAvailable` | boolean | Whether tranche information exists for this deal | +| `debtLenderInfoAvailable` | boolean | Whether debt and lender information exists for this deal | + +### PitchBook Deal Valuation + +Retrieve the pre-money and post-money valuation recorded for a deal + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T and come from a deal search or a company deals lookup. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `dealId` | string | PitchBook deal ID | +| `dealNumber` | number | Sequence of this deal in the company financing history | +| `companyId` | string | PitchBook ID of the company in the deal | +| `companyName` | string | Name of the company in the deal | +| `preValuation` | object | Pre-money valuation | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `postValuation` | object | Post-money valuation | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `postValuationStatus` | string | Whether the post-money valuation is actual or estimated | + +### PitchBook Deal Multiples + +Retrieve the valuation multiples for a deal against revenue, EBITDA, EBIT, cash flow, and net income + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `dealId` | string | PitchBook deal ID | +| `dealNumber` | number | Sequence of the deal in the company financing history | +| `companyId` | string | PitchBook company ID | +| `companyName` | string | Company name | +| `dealSizeToCashFlow` | number | Deal size to cash flow | +| `dealSizeToEBIT` | number | Deal size to EBIT | +| `dealSizeToEBITDA` | number | Deal size to EBITDA | +| `dealSizeToNetIncome` | json | Deal size to net income | +| `dealSizeToRevenue` | number | Deal size to revenue | +| `debtRaisedInRoundToEBITDA` | json | Debt raised in round to EBITDA | +| `debtRaisedInRoundToEquity` | json | Debt raised in round to equity | +| `impliedEvToCashFlow` | number | Implied EV to cash flow | +| `impliedEvToEBIT` | number | Implied EV to EBIT | +| `impliedEvToEBITDA` | number | Implied EV to EBITDA | +| `impliedEvToNetIncome` | json | Implied EV to net income | +| `impliedEvToRevenue` | number | Implied EV to revenue | +| `valuationToCashFlow` | number | Valuation to cash flow | +| `valuationToEBIT` | number | Valuation to EBIT | +| `valuationToEBITDA` | number | Valuation to EBITDA | +| `valuationToNetIncome` | json | Valuation to net income | +| `valuationToRevenue` | number | Valuation to revenue | + +### PitchBook Deal Investors + +Retrieve the investors, sellers, and exiting investors on a deal, including who led it + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T and come from a deal search or a company deals lookup. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `dealId` | string | PitchBook deal ID | +| `companyId` | string | PitchBook ID of the company in the deal | +| `companyName` | string | Name of the company in the deal | +| `investors` | array | Investors participating in the deal | +| ↳ `investorId` | string | PitchBook investor ID | +| ↳ `investorName` | string | Investor name | +| ↳ `investmentStatus` | string | Whether the investor is new or following on | +| ↳ `leadSoleInvestor` | boolean | Whether the investor led or solely funded the round | +| ↳ `leadPartnerId` | string | PitchBook person ID of the lead partner | +| ↳ `leadPartnerName` | string | Name of the lead partner | +| ↳ `investorFunds` | array | Funds the investor deployed into the deal | +| ↳ `fundId` | string | PitchBook fund ID | +| ↳ `fundName` | string | Fund name | +| ↳ `investmentAmount` | object | Amount this investor put into the deal | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `formOfPayment` | object | How the investment was paid | +| ↳ `code` | string | Payment form code | +| ↳ `description` | string | Payment form label | +| `sellers` | array | Parties selling in the deal | +| `exiters` | array | Investors exiting through the deal | + +### PitchBook Deal Stock Info + +Retrieve the share terms of a deal: price per share, shares acquired, and the preference, dividend, and voting rights attached + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `dealId` | string | PitchBook deal ID | +| `dealNumber` | number | Sequence of the deal in the company financing history | +| `companyId` | string | PitchBook company ID | +| `companyName` | string | Company name | +| `series` | string | Stock series | +| `pricePerShare` | object | Price per share | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `stockType` | json | Type of stock | +| `numberOfSharesAcquired` | number | Shares acquired | +| `sharesSought` | number | Shares sought | +| `conversionRatio` | string | Conversion ratio | +| `liquidationPreferences` | string | Liquidation preference terms | +| `liquidationParticipating` | string | Whether the preference participates | +| `dividendRights` | string | Dividend rights terms | +| `cumulativeness` | string | Whether dividends are cumulative | +| `antiDilutionProvisions` | string | Anti-dilution provisions | +| `redemptionRights` | json | Redemption rights terms | +| `boardVotingRights` | string | Board voting rights terms | +| `generalVotingRights` | string | General voting rights terms | + +### PitchBook Deal Cap Table History + +Retrieve the cap table as of a deal, one row per stock series with its terms and ownership + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `capTable` | array | Stock series on the cap table as of the deal | +| ↳ `dealId` | string | PitchBook deal ID | +| ↳ `dealNumber` | number | Sequence of the deal in the company financing history | +| ↳ `companyId` | string | PitchBook company ID | +| ↳ `companyName` | string | Company name | +| ↳ `stockSeries` | string | Stock series | +| ↳ `numberOfSharesAuthorized` | number | Shares authorized | +| ↳ `parValue` | object | Par value per share | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `dividendRate` | number | Dividend rate | +| ↳ `dividendAmount` | json | Dividend amount | +| ↳ `originalIssuePrice` | object | Original issue price per share | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `liquidationPrice` | object | Liquidation price per share | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `liquidationPreferenceMultiple` | number | Liquidation preference multiple | +| ↳ `conversionPrice` | object | Conversion price per share | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `percentOwned` | number | Percentage owned | + +### PitchBook Deal Tranche Info + +Retrieve the tranches a deal was funded in, with each tranche date, size, and investors + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `dealId` | string | PitchBook deal ID | +| `dealNumber` | number | Sequence of the deal in the company financing history | +| `company` | object | Company the record belongs to | +| ↳ `id` | string | PitchBook person ID | +| ↳ `name` | string | Name | +| `tranches` | array | Tranches making up the deal | +| ↳ `trancheSize` | object | Size of the tranche | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `currency` | string | Currency of amount | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `trancheSizeStatus` | string | Whether the tranche size is actual or estimated | +| ↳ `trancheDate` | string | Date of the tranche \(YYYY-MM-DD\) | +| ↳ `financingType` | object | Type of financing | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `stockType` | object | Type of stock | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `stockSeriesType` | string | Type of the stock series | +| ↳ `conversionStatus` | json | Conversion status | +| ↳ `conversionDate` | json | Conversion date \(YYYY-MM-DD\) | +| ↳ `investor` | object | Investor on the record | +| ↳ `name` | string | Name | +| ↳ `id` | string | PitchBook person ID | +| ↳ `investor2` | object | Second investor on the record | +| ↳ `id` | string | PitchBook person ID | +| ↳ `name` | string | Name | +| ↳ `investor3` | object | Third investor on the record | +| ↳ `id` | string | PitchBook person ID | +| ↳ `name` | string | Name | + +### PitchBook Deal Debt and Lenders + +Retrieve the debt raised in a deal and the lenders behind it, with rate, maturity, seniority, and covenant terms + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `dealId` | string | PitchBook deal ID | +| `dealNumber` | number | Sequence of the deal in the company financing history | +| `company` | object | Company the record belongs to | +| ↳ `id` | string | PitchBook person ID | +| ↳ `name` | string | Name | +| `debts` | array | Debt instruments in the deal | +| ↳ `debtSize` | json | Size of the debt instrument | +| ↳ `paymentInKind` | json | Whether interest is paid in kind | +| ↳ `debtType` | object | Type of debt | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `seniority` | json | Seniority of the debt | +| ↳ `security` | json | Security backing the debt | +| ↳ `subordination` | json | Subordination terms | +| ↳ `term` | json | Term of the debt | +| ↳ `additionalDebtCharacteristics` | object | Other characteristics of the debt | +| ↳ `unitranche` | boolean | Whether the debt is unitranche | +| ↳ `syndicated` | boolean | Whether the debt is syndicated | +| ↳ `mezzanine` | boolean | Whether the debt is mezzanine | +| ↳ `covLite` | boolean | Whether the debt is covenant-lite | +| ↳ `warrants` | boolean | Whether warrants are attached | +| ↳ `convertible` | boolean | Whether the instrument is convertible | +| ↳ `rate` | json | Interest rate | +| ↳ `maturityDate` | json | Maturity date \(YYYY-MM-DD\) | +| ↳ `spreadInterestRate` | json | Spread over the reference interest rate | +| ↳ `lenders` | array | Lenders on the debt | +| ↳ `lenderId` | string | PitchBook ID of the lender | +| ↳ `lenderName` | string | Name of the lender | +| ↳ `firmType` | string | Type of the associated firm | +| ↳ `serviceProviderType` | object | Service provider type | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `lenderSize` | json | Amount provided by the lender | + +### PitchBook Deal Service Providers + +Retrieve the service providers that worked on a deal and which party each represented + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `serviceProviders` | array | Service providers that worked on the deal | +| ↳ `dealId` | string | PitchBook deal ID | +| ↳ `companyId` | string | PitchBook company ID | +| ↳ `companyName` | string | Company name | +| ↳ `serviceProviderId` | string | PitchBook service provider ID | +| ↳ `serviceProviderName` | string | Service provider name | +| ↳ `serviceProviderTypes` | array | Types the service provider is classified as | +| ↳ `type` | object | Type as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `primary` | boolean | Whether this is the primary entry | +| ↳ `serviceProvided` | object | Service provided, as a code and description pair | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `serviceProvidedToId` | string | PitchBook ID of the party the service was provided to | +| ↳ `serviceProvidedToName` | string | Name of the party the service was provided to | +| ↳ `leadPartnerId` | json | PitchBook person ID of the lead partner | +| ↳ `leadPartnerName` | json | Name of the lead partner | + +### PitchBook Deal Updates + +Check which deal datasets changed in a window, so a sync only refetches what moved + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T. | +| `sinceDate` | string | No | Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange. | +| `trailingRange` | number | No | Report changes over the last N days. Use this or sinceDate. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `updates` | json | Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object. | + +### PitchBook Investor Search + +Search PitchBook for investors by type, location, assets under management, fund profile, and deal activity + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `investorNames` | string | No | Comma-separated investor names, PitchBook IDs, websites, or tickers | +| `investorType` | string | No | PitchBook investor type code \(e.g. LP_BI, LP_E\) | +| `city` | string | No | City the investor is located in | +| `stateProvince` | string | No | State or province the investor is located in | +| `country` | string | No | Country the investor is located in \(e.g. USA\) | +| `locationType` | string | No | Restrict location matching to HQ_ONLY, NON_HQ_ONLY, or ANY | +| `aum` | string | No | Assets under management in millions. Use >1000, <1000, or 100^1000 for a range | +| `dryPowder` | string | No | Dry powder in millions. Use >500, <500, or 1^500 for a range | +| `fundType` | string | No | PitchBook fund type code of the investor funds | +| `fundSize` | string | No | Fund size in millions. Use >500, <500, or 1^500 for a range | +| `dealType` | string | No | PitchBook deal type code the investor has participated in | +| `dealDate` | string | No | Deal date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range | +| `dealSize` | string | No | Deal size in millions. Use >100, <100, or 10^100 for a range | +| `preferredDealTypes` | string | No | Preferred deal type codes the investor targets | +| `industryPreferences` | string | No | Preferred industry codes the investor targets | +| `geographicalPreferences` | string | No | Preferred geography codes the investor targets | +| `filterCurrency` | string | No | ISO currency code the monetary filters on this search are expressed in, e.g. setting EUR means dealSize is read as millions of euros. Distinct from `currency`, which converts the values PitchBook returns. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | +| `page` | number | No | Page of results to return, starting at 1 | +| `perPage` | number | No | How many results to return per page | +| `additionalFilters` | json | No | Any other documented search filter, as a JSON object of query parameter names to values \(e.g. \{"emergingSpaces": "AGTECH"\}\). A dedicated field always wins over the same key set here. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `stats` | object | Paging envelope for the result set | +| ↳ `total` | number | Total number of matching results | +| ↳ `perPage` | number | Results returned per page | +| ↳ `page` | number | Current page number | +| ↳ `lastPage` | number | Number of the last available page | +| `items` | array | Investors matching the search criteria | +| ↳ `investorId` | string | PitchBook investor ID | +| ↳ `investorName` | string | Investor name | +| ↳ `website` | string | Investor website | + +### PitchBook Investor Bio + +Retrieve the core profile of an investor: names, description, HQ, type, AUM, dry powder, and headcount + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook investor ID, e.g. 58781-35. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `investorId` | string | PitchBook investor ID | +| `investorName` | object | The names the investor is known by | +| ↳ `formalName` | string | Formal name | +| ↳ `alsoKnownAs` | string | Also-known-as name | +| ↳ `legalName` | string | Registered legal name | +| ↳ `formerlyKnownAs` | string | Previous name | +| `hqLocation` | object | Headquarters location | +| ↳ `city` | string | City | +| ↳ `stateProvince` | string | State or province | +| ↳ `postCode` | string | Postal code | +| ↳ `country` | string | Country | +| `description` | object | Investor description in brief and full form | +| ↳ `brief` | string | Short description | +| ↳ `full` | string | Full description | +| `investorStatus` | object | Whether the investor is actively investing | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `investorType` | array | Types the investor is classified as, one flagged primary | +| ↳ `type` | object | Investor type | +| ↳ `code` | string | Investor type code | +| ↳ `description` | string | Investor type label | +| ↳ `primary` | boolean | Whether this is the primary type | +| `assetsUnderManagement` | object | Assets under management | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `dryPowder` | object | Uncalled capital available to deploy | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `yearFounded` | number | Year the investor was founded | +| `website` | string | Investor website | +| `countInvestmentProfessionals` | number | Number of investment professionals on staff | +| `tradeAssociations` | array | Trade associations the investor belongs to | + +### PitchBook Investor Investments + +Retrieve every investment an investor has made, active and exited, with the deals that opened and closed each position + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook investor ID, e.g. 58781-35. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `investments` | array | Investments the investor has made, active and exited | +| ↳ `investorId` | string | PitchBook investor ID | +| ↳ `companyId` | string | PitchBook ID of the portfolio company | +| ↳ `companyName` | string | Name of the portfolio company | +| ↳ `investorStatus` | string | Whether the investor is a current or former holder | +| ↳ `investmentDate` | string | Date the position was opened \(YYYY-MM-DD\) | +| ↳ `investmentDealId` | string | PitchBook deal ID of the investment | +| ↳ `exitDate` | string | Date the position was exited \(YYYY-MM-DD\) | +| ↳ `exitDealId` | string | PitchBook deal ID of the exit | + +### PitchBook Investor Active Investments + +Retrieve only the positions an investor still holds + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook investor ID, e.g. 58781-35. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `activeInvestments` | array | Positions the investor still holds | +| ↳ `investorId` | string | PitchBook investor ID | +| ↳ `companyId` | string | PitchBook company ID | +| ↳ `companyName` | string | Company name | +| ↳ `investorSince` | string | Date the investor first invested \(YYYY-MM-DD\) | +| ↳ `investmentDealId` | string | PitchBook deal ID of the investment | +| ↳ `investmentDate` | string | Date the position was opened \(YYYY-MM-DD\) | + +### PitchBook Investor Funds + +Retrieve the funds an investor manages, with open and closed counts and the min, median, and max fund size + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook investor ID, e.g. 58781-35. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `investorId` | string | PitchBook investor ID | +| `stats` | object | Counts of open and closed funds | +| ↳ `totalFundsOpen` | number | Number of open funds | +| ↳ `totalFundsClosed` | number | Number of closed funds | +| `minFundSize` | object | Smallest fund raised | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `medianFundSize` | object | Median fund size | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `maxFundSize` | object | Largest fund raised | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `fundInfo` | array | Funds the investor manages | +| ↳ `fundId` | string | PitchBook fund ID | +| ↳ `fundName` | string | Fund name | +| ↳ `fundType` | object | Type of the fund | +| ↳ `code` | string | Fund type code | +| ↳ `description` | string | Fund type label | + +### PitchBook Investor Last Closed Fund + +Retrieve the most recently closed fund raised by an investor, with its size, type, and vintage + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook investor ID, e.g. 58781-35. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `investorId` | string | PitchBook investor ID | +| `fundId` | string | PitchBook fund ID | +| `fundName` | string | Fund name | +| `fundVintage` | number | Vintage year of the fund | +| `fundSize` | object | Capital raised by the fund | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `fundType` | object | Fund type | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `fundCloseDate` | string | Date the fund closed \(YYYY-MM-DD\) | +| `fundOpenDate` | json | Date the fund opened \(YYYY-MM-DD\) | + +### PitchBook Investor Preferences + +Retrieve what an investor targets: check size, deal size, valuation, revenue, geography, industry, and deal type preferences + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook investor ID, e.g. 58781-35. Use PitchBook Search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `investorId` | string | PitchBook investor ID | +| `investorName` | string | Investor name | +| `preferredInvestmentAmount` | object | Preferred check size, as a min and max monetary value | +| ↳ `min` | json | Minimum, as a PitchBook monetary value | +| ↳ `max` | json | Maximum, as a PitchBook monetary value | +| `preferredDealSize` | object | Preferred total deal size, as a min and max monetary value | +| ↳ `min` | json | Minimum, as a PitchBook monetary value | +| ↳ `max` | json | Maximum, as a PitchBook monetary value | +| `preferredCompanyValuation` | object | Preferred company valuation, as a min and max monetary value | +| ↳ `min` | json | Minimum, as a PitchBook monetary value | +| ↳ `max` | json | Maximum, as a PitchBook monetary value | +| `preferredEbitda` | object | Preferred EBITDA, as a min and max monetary value | +| ↳ `min` | json | Minimum, as a PitchBook monetary value | +| ↳ `max` | json | Maximum, as a PitchBook monetary value | +| `preferredEbit` | object | Preferred EBIT, as a min and max monetary value | +| ↳ `min` | json | Minimum, as a PitchBook monetary value | +| ↳ `max` | json | Maximum, as a PitchBook monetary value | +| `preferredRevenue` | object | Preferred revenue, as a min and max monetary value | +| ↳ `min` | json | Minimum, as a PitchBook monetary value | +| ↳ `max` | json | Maximum, as a PitchBook monetary value | +| `preferredInvestmentHorizon` | object | Preferred holding period in years | +| ↳ `min` | number | Minimum years | +| ↳ `max` | number | Maximum years | +| `geographicalPreferences` | array | Regions the investor targets, from broad group down to state | +| ↳ `regionGroup` | json | Broad region as a code and description pair | +| ↳ `regionSegment` | json | Region segment as a code and description pair | +| ↳ `regionCode` | json | Country as a code and description pair | +| ↳ `regionState` | json | State or province as a code and description pair | +| `otherInvestmentPreferences` | array | Other stated preferences, such as preferring a minority stake | +| ↳ `code` | string | Preference code | +| ↳ `description` | string | Preference label | +| `preferredIndustry` | array | Industries the investor targets | +| ↳ `code` | string | Industry code | +| ↳ `description` | string | Industry label | +| `preferredDealTypes` | array | Deal types the investor targets | +| ↳ `code` | string | Deal type code | +| ↳ `description` | string | Deal type label | +| `preferredVerticals` | array | Verticals the investor targets | +| ↳ `code` | string | Vertical code | +| ↳ `description` | string | Vertical label | +| `assetPreferences` | array | Asset classes and subcategories the investor targets | +| ↳ `assetClass` | json | Asset class as a code and description pair | +| ↳ `subcategory` | json | Subcategory as a code and description pair | + +### PitchBook Investor Board Seats + +Retrieve the board seats an investor holds and previously held across its portfolio + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook investor ID, e.g. 58781-35. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `investorId` | string | PitchBook investor ID | +| `current` | array | Current entries | +| ↳ `personId` | string | PitchBook person ID | +| ↳ `personName` | string | Full name of the person | +| ↳ `boardCompanyId` | string | PitchBook ID of the company the seat is on | +| ↳ `boardCompanyName` | string | Name of the company the seat is on | +| ↳ `onBoard` | boolean | Whether the person holds a board seat | +| ↳ `boardStartDate` | string | Date the seat started \(YYYY-MM-DD\) | +| ↳ `boardEndDate` | json | Date the seat ended \(YYYY-MM-DD\) | +| ↳ `role` | string | Role played | +| `former` | array | Former team members | + +### PitchBook Investor General Service Providers + +Retrieve the current and former general service providers engaged by an investor + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook investor ID, e.g. 58781-35. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `investorId` | string | PitchBook investor ID | +| `currentGeneralServices` | array | Current general service relationships | +| ↳ `serviceProviderId` | string | PitchBook service provider ID | +| ↳ `serviceProviderName` | string | Service provider name | +| ↳ `serviceProviderTypes` | array | Types the service provider is classified as | +| ↳ `primary` | boolean | Whether this is the primary entry | +| ↳ `type` | object | Type as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `serviceProvided` | object | Service provided, as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| `formerGeneralServices` | array | Former general service relationships | + +### PitchBook Investor Deal Service Providers + +Retrieve the service providers that worked on an investor deals, and what each was hired for + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook investor ID, e.g. 58781-35. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `dealServiceProviders` | array | Service providers engaged on the investor deals | +| ↳ `investorId` | string | PitchBook investor ID | +| ↳ `serviceProviderId` | string | PitchBook service provider ID | +| ↳ `serviceProviderName` | string | Service provider name | +| ↳ `serviceProviderTypes` | array | Types the service provider is classified as | +| ↳ `primary` | boolean | Whether this is the primary entry | +| ↳ `type` | object | Type as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `serviceProvided` | object | Service provided, as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `dealIdServiceProvided` | string | PitchBook deal ID the service was provided on | + +### PitchBook Investor Updates + +Check which investor datasets changed in a window, so a sync only refetches what moved + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook investor ID, e.g. 58781-35. | +| `sinceDate` | string | No | Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange. | +| `trailingRange` | number | No | Report changes over the last N days. Use this or sinceDate. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `updates` | json | Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object. | + +### PitchBook People Search + +Search PitchBook for people by name, employer, position, education, and location + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `personNames` | string | No | Comma-separated person names or PitchBook person IDs | +| `firstName` | string | No | First name of the person | +| `lastName` | string | No | Last name of the person | +| `email` | string | No | Email address of the person | +| `firmNames` | string | No | Comma-separated firm names, PitchBook IDs, websites, or tickers the person is associated with | +| `firmType` | string | No | PitchBook firm type code of the associated firm | +| `positionLevel` | string | No | Comma-separated position level codes \(e.g. CEO, CFO, CIO\) | +| `positionTitle` | string | No | Position title to match \(e.g. Chief Executive Officer\) | +| `department` | string | No | Department code the person works in | +| `university` | string | No | University the person attended | +| `biography` | string | No | Keywords appearing in the person biography | +| `city` | string | No | City the person is located in | +| `country` | string | No | Country the person is located in \(e.g. USA\) | +| `industry` | string | No | PitchBook industry code of the associated firm | +| `verticals` | string | No | PitchBook vertical code of the associated firm | +| `primaryPositionOnly` | boolean | No | Only match the person primary position rather than any position they hold | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | +| `page` | number | No | Page of results to return, starting at 1 | +| `perPage` | number | No | How many results to return per page | +| `additionalFilters` | json | No | Any other documented search filter, as a JSON object of query parameter names to values \(e.g. \{"emergingSpaces": "AGTECH"\}\). A dedicated field always wins over the same key set here. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `stats` | object | Paging envelope for the result set | +| ↳ `total` | number | Total number of matching results | +| ↳ `perPage` | number | Results returned per page | +| ↳ `page` | number | Current page number | +| ↳ `lastPage` | number | Number of the last available page | +| `items` | array | People matching the search criteria | +| ↳ `personId` | string | PitchBook person ID | +| ↳ `personName` | string | Full name of the person | +| ↳ `firmId` | string | PitchBook ID of the firm the person is associated with | + +### PitchBook Person Bio + +Retrieve the profile of a person: name, biography, LinkedIn, primary employer, position, and office + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook person ID, e.g. 53503-66P. Person IDs end in P and come from a people search. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `personId` | string | PitchBook person ID | +| `personName` | object | Parsed name of the person | +| ↳ `full` | string | Full name | +| ↳ `first` | string | First name | +| ↳ `last` | string | Last name | +| ↳ `middle` | string | Middle name | +| ↳ `prefix` | string | Name prefix | +| ↳ `suffix` | string | Name suffix | +| `biography` | string | Biography of the person | +| `linkedInProfileUrl` | string | LinkedIn profile URL | +| `gender` | string | Gender recorded for the person | +| `primaryEntityId` | string | PitchBook ID of the primary employer | +| `primaryEntityName` | string | Name of the primary employer | +| `primaryEntityType` | string | Type of the primary employer, such as COMPANY or INVESTOR | +| `primaryEntityWebsite` | string | Website of the primary employer | +| `primaryPosition` | string | Position the person holds at the primary employer | +| `primaryOffice` | object | Office the person works out of | +| ↳ `location` | string | Office label | +| ↳ `addressLine1` | string | Address line 1 | +| ↳ `addressLine2` | string | Address line 2 | +| ↳ `city` | string | City | +| ↳ `stateProvince` | string | State or province | +| ↳ `postCode` | string | Postal code | +| ↳ `country` | string | Country | +| ↳ `phone` | string | Phone number | +| ↳ `fax` | string | Fax number | +| ↳ `email` | string | Email address | +| ↳ `globalRegion` | string | Global region | +| ↳ `globalSubRegion` | string | Global sub-region | + +### PitchBook Person Contact + +Retrieve the direct contact details on file for a person + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook person ID, e.g. 53503-66P. Person IDs end in P and come from a people search. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `personId` | string | PitchBook person ID | +| `fullName` | string | Full name of the person | +| `phone` | string | Phone number | +| `fax` | string | Fax number | +| `email` | string | Email address | + +### PitchBook Person Education and Work + +Retrieve a person full history: education, company roles, board seats, deal roles, and fund roles + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook person ID, e.g. 53503-66P. Person IDs end in P and come from a people search. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `personId` | string | PitchBook person ID | +| `fullName` | string | Full name of the person | +| `education` | array | Institutions the person attended | +| ↳ `institution` | string | Institution name | +| ↳ `degree` | string | Degree earned | +| ↳ `yearOfGraduation` | number | Graduation year | +| `companyRoles` | array | Positions the person has held at companies | +| ↳ `companyId` | string | PitchBook company ID | +| ↳ `companyName` | string | Company name | +| ↳ `position` | string | Position title | +| ↳ `positionType` | string | Whether the role is an employee or non-employee position | +| ↳ `positionStatus` | string | Whether the position is Current or Former | +| ↳ `positionStart` | string | Date the position started \(YYYY-MM-DD\) | +| ↳ `positionFinish` | string | Date the position ended \(YYYY-MM-DD\) | +| `boardSeats` | array | Board seats the person has held | +| ↳ `boardCompanyId` | string | PitchBook ID of the company | +| ↳ `boardCompanyName` | string | Name of the company | +| ↳ `boardRepresentingId` | string | PitchBook ID of the firm the seat represents | +| ↳ `boardRepresentingName` | string | Name of the firm the seat represents | +| ↳ `positionStatus` | string | Whether the seat is Current or Former | +| ↳ `boardStart` | string | Date the seat started \(YYYY-MM-DD\) | +| ↳ `boardFinish` | string | Date the seat ended \(YYYY-MM-DD\) | +| `currentAdvisoryRoles` | array | Advisory roles the person currently holds | +| `dealRoles` | array | Deals the person worked on and who they represented | +| ↳ `dealId` | string | PitchBook deal ID | +| ↳ `dealDate` | string | Date of the deal \(YYYY-MM-DD\) | +| ↳ `companyId` | string | PitchBook ID of the company in the deal | +| ↳ `companyName` | string | Name of the company in the deal | +| ↳ `representingId` | string | PitchBook ID of the firm the person represented | +| ↳ `representingName` | string | Name of the firm the person represented | +| `fundRoles` | array | Funds the person is associated with | +| ↳ `fundId` | string | PitchBook fund ID | +| ↳ `fundName` | string | Fund name | +| ↳ `investorId` | string | PitchBook ID of the fund manager | +| ↳ `investorName` | string | Name of the fund manager | +| ↳ `representingId` | string | PitchBook ID of the firm the person represented | +| ↳ `representingName` | string | Name of the firm the person represented | + +### PitchBook Fund Search + +Search PitchBook for funds by manager, type, size, vintage, and performance + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `fundNames` | string | No | Comma-separated fund names or PitchBook fund IDs | +| `investorNames` | string | No | Comma-separated names or PitchBook IDs of the fund managers | +| `fundType` | string | No | PitchBook fund type code | +| `fundSize` | string | No | Fund size in millions. Use >500, <500, or 1^5000 for a range | +| `dryPowder` | string | No | Dry powder in millions. Use >500, <500, or 1^500 for a range | +| `vintage` | string | No | Vintage year. Use >2015, <2015, or 2015^2020 for a range | +| `city` | string | No | City the fund is located in | +| `country` | string | No | Country the fund is located in \(e.g. USA\) | +| `irr` | string | No | Internal rate of return as a percentage. Use >20, <20, or 10^20 for a range | +| `tvpi` | string | No | Total value to paid-in multiple. Use >2, <2, or 1^2 for a range | +| `dpi` | string | No | Distributions to paid-in multiple. Use >1, <1, or 1^2 for a range | +| `industryPreferences` | string | No | Preferred industry codes the fund targets | +| `geographicalPreferences` | string | No | Preferred geography codes the fund targets | +| `filterCurrency` | string | No | ISO currency code the monetary filters on this search are expressed in, e.g. setting EUR means dealSize is read as millions of euros. Distinct from `currency`, which converts the values PitchBook returns. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | +| `page` | number | No | Page of results to return, starting at 1 | +| `perPage` | number | No | How many results to return per page | +| `additionalFilters` | json | No | Any other documented search filter, as a JSON object of query parameter names to values \(e.g. \{"emergingSpaces": "AGTECH"\}\). A dedicated field always wins over the same key set here. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `stats` | object | Paging envelope for the result set | +| ↳ `total` | number | Total number of matching results | +| ↳ `perPage` | number | Results returned per page | +| ↳ `page` | number | Current page number | +| ↳ `lastPage` | number | Number of the last available page | +| `items` | array | Funds matching the search criteria | +| ↳ `fundId` | string | PitchBook fund ID | +| ↳ `fundName` | string | Fund name | +| ↳ `investors` | array | Managers of the fund | +| ↳ `investorId` | string | PitchBook investor ID | +| ↳ `investorName` | string | Investor name | + +### PitchBook Fund Bio + +Retrieve the profile of a fund: managers, vintage, status, type, size, target, location, and team + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F and come from a fund search. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `fundId` | string | PitchBook fund ID | +| `name` | string | Fund name | +| `fundInvestors` | array | Managers of the fund, with where it sits in their fund series | +| ↳ `investorId` | string | PitchBook investor ID | +| ↳ `investorName` | string | Investor name | +| ↳ `fundNo` | number | Position in the manager fund series | +| ↳ `firstFund` | boolean | Whether this is the manager first fund | +| `vintage` | number | Vintage year of the fund | +| `fundStatus` | string | Whether the fund is open or closed | +| `fundType` | string | Type of the fund | +| `fundSize` | object | Capital raised by the fund | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `location` | object | Office the fund is run from | +| ↳ `location` | string | Office label | +| ↳ `addressLine1` | string | Address line 1 | +| ↳ `addressLine2` | string | Address line 2 | +| ↳ `city` | string | City | +| ↳ `stateProvince` | string | State or province | +| ↳ `postCode` | string | Postal code | +| ↳ `country` | string | Country | +| ↳ `phone` | string | Phone number | +| ↳ `fax` | string | Fax number | +| ↳ `email` | string | Email address | +| ↳ `globalRegion` | string | Global region | +| ↳ `globalSubRegion` | string | Global sub-region | +| `fundTeam` | array | People on the fund team | +| ↳ `personId` | string | PitchBook person ID | +| ↳ `personFullName` | string | Full name of the person | +| `openDate` | string | Date the fund opened \(YYYY-MM-DD\) | +| `closeDate` | string | Date the fund closed \(YYYY-MM-DD\) | +| `fundTargetSize` | object | Target raise for the fund, as a min and max monetary value | +| ↳ `min` | json | Minimum, as a PitchBook monetary value | +| ↳ `max` | json | Maximum, as a PitchBook monetary value | +| `sbic` | boolean | Whether the fund is a Small Business Investment Company | +| `returnsInfoAvailable` | array | Which returns datasets are available for the fund | + +### PitchBook Fund Performance + +Retrieve the most recent reported returns for a fund: IRR, DPI, RVPI, TVPI, NAV, and benchmark quartile + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F and come from a fund search. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `fundId` | string | PitchBook fund ID | +| `fundName` | string | Fund name | +| `asOfQuarter` | number | Quarter the figures are reported as of | +| `asOfYear` | number | Year the figures are reported as of | +| `irr` | number | Internal rate of return, as a percentage | +| `dpi` | number | Distributions to paid-in multiple | +| `rvpi` | number | Residual value to paid-in multiple | +| `tvpi` | number | Total value to paid-in multiple | +| `nav` | number | Net asset value | +| `quartile` | number | Benchmark quartile the fund falls in, 1 being the best | +| `numberOfFundsInBenchmark` | number | How many funds the benchmark is drawn from | + +### PitchBook Fund Benchmark + +Retrieve the peer benchmark for a fund: benchmark IRR, DPI, TVPI, RVPI, and the funds it is drawn from + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `fundId` | string | PitchBook fund ID | +| `fundName` | string | Fund name | +| `benchmarkFundType` | object | Fund type the benchmark is built from | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `benchmarkFundSize` | object | Fund size bucket the benchmark is built from | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `benchmarkFundLocation` | object | Location the benchmark is built from | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `benchmarkFundVintageYear` | number | Vintage year the benchmark is built from | +| `irrBenchmark` | number | Benchmark IRR | +| `dpiBenchmark` | number | Benchmark DPI | +| `tvpiBenchmark` | number | Benchmark TVPI | +| `rvpiBenchmark` | number | Benchmark RVPI | +| `numberOfFundsInBenchmark` | number | How many funds the benchmark is drawn from | +| `benchmarkFunds` | array | Funds making up the benchmark | +| ↳ `fundId` | string | PitchBook fund ID | +| ↳ `fundName` | string | Fund name | + +### PitchBook Fund Cash Flows + +Retrieve contributed, distributed, and remaining value for a fund as of a specific quarter + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F. | +| `period` | string | Yes | Reporting quarter to fetch, formatted as quarter then year, e.g. 4Q2018 | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `fundId` | string | PitchBook fund ID | +| `fundName` | string | Fund name | +| `asOfQuarter` | number | Quarter the figures are reported as of | +| `asOfYear` | number | Year the figures are reported as of | +| `contributed` | object | Capital contributed by limited partners | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `percentCalledDown` | number | Percentage of committed capital called down | +| `dryPowder` | object | Uncalled capital available to deploy | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `percentDryPowder` | number | Percentage of committed capital still uncalled | +| `distributed` | object | Capital distributed back to limited partners | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `remainingValue` | object | Remaining value held in the fund | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `distributedRemaining` | object | Distributed plus remaining value | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | + +### PitchBook Fund Investments + +Retrieve every investment a fund has made, active and exited, with the deals that opened and closed each position + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `fundId` | string | PitchBook fund ID | +| `fundName` | string | Fund name | +| `investments` | array | Investments held | +| ↳ `targetCompanyId` | string | PitchBook ID of the portfolio company | +| ↳ `targetCompanyName` | string | Name of the portfolio company | +| ↳ `investmentStatus` | string | Whether the position is active or exited | +| ↳ `targetCompanyInvestmentDate` | string | Date the position was opened \(YYYY-MM-DD\) | +| ↳ `investmentDealId` | string | PitchBook deal ID of the investment | +| ↳ `targetCompanyExitDate` | string | Date the position was exited \(YYYY-MM-DD\) | +| ↳ `exitDealId` | string | PitchBook deal ID of the exit | + +### PitchBook Fund Active Investments + +Retrieve only the portfolio positions a fund still holds + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `activeInvestments` | array | Portfolio positions the fund still holds | +| ↳ `fundId` | string | PitchBook fund ID | +| ↳ `targetCompanyId` | string | PitchBook ID of the portfolio company | +| ↳ `targetCompanyName` | string | Name of the portfolio company | +| ↳ `targetCompanyInvestmentDate` | string | Date the position was opened \(YYYY-MM-DD\) | +| ↳ `investmentDealId` | string | PitchBook deal ID of the investment | + +### PitchBook Fund Commitments + +Retrieve the limited partners committed to a fund, with commitment date, size, status, and type + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F and come from a fund search. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `commitments` | array | Limited partner commitments to the fund | +| ↳ `fundId` | string | PitchBook fund ID | +| ↳ `limitedPartnerId` | string | PitchBook limited partner ID | +| ↳ `limitedPartnerName` | string | Limited partner name | +| ↳ `commitmentDate` | string | Date of the commitment \(YYYY-MM-DD\) | +| ↳ `commitmentSize` | json | Size of the commitment, as a PitchBook monetary value | +| ↳ `commitmentStatus` | json | Status of the commitment, as a code and description pair | +| ↳ `commitmentType` | json | Type of the commitment, as a code and description pair | + +### PitchBook Fund Investment Preferences + +Retrieve what a fund targets: check size, valuation, geography, industry, vertical, and deal type preferences + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `fundId` | string | PitchBook fund ID | +| `preferredInvestmentAmount` | json | Preferred check size | +| `preferredDealSize` | json | Preferred deal size | +| `preferredCompanyValuation` | json | Preferred company valuation | +| `preferredEbitda` | json | Preferred EBITDA | +| `preferredEbit` | json | Preferred EBIT | +| `preferredRevenue` | json | Preferred revenue | +| `preferredInvestmentHorizon` | json | Preferred holding period in years | +| `geographicalPreferences` | array | Regions targeted | +| ↳ `regionGroup` | object | Broad region as a code and description pair | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `regionSegment` | object | Region segment as a code and description pair | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `regionCode` | object | Country as a code and description pair | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `regionState` | json | State or province as a code and description pair | +| `otherInvestmentPreferences` | array | Other stated preferences | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `preferredIndustry` | array | Industries targeted | +| ↳ `industryCode` | json | Most specific industry classification | +| ↳ `industrySector` | object | Top-level sector | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `industryGroup` | object | Industry group within the sector | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `primary` | boolean | Whether this is the primary entry | +| `preferredDealTypes` | array | Deal types targeted | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `preferredVerticals` | array | Verticals targeted | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `assetPreferences` | array | Asset classes and subcategories targeted | + +### PitchBook Fund Team + +Retrieve the active and former people on a fund team + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `fundId` | string | PitchBook fund ID | +| `investorIds` | array | PitchBook IDs of the fund managers | +| `countActiveTeam` | number | Number of active team members | +| `active` | array | Active team members | +| ↳ `id` | string | PitchBook person ID | +| ↳ `name` | string | Name | +| ↳ `title` | string | Title | +| ↳ `infoAvailable` | boolean | Whether a full PitchBook profile is available | +| `former` | array | Former team members | +| ↳ `id` | string | PitchBook person ID | +| ↳ `name` | string | Name | +| ↳ `title` | string | Title | +| ↳ `infoAvailable` | boolean | Whether a full PitchBook profile is available | + +### PitchBook Fund Updates + +Check which fund datasets changed in a window, so a sync only refetches what moved + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F. | +| `sinceDate` | string | No | Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange. | +| `trailingRange` | number | No | Report changes over the last N days. Use this or sinceDate. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `updates` | json | Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object. | + +### PitchBook Limited Partner Search + +Search PitchBook for limited partners by type, location, assets under management, and commitment activity + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `limitedPartnerNames` | string | No | Comma-separated limited partner names or PitchBook IDs | +| `limitedPartnerType` | string | No | PitchBook limited partner type code | +| `city` | string | No | City the limited partner is located in | +| `stateProvince` | string | No | State or province the limited partner is located in | +| `country` | string | No | Country the limited partner is located in \(e.g. USA\) | +| `locationType` | string | No | Restrict location matching to HQ_ONLY, NON_HQ_ONLY, or ANY | +| `aum` | string | No | Assets under management in millions. Use >1000, <1000, or 100^1000 for a range | +| `numberOfCommitments` | string | No | Number of fund commitments. Use >1000, <1000, or 10^100 for a range | +| `commitmentSize` | string | No | Commitment size in millions. Use >100, <100, or 10^100 for a range | +| `commitmentDate` | string | No | Commitment date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range | +| `fundType` | string | No | PitchBook fund type code the limited partner commits to | +| `filterCurrency` | string | No | ISO currency code the monetary filters on this search are expressed in, e.g. setting EUR means dealSize is read as millions of euros. Distinct from `currency`, which converts the values PitchBook returns. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | +| `page` | number | No | Page of results to return, starting at 1 | +| `perPage` | number | No | How many results to return per page | +| `additionalFilters` | json | No | Any other documented search filter, as a JSON object of query parameter names to values \(e.g. \{"emergingSpaces": "AGTECH"\}\). A dedicated field always wins over the same key set here. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `stats` | object | Paging envelope for the result set | +| ↳ `total` | number | Total number of matching results | +| ↳ `perPage` | number | Results returned per page | +| ↳ `page` | number | Current page number | +| ↳ `lastPage` | number | Number of the last available page | +| `items` | array | Limited partners matching the search criteria | +| ↳ `limitedPartnerId` | string | PitchBook limited partner ID | +| ↳ `limitedPartnerName` | string | Limited partner name | +| ↳ `website` | string | Limited partner website | + +### PitchBook Limited Partner Bio + +Retrieve the profile of a limited partner: names, description, type, assets under management, and staff + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook limited partner ID, e.g. 58901-50. Use a limited partner search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `limitedPartnerId` | string | PitchBook limited partner ID | +| `limitedPartnerName` | object | The names the limited partner is known by | +| ↳ `formalName` | string | Formal name | +| ↳ `alsoKnownAs` | string | Also-known-as name | +| ↳ `legalName` | string | Registered legal name | +| ↳ `formerlyKnownAs` | string | Previous name | +| `description` | string | Description of the limited partner | +| `limitedPartnerTypes` | array | Types the limited partner is classified as, one flagged primary | +| ↳ `type` | object | Limited partner type | +| ↳ `code` | string | Type code | +| ↳ `description` | string | Type label | +| ↳ `primary` | boolean | Whether this is the primary type | +| `assetsUnderManagement` | object | Assets under management | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| `yearFounded` | number | Year the limited partner was founded | +| `website` | string | Limited partner website | +| `managementStaff` | number | Number of management staff | + +### PitchBook Limited Partner Commitments + +Retrieve every fund commitment a limited partner has made, with date, size, status, and the managers behind each fund + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook limited partner ID, e.g. 58901-50. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `commitments` | array | Fund commitments the limited partner has made | +| ↳ `limitedPartnerId` | string | PitchBook limited partner ID | +| ↳ `committedFundId` | string | PitchBook ID of the fund committed to | +| ↳ `committedFundName` | string | Name of the fund committed to | +| ↳ `committedInvestors` | array | Managers of the fund committed to | +| ↳ `committedInvestorName` | string | Name of the fund manager | +| ↳ `committedInvestorId` | string | PitchBook ID of the fund manager | +| ↳ `commitmentDate` | string | Date of the commitment \(YYYY-MM-DD\) | +| ↳ `commitmentSize` | object | Size of the commitment | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `currency` | string | Currency of amount | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `commitmentStatus` | object | Status of the commitment | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `commitmentType` | object | Type of the commitment | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | + +### PitchBook Limited Partner Commitment Aggregates + +Retrieve a limited partner commitments rolled up by fund type, both active and all-time + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook limited partner ID, e.g. 58901-50. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `limitedPartnerId` | string | PitchBook limited partner ID | +| `limitedPartnerName` | string | Limited partner name | +| `activeCommitmentsInDebtFunds` | json | Number of active commitments to debt funds | +| `activeCommitmentsInPeFunds` | number | Number of active commitments to PE funds | +| `activeCommitmentsInReFunds` | number | Number of active commitments to real estate funds | +| `activeCommitmentsInVcFunds` | number | Number of active commitments to VC funds | +| `activeCommitmentsInFoFsAnd2nd` | json | Number of active commitments to funds of funds and secondaries | +| `activeCommitmentsInInfrastructure` | json | Number of active commitments to infrastructure funds | +| `activeCommitmentsInEnergyFunds` | json | Number of active commitments to energy funds | +| `activeCommitmentsInOtherFunds` | number | Number of active commitments to other funds | +| `totalActiveCommitments` | number | Number of active commitments | +| `totalCommitmentsInDebtFunds` | json | Number of all commitments to debt funds | +| `totalCommitmentsInPeFunds` | number | Number of all commitments to PE funds | +| `totalCommitmentsInReFunds` | number | Number of all commitments to real estate funds | +| `totalCommitmentsInVcFunds` | number | Number of all commitments to VC funds | +| `totalCommitmentsInFoFsAnd2nd` | json | Number of all commitments to funds of funds and secondaries | +| `totalCommitmentsInInfrastructure` | json | Number of all commitments to infrastructure funds | +| `totalCommitmentsInEnergyFunds` | json | Number of all commitments to energy funds | +| `totalCommitmentsInOtherFunds` | number | Number of all commitments to other funds | +| `totalCommitments` | number | Number of commitments ever made | + +### PitchBook Limited Partner Commitment Preferences + +Retrieve what a limited partner commits to: preferred commitment size, fund types, and geographies + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook limited partner ID, e.g. 58901-50. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `limitedPartnerId` | string | PitchBook limited partner ID | +| `limitedPartnerName` | string | Limited partner name | +| `preferredCommitmentSize` | json | Preferred commitment size | +| `preferredGeography` | array | Regions the limited partner targets | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `preferredFundTypes` | array | Fund types the limited partner targets | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `preferredDirectInvestmentSize` | json | Preferred direct investment size | +| `otherInvestmentPreferences` | array | Other stated preferences | + +### PitchBook Limited Partner Actual Allocations + +Retrieve a limited partner reported asset allocation across cash, equities, fixed income, private equity, real estate, and alternatives + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook limited partner ID, e.g. 58901-50. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `limitedPartnerId` | string | PitchBook limited partner ID | +| `limitedPartnerName` | string | Limited partner name | +| `affiliatedFunds` | number | Number of affiliated funds | +| `affiliatedInvestors` | number | Number of affiliated investors | +| `allocations` | array | Reported asset allocations | +| ↳ `alternativeInvestments` | json | Amount allocated to alternative investments | +| ↳ `alternativeInvestmentsPercent` | json | Percentage of the portfolio allocated to alternative investments | +| ↳ `privateEquity` | object | Amount allocated to private equity | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `privateEquityPercent` | number | Percentage of the portfolio allocated to private equity | +| ↳ `realEstate` | object | Amount allocated to real estate | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `realEstatePercent` | number | Percentage of the portfolio allocated to real estate | +| ↳ `specialOpportunities` | json | Amount allocated to special opportunities | +| ↳ `specialOpportunitiePercent` | json | Percentage of the portfolio allocated to special opportunities | +| ↳ `hedgeFunds` | object | Amount allocated to hedge funds | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `hedgeFundsPercent` | number | Percentage of the portfolio allocated to hedge funds | +| ↳ `equities` | object | Amount allocated to equities | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `equitiesPercent` | number | Percentage of the portfolio allocated to equities | +| ↳ `fixedIncome` | object | Amount allocated to fixed income | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `fixedIncomePercent` | number | Percentage of the portfolio allocated to fixed income | +| ↳ `cash` | object | Amount allocated to cash | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `cashPercent` | number | Percentage of the portfolio allocated to cash | + +### PitchBook Limited Partner Target Allocations + +Retrieve a limited partner target allocation ranges per asset class, in both value and percentage terms + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook limited partner ID, e.g. 58901-50. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `limitedPartnerId` | string | PitchBook limited partner ID | +| `limitedPartnerName` | string | Limited partner name | +| `targetAllocations` | array | Target asset allocations | +| ↳ `policyDescription` | string | Allocation policy description | +| ↳ `alternativesMin` | json | Alternatives min | +| ↳ `alternativesPercentMin` | json | Alternatives percent min | +| ↳ `alternativesMax` | json | Alternatives max | +| ↳ `alternativesPercentMax` | json | Alternatives percent max | +| ↳ `privateEquityMin` | object | Minimum target allocation to private equity | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `privateEquityPercentMin` | number | Minimum target allocation to private equity, as a percentage | +| ↳ `privateEquityMax` | object | Maximum target allocation to private equity | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `privateEquityPercentMax` | number | Maximum target allocation to private equity, as a percentage | +| ↳ `realEstateMin` | object | Minimum target allocation to real estate | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `realEstatePercentMin` | number | Minimum target allocation to real estate, as a percentage | +| ↳ `realEstateMax` | object | Maximum target allocation to real estate | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `realEstatePercentMax` | number | Maximum target allocation to real estate, as a percentage | +| ↳ `specialOpportunitiesMin` | json | Minimum target allocation to special opportunities | +| ↳ `specialOpportunitiesPercentMin` | json | Minimum target allocation to special opportunities, as a percentage | +| ↳ `specialOpportunitiesMax` | json | Maximum target allocation to special opportunities | +| ↳ `specialOpportunitiesPercentMax` | json | Maximum target allocation to special opportunities, as a percentage | +| ↳ `hedgeFundsMin` | json | Minimum target allocation to hedge funds | +| ↳ `hedgeFundsPercentMin` | json | Minimum target allocation to hedge funds, as a percentage | +| ↳ `hedgeFundsMax` | json | Maximum target allocation to hedge funds | +| ↳ `hedgeFundsPercentMax` | json | Maximum target allocation to hedge funds, as a percentage | +| ↳ `equitiesMin` | object | Minimum target allocation to equities | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `equitiesPercentMin` | number | Minimum target allocation to equities, as a percentage | +| ↳ `equitiesMax` | object | Maximum target allocation to equities | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `equitiesPercentMax` | number | Maximum target allocation to equities, as a percentage | +| ↳ `fixedIncomeMin` | object | Minimum target allocation to fixed income | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `fixedIncomePercentMin` | number | Minimum target allocation to fixed income, as a percentage | +| ↳ `fixedIncomeMax` | object | Maximum target allocation to fixed income | +| ↳ `amount` | number | Value in the requested currency | +| ↳ `currency` | string | Currency of amount | +| ↳ `nativeAmount` | number | Value in the currency it was originally reported in | +| ↳ `nativeCurrency` | string | Currency of nativeAmount | +| ↳ `estimated` | boolean | Whether the value is a PitchBook estimate | +| ↳ `fixedIncomePercentMax` | number | Maximum target allocation to fixed income, as a percentage | +| ↳ `cashMin` | json | Minimum target allocation to cash | +| ↳ `cashPercentMin` | json | Minimum target allocation to cash, as a percentage | +| ↳ `cashMax` | json | Maximum target allocation to cash | +| ↳ `cashPercentMax` | json | Maximum target allocation to cash, as a percentage | + +### PitchBook Limited Partner Service Providers + +Retrieve the current and former service providers engaged by a limited partner + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook limited partner ID, e.g. 58901-50. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `limitedPartnerId` | string | PitchBook limited partner ID | +| `currentGeneralServices` | array | Current general service relationships | +| ↳ `serviceProviderId` | string | PitchBook service provider ID | +| ↳ `serviceProviderName` | string | Service provider name | +| ↳ `serviceProviderTypes` | array | Types the service provider is classified as | +| ↳ `primary` | boolean | Whether this is the primary entry | +| ↳ `type` | object | Type as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `serviceProvided` | object | Service provided, as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| `formerGeneralServices` | array | Former general service relationships | +| ↳ `serviceProviderId` | string | PitchBook service provider ID | +| ↳ `serviceProviderName` | string | Service provider name | +| ↳ `serviceProviderTypes` | array | Types the service provider is classified as | +| ↳ `primary` | boolean | Whether this is the primary entry | +| ↳ `type` | object | Type as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `serviceProvided` | object | Service provided, as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | + +### PitchBook Limited Partner Updates + +Check which limited partner datasets changed in a window, so a sync only refetches what moved + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook limited partner ID, e.g. 58901-50. | +| `sinceDate` | string | No | Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange. | +| `trailingRange` | number | No | Report changes over the last N days. Use this or sinceDate. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `updates` | json | Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object. | + +### PitchBook Service Provider Search + +Search PitchBook for service providers by type, location, and the deals they have worked on + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `serviceProviderNames` | string | No | Comma-separated service provider names or PitchBook IDs | +| `serviceProviderType` | string | No | PitchBook service provider type code | +| `city` | string | No | City the service provider is located in | +| `stateProvince` | string | No | State or province the service provider is located in | +| `country` | string | No | Country the service provider is located in \(e.g. USA\) | +| `locationType` | string | No | Restrict location matching to HQ_ONLY, NON_HQ_ONLY, or ANY | +| `numberOfDeals` | string | No | Number of deals worked on. Use >50, <50, or 10^50 for a range | +| `dealType` | string | No | PitchBook deal type code of the deals worked on | +| `dealDate` | string | No | Deal date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range | +| `dealSize` | string | No | Deal size in millions. Use >450, <450, or 10^450 for a range | +| `serviceTypesOnDeal` | string | No | Service type codes provided on the deal | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | +| `page` | number | No | Page of results to return, starting at 1 | +| `perPage` | number | No | How many results to return per page | +| `additionalFilters` | json | No | Any other documented search filter, as a JSON object of query parameter names to values \(e.g. \{"emergingSpaces": "AGTECH"\}\). A dedicated field always wins over the same key set here. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `stats` | object | Paging envelope for the result set | +| ↳ `total` | number | Total number of matching results | +| ↳ `perPage` | number | Results returned per page | +| ↳ `page` | number | Current page number | +| ↳ `lastPage` | number | Number of the last available page | +| `items` | array | Service providers matching the search criteria | +| ↳ `serviceProviderId` | string | PitchBook service provider ID | +| ↳ `serviceProviderName` | string | Service provider name | +| ↳ `website` | string | Service provider website | + +### PitchBook Service Provider Bio + +Retrieve the profile of a service provider: names, types, description, and how many companies, deals, investors, funds, and limited partners it has serviced + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook service provider ID, e.g. 11356-75. Use a service provider search to resolve a name to an ID. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `serviceProviderId` | string | PitchBook service provider ID | +| `serviceProviderName` | object | The names the service provider is known by | +| ↳ `formalName` | string | Formal name | +| ↳ `alsoKnownAs` | string | Also-known-as name | +| ↳ `legalName` | string | Registered legal name | +| ↳ `formerlyKnownAs` | string | Previous name | +| `serviceProviderTypes` | array | Types the service provider is classified as, one flagged primary | +| ↳ `type` | object | Service provider type | +| ↳ `code` | string | Type code | +| ↳ `description` | string | Type label | +| ↳ `primary` | boolean | Whether this is the primary type | +| `description` | string | Description of the service provider | +| `website` | string | Service provider website | +| `employees` | number | Employee count | +| `servicedCompanies` | number | Number of companies serviced | +| `servicedDeals` | number | Number of deals serviced | +| `servicedInvestors` | number | Number of investors serviced | +| `servicedFunds` | number | Number of funds serviced | +| `servicedLimitedPartners` | number | Number of limited partners serviced | + +### PitchBook Serviced Companies + +Retrieve the companies a service provider currently and formerly serves + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook service provider ID, e.g. 11356-75. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `serviceProviderId` | string | PitchBook service provider ID | +| `serviceProviderName` | string | Service provider name | +| `currentGeneralServices` | array | Current general service relationships | +| ↳ `entityId` | string | PitchBook entity ID | +| ↳ `entityName` | string | Entity name | +| ↳ `serviceProvided` | object | Service provided, as a code and description pair | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `formerGeneralServices` | array | Former general service relationships | + +### PitchBook Serviced Deals + +Retrieve the deals a service provider worked on and what it was hired for on each + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook service provider ID, e.g. 11356-75. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `serviceProviderName` | string | Service provider name | +| `servicedDealInfo` | array | Deals the service provider worked on | +| ↳ `companyId` | string | PitchBook company ID | +| ↳ `companyName` | string | Company name | +| ↳ `serviceProvided` | object | Service provided, as a code and description pair | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `dealId` | string | PitchBook deal ID | +| ↳ `dealNumber` | number | Sequence of the deal in the company financing history | +| ↳ `dealDate` | string | Date the deal closed \(YYYY-MM-DD\) | + +### PitchBook Serviced Investors + +Retrieve the investors a service provider currently and formerly serves + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook service provider ID, e.g. 11356-75. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `serviceProviderId` | string | PitchBook service provider ID | +| `serviceProviderName` | string | Service provider name | +| `currentGeneralServices` | array | Current general service relationships | +| ↳ `entityId` | string | PitchBook entity ID | +| ↳ `entityName` | string | Entity name | +| ↳ `serviceProvided` | object | Service provided, as a code and description pair | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | +| `formerGeneralServices` | array | Former general service relationships | + +### PitchBook Serviced Funds + +Retrieve the funds a service provider has worked with and the service provided to each + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook service provider ID, e.g. 11356-75. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `serviceProviderId` | string | PitchBook service provider ID | +| `serviceProviderName` | string | Service provider name | +| `fundServices` | array | Funds the service provider worked with | +| ↳ `fundId` | string | PitchBook fund ID | +| ↳ `fundName` | string | Fund name | +| ↳ `serviceProvided` | object | Service provided, as a code and description pair | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | +| ↳ `servicedEntityType` | object | Type of entity that was serviced | +| ↳ `description` | string | Human-readable label for the code | +| ↳ `code` | string | PitchBook code | + +### PitchBook Serviced Limited Partners + +Retrieve the limited partners a service provider currently and formerly serves + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook service provider ID, e.g. 11356-75. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `serviceProviderId` | string | PitchBook service provider ID | +| `serviceProviderName` | string | Service provider name | +| `currentGeneralServices` | array | Current general service relationships | +| `formerGeneralServices` | array | Former general service relationships | +| ↳ `entityId` | string | PitchBook entity ID | +| ↳ `entityName` | string | Entity name | +| ↳ `serviceProvided` | object | Service provided, as a code and description pair | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | + +### PitchBook Service Provider Updates + +Check which service provider datasets changed in a window, so a sync only refetches what moved + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | PitchBook service provider ID, e.g. 11356-75. | +| `sinceDate` | string | No | Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange. | +| `trailingRange` | number | No | Report changes over the last N days. Use this or sinceDate. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `updates` | json | Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object. | + +### PitchBook Credit News Search + +Search PitchBook credit analysis news by author, region, asset class, topic, issuer, lender, sponsor, and date + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `authors` | string | No | Article author name. Separate multiple values with a comma. | +| `regions` | string | No | Region the article covers: United States or Europe. | +| `assetClasses` | string | No | Asset class the article covers. Separate multiple values with a comma. | +| `topics` | string | No | Topic the article covers. Separate multiple values with a comma. | +| `issuer` | string | No | Issuer name. Separate multiple values with a comma. | +| `lender` | string | No | Lender name. Separate multiple values with a comma. | +| `sponsor` | string | No | Sponsor name. Separate multiple values with a comma. | +| `sinceDate` | string | No | Publication date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range. | +| `page` | number | No | Page of results to return, starting at 1 | +| `perPage` | number | No | How many results to return per page, between 1 and 250. Defaults to 25. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `stats` | object | Summary statistics for the response | +| ↳ `total` | number | Total number of matching results | +| ↳ `perPage` | number | Results returned per page | +| ↳ `page` | number | Current page number | +| ↳ `lastPage` | number | Number of the last available page | +| `items` | array | Records returned | +| ↳ `articleId` | number | Credit news article ID | +| ↳ `title` | string | Title | +| ↳ `authors` | array | Authors of the article | +| ↳ `authorName` | string | Author name | +| ↳ `regions` | array | Geographic regions the article covers | +| ↳ `publishDate` | string | Publication timestamp \(ISO 8601\) | +| ↳ `assetClasses` | array | Asset classes the article covers | +| ↳ `topics` | array | Topics the article covers | +| ↳ `issuer` | object | Issuer the article is about | +| ↳ `pbId` | string | PitchBook entity ID | +| ↳ `name` | string | Name | +| ↳ `lender` | object | Lender the article is about | +| ↳ `pbId` | string | PitchBook entity ID | +| ↳ `name` | string | Name | +| ↳ `sponsor` | object | Sponsor the article is about | +| ↳ `pbId` | string | PitchBook entity ID | +| ↳ `name` | string | Name | + +### PitchBook Most Recent Credit News + +Retrieve the most recently published credit analysis articles and their descriptions, without article bodies + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `page` | number | No | Page of results to return, starting at 1. Increment it to reach older articles. | +| `perPage` | number | No | How many results to return per page, between 1 and 250. Defaults to 25. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `stats` | object | Summary statistics for the response | +| ↳ `total` | number | Total number of matching results | +| ↳ `perPage` | number | Results returned per page | +| ↳ `page` | number | Current page number | +| ↳ `lastPage` | number | Number of the last available page | +| `items` | array | Records returned | +| ↳ `articleId` | number | Credit news article ID | +| ↳ `title` | string | Title | +| ↳ `authors` | array | Authors of the article | +| ↳ `authorName` | string | Author name | +| ↳ `regions` | array | Geographic regions the article covers | +| ↳ `publishDate` | string | Publication timestamp \(ISO 8601\) | +| ↳ `assetClasses` | array | Asset classes the article covers | +| ↳ `topics` | array | Topics the article covers | +| ↳ `issuer` | object | Issuer the article is about | +| ↳ `pbId` | string | PitchBook entity ID | +| ↳ `name` | string | Name | +| ↳ `lender` | object | Lender the article is about | +| ↳ `pbId` | string | PitchBook entity ID | +| ↳ `name` | string | Name | +| ↳ `sponsor` | object | Sponsor the article is about | +| ↳ `pbId` | string | PitchBook entity ID | +| ↳ `name` | string | Name | + +### PitchBook Credit News Article + +Retrieve one credit analysis article in full, including its body text, authors, topics, and the issuer, lender, and sponsor it covers + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pbId` | string | Yes | Credit news article ID, e.g. 1312103. Article IDs come from a credit news search. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `articleId` | number | Credit news article ID | +| `title` | string | Title | +| `authors` | array | Authors of the article | +| ↳ `authorName` | string | Author name | +| `regions` | array | Geographic regions the article covers | +| `publishDate` | string | Publication timestamp \(ISO 8601\) | +| `assetClasses` | array | Asset classes the article covers | +| `topics` | array | Topics the article covers | +| `issuer` | object | Issuer the article is about | +| ↳ `pbId` | string | PitchBook entity ID | +| ↳ `name` | string | Name | +| `lender` | json | Lender the article is about | +| `sponsor` | json | Sponsor the article is about | +| `articleBody` | string | Full text of the article | +| `attachments` | array | Attachments on the article | + +### PitchBook Credit News Bulk + +Retrieve many credit analysis articles in full in a single call, reporting which IDs were found, missing, or duplicated + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `articleIds` | array | Yes | Credit news article IDs to fetch, e.g. \[11041384, 2142401\] | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `stats` | object | Summary statistics for the response | +| ↳ `total` | number | Total number of matching results | +| ↳ `found` | number | Articles that were found | +| ↳ `notFound` | number | Article IDs that were not found | +| ↳ `duplicates` | number | Article IDs that were requested more than once | +| `found` | array | Articles that were found | +| ↳ `articleId` | number | Credit news article ID | +| ↳ `title` | string | Title | +| ↳ `authors` | array | Authors of the article | +| ↳ `authorName` | string | Author name | +| ↳ `regions` | array | Geographic regions the article covers | +| ↳ `publishDate` | string | Publication timestamp \(ISO 8601\) | +| ↳ `assetClasses` | array | Asset classes the article covers | +| ↳ `topics` | array | Topics the article covers | +| ↳ `issuer` | object | Issuer the article is about | +| ↳ `pbId` | string | PitchBook entity ID | +| ↳ `name` | string | Name | +| ↳ `lender` | json | Lender the article is about | +| ↳ `sponsor` | json | Sponsor the article is about | +| ↳ `articleBody` | string | Full text of the article | +| ↳ `attachments` | array | Attachments on the article | +| ↳ `deal` | object | Deal the record belongs to | +| ↳ `dealId` | string | PitchBook deal ID | +| `notFound` | array | Article IDs that were not found | +| `duplicates` | array | Article IDs that were requested more than once | + +### PitchBook Contracts History + +Retrieve the API contracts on the account with their pricing model, term, and credit balances + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `activeContract` | boolean | No | Set true for only active contracts, false for only past ones. Omit to return every contract. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `contracts` | array | Contracts on the account | +| ↳ `contractNumber` | string | Contract identifier | +| ↳ `activeContract` | boolean | Whether the contract is currently active | +| ↳ `pricingModel` | string | Pricing model of the contract | +| ↳ `startDate` | string | Start date \(YYYY-MM-DD\) | +| ↳ `endDate` | string | End date \(YYYY-MM-DD\) | +| ↳ `creditsUsed` | number | Credits consumed | +| ↳ `creditsChanged` | number | Net credits added or removed | +| ↳ `creditsExpired` | number | Credits that expired | +| ↳ `creditsRemaining` | number | Credits still available | +| ↳ `overageUsed` | number | Overage credits consumed | + +### PitchBook Credit History + +Retrieve API credit usage and remaining balance per contract, for up to the last 90 days + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `sinceDate` | string | No | Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange. | +| `trailingRange` | number | No | Report changes over the last N days. Use this or sinceDate. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `credits` | array | Credit usage per contract over the window | +| ↳ `contractNumber` | string | Contract identifier | +| ↳ `activeContract` | boolean | Whether the contract is currently active | +| ↳ `pricingModel` | string | Pricing model of the contract | +| ↳ `creditsUsed` | number | Credits consumed | +| ↳ `creditsChanged` | number | Net credits added or removed | +| ↳ `creditsExpired` | number | Credits that expired | +| ↳ `creditsRemaining` | number | Credits still available | +| ↳ `overageUsed` | number | Overage credits consumed | + +### PitchBook Usage Report + +Retrieve how many API calls were made and how many credits they charged, for up to the last 90 days + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `sinceDate` | string | No | Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange. | +| `trailingRange` | number | No | Report changes over the last N days. Use this or sinceDate. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `stats` | object | Summary statistics for the response | +| ↳ `endpoints` | array | Per-endpoint call breakdown | +| ↳ `totalCountOfCalls` | number | Total number of calls made | +| ↳ `totalChargedCredits` | number | Total credits charged | +| `rawData` | array | Individual call records | + +### PitchBook Cost of Calls + +Retrieve the credit cost of every API endpoint under a given pricing model, for first-time and refresh calls + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `pricingModel` | string | No | Pricing model to price against: SUBSCRIPTION or PAY_PER_CALL | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `costs` | array | Credit cost per endpoint | +| ↳ `group` | string | Endpoint group | +| ↳ `endpoint` | string | Endpoint name | +| ↳ `initialCost` | number | Credit cost of a first-time call | +| ↳ `refreshCost` | number | Credit cost of re-requesting data already pulled | + +### PitchBook Lookup Table Structure + +List the lookup tables backing the search endpoints. Use this to find which table holds the codes a search filter expects. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `tables` | array | Lookup tables available | +| ↳ `tableName` | string | Lookup table name | +| ↳ `tableDescription` | string | What the lookup table contains | + +### PitchBook Lookup Tables + +Retrieve the codes in one or more lookup tables. These are the codes the search filters expect, such as INDUSTRY or VERTICAL. + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `tableNames` | string | Yes | Lookup tables to return, e.g. INDUSTRY or VERTICAL. Separate multiple names with a comma. Use the lookup table structure operation to see what is available. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `items` | array | Records returned | +| ↳ `tableName` | string | Lookup table name | +| ↳ `tableDescription` | string | What the lookup table contains | +| ↳ `codes` | array | Codes in the lookup table | +| ↳ `code` | string | PitchBook code | +| ↳ `description` | string | Human-readable label for the code | + +### PitchBook Sandbox Entities + +List the entities a sandbox API key is allowed to query, so test workflows have real IDs to run against + +#### Input + +| Parameter | Type | Required | Description | +| --------- | ---- | -------- | ----------- | +| `apiKey` | string | Yes | PitchBook API key | +| `entityType` | string | Yes | Entity type to list: COMPANIES, INVESTORS, LIMITED_PARTNERS, SERVICE_PROVIDERS, PEOPLE, DEALS, or FUNDS. The matching array on the response is named after it, so COMPANIES returns a companies array. | +| `currency` | string | No | ISO currency code to convert monetary values into, sent as the X-Currency header \(e.g. USD, EUR, JPY\). Defaults to the currency on the account preferences. | + +#### Output + +| Parameter | Type | Description | +| --------- | ---- | ----------- | +| `entities` | array | Entities the sandbox key may query. PitchBook names this array after the requested entity type, so it is surfaced under a stable `entities` key rather than the type-specific one. | +| ↳ `companyId` | string | PitchBook ID of the entity, keyed by its own entity type | +| ↳ `companyName` | string | Name of the entity, keyed by its own entity type | +| `entityTypeCounts` | json | Count of available sandbox entities, keyed by entity type | + + diff --git a/apps/sim/blocks/blocks/pitchbook.ts b/apps/sim/blocks/blocks/pitchbook.ts new file mode 100644 index 00000000000..e4fbf813a1f --- /dev/null +++ b/apps/sim/blocks/blocks/pitchbook.ts @@ -0,0 +1,3618 @@ +import { Building } from '@sim/emcn/icons' +import { getErrorMessage } from '@sim/utils/errors' +import { PitchBookIcon } from '@/components/icons' +import type { BlockConfig, BlockMeta } from '@/blocks/types' +import { AuthMode, IntegrationType } from '@/blocks/types' +import type { PitchbookResponse } from '@/tools/pitchbook/types' + +/** + * Search subblock ids are prefixed per entity family because subblock ids must + * be unique block-wide, while the PitchBook filters they map onto repeat across + * search endpoints (`country`, `dealType`, `dealDate`, ...). Each entry records + * both the query parameter the tool expects and the operation that owns it. + * + * The owning operation is load-bearing, not documentation. The serializer emits + * an advanced subBlock whenever it holds a non-empty value, without evaluating + * its `condition`, so a country typed on Search Companies is still serialized + * while Search Deals is selected. Because the prefixed ids collapse onto shared + * PitchBook filter names, renaming unconditionally would let that stale value + * overwrite the live one — silently returning results for filters the UI is not + * showing. Every mapped key is therefore cleared to `undefined` unless the + * current operation owns it. + */ +const SEARCH_FIELD_TO_PARAM: Record = { + coNames: { param: 'companyNames', operation: 'company_search' }, + coKeywords: { param: 'keywords', operation: 'company_search' }, + coCountry: { param: 'country', operation: 'company_search' }, + coIndustry: { param: 'industry', operation: 'company_search' }, + coVerticals: { param: 'verticals', operation: 'company_search' }, + coDealType: { param: 'dealType', operation: 'company_search' }, + coDealDate: { param: 'dealDate', operation: 'company_search' }, + coDealSize: { param: 'dealSize', operation: 'company_search' }, + coTotalRaised: { param: 'totalRaised', operation: 'company_search' }, + coEmployeeCount: { param: 'employeeCount', operation: 'company_search' }, + coInvestorNames: { param: 'investorNames', operation: 'company_search' }, + dealCompanyNames: { param: 'companyNames', operation: 'deal_search' }, + dealInvestorNames: { param: 'investorNames', operation: 'deal_search' }, + dealTypeFilter: { param: 'dealType', operation: 'deal_search' }, + dealStatusFilter: { param: 'dealStatus', operation: 'deal_search' }, + dealSizeFilter: { param: 'dealSize', operation: 'deal_search' }, + dealDateFilter: { param: 'dealDate', operation: 'deal_search' }, + dealCountry: { param: 'country', operation: 'deal_search' }, + dealIndustry: { param: 'industry', operation: 'deal_search' }, + invNames: { param: 'investorNames', operation: 'investor_search' }, + invType: { param: 'investorType', operation: 'investor_search' }, + invCountry: { param: 'country', operation: 'investor_search' }, + invAum: { param: 'aum', operation: 'investor_search' }, + invDryPowder: { param: 'dryPowder', operation: 'investor_search' }, + invDealType: { param: 'dealType', operation: 'investor_search' }, + invDealDate: { param: 'dealDate', operation: 'investor_search' }, + pplNames: { param: 'personNames', operation: 'people_search' }, + pplFirstName: { param: 'firstName', operation: 'people_search' }, + pplLastName: { param: 'lastName', operation: 'people_search' }, + pplFirmNames: { param: 'firmNames', operation: 'people_search' }, + pplPositionLevel: { param: 'positionLevel', operation: 'people_search' }, + pplPositionTitle: { param: 'positionTitle', operation: 'people_search' }, + pplCountry: { param: 'country', operation: 'people_search' }, + fundNames: { param: 'fundNames', operation: 'fund_search' }, + fundInvestorNames: { param: 'investorNames', operation: 'fund_search' }, + fundTypeFilter: { param: 'fundType', operation: 'fund_search' }, + fundSizeFilter: { param: 'fundSize', operation: 'fund_search' }, + fundVintage: { param: 'vintage', operation: 'fund_search' }, + fundCountry: { param: 'country', operation: 'fund_search' }, + fundIrr: { param: 'irr', operation: 'fund_search' }, + lpNames: { param: 'limitedPartnerNames', operation: 'limited_partner_search' }, + lpType: { param: 'limitedPartnerType', operation: 'limited_partner_search' }, + lpCountry: { param: 'country', operation: 'limited_partner_search' }, + lpAum: { param: 'aum', operation: 'limited_partner_search' }, + lpNumCommitments: { param: 'numberOfCommitments', operation: 'limited_partner_search' }, + spNames: { param: 'serviceProviderNames', operation: 'service_provider_search' }, + spType: { param: 'serviceProviderType', operation: 'service_provider_search' }, + spCountry: { param: 'country', operation: 'service_provider_search' }, + spDealType: { param: 'dealType', operation: 'service_provider_search' }, + spDealDate: { param: 'dealDate', operation: 'service_provider_search' }, + patentStatus: { param: 'status', operation: 'patent_search' }, + patentPublicationDate: { param: 'publicationDate', operation: 'patent_search' }, + patentFirstFilingDate: { param: 'firstFilingDate', operation: 'patent_search' }, + patentFilingAuthority: { param: 'filingAuthorityLocation', operation: 'patent_search' }, + patentCpcSectionCode: { param: 'cpcSectionCode', operation: 'patent_search' }, + patentCpcClassCode: { param: 'cpcClassCode', operation: 'patent_search' }, + newsAuthors: { param: 'authors', operation: 'credit_news_search' }, + newsRegions: { param: 'regions', operation: 'credit_news_search' }, + newsAssetClasses: { param: 'assetClasses', operation: 'credit_news_search' }, + newsTopics: { param: 'topics', operation: 'credit_news_search' }, + newsIssuer: { param: 'issuer', operation: 'credit_news_search' }, + newsLender: { param: 'lender', operation: 'credit_news_search' }, + newsSponsor: { param: 'sponsor', operation: 'credit_news_search' }, + sandboxEntityType: { param: 'entityType', operation: 'sandbox_entities' }, + sharedEntityType: { param: 'entityType', operation: 'shared_search' }, +} + +/** + * Which entity-ID subblock each operation reads, all of which map onto the tool + * `pbId` param. Separate subblocks exist so every operation can carry the right + * label, placeholder, and example ID format. + * + * Keyed by operation for the same reason `SEARCH_FIELD_TO_PARAM` is: the + * executor merges raw subblock state underneath this result, so a leftover + * `dealId` would otherwise overwrite the `companyId` the current operation is + * actually showing — sending a profile lookup to the wrong resource and + * spending credits on it. + */ +const ID_SUBBLOCK_FOR_OPERATION: Record = { + entity_people: 'entityId', + entity_locations: 'entityId', + entity_affiliates: 'entityId', + entity_news: 'entityId', + entity_updates: 'entityId', + company_bio: 'companyId', + company_industries: 'companyId', + company_investors: 'companyId', + company_active_investors: 'companyId', + company_deals: 'companyId', + company_most_recent_financing: 'companyId', + company_most_recent_debt_financing: 'companyId', + company_most_recent_financials: 'companyId', + company_financials: 'companyId', + company_similar_companies: 'companyId', + company_vc_exit_predictions: 'companyId', + company_social_analytics: 'companyId', + company_general_service_providers: 'companyId', + company_deal_service_providers: 'companyId', + company_updates: 'companyId', + patent_search: 'companyId', + patent_detailed: 'patentId', + deal_bio: 'dealId', + deal_detailed: 'dealId', + deal_valuation: 'dealId', + deal_multiples: 'dealId', + deal_investors: 'dealId', + deal_stock_info: 'dealId', + deal_cap_table_history: 'dealId', + deal_tranche_info: 'dealId', + deal_debt_lenders: 'dealId', + deal_service_providers: 'dealId', + deal_updates: 'dealId', + investor_bio: 'investorId', + investor_investments: 'investorId', + investor_active_investments: 'investorId', + investor_funds: 'investorId', + investor_last_closed_fund: 'investorId', + investor_preferences: 'investorId', + investor_board_seats: 'investorId', + investor_general_service_providers: 'investorId', + investor_deal_service_providers: 'investorId', + investor_updates: 'investorId', + person_bio: 'personId', + person_contact: 'personId', + person_education_work: 'personId', + fund_bio: 'fundId', + fund_performance: 'fundId', + fund_benchmark: 'fundId', + fund_cash_flows: 'fundId', + fund_investments: 'fundId', + fund_active_investments: 'fundId', + fund_commitments: 'fundId', + fund_investment_preferences: 'fundId', + fund_team: 'fundId', + fund_updates: 'fundId', + limited_partner_bio: 'limitedPartnerId', + limited_partner_commitments_detailed: 'limitedPartnerId', + limited_partner_commitment_aggregates: 'limitedPartnerId', + limited_partner_commitment_preferences: 'limitedPartnerId', + limited_partner_actual_allocations: 'limitedPartnerId', + limited_partner_target_allocations: 'limitedPartnerId', + limited_partner_service_providers: 'limitedPartnerId', + limited_partner_updates: 'limitedPartnerId', + service_provider_bio: 'serviceProviderId', + serviced_companies: 'serviceProviderId', + serviced_deals: 'serviceProviderId', + serviced_investors: 'serviceProviderId', + serviced_funds: 'serviceProviderId', + serviced_limited_partners: 'serviceProviderId', + service_provider_updates: 'serviceProviderId', + credit_news: 'articleId', +} + +/** Every entity-ID subblock, so each one can be cleared before `pbId` is set. */ +const ID_SUBBLOCK_IDS = Object.values(ID_SUBBLOCK_FOR_OPERATION) + +/** Coerce a subblock value to a number, dropping blanks and non-numeric input. */ +function toOptionalNumber(value: unknown): number | undefined { + if (value === undefined || value === null || value === '') return undefined + const parsed = Number(value) + return Number.isFinite(parsed) ? parsed : undefined +} + +export const PitchBookBlock: BlockConfig = { + type: 'pitchbook', + name: 'PitchBook', + description: 'Look up private market data on companies, deals, investors, funds, and people', + authMode: AuthMode.ApiKey, + longDescription: + 'Integrates the PitchBook Public API into the workflow. Search and pull profiles across companies, deals, investors, people, funds, limited partners, and service providers, including financing history, valuations, cap tables, debt and lenders, fund performance and commitments, patents, and credit analysis news. Also reports API credit usage and the lookup-table codes the search filters expect. Every call consumes PitchBook API credits.', + docsLink: 'https://docs.sim.ai/integrations/pitchbook', + category: 'tools', + integrationType: IntegrationType.Analytics, + bgColor: '#1D5080', + icon: PitchBookIcon, + canvasPresentation: { + defaultTitle: 'PitchBook', + sentences: { + byOperation: { + search: ['Search PitchBook for', { text: '', field: 'query', core: true }], + shared_search: [ + { text: 'Extract the shared search', field: 'searchId', core: true }, + { text: ', as', field: 'sharedEntityType' }, + ], + entity_people: [ + { text: 'List the team and board at entity', field: 'entityId', core: true }, + ], + entity_locations: [{ text: 'List the offices of entity', field: 'entityId', core: true }], + entity_affiliates: [ + { text: 'List the affiliates of entity', field: 'entityId', core: true }, + ], + entity_news: [ + { text: 'Fetch recent news for entity', field: 'entityId', core: true }, + { text: ', over the last', field: 'trailingRange' }, + ], + entity_updates: [ + { text: 'Check what changed on entity', field: 'entityId', core: true }, + { text: ', since', field: 'sinceDate' }, + { text: ', over the last', field: 'trailingRange' }, + ], + company_search: [ + 'Search companies', + { text: ', named', field: 'coNames' }, + { text: ', matching', field: 'coKeywords' }, + { text: ', in', field: 'coCountry' }, + { text: ', backed by', field: 'coInvestorNames' }, + ], + company_bio: [ + { text: 'Fetch the PitchBook profile for company', field: 'companyId', core: true }, + ], + company_industries: [ + { + text: 'Fetch the industries and verticals for company', + field: 'companyId', + core: true, + }, + ], + company_investors: [ + { text: 'List every investor in company', field: 'companyId', core: true }, + ], + company_active_investors: [ + { text: 'List the current investors in company', field: 'companyId', core: true }, + ], + company_deals: [{ text: 'List every deal for company', field: 'companyId', core: true }], + company_most_recent_financing: [ + { text: 'Fetch the latest financing round for company', field: 'companyId', core: true }, + ], + company_most_recent_debt_financing: [ + { text: 'Fetch the latest debt financing for company', field: 'companyId', core: true }, + ], + company_most_recent_financials: [ + { + text: 'Fetch the latest reported financials for company', + field: 'companyId', + core: true, + }, + ], + company_financials: [ + { + text: 'Fetch every reported fiscal period for company', + field: 'companyId', + core: true, + }, + ], + company_similar_companies: [ + { text: 'Find companies similar to', field: 'companyId', core: true }, + ], + company_vc_exit_predictions: [ + { text: 'Fetch VC exit predictions for company', field: 'companyId', core: true }, + ], + company_social_analytics: [ + { + text: 'Fetch web and social growth metrics for company', + field: 'companyId', + core: true, + }, + ], + company_general_service_providers: [ + { text: 'List the service providers engaged by company', field: 'companyId', core: true }, + ], + company_deal_service_providers: [ + { + text: 'List the service providers on the deals of company', + field: 'companyId', + core: true, + }, + ], + company_updates: [ + { text: 'Check what changed on company', field: 'companyId', core: true }, + { text: ', since', field: 'sinceDate' }, + { text: ', over the last', field: 'trailingRange' }, + ], + patent_search: [ + { text: 'Search the patents of company', field: 'companyId', core: true }, + { text: ', with status', field: 'patentStatus' }, + { text: ', filed', field: 'patentFirstFilingDate' }, + ], + patent_detailed: [ + { text: 'Fetch the full record for patent', field: 'patentId', core: true }, + ], + deal_search: [ + 'Search deals', + { text: ', involving', field: 'dealCompanyNames' }, + { text: ', backed by', field: 'dealInvestorNames' }, + { text: ', of type', field: 'dealTypeFilter' }, + { text: ', closed', field: 'dealDateFilter' }, + ], + deal_bio: [{ text: 'Fetch the summary of deal', field: 'dealId', core: true }], + deal_detailed: [{ text: 'Fetch the full detail of deal', field: 'dealId', core: true }], + deal_valuation: [{ text: 'Fetch the valuation for deal', field: 'dealId', core: true }], + deal_multiples: [ + { text: 'Fetch the valuation multiples for deal', field: 'dealId', core: true }, + ], + deal_investors: [ + { text: 'List the investors and exiters on deal', field: 'dealId', core: true }, + ], + deal_stock_info: [{ text: 'Fetch the share terms of deal', field: 'dealId', core: true }], + deal_cap_table_history: [ + { text: 'Fetch the cap table as of deal', field: 'dealId', core: true }, + ], + deal_tranche_info: [ + { text: 'List the funding tranches of deal', field: 'dealId', core: true }, + ], + deal_debt_lenders: [ + { text: 'List the debt and lenders on deal', field: 'dealId', core: true }, + ], + deal_service_providers: [ + { text: 'List the service providers on deal', field: 'dealId', core: true }, + ], + deal_updates: [ + { text: 'Check what changed on deal', field: 'dealId', core: true }, + { text: ', since', field: 'sinceDate' }, + { text: ', over the last', field: 'trailingRange' }, + ], + investor_search: [ + 'Search investors', + { text: ', named', field: 'invNames' }, + { text: ', of type', field: 'invType' }, + { text: ', in', field: 'invCountry' }, + { text: ', managing', field: 'invAum' }, + ], + investor_bio: [ + { text: 'Fetch the PitchBook profile for investor', field: 'investorId', core: true }, + ], + investor_investments: [ + { text: 'List every investment made by investor', field: 'investorId', core: true }, + ], + investor_active_investments: [ + { text: 'List the current positions held by investor', field: 'investorId', core: true }, + ], + investor_funds: [ + { text: 'List the funds managed by investor', field: 'investorId', core: true }, + ], + investor_last_closed_fund: [ + { + text: 'Fetch the most recently closed fund of investor', + field: 'investorId', + core: true, + }, + ], + investor_preferences: [ + { text: 'Fetch the investment preferences of investor', field: 'investorId', core: true }, + ], + investor_board_seats: [ + { text: 'List the board seats held by investor', field: 'investorId', core: true }, + ], + investor_general_service_providers: [ + { + text: 'List the service providers engaged by investor', + field: 'investorId', + core: true, + }, + ], + investor_deal_service_providers: [ + { + text: 'List the service providers on the deals of investor', + field: 'investorId', + core: true, + }, + ], + investor_updates: [ + { text: 'Check what changed on investor', field: 'investorId', core: true }, + { text: ', since', field: 'sinceDate' }, + { text: ', over the last', field: 'trailingRange' }, + ], + people_search: [ + 'Search people', + { text: ', named', field: 'pplNames' }, + { text: ', at', field: 'pplFirmNames' }, + { text: ', at level', field: 'pplPositionLevel' }, + { text: ', titled', field: 'pplPositionTitle' }, + ], + person_bio: [ + { text: 'Fetch the PitchBook profile for person', field: 'personId', core: true }, + ], + person_contact: [ + { text: 'Fetch contact details for person', field: 'personId', core: true }, + ], + person_education_work: [ + { text: 'Fetch the education and work history of person', field: 'personId', core: true }, + ], + fund_search: [ + 'Search funds', + { text: ', named', field: 'fundNames' }, + { text: ', managed by', field: 'fundInvestorNames' }, + { text: ', of type', field: 'fundTypeFilter' }, + { text: ', sized', field: 'fundSizeFilter' }, + ], + fund_bio: [{ text: 'Fetch the PitchBook profile for fund', field: 'fundId', core: true }], + fund_performance: [ + { text: 'Fetch the latest returns for fund', field: 'fundId', core: true }, + ], + fund_benchmark: [ + { text: 'Fetch the peer benchmark for fund', field: 'fundId', core: true }, + ], + fund_cash_flows: [ + { text: 'Fetch cash flows for fund', field: 'fundId', core: true }, + { text: 'as of', field: 'period', core: true }, + ], + fund_investments: [ + { text: 'List every investment made by fund', field: 'fundId', core: true }, + ], + fund_active_investments: [ + { text: 'List the current positions held by fund', field: 'fundId', core: true }, + ], + fund_commitments: [ + { text: 'List the limited partners committed to fund', field: 'fundId', core: true }, + ], + fund_investment_preferences: [ + { text: 'Fetch the investment preferences of fund', field: 'fundId', core: true }, + ], + fund_team: [{ text: 'List the team on fund', field: 'fundId', core: true }], + fund_updates: [ + { text: 'Check what changed on fund', field: 'fundId', core: true }, + { text: ', since', field: 'sinceDate' }, + { text: ', over the last', field: 'trailingRange' }, + ], + limited_partner_search: [ + 'Search limited partners', + { text: ', named', field: 'lpNames' }, + { text: ', of type', field: 'lpType' }, + { text: ', in', field: 'lpCountry' }, + { text: ', managing', field: 'lpAum' }, + ], + limited_partner_bio: [ + { + text: 'Fetch the PitchBook profile for limited partner', + field: 'limitedPartnerId', + core: true, + }, + ], + limited_partner_commitments_detailed: [ + { + text: 'List the fund commitments of limited partner', + field: 'limitedPartnerId', + core: true, + }, + ], + limited_partner_commitment_aggregates: [ + { + text: 'Fetch commitment totals by fund type for limited partner', + field: 'limitedPartnerId', + core: true, + }, + ], + limited_partner_commitment_preferences: [ + { + text: 'Fetch the commitment preferences of limited partner', + field: 'limitedPartnerId', + core: true, + }, + ], + limited_partner_actual_allocations: [ + { + text: 'Fetch the reported asset allocation of limited partner', + field: 'limitedPartnerId', + core: true, + }, + ], + limited_partner_target_allocations: [ + { + text: 'Fetch the target asset allocation of limited partner', + field: 'limitedPartnerId', + core: true, + }, + ], + limited_partner_service_providers: [ + { + text: 'List the service providers engaged by limited partner', + field: 'limitedPartnerId', + core: true, + }, + ], + limited_partner_updates: [ + { text: 'Check what changed on limited partner', field: 'limitedPartnerId', core: true }, + { text: ', since', field: 'sinceDate' }, + { text: ', over the last', field: 'trailingRange' }, + ], + service_provider_search: [ + 'Search service providers', + { text: ', named', field: 'spNames' }, + { text: ', of type', field: 'spType' }, + { text: ', in', field: 'spCountry' }, + { text: ', on deals closed', field: 'spDealDate' }, + ], + service_provider_bio: [ + { + text: 'Fetch the PitchBook profile for service provider', + field: 'serviceProviderId', + core: true, + }, + ], + serviced_companies: [ + { + text: 'List the companies served by service provider', + field: 'serviceProviderId', + core: true, + }, + ], + serviced_deals: [ + { + text: 'List the deals worked on by service provider', + field: 'serviceProviderId', + core: true, + }, + ], + serviced_investors: [ + { + text: 'List the investors served by service provider', + field: 'serviceProviderId', + core: true, + }, + ], + serviced_funds: [ + { + text: 'List the funds served by service provider', + field: 'serviceProviderId', + core: true, + }, + ], + serviced_limited_partners: [ + { + text: 'List the limited partners served by service provider', + field: 'serviceProviderId', + core: true, + }, + ], + service_provider_updates: [ + { + text: 'Check what changed on service provider', + field: 'serviceProviderId', + core: true, + }, + { text: ', since', field: 'sinceDate' }, + { text: ', over the last', field: 'trailingRange' }, + ], + credit_news_search: [ + 'Search credit news', + { text: ', by', field: 'newsAuthors' }, + { text: ', covering', field: 'newsRegions' }, + { text: ', on', field: 'newsTopics' }, + { text: ', published', field: 'sinceDate' }, + ], + credit_news_most_recent: ['Fetch the most recent credit news articles'], + credit_news: [{ text: 'Fetch credit news article', field: 'articleId', core: true }], + credit_news_bulk: [ + { text: 'Fetch the credit news articles', field: 'articleIds', core: true }, + ], + contracts_history: [ + 'List the API contracts on the account', + { text: ', showing', field: 'contractFilter' }, + ], + credit_history: [ + 'Fetch API credit usage', + { text: ', since', field: 'sinceDate' }, + { text: ', over the last', field: 'trailingRange' }, + ], + usage_report: [ + 'Fetch the API usage report', + { text: ', since', field: 'sinceDate' }, + { text: ', over the last', field: 'trailingRange' }, + ], + cost_of_calls: [ + 'Fetch the credit cost of each endpoint', + { text: ', priced as', field: 'pricingModel' }, + ], + lookup_table_structure: ['List the lookup tables behind the search filters'], + lookup_tables: [ + { text: 'Fetch the codes in lookup table', field: 'tableNames', core: true }, + ], + sandbox_entities: [ + { text: 'List the sandbox entities of type', field: 'sandboxEntityType', core: true }, + ], + }, + }, + }, + subBlocks: [ + { + id: 'operation', + title: 'Operation', + type: 'dropdown', + options: [ + { label: 'Search All Entities', id: 'search' }, + { label: 'Shared Search', id: 'shared_search' }, + { label: 'Get Entity People', id: 'entity_people' }, + { label: 'Get Entity Locations', id: 'entity_locations' }, + { label: 'Get Entity Affiliates', id: 'entity_affiliates' }, + { label: 'Get Entity News', id: 'entity_news' }, + { label: 'Get Entity Updates', id: 'entity_updates' }, + { label: 'Search Companies', id: 'company_search' }, + { label: 'Get Company Bio', id: 'company_bio' }, + { label: 'Get Company Industries', id: 'company_industries' }, + { label: 'Get Company Investors', id: 'company_investors' }, + { label: 'Get Company Active Investors', id: 'company_active_investors' }, + { label: 'Get Company Deals', id: 'company_deals' }, + { label: 'Get Company Latest Financing', id: 'company_most_recent_financing' }, + { label: 'Get Company Latest Debt Financing', id: 'company_most_recent_debt_financing' }, + { label: 'Get Company Latest Financials', id: 'company_most_recent_financials' }, + { label: 'Get Company Financials History', id: 'company_financials' }, + { label: 'Get Similar Companies', id: 'company_similar_companies' }, + { label: 'Get VC Exit Predictions', id: 'company_vc_exit_predictions' }, + { label: 'Get Company Social Analytics', id: 'company_social_analytics' }, + { label: 'Get Company Service Providers', id: 'company_general_service_providers' }, + { label: 'Get Company Deal Service Providers', id: 'company_deal_service_providers' }, + { label: 'Get Company Updates', id: 'company_updates' }, + { label: 'Search Company Patents', id: 'patent_search' }, + { label: 'Get Patent Detail', id: 'patent_detailed' }, + { label: 'Search Deals', id: 'deal_search' }, + { label: 'Get Deal Bio', id: 'deal_bio' }, + { label: 'Get Deal Detail', id: 'deal_detailed' }, + { label: 'Get Deal Valuation', id: 'deal_valuation' }, + { label: 'Get Deal Multiples', id: 'deal_multiples' }, + { label: 'Get Deal Investors', id: 'deal_investors' }, + { label: 'Get Deal Stock Info', id: 'deal_stock_info' }, + { label: 'Get Deal Cap Table', id: 'deal_cap_table_history' }, + { label: 'Get Deal Tranches', id: 'deal_tranche_info' }, + { label: 'Get Deal Debt and Lenders', id: 'deal_debt_lenders' }, + { label: 'Get Deal Service Providers', id: 'deal_service_providers' }, + { label: 'Get Deal Updates', id: 'deal_updates' }, + { label: 'Search Investors', id: 'investor_search' }, + { label: 'Get Investor Bio', id: 'investor_bio' }, + { label: 'Get Investor Investments', id: 'investor_investments' }, + { label: 'Get Investor Active Investments', id: 'investor_active_investments' }, + { label: 'Get Investor Funds', id: 'investor_funds' }, + { label: 'Get Investor Last Closed Fund', id: 'investor_last_closed_fund' }, + { label: 'Get Investor Preferences', id: 'investor_preferences' }, + { label: 'Get Investor Board Seats', id: 'investor_board_seats' }, + { label: 'Get Investor Service Providers', id: 'investor_general_service_providers' }, + { label: 'Get Investor Deal Service Providers', id: 'investor_deal_service_providers' }, + { label: 'Get Investor Updates', id: 'investor_updates' }, + { label: 'Search People', id: 'people_search' }, + { label: 'Get Person Bio', id: 'person_bio' }, + { label: 'Get Person Contact', id: 'person_contact' }, + { label: 'Get Person History', id: 'person_education_work' }, + { label: 'Search Funds', id: 'fund_search' }, + { label: 'Get Fund Bio', id: 'fund_bio' }, + { label: 'Get Fund Performance', id: 'fund_performance' }, + { label: 'Get Fund Benchmark', id: 'fund_benchmark' }, + { label: 'Get Fund Cash Flows', id: 'fund_cash_flows' }, + { label: 'Get Fund Investments', id: 'fund_investments' }, + { label: 'Get Fund Active Investments', id: 'fund_active_investments' }, + { label: 'Get Fund Commitments', id: 'fund_commitments' }, + { label: 'Get Fund Preferences', id: 'fund_investment_preferences' }, + { label: 'Get Fund Team', id: 'fund_team' }, + { label: 'Get Fund Updates', id: 'fund_updates' }, + { label: 'Search Limited Partners', id: 'limited_partner_search' }, + { label: 'Get Limited Partner Bio', id: 'limited_partner_bio' }, + { label: 'Get LP Commitments', id: 'limited_partner_commitments_detailed' }, + { label: 'Get LP Commitment Totals', id: 'limited_partner_commitment_aggregates' }, + { label: 'Get LP Commitment Preferences', id: 'limited_partner_commitment_preferences' }, + { label: 'Get LP Actual Allocations', id: 'limited_partner_actual_allocations' }, + { label: 'Get LP Target Allocations', id: 'limited_partner_target_allocations' }, + { label: 'Get LP Service Providers', id: 'limited_partner_service_providers' }, + { label: 'Get LP Updates', id: 'limited_partner_updates' }, + { label: 'Search Service Providers', id: 'service_provider_search' }, + { label: 'Get Service Provider Bio', id: 'service_provider_bio' }, + { label: 'Get Serviced Companies', id: 'serviced_companies' }, + { label: 'Get Serviced Deals', id: 'serviced_deals' }, + { label: 'Get Serviced Investors', id: 'serviced_investors' }, + { label: 'Get Serviced Funds', id: 'serviced_funds' }, + { label: 'Get Serviced Limited Partners', id: 'serviced_limited_partners' }, + { label: 'Get Service Provider Updates', id: 'service_provider_updates' }, + { label: 'Search Credit News', id: 'credit_news_search' }, + { label: 'Get Recent Credit News', id: 'credit_news_most_recent' }, + { label: 'Get Credit News Article', id: 'credit_news' }, + { label: 'Get Credit News Articles in Bulk', id: 'credit_news_bulk' }, + { label: 'Get Contracts History', id: 'contracts_history' }, + { label: 'Get Credit History', id: 'credit_history' }, + { label: 'Get Usage Report', id: 'usage_report' }, + { label: 'Get Cost of Calls', id: 'cost_of_calls' }, + { label: 'List Lookup Tables', id: 'lookup_table_structure' }, + { label: 'Get Lookup Table Codes', id: 'lookup_tables' }, + { label: 'List Sandbox Entities', id: 'sandbox_entities' }, + ], + value: () => 'search', + }, + { + id: 'apiKey', + title: 'PitchBook API Key', + type: 'short-input', + placeholder: 'Enter your PitchBook API key', + password: true, + required: true, + }, + { + id: 'query', + title: 'Search Query', + type: 'short-input', + placeholder: 'Databricks, a website, or a PitchBook ID', + condition: { field: 'operation', value: 'search' }, + required: { field: 'operation', value: 'search' }, + }, + { + id: 'companyId', + title: 'PitchBook Company ID', + type: 'short-input', + placeholder: '10618-03', + condition: { + field: 'operation', + value: [ + 'company_active_investors', + 'company_bio', + 'company_deal_service_providers', + 'company_deals', + 'company_financials', + 'company_general_service_providers', + 'company_industries', + 'company_investors', + 'company_most_recent_debt_financing', + 'company_most_recent_financials', + 'company_most_recent_financing', + 'company_similar_companies', + 'company_social_analytics', + 'company_updates', + 'company_vc_exit_predictions', + 'patent_search', + ], + }, + required: { + field: 'operation', + value: [ + 'company_active_investors', + 'company_bio', + 'company_deal_service_providers', + 'company_deals', + 'company_financials', + 'company_general_service_providers', + 'company_industries', + 'company_investors', + 'company_most_recent_debt_financing', + 'company_most_recent_financials', + 'company_most_recent_financing', + 'company_similar_companies', + 'company_social_analytics', + 'company_updates', + 'company_vc_exit_predictions', + 'patent_search', + ], + }, + }, + { + id: 'dealId', + title: 'PitchBook Deal ID', + type: 'short-input', + placeholder: '52721-65T', + condition: { + field: 'operation', + value: [ + 'deal_bio', + 'deal_cap_table_history', + 'deal_debt_lenders', + 'deal_detailed', + 'deal_investors', + 'deal_multiples', + 'deal_service_providers', + 'deal_stock_info', + 'deal_tranche_info', + 'deal_updates', + 'deal_valuation', + ], + }, + required: { + field: 'operation', + value: [ + 'deal_bio', + 'deal_cap_table_history', + 'deal_debt_lenders', + 'deal_detailed', + 'deal_investors', + 'deal_multiples', + 'deal_service_providers', + 'deal_stock_info', + 'deal_tranche_info', + 'deal_updates', + 'deal_valuation', + ], + }, + }, + { + id: 'investorId', + title: 'PitchBook Investor ID', + type: 'short-input', + placeholder: '58781-35', + condition: { + field: 'operation', + value: [ + 'investor_active_investments', + 'investor_bio', + 'investor_board_seats', + 'investor_deal_service_providers', + 'investor_funds', + 'investor_general_service_providers', + 'investor_investments', + 'investor_last_closed_fund', + 'investor_preferences', + 'investor_updates', + ], + }, + required: { + field: 'operation', + value: [ + 'investor_active_investments', + 'investor_bio', + 'investor_board_seats', + 'investor_deal_service_providers', + 'investor_funds', + 'investor_general_service_providers', + 'investor_investments', + 'investor_last_closed_fund', + 'investor_preferences', + 'investor_updates', + ], + }, + }, + { + id: 'personId', + title: 'PitchBook Person ID', + type: 'short-input', + placeholder: '53503-66P', + condition: { + field: 'operation', + value: ['person_bio', 'person_contact', 'person_education_work'], + }, + required: { + field: 'operation', + value: ['person_bio', 'person_contact', 'person_education_work'], + }, + }, + { + id: 'fundId', + title: 'PitchBook Fund ID', + type: 'short-input', + placeholder: '11373-13F', + condition: { + field: 'operation', + value: [ + 'fund_active_investments', + 'fund_benchmark', + 'fund_bio', + 'fund_cash_flows', + 'fund_commitments', + 'fund_investment_preferences', + 'fund_investments', + 'fund_performance', + 'fund_team', + 'fund_updates', + ], + }, + required: { + field: 'operation', + value: [ + 'fund_active_investments', + 'fund_benchmark', + 'fund_bio', + 'fund_cash_flows', + 'fund_commitments', + 'fund_investment_preferences', + 'fund_investments', + 'fund_performance', + 'fund_team', + 'fund_updates', + ], + }, + }, + { + id: 'limitedPartnerId', + title: 'PitchBook Limited Partner ID', + type: 'short-input', + placeholder: '58901-50', + condition: { + field: 'operation', + value: [ + 'limited_partner_actual_allocations', + 'limited_partner_bio', + 'limited_partner_commitment_aggregates', + 'limited_partner_commitment_preferences', + 'limited_partner_commitments_detailed', + 'limited_partner_service_providers', + 'limited_partner_target_allocations', + 'limited_partner_updates', + ], + }, + required: { + field: 'operation', + value: [ + 'limited_partner_actual_allocations', + 'limited_partner_bio', + 'limited_partner_commitment_aggregates', + 'limited_partner_commitment_preferences', + 'limited_partner_commitments_detailed', + 'limited_partner_service_providers', + 'limited_partner_target_allocations', + 'limited_partner_updates', + ], + }, + }, + { + id: 'serviceProviderId', + title: 'PitchBook Service Provider ID', + type: 'short-input', + placeholder: '11356-75', + condition: { + field: 'operation', + value: [ + 'service_provider_bio', + 'service_provider_updates', + 'serviced_companies', + 'serviced_deals', + 'serviced_funds', + 'serviced_investors', + 'serviced_limited_partners', + ], + }, + required: { + field: 'operation', + value: [ + 'service_provider_bio', + 'service_provider_updates', + 'serviced_companies', + 'serviced_deals', + 'serviced_funds', + 'serviced_investors', + 'serviced_limited_partners', + ], + }, + }, + { + id: 'entityId', + title: 'PitchBook Entity ID', + type: 'short-input', + placeholder: '51261-67', + condition: { + field: 'operation', + value: [ + 'entity_affiliates', + 'entity_locations', + 'entity_news', + 'entity_people', + 'entity_updates', + ], + }, + required: { + field: 'operation', + value: [ + 'entity_affiliates', + 'entity_locations', + 'entity_news', + 'entity_people', + 'entity_updates', + ], + }, + }, + { + id: 'patentId', + title: 'PitchBook Patent ID', + type: 'short-input', + placeholder: 'EP-3167426-B1', + condition: { field: 'operation', value: 'patent_detailed' }, + required: { field: 'operation', value: 'patent_detailed' }, + }, + { + id: 'articleId', + title: 'PitchBook Credit News Article ID', + type: 'short-input', + placeholder: '1312103', + condition: { field: 'operation', value: 'credit_news' }, + required: { field: 'operation', value: 'credit_news' }, + }, + { + id: 'coNames', + title: 'Company Names', + type: 'short-input', + placeholder: 'Databricks, Stripe', + condition: { field: 'operation', value: 'company_search' }, + }, + { + id: 'coKeywords', + title: 'Keywords', + type: 'short-input', + placeholder: 'artificial intelligence', + condition: { field: 'operation', value: 'company_search' }, + }, + { + id: 'coCountry', + title: 'Country', + type: 'short-input', + placeholder: 'USA', + condition: { field: 'operation', value: 'company_search' }, + mode: 'advanced', + }, + { + id: 'coIndustry', + title: 'Industry Code', + type: 'short-input', + placeholder: '605010', + condition: { field: 'operation', value: 'company_search' }, + mode: 'advanced', + }, + { + id: 'coVerticals', + title: 'Vertical Code', + type: 'short-input', + placeholder: 'AIML', + condition: { field: 'operation', value: 'company_search' }, + mode: 'advanced', + }, + { + id: 'coDealType', + title: 'Deal Type', + type: 'short-input', + placeholder: 'evc', + condition: { field: 'operation', value: 'company_search' }, + mode: 'advanced', + }, + { + id: 'coDealDate', + title: 'Deal Date', + type: 'short-input', + placeholder: '>2023-01-01', + condition: { field: 'operation', value: 'company_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook date filter. The operator is part of the value: ">YYYY-MM-DD" for after a date, "50', + condition: { field: 'operation', value: 'company_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook numeric range filter. The operator is part of the value: ">100" for greater than, "<100" for less than, and "10^100" for a range. Return ONLY the filter string - no explanations, no extra text.', + placeholder: 'Describe the range, e.g. "between 10 and 100 million"', + }, + }, + { + id: 'coTotalRaised', + title: 'Total Raised (millions)', + type: 'short-input', + placeholder: '>100', + condition: { field: 'operation', value: 'company_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook numeric range filter. The operator is part of the value: ">100" for greater than, "<100" for less than, and "10^100" for a range. Return ONLY the filter string - no explanations, no extra text.', + placeholder: 'Describe the range, e.g. "between 10 and 100 million"', + }, + }, + { + id: 'coEmployeeCount', + title: 'Employee Count', + type: 'short-input', + placeholder: '100^500', + condition: { field: 'operation', value: 'company_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook numeric range filter. The operator is part of the value: ">100" for greater than, "<100" for less than, and "10^100" for a range. Return ONLY the filter string - no explanations, no extra text.', + placeholder: 'Describe the range, e.g. "between 10 and 100 million"', + }, + }, + { + id: 'coInvestorNames', + title: 'Investor Names', + type: 'short-input', + placeholder: 'Sequoia Capital', + condition: { field: 'operation', value: 'company_search' }, + mode: 'advanced', + }, + { + id: 'dealCompanyNames', + title: 'Company Names', + type: 'short-input', + placeholder: 'Databricks', + condition: { field: 'operation', value: 'deal_search' }, + }, + { + id: 'dealInvestorNames', + title: 'Investor Names', + type: 'short-input', + placeholder: 'Sequoia Capital', + condition: { field: 'operation', value: 'deal_search' }, + }, + { + id: 'dealTypeFilter', + title: 'Deal Type', + type: 'short-input', + placeholder: 'evc', + condition: { field: 'operation', value: 'deal_search' }, + mode: 'advanced', + }, + { + id: 'dealStatusFilter', + title: 'Deal Status', + type: 'short-input', + placeholder: 'COMP', + condition: { field: 'operation', value: 'deal_search' }, + mode: 'advanced', + }, + { + id: 'dealSizeFilter', + title: 'Deal Size (millions)', + type: 'short-input', + placeholder: '>50', + condition: { field: 'operation', value: 'deal_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook numeric range filter. The operator is part of the value: ">100" for greater than, "<100" for less than, and "10^100" for a range. Return ONLY the filter string - no explanations, no extra text.', + placeholder: 'Describe the range, e.g. "between 10 and 100 million"', + }, + }, + { + id: 'dealDateFilter', + title: 'Deal Date', + type: 'short-input', + placeholder: '>2023-01-01', + condition: { field: 'operation', value: 'deal_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook date filter. The operator is part of the value: ">YYYY-MM-DD" for after a date, "1000', + condition: { field: 'operation', value: 'investor_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook numeric range filter. The operator is part of the value: ">100" for greater than, "<100" for less than, and "10^100" for a range. Return ONLY the filter string - no explanations, no extra text.', + placeholder: 'Describe the range, e.g. "between 10 and 100 million"', + }, + }, + { + id: 'invDryPowder', + title: 'Dry Powder (millions)', + type: 'short-input', + placeholder: '1^500', + condition: { field: 'operation', value: 'investor_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook numeric range filter. The operator is part of the value: ">100" for greater than, "<100" for less than, and "10^100" for a range. Return ONLY the filter string - no explanations, no extra text.', + placeholder: 'Describe the range, e.g. "between 10 and 100 million"', + }, + }, + { + id: 'invDealType', + title: 'Deal Type', + type: 'short-input', + placeholder: 'evc', + condition: { field: 'operation', value: 'investor_search' }, + mode: 'advanced', + }, + { + id: 'invDealDate', + title: 'Deal Date', + type: 'short-input', + placeholder: '>2023-01-01', + condition: { field: 'operation', value: 'investor_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook date filter. The operator is part of the value: ">YYYY-MM-DD" for after a date, "100" for greater than, "<100" for less than, and "10^100" for a range. Return ONLY the filter string - no explanations, no extra text.', + placeholder: 'Describe the range, e.g. "between 10 and 100 million"', + }, + }, + { + id: 'fundVintage', + title: 'Vintage Year', + type: 'short-input', + placeholder: '>2015', + condition: { field: 'operation', value: 'fund_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook numeric range filter. The operator is part of the value: ">100" for greater than, "<100" for less than, and "10^100" for a range. Return ONLY the filter string - no explanations, no extra text.', + placeholder: 'Describe the range, e.g. "between 10 and 100 million"', + }, + }, + { + id: 'fundCountry', + title: 'Country', + type: 'short-input', + placeholder: 'USA', + condition: { field: 'operation', value: 'fund_search' }, + mode: 'advanced', + }, + { + id: 'fundIrr', + title: 'IRR (percent)', + type: 'short-input', + placeholder: '>20', + condition: { field: 'operation', value: 'fund_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook numeric range filter. The operator is part of the value: ">100" for greater than, "<100" for less than, and "10^100" for a range. Return ONLY the filter string - no explanations, no extra text.', + placeholder: 'Describe the range, e.g. "between 10 and 100 million"', + }, + }, + { + id: 'lpNames', + title: 'Limited Partner Names', + type: 'short-input', + placeholder: 'Yale University', + condition: { field: 'operation', value: 'limited_partner_search' }, + }, + { + id: 'lpType', + title: 'Limited Partner Type', + type: 'short-input', + placeholder: 'CPF', + condition: { field: 'operation', value: 'limited_partner_search' }, + }, + { + id: 'lpCountry', + title: 'Country', + type: 'short-input', + placeholder: 'USA', + condition: { field: 'operation', value: 'limited_partner_search' }, + mode: 'advanced', + }, + { + id: 'lpAum', + title: 'Assets Under Management (millions)', + type: 'short-input', + placeholder: '>1000', + condition: { field: 'operation', value: 'limited_partner_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook numeric range filter. The operator is part of the value: ">100" for greater than, "<100" for less than, and "10^100" for a range. Return ONLY the filter string - no explanations, no extra text.', + placeholder: 'Describe the range, e.g. "between 10 and 100 million"', + }, + }, + { + id: 'lpNumCommitments', + title: 'Number of Commitments', + type: 'short-input', + placeholder: '>100', + condition: { field: 'operation', value: 'limited_partner_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook numeric range filter. The operator is part of the value: ">100" for greater than, "<100" for less than, and "10^100" for a range. Return ONLY the filter string - no explanations, no extra text.', + placeholder: 'Describe the range, e.g. "between 10 and 100 million"', + }, + }, + { + id: 'spNames', + title: 'Service Provider Names', + type: 'short-input', + placeholder: 'Goodwin Procter', + condition: { field: 'operation', value: 'service_provider_search' }, + }, + { + id: 'spType', + title: 'Service Provider Type', + type: 'short-input', + placeholder: 'LAW', + condition: { field: 'operation', value: 'service_provider_search' }, + }, + { + id: 'spCountry', + title: 'Country', + type: 'short-input', + placeholder: 'USA', + condition: { field: 'operation', value: 'service_provider_search' }, + mode: 'advanced', + }, + { + id: 'spDealType', + title: 'Deal Type', + type: 'short-input', + placeholder: 'evc', + condition: { field: 'operation', value: 'service_provider_search' }, + mode: 'advanced', + }, + { + id: 'spDealDate', + title: 'Deal Date', + type: 'short-input', + placeholder: '>2020-07-20', + condition: { field: 'operation', value: 'service_provider_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook date filter. The operator is part of the value: ">YYYY-MM-DD" for after a date, "2024-01-01', + condition: { + field: 'operation', + value: [ + 'entity_news', + 'entity_updates', + 'company_updates', + 'deal_updates', + 'investor_updates', + 'fund_updates', + 'limited_partner_updates', + 'service_provider_updates', + 'credit_history', + 'usage_report', + 'credit_news_search', + ], + }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook date filter. The operator is part of the value: ">YYYY-MM-DD" for after a date, "2020-01-01', + condition: { field: 'operation', value: 'patent_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook date filter. The operator is part of the value: ">YYYY-MM-DD" for after a date, "2015-01-01', + condition: { field: 'operation', value: 'patent_search' }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a PitchBook date filter. The operator is part of the value: ">YYYY-MM-DD" for after a date, " 'all', + condition: { field: 'operation', value: 'contracts_history' }, + mode: 'advanced', + }, + { + id: 'articleIds', + title: 'Article IDs', + canvasNoun: 'a list of article IDs', + type: 'code', + placeholder: '[11041384, 2142401, 5302402]', + condition: { field: 'operation', value: 'credit_news_bulk' }, + required: { field: 'operation', value: 'credit_news_bulk' }, + }, + { + id: 'page', + title: 'Page', + type: 'short-input', + placeholder: '1', + condition: { + field: 'operation', + value: [ + 'search', + 'shared_search', + 'company_search', + 'deal_search', + 'investor_search', + 'people_search', + 'fund_search', + 'limited_partner_search', + 'service_provider_search', + 'patent_search', + 'credit_news_search', + 'credit_news_most_recent', + ], + }, + mode: 'advanced', + }, + { + id: 'perPage', + title: 'Results Per Page', + type: 'short-input', + placeholder: '25', + condition: { + field: 'operation', + value: [ + 'search', + 'shared_search', + 'company_search', + 'deal_search', + 'investor_search', + 'people_search', + 'fund_search', + 'limited_partner_search', + 'service_provider_search', + 'patent_search', + 'credit_news_search', + 'credit_news_most_recent', + ], + }, + mode: 'advanced', + }, + { + id: 'additionalFilters', + title: 'Additional Filters', + canvasNoun: 'extra filters', + type: 'code', + placeholder: '{"emergingSpaces": "AGTECH", "locationType": "HQ_ONLY"}', + condition: { + field: 'operation', + value: [ + 'company_search', + 'deal_search', + 'investor_search', + 'people_search', + 'fund_search', + 'limited_partner_search', + 'service_provider_search', + ], + }, + mode: 'advanced', + wandConfig: { + enabled: true, + prompt: + 'Generate a JSON object of PitchBook search query parameters and values. Range filters carry their operator in the value, such as ">2023-01-01" or "1^500". Return ONLY the JSON object.', + generationType: 'json-object', + }, + }, + { + id: 'currency', + title: 'Currency', + type: 'short-input', + placeholder: 'USD', + mode: 'advanced', + }, + ], + + tools: { + access: [ + 'pitchbook_search', + 'pitchbook_shared_search', + 'pitchbook_entity_people', + 'pitchbook_entity_locations', + 'pitchbook_entity_affiliates', + 'pitchbook_entity_news', + 'pitchbook_entity_updates', + 'pitchbook_company_search', + 'pitchbook_company_bio', + 'pitchbook_company_industries', + 'pitchbook_company_investors', + 'pitchbook_company_active_investors', + 'pitchbook_company_deals', + 'pitchbook_company_most_recent_financing', + 'pitchbook_company_most_recent_debt_financing', + 'pitchbook_company_most_recent_financials', + 'pitchbook_company_financials', + 'pitchbook_company_similar_companies', + 'pitchbook_company_vc_exit_predictions', + 'pitchbook_company_social_analytics', + 'pitchbook_company_general_service_providers', + 'pitchbook_company_deal_service_providers', + 'pitchbook_company_updates', + 'pitchbook_patent_search', + 'pitchbook_patent_detailed', + 'pitchbook_deal_search', + 'pitchbook_deal_bio', + 'pitchbook_deal_detailed', + 'pitchbook_deal_valuation', + 'pitchbook_deal_multiples', + 'pitchbook_deal_investors', + 'pitchbook_deal_stock_info', + 'pitchbook_deal_cap_table_history', + 'pitchbook_deal_tranche_info', + 'pitchbook_deal_debt_lenders', + 'pitchbook_deal_service_providers', + 'pitchbook_deal_updates', + 'pitchbook_investor_search', + 'pitchbook_investor_bio', + 'pitchbook_investor_investments', + 'pitchbook_investor_active_investments', + 'pitchbook_investor_funds', + 'pitchbook_investor_last_closed_fund', + 'pitchbook_investor_preferences', + 'pitchbook_investor_board_seats', + 'pitchbook_investor_general_service_providers', + 'pitchbook_investor_deal_service_providers', + 'pitchbook_investor_updates', + 'pitchbook_people_search', + 'pitchbook_person_bio', + 'pitchbook_person_contact', + 'pitchbook_person_education_work', + 'pitchbook_fund_search', + 'pitchbook_fund_bio', + 'pitchbook_fund_performance', + 'pitchbook_fund_benchmark', + 'pitchbook_fund_cash_flows', + 'pitchbook_fund_investments', + 'pitchbook_fund_active_investments', + 'pitchbook_fund_commitments', + 'pitchbook_fund_investment_preferences', + 'pitchbook_fund_team', + 'pitchbook_fund_updates', + 'pitchbook_limited_partner_search', + 'pitchbook_limited_partner_bio', + 'pitchbook_limited_partner_commitments_detailed', + 'pitchbook_limited_partner_commitment_aggregates', + 'pitchbook_limited_partner_commitment_preferences', + 'pitchbook_limited_partner_actual_allocations', + 'pitchbook_limited_partner_target_allocations', + 'pitchbook_limited_partner_service_providers', + 'pitchbook_limited_partner_updates', + 'pitchbook_service_provider_search', + 'pitchbook_service_provider_bio', + 'pitchbook_serviced_companies', + 'pitchbook_serviced_deals', + 'pitchbook_serviced_investors', + 'pitchbook_serviced_funds', + 'pitchbook_serviced_limited_partners', + 'pitchbook_service_provider_updates', + 'pitchbook_credit_news_search', + 'pitchbook_credit_news_most_recent', + 'pitchbook_credit_news', + 'pitchbook_credit_news_bulk', + 'pitchbook_contracts_history', + 'pitchbook_credit_history', + 'pitchbook_usage_report', + 'pitchbook_cost_of_calls', + 'pitchbook_lookup_table_structure', + 'pitchbook_lookup_tables', + 'pitchbook_sandbox_entities', + ], + config: { + tool: (params) => { + const operation = params.operation + if (typeof operation !== 'string' || operation === '') { + throw new Error('PitchBook operation is required') + } + return `pitchbook_${operation}` + }, + params: (params) => { + const { additionalFilters, articleIds, page, perPage, trailingRange, ...rest } = params + const operation = String(params.operation ?? '') + const mapped: Record = { ...rest } + + // Collapse only the ID subblock this operation owns onto `pbId`, clearing + // the rest so a stale one cannot retarget the call (see the map's TSDoc). + for (const id of ID_SUBBLOCK_IDS) mapped[id] = undefined + const idSubBlock = ID_SUBBLOCK_FOR_OPERATION[operation] + const idValue = idSubBlock ? params[idSubBlock] : undefined + mapped.pbId = typeof idValue === 'string' && idValue !== '' ? idValue : undefined + + // Rename the prefixed filter subblocks onto their PitchBook param names, + // dropping any that belong to a different operation (see the table's TSDoc). + for (const [subBlockId, { param, operation: owner }] of Object.entries( + SEARCH_FIELD_TO_PARAM + )) { + const value = mapped[subBlockId] + mapped[subBlockId] = undefined + if (owner !== operation) continue + mapped[param] = value === undefined || value === '' ? undefined : value + } + + const parseJson = (raw: unknown, label: string): unknown => { + if (typeof raw !== 'string') return raw + if (raw.trim() === '') return undefined + try { + return JSON.parse(raw) + } catch (error) { + throw new Error(`Invalid ${label} JSON: ${getErrorMessage(error)}`) + } + } + + mapped.additionalFilters = parseJson(additionalFilters, 'Additional Filters') + mapped.articleIds = parseJson(articleIds, 'Article IDs') + + // PitchBook's activeContract is tri-state: true is active-only, false is + // past-only, and omitting it returns every contract. A switch cannot express + // that third state, so the subblock is a dropdown and 'all' omits the param. + const contractFilter = mapped.contractFilter + mapped.contractFilter = undefined + if (contractFilter === 'active') mapped.activeContract = true + else if (contractFilter === 'past') mapped.activeContract = false + + // Assign every numeric key unconditionally: a cleared field is '' rather + // than null, and leaving the key off would let that '' reach the wire. + mapped.page = toOptionalNumber(page) + mapped.perPage = toOptionalNumber(perPage) + mapped.trailingRange = toOptionalNumber(trailingRange) + + return mapped + }, + }, + }, + + inputs: { + operation: { type: 'string', description: 'PitchBook operation to perform' }, + }, + outputs: { + active: { + type: 'json', + description: 'Active team members (operations: fund_team)', + }, + activeCommitmentsInDebtFunds: { + type: 'json', + description: + 'Number of active commitments to debt funds (operations: limited_partner_commitment_aggregates)', + }, + activeCommitmentsInEnergyFunds: { + type: 'json', + description: + 'Number of active commitments to energy funds (operations: limited_partner_commitment_aggregates)', + }, + activeCommitmentsInFoFsAnd2nd: { + type: 'json', + description: + 'Number of active commitments to funds of funds and secondaries (operations: limited_partner_commitment_aggregates)', + }, + activeCommitmentsInInfrastructure: { + type: 'json', + description: + 'Number of active commitments to infrastructure funds (operations: limited_partner_commitment_aggregates)', + }, + activeCommitmentsInOtherFunds: { + type: 'number', + description: + 'Number of active commitments to other funds (operations: limited_partner_commitment_aggregates)', + }, + activeCommitmentsInPeFunds: { + type: 'number', + description: + 'Number of active commitments to PE funds (operations: limited_partner_commitment_aggregates)', + }, + activeCommitmentsInReFunds: { + type: 'number', + description: + 'Number of active commitments to real estate funds (operations: limited_partner_commitment_aggregates)', + }, + activeCommitmentsInVcFunds: { + type: 'number', + description: + 'Number of active commitments to VC funds (operations: limited_partner_commitment_aggregates)', + }, + activeInvestments: { + type: 'json', + description: + 'Portfolio positions the fund still holds (operations: fund_active_investments, investor_active_investments)', + }, + activeInvestors: { + type: 'json', + description: + 'Investors currently holding a position in the company (operations: company_active_investors)', + }, + affiliatedFunds: { + type: 'number', + description: 'Number of affiliated funds (operations: limited_partner_actual_allocations)', + }, + affiliatedInvestors: { + type: 'number', + description: + 'Number of affiliated investors (operations: limited_partner_actual_allocations)', + }, + affiliates: { + type: 'json', + description: 'Entities affiliated with the given entity (operations: entity_affiliates)', + }, + allocations: { + type: 'json', + description: 'Reported asset allocations (operations: limited_partner_actual_allocations)', + }, + alternateOffices: { + type: 'json', + description: 'Other offices on record (operations: entity_locations)', + }, + alternateOfficesCount: { + type: 'number', + description: 'How many other offices are on record (operations: entity_locations)', + }, + antiDilutionProvisions: { + type: 'string', + description: 'Anti-dilution provisions (operations: deal_stock_info)', + }, + applicationDate: { + type: 'string', + description: 'Application date (YYYY-MM-DD) (operations: patent_detailed)', + }, + articleBody: { + type: 'string', + description: 'Full text of the article (operations: credit_news)', + }, + articleId: { + type: 'number', + description: 'Credit news article ID (operations: credit_news)', + }, + asOfQuarter: { + type: 'number', + description: + 'Quarter the figures are reported as of (operations: fund_cash_flows, fund_performance)', + }, + asOfYear: { + type: 'number', + description: + 'Year the figures are reported as of (operations: fund_cash_flows, fund_performance)', + }, + assetClasses: { + type: 'json', + description: 'Asset classes the article covers (operations: credit_news)', + }, + assetPreferences: { + type: 'json', + description: + 'Asset classes and subcategories targeted (operations: fund_investment_preferences, investor_preferences)', + }, + assetsUnderManagement: { + type: 'json', + description: 'Assets under management (operations: investor_bio, limited_partner_bio)', + }, + attachments: { + type: 'json', + description: 'Attachments on the article (operations: credit_news)', + }, + authors: { + type: 'json', + description: 'Authors of the article (operations: credit_news)', + }, + benchmarkFundLocation: { + type: 'json', + description: 'Location the benchmark is built from (operations: fund_benchmark)', + }, + benchmarkFundSize: { + type: 'json', + description: 'Fund size bucket the benchmark is built from (operations: fund_benchmark)', + }, + benchmarkFundType: { + type: 'json', + description: 'Fund type the benchmark is built from (operations: fund_benchmark)', + }, + benchmarkFundVintageYear: { + type: 'number', + description: 'Vintage year the benchmark is built from (operations: fund_benchmark)', + }, + benchmarkFunds: { + type: 'json', + description: 'Funds making up the benchmark (operations: fund_benchmark)', + }, + biography: { + type: 'string', + description: 'Biography of the person (operations: person_bio)', + }, + boardSeats: { + type: 'json', + description: 'Board seats the person has held (operations: person_education_work)', + }, + boardVotingRights: { + type: 'string', + description: 'Board voting rights terms (operations: deal_stock_info)', + }, + businessStatus: { + type: 'json', + description: 'Operating status of the business (operations: company_bio)', + }, + capTable: { + type: 'json', + description: + 'Stock series on the cap table as of the deal (operations: deal_cap_table_history)', + }, + capTableAvailable: { + type: 'boolean', + description: + 'Whether cap table history exists for this deal (operations: deal_bio, deal_detailed)', + }, + cikCode: { + type: 'string', + description: 'SEC CIK identifier (operations: company_bio)', + }, + closeDate: { + type: 'string', + description: 'Date the fund closed (YYYY-MM-DD) (operations: fund_bio)', + }, + commitments: { + type: 'json', + description: + 'Limited partner commitments to the fund (operations: fund_commitments, limited_partner_commitments_detailed)', + }, + company: { + type: 'json', + description: + 'Company the record belongs to (operations: deal_debt_lenders, deal_tranche_info)', + }, + companyId: { + type: 'string', + description: + 'PitchBook company ID (16 operations including company_bio, company_financials, company_general_service_providers)', + }, + companyName: { + type: 'json', + description: + 'The names the company is known by (7 operations including company_bio, deal_bio, deal_detailed)', + }, + companyRoles: { + type: 'json', + description: 'Positions the person has held at companies (operations: person_education_work)', + }, + companySocialURLs: { + type: 'json', + description: 'Social profile links (operations: company_bio)', + }, + contingentPayout: { + type: 'json', + description: 'Contingent payout attached to the deal (operations: deal_detailed)', + }, + contracts: { + type: 'json', + description: 'Contracts on the account (operations: contracts_history)', + }, + contributed: { + type: 'json', + description: 'Capital contributed by limited partners (operations: fund_cash_flows)', + }, + conversionRatio: { + type: 'string', + description: 'Conversion ratio (operations: deal_stock_info)', + }, + costs: { + type: 'json', + description: 'Credit cost per endpoint (operations: cost_of_calls)', + }, + countActiveTeam: { + type: 'number', + description: 'Number of active team members (operations: fund_team)', + }, + countAllInvestors: { + type: 'number', + description: 'Total number of investors on record (operations: company_investors)', + }, + countInvestmentProfessionals: { + type: 'number', + description: 'Number of investment professionals on staff (operations: investor_bio)', + }, + countOfClaims: { + type: 'number', + description: 'Number of claims (operations: patent_detailed)', + }, + countOfIndependentClaims: { + type: 'number', + description: 'Number of independent claims (operations: patent_detailed)', + }, + cpcClass: { + type: 'json', + description: 'CPC class (operations: patent_detailed)', + }, + cpcSection: { + type: 'json', + description: 'CPC section (operations: patent_detailed)', + }, + cpcSubclass: { + type: 'json', + description: 'CPC subclass (operations: patent_detailed)', + }, + credits: { + type: 'json', + description: 'Credit usage per contract over the window (operations: credit_history)', + }, + cumulativeness: { + type: 'string', + description: 'Whether dividends are cumulative (operations: deal_stock_info)', + }, + current: { + type: 'json', + description: 'Current entries (operations: investor_board_seats)', + }, + currentAdvisoryRoles: { + type: 'json', + description: 'Advisory roles the person currently holds (operations: person_education_work)', + }, + currentAssigneeNames: { + type: 'json', + description: 'Current assignees (operations: patent_detailed)', + }, + currentBoardMembersAndObservers: { + type: 'json', + description: 'Current board members and observers (operations: entity_people)', + }, + currentGeneralServices: { + type: 'json', + description: + 'Current general service relationships (6 operations including company_general_service_providers, investor_general_service_providers, limited_partner_service_providers)', + }, + currentTeam: { + type: 'json', + description: 'People currently working at the entity (operations: entity_people)', + }, + dealAnnouncedDate: { + type: 'string', + description: 'Date the deal was announced (YYYY-MM-DD) (operations: deal_bio)', + }, + dealClass: { + type: 'json', + description: 'Deal class, such as Venture Capital (operations: deal_bio, deal_detailed)', + }, + dealDate: { + type: 'string', + description: 'Date the deal closed (YYYY-MM-DD) (operations: deal_bio, deal_detailed)', + }, + dealId: { + type: 'string', + description: + 'PitchBook deal ID (8 operations including deal_bio, deal_debt_lenders, deal_detailed)', + }, + dealNumber: { + type: 'number', + description: + 'Sequence of this deal in the company financing history (7 operations including deal_bio, deal_debt_lenders, deal_detailed)', + }, + dealRoles: { + type: 'json', + description: + 'Deals the person worked on and who they represented (operations: person_education_work)', + }, + dealServiceProviders: { + type: 'json', + description: + 'Service providers engaged on the company deals (operations: company_deal_service_providers, investor_deal_service_providers)', + }, + dealSize: { + type: 'json', + description: 'Size of the deal (operations: deal_bio, deal_detailed)', + }, + dealSizeStatus: { + type: 'string', + description: + 'Whether the deal size is actual or estimated (operations: deal_bio, deal_detailed)', + }, + dealSizeToCashFlow: { + type: 'number', + description: 'Deal size to cash flow (operations: deal_multiples)', + }, + dealSizeToEBIT: { + type: 'number', + description: 'Deal size to EBIT (operations: deal_multiples)', + }, + dealSizeToEBITDA: { + type: 'number', + description: 'Deal size to EBITDA (operations: deal_multiples)', + }, + dealSizeToNetIncome: { + type: 'json', + description: 'Deal size to net income (operations: deal_multiples)', + }, + dealSizeToRevenue: { + type: 'number', + description: 'Deal size to revenue (operations: deal_multiples)', + }, + dealStatus: { + type: 'json', + description: 'Status of the deal, such as Completed (operations: deal_bio, deal_detailed)', + }, + dealSynopsis: { + type: 'string', + description: 'Narrative summary of the deal (operations: deal_detailed)', + }, + dealType1: { + type: 'json', + description: 'Primary deal type (operations: deal_bio, deal_detailed)', + }, + dealType2: { + type: 'json', + description: + 'Secondary deal type, such as the round letter (operations: deal_bio, deal_detailed)', + }, + dealType3: { + type: 'json', + description: 'Tertiary deal type (operations: deal_bio, deal_detailed)', + }, + deals: { + type: 'json', + description: 'Deals involving the company, oldest first (operations: company_deals)', + }, + debtAmount1: { + type: 'json', + description: 'Amount of the primary debt type (operations: deal_detailed)', + }, + debtAmount2: { + type: 'json', + description: 'Amount of the secondary debt type (operations: deal_detailed)', + }, + debtAmount3: { + type: 'json', + description: 'Amount of the tertiary debt type (operations: deal_detailed)', + }, + debtLenderInfoAvailable: { + type: 'boolean', + description: + 'Whether debt and lender information exists for this deal (operations: deal_bio, deal_detailed)', + }, + debtRaisedInRound: { + type: 'json', + description: 'Total debt raised in the round (operations: deal_detailed)', + }, + debtRaisedInRoundToEBITDA: { + type: 'json', + description: 'Debt raised in round to EBITDA (operations: deal_multiples)', + }, + debtRaisedInRoundToEquity: { + type: 'json', + description: 'Debt raised in round to equity (operations: deal_multiples)', + }, + debtType1: { + type: 'json', + description: 'Primary debt type raised in the deal (operations: deal_detailed)', + }, + debtType2: { + type: 'json', + description: 'Secondary debt type raised in the deal (operations: deal_detailed)', + }, + debtType3: { + type: 'json', + description: 'Tertiary debt type raised in the deal (operations: deal_detailed)', + }, + debts: { + type: 'json', + description: 'Debt instruments in the deal (operations: deal_debt_lenders)', + }, + description: { + type: 'json', + description: + 'Business description (4 operations including company_bio, investor_bio, limited_partner_bio)', + }, + distributed: { + type: 'json', + description: 'Capital distributed back to limited partners (operations: fund_cash_flows)', + }, + distributedRemaining: { + type: 'json', + description: 'Distributed plus remaining value (operations: fund_cash_flows)', + }, + dividendRights: { + type: 'string', + description: 'Dividend rights terms (operations: deal_stock_info)', + }, + documentBackwardCitations: { + type: 'number', + description: 'Number of backward citations (operations: patent_detailed)', + }, + documentForwardCitations: { + type: 'number', + description: 'Number of forward citations (operations: patent_detailed)', + }, + dpi: { + type: 'number', + description: 'Distributions to paid-in multiple (operations: fund_performance)', + }, + dpiBenchmark: { + type: 'number', + description: 'Benchmark DPI (operations: fund_benchmark)', + }, + dryPowder: { + type: 'json', + description: + 'Uncalled capital available to deploy (operations: fund_cash_flows, investor_bio)', + }, + duplicates: { + type: 'json', + description: 'Article IDs that were requested more than once (operations: credit_news_bulk)', + }, + ebitda: { + type: 'json', + description: 'EBITDA (operations: company_most_recent_financials)', + }, + education: { + type: 'json', + description: 'Institutions the person attended (operations: person_education_work)', + }, + email: { + type: 'string', + description: 'Email address (operations: person_contact)', + }, + emergingSpaces: { + type: 'json', + description: + 'Analyst-defined emerging spaces the company is placed in (operations: company_industries)', + }, + employeeHistory: { + type: 'json', + description: 'Reported headcount over time (operations: company_bio)', + }, + employees: { + type: 'number', + description: 'Current employee count (operations: company_bio, service_provider_bio)', + }, + endDate: { + type: 'string', + description: 'Period end date (YYYY-MM-DD) (operations: company_most_recent_financials)', + }, + enterpriseValue: { + type: 'json', + description: 'Enterprise value (operations: company_most_recent_financials)', + }, + entities: { + type: 'json', + description: + 'Entities the sandbox key may query. PitchBook names this array after the requested entity type, so it is surfaced under a stable `entities` key rather than the type-specific one (operations: sandbox_entities)', + }, + entityId: { + type: 'string', + description: 'PitchBook entity ID (operations: entity_locations, entity_people)', + }, + entityTypeCounts: { + type: 'json', + description: + 'Count of available sandbox entities, keyed by entity type (operations: sandbox_entities)', + }, + exchange: { + type: 'string', + description: 'Stock exchange the company trades on (operations: company_bio)', + }, + exitClass: { + type: 'string', + description: + 'Most likely exit type, such as IPO or M&A (operations: company_vc_exit_predictions)', + }, + exiters: { + type: 'json', + description: 'Investors exiting through the deal (operations: deal_investors)', + }, + expirationDate: { + type: 'json', + description: 'Expiration date (YYYY-MM-DD) (operations: patent_detailed)', + }, + familyId: { + type: 'string', + description: 'Patent family ID (operations: patent_detailed)', + }, + fax: { + type: 'string', + description: 'Fax number (operations: person_contact)', + }, + filingAuthorityLocation: { + type: 'string', + description: 'Filing authority location (operations: patent_detailed)', + }, + financingStatus: { + type: 'json', + description: 'How the company is financed (operations: company_bio)', + }, + financingStatusNote: { + type: 'json', + description: 'Analyst note explaining the financing status (operations: company_bio)', + }, + firstFilingDate: { + type: 'string', + description: 'First filing date (YYYY-MM-DD) (operations: patent_detailed)', + }, + former: { + type: 'json', + description: 'Former team members (operations: fund_team, investor_board_seats)', + }, + formerBoardMembersAndObservers: { + type: 'json', + description: 'Former board members and observers (operations: entity_people)', + }, + formerGeneralServices: { + type: 'json', + description: + 'Former general service relationships (6 operations including company_general_service_providers, investor_general_service_providers, limited_partner_service_providers)', + }, + formerTeam: { + type: 'json', + description: 'People who previously worked at the entity (operations: entity_people)', + }, + found: { + type: 'json', + description: 'Articles that were found (operations: credit_news_bulk)', + }, + fullName: { + type: 'string', + description: 'Full name of the person (operations: person_contact, person_education_work)', + }, + fundCloseDate: { + type: 'string', + description: 'Date the fund closed (YYYY-MM-DD) (operations: investor_last_closed_fund)', + }, + fundId: { + type: 'string', + description: + 'PitchBook fund ID (8 operations including fund_benchmark, fund_bio, fund_cash_flows)', + }, + fundInfo: { + type: 'json', + description: 'Funds the investor manages (operations: investor_funds)', + }, + fundInvestors: { + type: 'json', + description: + 'Managers of the fund, with where it sits in their fund series (operations: fund_bio)', + }, + fundName: { + type: 'string', + description: + 'Fund name (5 operations including fund_benchmark, fund_cash_flows, fund_investments)', + }, + fundOpenDate: { + type: 'json', + description: 'Date the fund opened (YYYY-MM-DD) (operations: investor_last_closed_fund)', + }, + fundRoles: { + type: 'json', + description: 'Funds the person is associated with (operations: person_education_work)', + }, + fundServices: { + type: 'json', + description: 'Funds the service provider worked with (operations: serviced_funds)', + }, + fundSize: { + type: 'json', + description: 'Capital raised by the fund (operations: fund_bio, investor_last_closed_fund)', + }, + fundStatus: { + type: 'string', + description: 'Whether the fund is open or closed (operations: fund_bio)', + }, + fundTargetSize: { + type: 'json', + description: + 'Target raise for the fund, as a min and max monetary value (operations: fund_bio)', + }, + fundTeam: { + type: 'json', + description: 'People on the fund team (operations: fund_bio)', + }, + fundType: { + type: 'json', + description: 'Type of the fund (operations: fund_bio, investor_last_closed_fund)', + }, + fundVintage: { + type: 'number', + description: 'Vintage year of the fund (operations: investor_last_closed_fund)', + }, + gender: { + type: 'string', + description: 'Gender recorded for the person (operations: person_bio)', + }, + generalVotingRights: { + type: 'string', + description: 'General voting rights terms (operations: deal_stock_info)', + }, + geographicalPreferences: { + type: 'json', + description: + 'Regions targeted (operations: fund_investment_preferences, investor_preferences)', + }, + grantDate: { + type: 'string', + description: 'Grant date (YYYY-MM-DD) (operations: patent_detailed)', + }, + growthRate: { + type: 'number', + description: 'Overall growth rate (operations: company_social_analytics)', + }, + growthRateChange: { + type: 'number', + description: 'Change in the overall growth rate (operations: company_social_analytics)', + }, + growthRatePercentChange: { + type: 'number', + description: + 'Percent change in the overall growth rate (operations: company_social_analytics)', + }, + growthRatePercentile: { + type: 'number', + description: 'Percentile of the overall growth rate (operations: company_social_analytics)', + }, + hqLocation: { + type: 'json', + description: 'Headquarters location (operations: company_bio, investor_bio)', + }, + hqOffice: { + type: 'json', + description: 'Headquarters office (operations: entity_locations)', + }, + impliedEvToCashFlow: { + type: 'number', + description: 'Implied EV to cash flow (operations: deal_multiples)', + }, + impliedEvToEBIT: { + type: 'number', + description: 'Implied EV to EBIT (operations: deal_multiples)', + }, + impliedEvToEBITDA: { + type: 'number', + description: 'Implied EV to EBITDA (operations: deal_multiples)', + }, + impliedEvToNetIncome: { + type: 'json', + description: 'Implied EV to net income (operations: deal_multiples)', + }, + impliedEvToRevenue: { + type: 'number', + description: 'Implied EV to revenue (operations: deal_multiples)', + }, + industries: { + type: 'json', + description: + 'Industry classifications, most specific first. One entry is flagged primary (operations: company_industries)', + }, + inventors: { + type: 'json', + description: 'Named inventors (operations: patent_detailed)', + }, + investments: { + type: 'json', + description: 'Investments held (operations: fund_investments, investor_investments)', + }, + investorId: { + type: 'string', + description: + 'PitchBook investor ID (6 operations including investor_bio, investor_board_seats, investor_funds)', + }, + investorIds: { + type: 'json', + description: 'PitchBook IDs of the fund managers (operations: fund_team)', + }, + investorName: { + type: 'json', + description: + 'The names the investor is known by (operations: investor_bio, investor_preferences)', + }, + investorOwnership: { + type: 'number', + description: + 'Percentage of the company owned by investors after the deal (operations: deal_detailed)', + }, + investorStatus: { + type: 'json', + description: 'Whether the investor is actively investing (operations: investor_bio)', + }, + investorType: { + type: 'json', + description: + 'Types the investor is classified as, one flagged primary (operations: investor_bio)', + }, + investors: { + type: 'json', + description: + 'Investors in the company, current and former (operations: company_investors, deal_investors)', + }, + ipoProbability: { + type: 'number', + description: + 'Probability of an IPO exit, as a percentage (operations: company_vc_exit_predictions)', + }, + irr: { + type: 'number', + description: 'Internal rate of return, as a percentage (operations: fund_performance)', + }, + irrBenchmark: { + type: 'number', + description: 'Benchmark IRR (operations: fund_benchmark)', + }, + issuer: { + type: 'json', + description: 'Issuer the article is about (operations: credit_news)', + }, + items: { + type: 'json', + description: + 'Records returned (14 operations including company_financials, company_search, credit_news_most_recent)', + }, + keywords: { + type: 'json', + description: 'Keywords associated with the company (operations: company_industries)', + }, + lastDebtFinancing: { + type: 'json', + description: + 'Debt instruments in the most recent debt financing (operations: company_most_recent_debt_financing)', + }, + lastDebtFinancingDate: { + type: 'string', + description: + 'Date of the most recent debt financing (YYYY-MM-DD) (operations: company_most_recent_debt_financing)', + }, + lastDebtFinancingDealId: { + type: 'string', + description: + 'PitchBook deal ID of the most recent debt financing (operations: company_most_recent_debt_financing)', + }, + lastFinancingDate: { + type: 'string', + description: + 'Date of the most recent financing (YYYY-MM-DD) (operations: company_most_recent_financing)', + }, + lastFinancingDealClass: { + type: 'json', + description: + 'Deal class of the most recent financing (operations: company_most_recent_financing)', + }, + lastFinancingDealId: { + type: 'string', + description: + 'PitchBook deal ID of the most recent financing (operations: company_most_recent_financing)', + }, + lastFinancingDealType: { + type: 'json', + description: + 'Primary deal type of the most recent financing (operations: company_most_recent_financing)', + }, + lastFinancingDealType2: { + type: 'json', + description: + 'Secondary deal type of the most recent financing (operations: company_most_recent_financing)', + }, + lastFinancingDealType3: { + type: 'json', + description: + 'Tertiary deal type of the most recent financing (operations: company_most_recent_financing)', + }, + lastFinancingSize: { + type: 'json', + description: 'Size of the most recent financing (operations: company_most_recent_financing)', + }, + lastFinancingSizeStatus: { + type: 'string', + description: + 'Whether the financing size is actual or estimated (operations: company_most_recent_financing)', + }, + lastFinancingValuation: { + type: 'json', + description: + 'Valuation at the most recent financing (operations: company_most_recent_financing)', + }, + lastFinancingValuationStatus: { + type: 'string', + description: + 'Whether the valuation is actual or estimated (operations: company_most_recent_financing)', + }, + lastKnownValuation: { + type: 'json', + description: + 'Most recent known valuation of the company (operations: company_most_recent_financing)', + }, + lastKnownValuationDate: { + type: 'string', + description: + 'Date of the last known valuation (YYYY-MM-DD) (operations: company_most_recent_financing)', + }, + lastKnownValuationDealType: { + type: 'json', + description: + 'Deal type the last known valuation came from (operations: company_most_recent_financing)', + }, + lender: { + type: 'json', + description: 'Lender the article is about (operations: credit_news)', + }, + limitedPartnerId: { + type: 'string', + description: + 'PitchBook limited partner ID (6 operations including limited_partner_actual_allocations, limited_partner_bio, limited_partner_commitment_aggregates)', + }, + limitedPartnerName: { + type: 'json', + description: + 'Limited partner name (5 operations including limited_partner_actual_allocations, limited_partner_bio, limited_partner_commitment_aggregates)', + }, + limitedPartnerTypes: { + type: 'json', + description: + 'Types the limited partner is classified as, one flagged primary (operations: limited_partner_bio)', + }, + linkedInProfileUrl: { + type: 'string', + description: 'LinkedIn profile URL (operations: person_bio)', + }, + liquidationParticipating: { + type: 'string', + description: 'Whether the preference participates (operations: deal_stock_info)', + }, + liquidationPreferences: { + type: 'string', + description: 'Liquidation preference terms (operations: deal_stock_info)', + }, + location: { + type: 'json', + description: 'Office the fund is run from (operations: fund_bio)', + }, + managementStaff: { + type: 'number', + description: 'Number of management staff (operations: limited_partner_bio)', + }, + maxFundSize: { + type: 'json', + description: 'Largest fund raised (operations: investor_funds)', + }, + medianFundSize: { + type: 'json', + description: 'Median fund size (operations: investor_funds)', + }, + mergeracquisitionProbability: { + type: 'number', + description: + 'Probability of an M&A exit, as a percentage (operations: company_vc_exit_predictions)', + }, + minFundSize: { + type: 'json', + description: 'Smallest fund raised (operations: investor_funds)', + }, + morningstarCode: { + type: 'string', + description: 'Morningstar identifier (operations: company_bio)', + }, + mostRecentLegalStatus: { + type: 'string', + description: 'Most recent legal status (operations: patent_detailed)', + }, + mostRecentLegalStatusDate: { + type: 'string', + description: + 'Date of the most recent legal status (YYYY-MM-DD) (operations: patent_detailed)', + }, + name: { + type: 'string', + description: 'Fund name (operations: fund_bio)', + }, + nav: { + type: 'number', + description: 'Net asset value (operations: fund_performance)', + }, + netIncome: { + type: 'json', + description: 'Net income (operations: company_most_recent_financials)', + }, + news: { + type: 'json', + description: + 'News articles associated with the entity, most recent first (operations: entity_news)', + }, + noexitProbability: { + type: 'number', + description: + 'Probability of no exit, as a percentage (operations: company_vc_exit_predictions)', + }, + notFound: { + type: 'json', + description: 'Article IDs that were not found (operations: credit_news_bulk)', + }, + numberOfFundsInBenchmark: { + type: 'number', + description: + 'How many funds the benchmark is drawn from (operations: fund_benchmark, fund_performance)', + }, + numberOfSharesAcquired: { + type: 'number', + description: 'Shares acquired (operations: deal_stock_info)', + }, + openDate: { + type: 'string', + description: 'Date the fund opened (YYYY-MM-DD) (operations: fund_bio)', + }, + opportunityScore: { + type: 'number', + description: 'PitchBook opportunity score (operations: company_vc_exit_predictions)', + }, + originalAssigneeNames: { + type: 'json', + description: 'Original assignees (operations: patent_detailed)', + }, + otherInvestmentPreferences: { + type: 'json', + description: + 'Other stated preferences (operations: fund_investment_preferences, investor_preferences, limited_partner_commitment_preferences)', + }, + ownershipStatus: { + type: 'json', + description: 'Ownership status of the company (operations: company_bio)', + }, + parentCompanyId: { + type: 'string', + description: 'PitchBook ID of the parent company (operations: company_bio)', + }, + parentCompanyName: { + type: 'string', + description: 'Name of the parent company (operations: company_bio)', + }, + patentDownloadUrl: { + type: 'string', + description: 'Link to download the patent document (operations: patent_detailed)', + }, + patentId: { + type: 'string', + description: 'Patent ID (operations: patent_detailed)', + }, + patentTitle: { + type: 'string', + description: 'Patent title (operations: patent_detailed)', + }, + percentAcquired: { + type: 'number', + description: 'Percentage of the company acquired in the deal (operations: deal_detailed)', + }, + percentCalledDown: { + type: 'number', + description: 'Percentage of committed capital called down (operations: fund_cash_flows)', + }, + percentDryPowder: { + type: 'number', + description: 'Percentage of committed capital still uncalled (operations: fund_cash_flows)', + }, + period: { + type: 'number', + description: 'Fiscal period the figures cover (operations: company_most_recent_financials)', + }, + personId: { + type: 'string', + description: + 'PitchBook person ID (operations: person_bio, person_contact, person_education_work)', + }, + personName: { + type: 'json', + description: 'Parsed name of the person (operations: person_bio)', + }, + phone: { + type: 'string', + description: 'Phone number (operations: person_contact)', + }, + pitchBookProfileLink: { + type: 'string', + description: + 'Link to the company profile in the PitchBook platform (operations: company_bio)', + }, + postValuation: { + type: 'json', + description: 'Post-money valuation (operations: deal_valuation)', + }, + postValuationStatus: { + type: 'string', + description: + 'Whether the post-money valuation is actual or estimated (operations: deal_valuation)', + }, + preValuation: { + type: 'json', + description: 'Pre-money valuation (operations: deal_valuation)', + }, + predictionDate: { + type: 'string', + description: + 'Date the prediction was generated (YYYY-MM-DD) (operations: company_vc_exit_predictions)', + }, + preferredCommitmentSize: { + type: 'json', + description: 'Preferred commitment size (operations: limited_partner_commitment_preferences)', + }, + preferredCompanyValuation: { + type: 'json', + description: + 'Preferred company valuation (operations: fund_investment_preferences, investor_preferences)', + }, + preferredDealSize: { + type: 'json', + description: + 'Preferred deal size (operations: fund_investment_preferences, investor_preferences)', + }, + preferredDealTypes: { + type: 'json', + description: + 'Deal types targeted (operations: fund_investment_preferences, investor_preferences)', + }, + preferredDirectInvestmentSize: { + type: 'json', + description: + 'Preferred direct investment size (operations: limited_partner_commitment_preferences)', + }, + preferredEbit: { + type: 'json', + description: 'Preferred EBIT (operations: fund_investment_preferences, investor_preferences)', + }, + preferredEbitda: { + type: 'json', + description: + 'Preferred EBITDA (operations: fund_investment_preferences, investor_preferences)', + }, + preferredFundTypes: { + type: 'json', + description: + 'Fund types the limited partner targets (operations: limited_partner_commitment_preferences)', + }, + preferredGeography: { + type: 'json', + description: + 'Regions the limited partner targets (operations: limited_partner_commitment_preferences)', + }, + preferredIndustry: { + type: 'json', + description: + 'Industries targeted (operations: fund_investment_preferences, investor_preferences)', + }, + preferredInvestmentAmount: { + type: 'json', + description: + 'Preferred check size (operations: fund_investment_preferences, investor_preferences)', + }, + preferredInvestmentHorizon: { + type: 'json', + description: + 'Preferred holding period in years (operations: fund_investment_preferences, investor_preferences)', + }, + preferredRevenue: { + type: 'json', + description: + 'Preferred revenue (operations: fund_investment_preferences, investor_preferences)', + }, + preferredVerticals: { + type: 'json', + description: + 'Verticals targeted (operations: fund_investment_preferences, investor_preferences)', + }, + pricePerShare: { + type: 'json', + description: 'Price per share (operations: deal_stock_info)', + }, + primaryContact: { + type: 'json', + description: 'Primary contact at the entity (operations: entity_people)', + }, + primaryEntityId: { + type: 'string', + description: 'PitchBook ID of the primary employer (operations: person_bio)', + }, + primaryEntityName: { + type: 'string', + description: 'Name of the primary employer (operations: person_bio)', + }, + primaryEntityType: { + type: 'string', + description: + 'Type of the primary employer, such as COMPANY or INVESTOR (operations: person_bio)', + }, + primaryEntityWebsite: { + type: 'string', + description: 'Website of the primary employer (operations: person_bio)', + }, + primaryOffice: { + type: 'json', + description: 'Office the person works out of (operations: person_bio)', + }, + primaryPosition: { + type: 'string', + description: 'Position the person holds at the primary employer (operations: person_bio)', + }, + publicationDate: { + type: 'string', + description: 'Publication date (YYYY-MM-DD) (operations: patent_detailed)', + }, + publishDate: { + type: 'string', + description: 'Publication timestamp (ISO 8601) (operations: credit_news)', + }, + quartile: { + type: 'number', + description: + 'Benchmark quartile the fund falls in, 1 being the best (operations: fund_performance)', + }, + raisedToDate: { + type: 'json', + description: 'Total the company had raised as of this deal (operations: deal_detailed)', + }, + rawData: { + type: 'json', + description: 'Individual call records (operations: usage_report)', + }, + redemptionRights: { + type: 'json', + description: 'Redemption rights terms (operations: deal_stock_info)', + }, + regions: { + type: 'json', + description: 'Geographic regions the article covers (operations: credit_news)', + }, + remainingValue: { + type: 'json', + description: 'Remaining value held in the fund (operations: fund_cash_flows)', + }, + returnsInfoAvailable: { + type: 'json', + description: 'Which returns datasets are available for the fund (operations: fund_bio)', + }, + revenue: { + type: 'json', + description: 'Revenue (operations: company_most_recent_financials)', + }, + rvpi: { + type: 'number', + description: 'Residual value to paid-in multiple (operations: fund_performance)', + }, + rvpiBenchmark: { + type: 'number', + description: 'Benchmark RVPI (operations: fund_benchmark)', + }, + sbic: { + type: 'boolean', + description: 'Whether the fund is a Small Business Investment Company (operations: fund_bio)', + }, + searchCriteria: { + type: 'string', + description: 'Criteria of the shared search (operations: shared_search)', + }, + sellers: { + type: 'json', + description: 'Parties selling in the deal (operations: deal_investors)', + }, + series: { + type: 'string', + description: 'Stock series (operations: deal_stock_info)', + }, + serviceProviderId: { + type: 'string', + description: + 'PitchBook service provider ID (5 operations including service_provider_bio, serviced_companies, serviced_funds)', + }, + serviceProviderName: { + type: 'json', + description: + 'The names the service provider is known by (6 operations including service_provider_bio, serviced_companies, serviced_deals)', + }, + serviceProviderTypes: { + type: 'json', + description: + 'Types the service provider is classified as, one flagged primary (operations: service_provider_bio)', + }, + serviceProviders: { + type: 'json', + description: 'Service providers that worked on the deal (operations: deal_service_providers)', + }, + servicedCompanies: { + type: 'number', + description: 'Number of companies serviced (operations: service_provider_bio)', + }, + servicedDealInfo: { + type: 'json', + description: 'Deals the service provider worked on (operations: serviced_deals)', + }, + servicedDeals: { + type: 'number', + description: 'Number of deals serviced (operations: service_provider_bio)', + }, + servicedFunds: { + type: 'number', + description: 'Number of funds serviced (operations: service_provider_bio)', + }, + servicedInvestors: { + type: 'number', + description: 'Number of investors serviced (operations: service_provider_bio)', + }, + servicedLimitedPartners: { + type: 'number', + description: 'Number of limited partners serviced (operations: service_provider_bio)', + }, + sharesSought: { + type: 'number', + description: 'Shares sought (operations: deal_stock_info)', + }, + sicCodes: { + type: 'json', + description: 'SIC classification codes (operations: company_bio)', + }, + similarCompanies: { + type: 'json', + description: 'Similar companies, most similar first (operations: company_similar_companies)', + }, + sizeMultiple: { + type: 'number', + description: 'Overall size multiple (operations: company_social_analytics)', + }, + sizeMultipleChange: { + type: 'number', + description: 'Change in the size multiple (operations: company_social_analytics)', + }, + sizeMultiplePercentChange: { + type: 'number', + description: 'Percent change in the size multiple (operations: company_social_analytics)', + }, + sizeMultiplePercentile: { + type: 'number', + description: 'Percentile of the size multiple (operations: company_social_analytics)', + }, + socialGrowthRate: { + type: 'number', + description: 'Social following growth rate (operations: company_social_analytics)', + }, + socialGrowthRatePercentile: { + type: 'number', + description: 'Percentile of the social growth rate (operations: company_social_analytics)', + }, + socialSizeMultiple: { + type: 'number', + description: 'Social size multiple (operations: company_social_analytics)', + }, + socialSizeMultiplePercentile: { + type: 'number', + description: 'Percentile of the social size multiple (operations: company_social_analytics)', + }, + sponsor: { + type: 'json', + description: 'Sponsor the article is about (operations: credit_news)', + }, + stats: { + type: 'json', + description: + 'Paging envelope for the result set (15 operations including company_search, credit_news_bulk, credit_news_most_recent)', + }, + status: { + type: 'string', + description: 'Status (operations: patent_detailed)', + }, + stockSplit: { + type: 'string', + description: 'Stock split applied at the deal, such as 1:1 (operations: deal_detailed)', + }, + stockType: { + type: 'json', + description: 'Type of stock (operations: deal_stock_info)', + }, + successClass: { + type: 'string', + description: + 'Predicted outcome class, such as Success (operations: company_vc_exit_predictions)', + }, + successProbability: { + type: 'number', + description: + 'Probability of a successful outcome, as a percentage (operations: company_vc_exit_predictions)', + }, + tables: { + type: 'json', + description: 'Lookup tables available (operations: lookup_table_structure)', + }, + targetAllocations: { + type: 'json', + description: 'Target asset allocations (operations: limited_partner_target_allocations)', + }, + ticker: { + type: 'string', + description: 'Stock ticker (operations: company_bio)', + }, + title: { + type: 'string', + description: 'Title (operations: credit_news)', + }, + topics: { + type: 'json', + description: 'Topics the article covers (operations: credit_news)', + }, + totalActiveCommitments: { + type: 'number', + description: + 'Number of active commitments (operations: limited_partner_commitment_aggregates)', + }, + totalAssets: { + type: 'json', + description: 'Total assets (operations: company_most_recent_financials)', + }, + totalCommitments: { + type: 'number', + description: + 'Number of commitments ever made (operations: limited_partner_commitment_aggregates)', + }, + totalCommitmentsInDebtFunds: { + type: 'json', + description: + 'Number of all commitments to debt funds (operations: limited_partner_commitment_aggregates)', + }, + totalCommitmentsInEnergyFunds: { + type: 'json', + description: + 'Number of all commitments to energy funds (operations: limited_partner_commitment_aggregates)', + }, + totalCommitmentsInFoFsAnd2nd: { + type: 'json', + description: + 'Number of all commitments to funds of funds and secondaries (operations: limited_partner_commitment_aggregates)', + }, + totalCommitmentsInInfrastructure: { + type: 'json', + description: + 'Number of all commitments to infrastructure funds (operations: limited_partner_commitment_aggregates)', + }, + totalCommitmentsInOtherFunds: { + type: 'number', + description: + 'Number of all commitments to other funds (operations: limited_partner_commitment_aggregates)', + }, + totalCommitmentsInPeFunds: { + type: 'number', + description: + 'Number of all commitments to PE funds (operations: limited_partner_commitment_aggregates)', + }, + totalCommitmentsInReFunds: { + type: 'number', + description: + 'Number of all commitments to real estate funds (operations: limited_partner_commitment_aggregates)', + }, + totalCommitmentsInVcFunds: { + type: 'number', + description: + 'Number of all commitments to VC funds (operations: limited_partner_commitment_aggregates)', + }, + totalDebt: { + type: 'json', + description: 'Total debt (operations: company_most_recent_financials)', + }, + totalInvestedCapital: { + type: 'json', + description: 'Total capital invested in the deal (operations: deal_detailed)', + }, + totalInvestedEquity: { + type: 'json', + description: 'Total equity invested in the deal (operations: deal_detailed)', + }, + totalMoneyRaised: { + type: 'json', + description: 'Total capital raised to date (operations: company_bio)', + }, + tradeAssociations: { + type: 'json', + description: 'Trade associations the investor belongs to (operations: investor_bio)', + }, + trancheInfoAvailable: { + type: 'boolean', + description: + 'Whether tranche information exists for this deal (operations: deal_bio, deal_detailed)', + }, + tranches: { + type: 'json', + description: 'Tranches making up the deal (operations: deal_tranche_info)', + }, + tvpi: { + type: 'number', + description: 'Total value to paid-in multiple (operations: fund_performance)', + }, + tvpiBenchmark: { + type: 'number', + description: 'Benchmark TVPI (operations: fund_benchmark)', + }, + twitterFollowers: { + type: 'number', + description: 'Twitter/X follower count (operations: company_social_analytics)', + }, + twitterFollowersChange: { + type: 'number', + description: 'Change in follower count (operations: company_social_analytics)', + }, + twitterFollowersPercentChange: { + type: 'number', + description: 'Percent change in follower count (operations: company_social_analytics)', + }, + universe: { + type: 'json', + description: 'PitchBook universes the company belongs to (operations: company_bio)', + }, + updates: { + type: 'json', + description: + 'Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object (7 operations including company_updates, deal_updates, entity_updates)', + }, + valuationAvailable: { + type: 'boolean', + description: + 'Whether valuation data exists for this deal (operations: deal_bio, deal_detailed)', + }, + valuationToCashFlow: { + type: 'number', + description: 'Valuation to cash flow (operations: deal_multiples)', + }, + valuationToEBIT: { + type: 'number', + description: 'Valuation to EBIT (operations: deal_multiples)', + }, + valuationToEBITDA: { + type: 'number', + description: 'Valuation to EBITDA (operations: deal_multiples)', + }, + valuationToNetIncome: { + type: 'json', + description: 'Valuation to net income (operations: deal_multiples)', + }, + valuationToRevenue: { + type: 'number', + description: 'Valuation to revenue (operations: deal_multiples)', + }, + vcDealNumber: { + type: 'number', + description: + 'Number of VC deals the prediction is based on (operations: company_vc_exit_predictions)', + }, + vcRound: { + type: 'string', + description: 'Venture round label, such as 1st Round (operations: deal_detailed)', + }, + vcRoundUpDownFlat: { + type: 'string', + description: + 'Whether the round was up, down, or flat versus the previous one (operations: deal_detailed)', + }, + verticals: { + type: 'json', + description: 'Verticals the company operates in (operations: company_industries)', + }, + vintage: { + type: 'number', + description: 'Vintage year of the fund (operations: fund_bio)', + }, + webGrowthRate: { + type: 'number', + description: 'Web traffic growth rate (operations: company_social_analytics)', + }, + webGrowthRatePercentile: { + type: 'number', + description: 'Percentile of the web growth rate (operations: company_social_analytics)', + }, + webSizeMultiple: { + type: 'number', + description: 'Web size multiple (operations: company_social_analytics)', + }, + webSizeMultiplePercentile: { + type: 'number', + description: 'Percentile of the web size multiple (operations: company_social_analytics)', + }, + website: { + type: 'string', + description: + 'Company website (4 operations including company_bio, investor_bio, limited_partner_bio)', + }, + yearFounded: { + type: 'number', + description: + 'Year the company was founded (operations: company_bio, investor_bio, limited_partner_bio)', + }, + }, +} + +export const PitchBookBlockMeta = { + tags: ['enrichment', 'data-analytics'], + url: 'https://pitchbook.com', + templates: [ + { + icon: PitchBookIcon, + title: 'PitchBook deal flow monitor', + prompt: + 'Build a scheduled workflow that runs a PitchBook company search for early-stage VC deals in my target verticals closed in the last week, pulls each deal size and lead investor, writes them to a deal-flow table, and posts a digest to the investment team Slack channel.', + modules: ['scheduled', 'tables', 'agent', 'workflows'], + category: 'operations', + tags: ['research', 'reporting', 'automation'], + alsoIntegrations: ['slack'], + }, + { + icon: PitchBookIcon, + title: 'PitchBook company diligence brief', + prompt: + 'Create an agent that takes a company name, resolves it to a PitchBook ID, pulls the bio, industries, investors, full deal history, and latest financials, then writes a diligence brief covering funding trajectory, cap table participants, and comparable companies.', + modules: ['agent', 'files', 'workflows'], + category: 'operations', + tags: ['research', 'reporting'], + }, + { + icon: Building, + title: 'PitchBook investor targeting', + prompt: + 'Build a workflow that takes my company profile and stage, searches PitchBook for investors whose stated preferences match on deal type, check size, industry, and geography, enriches each with their recent investments, and ranks the resulting target list in a table.', + modules: ['tables', 'agent', 'workflows'], + category: 'sales', + tags: ['research', 'crm'], + }, + { + icon: PitchBookIcon, + title: 'PitchBook fund performance tracker', + prompt: + 'Create a scheduled workflow that pulls the latest IRR, TVPI, DPI, and benchmark quartile for each fund on my watchlist from PitchBook, appends the quarterly snapshot to a performance table, and flags any fund that has dropped a quartile.', + modules: ['scheduled', 'tables', 'agent', 'workflows'], + category: 'operations', + tags: ['reporting', 'monitoring'], + }, + { + icon: PitchBookIcon, + title: 'PitchBook competitor watch', + prompt: + 'Build a scheduled workflow that fetches PitchBook similar companies for my main product, checks each one for new financing rounds and recent news, summarizes what changed with an agent, and emails the competitive brief to the product team every Monday.', + modules: ['scheduled', 'agent', 'workflows'], + category: 'marketing', + tags: ['research', 'monitoring', 'reporting'], + alsoIntegrations: ['gmail'], + }, + { + icon: Building, + title: 'PitchBook LP commitment mapper', + prompt: + 'Create a workflow that searches PitchBook limited partners matching a target profile, pulls their commitment history and preferences, and builds a table mapping which LPs back which fund types so the fundraising team knows who to approach.', + modules: ['tables', 'agent', 'workflows'], + category: 'sales', + tags: ['research', 'crm'], + }, + { + icon: PitchBookIcon, + title: 'PitchBook buying committee lookup', + prompt: + 'Build a workflow that takes a target account, resolves it in PitchBook, pulls the current team and board members with their titles, filters to the decision-makers for my product, and syncs the mapped contacts into HubSpot.', + modules: ['agent', 'workflows'], + category: 'sales', + tags: ['research', 'crm', 'automation'], + alsoIntegrations: ['hubspot'], + }, + ], + skills: [ + { + name: 'company-diligence-brief', + description: + 'Pull a full PitchBook picture of a company and write a diligence brief. Use before an investment, partnership, or competitive review.', + content: + '# Company Diligence Brief\n\nAssemble everything PitchBook holds on a company into one readable brief.\n\n## Steps\n1. Resolve the company to a PitchBook ID with a general search — names, websites, and tickers all work.\n2. Pull the bio for description, HQ, headcount, ownership status, and total raised.\n3. Pull industries and verticals to place the company in its market.\n4. Pull the full deal history and the latest financing round, then the latest reported financials.\n5. Pull all investors to see who is on the cap table and who has exited.\n6. Optionally pull similar companies to frame the competitive set.\n\n## Output\nReport funding trajectory, current backers, latest valuation, and how the company compares to its peers. Call out any section PitchBook returned no data for rather than inferring it.', + }, + { + name: 'investor-target-list', + description: + 'Search PitchBook for investors whose stated preferences match a company, and rank them. Use for fundraising and outbound to capital partners.', + content: + '# Investor Target List\n\nFind the investors most likely to fund a given company.\n\n## Steps\n1. Translate the company profile into search filters — deal type, deal size, industry, vertical, and geography.\n2. Run an investor search, paging until enough candidates are collected.\n3. For each candidate pull investment preferences and confirm the check size and stage actually match.\n4. Pull recent investments to verify the investor is currently active, not dormant.\n5. Rank by fit and write the list to a table with the evidence for each match.\n\n## Output\nReport how many investors matched, the filters used, and why each top candidate fits. Flag any whose last investment is old enough to question whether they are still deploying.', + }, + { + name: 'deal-flow-digest', + description: + 'Search PitchBook for deals matching a thesis over a time window and summarize them. Use for recurring deal-flow and market monitoring.', + content: + '# Deal Flow Digest\n\nTurn a PitchBook deal search into a readable market update.\n\n## Steps\n1. Express the thesis as deal search filters — deal type, size, date range, industry, vertical, and geography. Range filters carry their operator in the value, such as >2024-01-01 or 10^100.\n2. Run the search and page through the results.\n3. For notable deals pull the deal detail and the investor list to capture round size, valuation, and who led.\n4. Group the results by theme and summarize what moved.\n\n## Output\nReport the deal count, the total capital deployed, and the standout rounds with their lead investors. Note that each call spends PitchBook credits, so state how many were run.', + }, + { + name: 'benchmark-fund-performance', + description: + "Compare a fund's returns against its PitchBook peer benchmark and report the quartile. Use for LP monitoring and manager due diligence.", + content: + "# Benchmark Fund Performance\n\nPlace a fund's returns in context against its peer set.\n\n## Steps\n1. Resolve the fund to a PitchBook fund ID; fund IDs end in F.\n2. Pull the fund bio for vintage, type, size, and managers - these define the peer set.\n3. Pull the most recent performance for IRR, DPI, RVPI, TVPI, NAV, and quartile.\n4. Pull the fund benchmark for the peer IRR, DPI, TVPI, and RVPI, and note how many funds it is drawn from.\n5. Optionally pull cash flows for a specific quarter to show called capital, dry powder, and distributions.\n\n## Output\nReport each metric next to its benchmark and state the quartile plainly. Name the benchmark's vintage, type, size bucket, and fund count, since a thin benchmark makes the quartile weak evidence. Say so when performance data is simply not reported rather than treating it as zero.", + }, + { + name: 'screen-lp-allocations', + description: + "Compare a limited partner's actual asset allocation against its targets to find where it is under-allocated. Use to time a fundraising approach.", + content: + '# Screen LP Allocations\n\nFind limited partners with room to commit in your asset class.\n\n## Steps\n1. Search limited partners matching the profile - type, geography, and AUM.\n2. For each, pull actual allocations and target allocations.\n3. Compare the two per asset class; a class sitting below its target minimum is where new commitments are most likely.\n4. Pull commitment preferences to confirm preferred commitment size and fund types line up.\n5. Pull commitment totals by fund type to see how much they have already deployed.\n\n## Output\nRank the limited partners by the gap between actual and target allocation in your asset class, and give the evidence for each. Flag any where allocations are unreported so the gap cannot be computed.', + }, + ], +} as const satisfies BlockMeta diff --git a/apps/sim/blocks/registry-maps.ts b/apps/sim/blocks/registry-maps.ts index ad59a47e931..592b8f08872 100644 --- a/apps/sim/blocks/registry-maps.ts +++ b/apps/sim/blocks/registry-maps.ts @@ -249,6 +249,7 @@ import { PersonaBlock, PersonaBlockMeta } from '@/blocks/blocks/persona' import { PiBlock } from '@/blocks/blocks/pi' import { PineconeBlock, PineconeBlockMeta } from '@/blocks/blocks/pinecone' import { PipedriveBlock, PipedriveBlockMeta } from '@/blocks/blocks/pipedrive' +import { PitchBookBlock, PitchBookBlockMeta } from '@/blocks/blocks/pitchbook' import { PolymarketBlock, PolymarketBlockMeta } from '@/blocks/blocks/polymarket' import { PostgreSQLBlock, PostgreSQLBlockMeta } from '@/blocks/blocks/postgresql' import { PostHogBlock, PostHogBlockMeta } from '@/blocks/blocks/posthog' @@ -578,6 +579,7 @@ export const BLOCK_REGISTRY: Record = { pi: PiBlock, pinecone: PineconeBlock, pipedrive: PipedriveBlock, + pitchbook: PitchBookBlock, polymarket: PolymarketBlock, postgresql: PostgreSQLBlock, posthog: PostHogBlock, @@ -886,6 +888,7 @@ export const BLOCK_META_REGISTRY: Record = { persona: PersonaBlockMeta, pinecone: PineconeBlockMeta, pipedrive: PipedriveBlockMeta, + pitchbook: PitchBookBlockMeta, polymarket: PolymarketBlockMeta, postgresql: PostgreSQLBlockMeta, posthog: PostHogBlockMeta, diff --git a/apps/sim/components/icons.tsx b/apps/sim/components/icons.tsx index 26d459e2814..6081b301c4f 100644 --- a/apps/sim/components/icons.tsx +++ b/apps/sim/components/icons.tsx @@ -9340,3 +9340,18 @@ export function ZohoDeskIcon(props: SVGProps) { ) } + +export function PitchBookIcon(props: SVGProps) { + return ( + + ) +} diff --git a/apps/sim/lib/integrations/icon-mapping.ts b/apps/sim/lib/integrations/icon-mapping.ts index fea3362e702..d3f08d05e22 100644 --- a/apps/sim/lib/integrations/icon-mapping.ts +++ b/apps/sim/lib/integrations/icon-mapping.ts @@ -174,6 +174,7 @@ import { PersonaIcon, PineconeIcon, PipedriveIcon, + PitchBookIcon, PolymarketIcon, PostgresIcon, PosthogIcon, @@ -449,6 +450,7 @@ export const blockTypeToIconMap: Record = { persona: PersonaIcon, pinecone: PineconeIcon, pipedrive: PipedriveIcon, + pitchbook: PitchBookIcon, polymarket: PolymarketIcon, postgresql: PostgresIcon, posthog: PosthogIcon, diff --git a/apps/sim/tools/generated/tool-ids.ts b/apps/sim/tools/generated/tool-ids.ts index ea8ae9d0262..5c8f2717cc1 100644 --- a/apps/sim/tools/generated/tool-ids.ts +++ b/apps/sim/tools/generated/tool-ids.ts @@ -3,7 +3,7 @@ /** Every registered tool id, including versioned variants. */ const toolIds: string[] = JSON.parse( - '["a2a_cancel_task","a2a_get_agent_card","a2a_get_task","a2a_send_message","agentmail_create_draft","agentmail_create_inbox","agentmail_delete_draft","agentmail_delete_inbox","agentmail_delete_thread","agentmail_forward_message","agentmail_get_draft","agentmail_get_inbox","agentmail_get_message","agentmail_get_thread","agentmail_list_drafts","agentmail_list_inboxes","agentmail_list_messages","agentmail_list_threads","agentmail_reply_message","agentmail_send_draft","agentmail_send_message","agentmail_update_draft","agentmail_update_inbox","agentmail_update_message","agentmail_update_thread","agentphone_create_call","agentphone_create_contact","agentphone_create_number","agentphone_delete_contact","agentphone_get_call","agentphone_get_call_transcript","agentphone_get_contact","agentphone_get_conversation","agentphone_get_conversation_messages","agentphone_get_number_messages","agentphone_get_usage","agentphone_get_usage_daily","agentphone_get_usage_monthly","agentphone_list_calls","agentphone_list_contacts","agentphone_list_conversations","agentphone_list_numbers","agentphone_react_to_message","agentphone_release_number","agentphone_send_message","agentphone_update_contact","agentphone_update_conversation","agiloft_async_status","agiloft_attach_file","agiloft_attachment_info","agiloft_create_record","agiloft_delete_record","agiloft_get_choice_line_id","agiloft_list_tables","agiloft_lock_record","agiloft_nlp_search","agiloft_read_record","agiloft_remove_attachment","agiloft_retrieve_attachment","agiloft_run_action_button","agiloft_saved_search","agiloft_search_records","agiloft_select_records","agiloft_update_record","agiloft_upsert_record","ahrefs_anchors","ahrefs_backlinks","ahrefs_backlinks_stats","ahrefs_batch_analysis","ahrefs_broken_backlinks","ahrefs_domain_rating","ahrefs_domain_rating_history","ahrefs_keyword_overview","ahrefs_keywords_history","ahrefs_metrics","ahrefs_metrics_history","ahrefs_organic_competitors","ahrefs_organic_keywords","ahrefs_paid_pages","ahrefs_rank_tracker_competitors_overview","ahrefs_rank_tracker_competitors_stats","ahrefs_rank_tracker_overview","ahrefs_rank_tracker_serp_overview","ahrefs_refdomains_history","ahrefs_referring_domains","ahrefs_related_terms","ahrefs_site_audit_page_explorer","ahrefs_top_pages","airtable_create_records","airtable_delete_records","airtable_get_base_schema","airtable_get_record","airtable_list_bases","airtable_list_records","airtable_list_tables","airtable_update_multiple_records","airtable_update_record","airtable_upsert_records","airweave_search","algolia_add_record","algolia_batch_operations","algolia_browse_records","algolia_clear_records","algolia_copy_move_index","algolia_delete_by_filter","algolia_delete_index","algolia_delete_record","algolia_get_record","algolia_get_records","algolia_get_settings","algolia_get_task_status","algolia_list_indices","algolia_partial_update_record","algolia_search","algolia_update_settings","amplitude_event_segmentation","amplitude_funnels","amplitude_get_active_users","amplitude_get_revenue","amplitude_group_identify","amplitude_identify_user","amplitude_list_events","amplitude_realtime_active_users","amplitude_retention","amplitude_send_event","amplitude_user_activity","amplitude_user_profile","amplitude_user_search","apify_get_dataset_items","apify_get_run","apify_run_actor_async","apify_run_actor_sync","apify_run_task","apollo_account_bulk_create","apollo_account_bulk_update","apollo_account_create","apollo_account_search","apollo_account_update","apollo_contact_bulk_create","apollo_contact_bulk_update","apollo_contact_create","apollo_contact_search","apollo_contact_update","apollo_email_accounts","apollo_opportunity_create","apollo_opportunity_get","apollo_opportunity_search","apollo_opportunity_update","apollo_organization_bulk_enrich","apollo_organization_enrich","apollo_organization_search","apollo_people_bulk_enrich","apollo_people_enrich","apollo_people_search","apollo_sequence_add_contacts","apollo_sequence_search","apollo_task_create","apollo_task_search","appconfig_create_application","appconfig_create_configuration_profile","appconfig_create_environment","appconfig_create_hosted_configuration_version","appconfig_delete_application","appconfig_delete_configuration_profile","appconfig_delete_environment","appconfig_delete_hosted_configuration_version","appconfig_get_application","appconfig_get_configuration","appconfig_get_configuration_profile","appconfig_get_deployment","appconfig_get_environment","appconfig_get_hosted_configuration_version","appconfig_list_applications","appconfig_list_configuration_profiles","appconfig_list_deployment_strategies","appconfig_list_deployments","appconfig_list_environments","appconfig_list_hosted_configuration_versions","appconfig_start_deployment","appconfig_stop_deployment","appconfig_update_application","appconfig_update_configuration_profile","appconfig_update_environment","arxiv_get_author_papers","arxiv_get_paper","arxiv_search","asana_add_comment","asana_a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king","calcom_create_booking","calcom_create_event_type","calcom_create_schedule","calcom_decline_booking","calcom_delete_event_type","calcom_delete_schedule","calcom_get_booking","calcom_get_default_schedule","calcom_get_event_type","calcom_get_schedule","calcom_get_slots","calcom_list_bookings","calcom_list_event_types","calcom_list_schedules","calcom_reschedule_booking","calcom_update_event_type","calcom_update_schedule","calendly_cancel_event","calendly_create_event_invitee","calendly_create_invitee_no_show","calendly_create_scheduling_link","calendly_create_webhook","calendly_delete_invitee_no_show","calendly_delete_webhook","calendly_get_current_user","calendly_get_event_invitee","calendly_get_event_type","calendly_get_scheduled_event","calendly_get_user","calendly_list_event_invitees","calendly_list_event_type_available_times","calendly_list_event_types","calendly_list_organization_memberships","calendly_list_routing_form_submissions","calendly_list_routing_forms","calendly_list_scheduled_events","calendly_list_user_availability_schedules","calendly_list_user_busy_times","calendly_list_webhooks","clay_populate","clerk_add_organization_member","clerk_ban_user","clerk_create_actor_token","clerk_create_allowlist_identifier","clerk_create_blocklist_identifier","clerk_create_organization","clerk_create_organization_invitation","clerk_create_user","clerk_delete_allowlist_identifier","clerk_delete_blocklist_identifier","clerk_delete_organization","clerk_delete_user","clerk_get_jwt_template","clerk_get_organization","clerk_get_session","clerk_get_user","clerk_get_user_oauth_token","clerk_list_allowlist_identifiers","clerk_list_blocklist_identifiers","clerk_list_jwt_templates","clerk_list_organization_invitations","clerk_list_organization_memberships","clerk_list_organizations","clerk_list_sessions","clerk_list_users","clerk_lock_user","clerk_remove_organization_member","clerk_revoke_actor_token","clerk_revoke_session","clerk_unban_user","clerk_unlock_user","clerk_update_organization","clerk_update_organization_membership","clerk_update_user","clickhouse_count_rows","clickhouse_create_database","clickhouse_create_table","clickhouse_delete","clickhouse_describe_table","clickhouse_drop_database","clickhouse_drop_partition","clickhouse_drop_table","clickhouse_execute","clickhouse_insert","clickhouse_insert_rows","clickhouse_introspect","clickhouse_kill_query","clickhouse_list_clusters","clickhouse_list_databases","clickhouse_list_mutations","clickhouse_list_partitions","clickhouse_list_running_queries","clickhouse_list_tables","clickhouse_optimize_table","clickhouse_query","clickhouse_rename_table","clickhouse_show_create_table","clickhouse_table_stats","clickhouse_truncate_table","clickhouse_update","clickup_add_tag_to_task","clickup_create_checklist","clickup_create_checklist_item","clickup_create_comment","clickup_create_folder","clickup_create_list","clickup_create_task","clickup_create_time_entry","clickup_delete_checklist","clickup_delete_checklist_item","clickup_delete_comment","clickup_delete_task","clickup_delete_time_entry","clickup_get_comments","clickup_get_custom_fields","clickup_get_folders","clickup_get_list_members","clickup_get_lists","clickup_get_running_timer","clickup_get_space_tags","clickup_get_spaces","clickup_get_task","clickup_get_task_members","clickup_get_tasks","clickup_get_time_entries","clickup_get_workspaces","clickup_remove_custom_field_value","clickup_remove_tag_from_task","clickup_search_tasks","clickup_set_custom_field_value","clickup_start_timer","clickup_stop_timer","clickup_update_checklist","clickup_update_checklist_item","clickup_update_comment","clickup_update_task","clickup_update_time_entry","clickup_upload_attachment","cloudflare_create_access_application","cloudflare_create_access_policy","cloudflare_create_access_service_token","cloudflare_create_dns_record","cloudflare_create_r2_bucket","cloudflare_create_rate_limit_rule","cloudflare_create_ruleset","cloudflare_create_ruleset_rule","cloudflare_create_zone","cloudflare_delete_access_application","cloudflare_delete_access_policy","cloudflare_delete_dns_record","cloudflare_delete_r2_bucket","cloudflare_delete_ruleset_rule","cloudflare_delete_zone","cloudflare_dns_analytics","cloudflare_get_access_application","cloudflare_get_r2_bucket","cloudflare_get_ruleset","cloudflare_get_ruleset_entrypoint","cloudflare_get_tunnel","cloudflare_get_tunnel_configuration","cloudflare_get_worker_script_settings","cloudflare_get_zone","cloudflare_get_zone_settings","cloudflare_list_access_applications","cloudflare_list_access_groups","cloudflare_list_access_identity_providers","cloudflare_list_access_policies","cloudflare_list_access_service_tokens","cloudflare_list_certificates","cloudflare_list_dns_records","cloudflare_list_managed_ruleset_overrides","cloudflare_list_r2_buckets","cloudflare_list_rate_limit_rules","cloudflare_list_rulesets","cloudflare_list_tunnels","cloudflare_list_worker_routes","cloudflare_list_worker_scripts","clou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e_get_activity","thrive_get_assignment","thrive_get_audience","thrive_get_completion","thrive_get_content","thrive_get_cpd_category","thrive_get_cpd_entry","thrive_get_cpd_requirement","thrive_get_enrolment","thrive_get_skill_levels","thrive_get_tag","thrive_get_user_by_id","thrive_get_user_by_ref","thrive_list_assignments","thrive_list_audience_managers","thrive_list_audience_members","thrive_list_audiences","thrive_list_completions","thrive_list_enrolments","thrive_list_tags","thrive_query_activities","thrive_query_content","thrive_query_cpd_categories","thrive_query_cpd_entries","thrive_query_cpd_requirements","thrive_query_cpd_user_summaries","thrive_remove_audience_manager","thrive_remove_audience_member","thrive_remove_user_tags","thrive_replace_audience_managers","thrive_replace_audience_members","thrive_search_users","thrive_suspend_user","thrive_update_assignment","thrive_update_audience","thrive_update_user","thrive_update_user_skills","tiktok_get_post_status","tiktok_get_user","tiktok_list_videos","tiktok_query_videos","tiktok_upload_video_draft","tinybird_append_datasource","tinybird_delete_datasource_rows","tinybird_events","tinybird_get_job","tinybird_query","tinybird_query_pipe","tinybird_truncate_datasource","trello_add_checklist","trello_add_checklist_item","trello_add_comment","trello_add_label","trello_add_member","trello_create_board","trello_create_card","trello_create_list","trello_delete_card","trello_get_actions","trello_get_board","trello_get_card","trello_list_cards","trello_list_lists","trello_list_members","trello_remove_label","trello_remove_member","trello_search","trello_update_card","trello_update_checklist_item","trello_update_list","trigger_dev_activate_schedule","trigger_dev_add_run_tags","trigger_dev_batch_trigger_task","trigger_dev_cancel_run","trigger_dev_complete_waitpoint_token","trigger_dev_create_env_var","trigger_dev_create_schedule","trigger_dev_create_waitpoint_token","trigger_dev_deactivate_schedule","trigger_dev_delete_env_var","trigger_dev_delete_schedule","trigger_dev_execute_query","trigger_dev_get_batch","trigger_dev_get_batch_results","trigger_dev_get_deployment","trigger_dev_get_env_var","trigger_dev_get_latest_deployment","trigger_dev_get_query_schema","trigger_dev_get_queue","trigger_dev_get_run","trigger_dev_get_run_events","trigger_dev_get_run_result","trigger_dev_get_run_trace","trigger_dev_get_schedule","trigger_dev_get_waitpoint_token","trigger_dev_import_env_vars","trigger_dev_list_deployments","trigger_dev_list_env_vars","trigger_dev_list_queues","trigger_dev_list_runs","trigger_dev_list_schedules","trigger_dev_list_timezones","trigger_dev_list_waitpoint_tokens","trigger_dev_override_queue_concurrency","trigger_dev_pause_queue","trigger_dev_promote_deployment","trigger_dev_replay_run","trigger_dev_reschedule_run","trigger_dev_reset_queue_concurrency","trigger_dev_resume_queue","trigger_dev_trigger_task","trigger_dev_update_env_var","trigger_dev_update_run_metadata","trigger_dev_update_schedule","tts_azure","tts_cartesia","tts_deepgram","tts_elevenlabs","tts_google","tts_openai","tts_playht","twilio_send_sms","twilio_voice_get_recording","twilio_voice_list_calls","twilio_voice_make_call","typeform_create_form","typeform_delete_form","typeform_files","typeform_get_form","typeform_insights","typeform_list_forms","typeform_responses","typeform_update_form","upstash_redis_command","upstash_redis_delete","upstash_redis_exists","upstash_redis_expire","upstash_redis_get","upstash_redis_hget","upstash_redis_hgetall","upstash_redis_hset","upstash_redis_incr","upstash_redis_incrby","upstash_redis_keys","upstash_redis_lpush","upstash_redis_lrange","upstash_redis_set","upstash_redis_setnx","upstash_redis_ttl","uptimerobot_create_alert_contact","uptimerobot_create_maintenance_window","uptimerobot_create_monitor","uptimerobot_create_psp","uptimerobot_delete_alert_contact","uptimerobot_delete_maintenance_window","uptimerobot_delete_monitor","uptimerobot_delete_psp","uptimerobot_get_account","uptimerobot_get_alert_contact","uptimerobot_get_incident","uptimerobot_get_maintenance_window","uptimerobot_get_monitor","uptimerobot_get_psp","uptimerobot_list_alert_contacts","uptimerobot_list_incidents","uptimerobot_list_maintenance_windows","uptimerobot_list_monitors","uptimerobot_list_psps","uptimerobot_pause_monitor","uptimerobot_start_monitor","uptimerobot_update_maintenance_window","uptimerobot_update_monitor","uptimerobot_update_psp","vanta_download_document_file","vanta_get_control","vanta_get_document","vanta_get_framework","vanta_get_person","vanta_get_policy","vanta_get_risk_scenario","vanta_get_test","vanta_get_vendor","vanta_get_vulnerable_asset","vanta_list_control_documents","vanta_list_control_tests","vanta_list_controls","vanta_list_document_uploads","vanta_list_documents","vanta_list_framework_controls","vanta_list_frameworks","vanta_list_monitored_computers","vanta_list_people","vanta_list_policies","vanta_list_risk_scenarios","vanta_list_test_entities","vanta_list_tests","vanta_list_vendors","vanta_list_vulnerabilities","vanta_list_vulnerability_remediations","vanta_list_vulnerable_assets","vanta_submit_document","vanta_upload_document_file","vercel_add_domain","vercel_add_project_domain","vercel_cancel_deployment","vercel_create_alias","vercel_create_check","vercel_create_deployment","vercel_create_dns_record","vercel_create_edge_config","vercel_create_env_var","vercel_create_project","vercel_create_webhook","vercel_delete_alias","vercel_delete_deployment","vercel_delete_dns_record","vercel_delete_domain","vercel_delete_edge_config","vercel_delete_env_var","vercel_delete_project","vercel_delete_webhook","vercel_get_alias","vercel_get_check","vercel_get_deployment","vercel_get_deployment_events","vercel_get_domain","vercel_get_domain_config","vercel_get_edge_config","vercel_get_edge_config_items","vercel_get_env_vars","vercel_get_project","vercel_get_team","vercel_get_user","vercel_get_webhook","vercel_list_aliases","vercel_list_checks","vercel_list_deployment_files","vercel_list_deployments","vercel_list_dns_records","vercel_list_domains","vercel_list_edge_configs","vercel_list_project_domains","vercel_list_projects","vercel_list_team_members","vercel_list_teams","vercel_list_webhooks","vercel_pause_project","vercel_promote_deployment","vercel_remove_project_domain","vercel_rerequest_check","vercel_unpause_project","vercel_update_check","vercel_update_dns_record","vercel_update_edge_config_items","vercel_update_env_var","vercel_update_project","vercel_update_project_domain","vercel_verify_project_domain","video_falai","video_luma","video_minimax","video_runway","video_veo","vision_tool","vision_tool_v2","wealthbox_read_contact","wealthbox_read_note","wealthbox_read_task","wealthbox_write_contact","wealthbox_write_note","wealthbox_write_task","webflow_create_item","webflow_delete_item","webflow_get_item","webflow_list_items","webflow_update_item","webhook_request","whatsapp_get_media","whatsapp_mark_read","whatsapp_send_interactive","whatsapp_send_media","whatsapp_send_message","whatsapp_send_reaction","whatsapp_send_template","whatsapp_upload_media","wikipedia_content","wikipedia_random","wikipedia_search","wikipedia_summary","windchill_check_in_document","windchill_check_in_documents","windchill_check_out_document","windchill_check_out_documents","windchill_create_document","windchill_create_documents","windchill_delete_document","windchill_delete_documents","windchill_download_attachment","windchill_download_primary_content","windchill_get_document","windchill_get_document_structure","windchill_get_primary_content","windchill_get_valid_state_transitions","windchill_list_attachments","windchill_list_documents","windchill_revise_document","windchill_revise_documents","windchill_set_lifecycle_state","windchill_undo_check_out_document","windchill_undo_check_out_documents","windchill_update_common_properties","windchill_update_document","windchill_update_document_security_labels","windchill_update_documents","windchill_upload_attachments","windchill_upload_primary_content","wiza_company_enrichment","wiza_get_credits","wiza_individual_reveal","wiza_prospect_search","wordpress_create_category","wordpress_create_comment","wordpress_create_page","wordpress_create_post","wordpress_create_tag","wordpress_delete_category","wordpress_delete_comment","wordpress_delete_media","wordpress_delete_page","wordpress_delete_post","wordpress_delete_tag","wordpress_get_category","wordpress_get_current_user","wordpress_get_media","wordpress_get_page","wordpress_get_post","wordpress_get_tag","wordpress_get_user","wordpress_list_categories","wordpress_list_comments","wordpress_list_media","wordpress_list_pages","wordpress_list_posts","wordpress_list_tags","wordpress_list_users","wordpress_search_content","wordpress_update_category","wordpress_update_comment","wordpress_update_page","wordpress_update_post","wordpress_update_tag","wordpress_upload_media","workday_assign_onboarding","workday_change_job","workday_create_prehire","workday_get_compensation","workday_get_organizations","workday_get_worker","workday_hire_employee","workday_list_workers","workday_terminate_worker","workday_update_worker","workflow_executor","x_create_bookmark","x_create_tweet","x_delete_bookmark","x_delete_tweet","x_get_blocking","x_get_bookmarks","x_get_followers","x_get_following","x_get_liked_tweets","x_get_liking_users","x_get_me","x_get_personalized_trends","x_get_quote_tweets","x_get_retweeted_by","x_get_trends_by_woeid","x_get_tweets_by_ids","x_get_usage","x_get_user_mentions","x_get_user_timeline","x_get_user_tweets","x_hide_reply","x_manage_block","x_manage_follow","x_manage_like","x_manage_mute","x_manage_retweet","x_read","x_search","x_search_tweets","x_search_users","x_user","x_write","youtube_channel_info","youtube_channel_playlists","youtube_channel_videos","youtube_comments","youtube_playlist_items","youtube_search","youtube_trending","youtube_video_categories","youtube_video_details","zendesk_autocomplete_organizations","zendesk_create_organization","zendesk_create_organizations_bulk","zendesk_create_ticket","zendesk_create_tickets_bulk","zendesk_create_user","zendesk_create_users_bulk","zendesk_delete_organization","zendesk_delete_ticket","zendesk_delete_user","zendesk_get_current_user","zendesk_get_organization","zendesk_get_organizations","zendesk_get_ticket","zendesk_get_tickets","zendesk_get_user","zendesk_get_users","zendesk_merge_tickets","zendesk_search","zendesk_search_count","zendesk_search_users","zendesk_update_organization","zendesk_update_ticket","zendesk_update_tickets_bulk","zendesk_update_user","zendesk_update_users_bulk","zep_add_messages","zep_add_user","zep_create_thread","zep_delete_thread","zep_get_context","zep_get_messages","zep_get_threads","zep_get_user","zep_get_user_threads","zerobounce_get_credits","zerobounce_verify_email","zoho_desk_add_comment","zoho_desk_get_attachment","zoho_desk_get_contact","zoho_desk_get_thread","zoho_desk_get_ticket","zoho_desk_list_comments","zoho_desk_list_organizations","zoho_desk_list_threads","zoho_desk_list_tickets","zoho_desk_update_ticket","zoom_create_meeting","zoom_delete_meeting","zoom_delete_recording","zoom_get_meeting","zoom_get_meeting_invitation","zoom_get_meeting_recordings","zoom_list_meetings","zoom_list_past_participants","zoom_list_recordings","zoom_update_meeting","zoominfo_enrich_companies","zoominfo_enrich_contacts","zoominfo_search_companies","zoominfo_search_contacts","zoominfo_search_intent","zoominfo_search_news"]' + 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h_bookmakers","sportmonks_odds_search_markets","spotify_add_playlist_cover","spotify_add_to_queue","spotify_add_tracks_to_playlist","spotify_check_following","spotify_check_playlist_followers","spotify_check_saved_albums","spotify_check_saved_audiobooks","spotify_check_saved_episodes","spotify_check_saved_shows","spotify_check_saved_tracks","spotify_create_playlist","spotify_follow_artists","spotify_follow_playlist","spotify_get_album","spotify_get_album_tracks","spotify_get_albums","spotify_get_artist","spotify_get_artist_albums","spotify_get_artist_top_tracks","spotify_get_artists","spotify_get_audiobook","spotify_get_audiobook_chapters","spotify_get_audiobooks","spotify_get_categories","spotify_get_current_user","spotify_get_currently_playing","spotify_get_devices","spotify_get_episode","spotify_get_episodes","spotify_get_followed_artists","spotify_get_markets","spotify_get_new_releases","spotify_get_playback_state","spotify_get_playlist","spotify_get_playlist_cover","spotify_get_playlist_tracks","spotify_get_queue","spotify_get_recently_played","spotify_get_saved_albums","spotify_get_saved_audiobooks","spotify_get_saved_episodes","spotify_get_saved_shows","spotify_get_saved_tracks","spotify_get_show","spotify_get_show_episodes","spotify_get_shows","spotify_get_top_artists","spotify_get_top_tracks","spotify_get_track","spotify_get_tracks","spotify_get_user_playlists","spotify_get_user_profile","spotify_pause","spotify_play","spotify_remove_saved_albums","spotify_remove_saved_audiobooks","spotify_remove_saved_episodes","spotify_remove_saved_shows","spotify_remove_saved_tracks","spotify_remove_tracks_from_playlist","spotify_reorder_playlist_items","spotify_replace_playlist_items","spotify_save_albums","spotify_save_audiobooks","spotify_save_episodes","spotify_save_shows","spotify_save_tracks","spotify_search","spotify_seek","spotify_set_repeat","spotify_set_shuffle","spotify_set_volume","spotify_skip_next","spotify_skip_previous","spotify_transfer_playback","spotify_unfollow_artists","spotify_unfollow_playlist","spotify_update_playlist","sqs_send","square_batch_retrieve_inventory_counts","square_cancel_invoice","square_cancel_payment","square_complete_payment","square_create_catalog_image","square_create_customer","square_create_invoice","square_create_order","square_create_payment","square_delete_catalog_object","square_delete_customer","square_delete_invoice","square_get_catalog_object","square_get_customer","square_get_invoice","square_get_location","square_get_order","square_get_payment","square_get_refund","square_list_catalog","square_list_customers","square_list_invoices","square_list_locations","square_list_payments","square_list_refunds","square_pay_order","square_publish_invoice","square_refund_payment","square_search_catalog_objects","square_search_customers","square_search_invoices","square_search_orders","square_update_customer","square_upsert_catalog_object","ssh_check_command_exists","ssh_check_file_exists","ssh_create_directory","ssh_delete_file","ssh_download_file","ssh_execute_command","ssh_execute_script","ssh_get_system_info","ssh_list_directory","ssh_move_rename","ssh_read_file_content","ssh_upload_file","ssh_write_file_content","stagehand_agent","stagehand_extract","stripe_cancel_payment_intent","stripe_cancel_subscription","stripe_capture_charge","stripe_capture_payment_intent","stripe_confirm_payment_intent","stripe_create_charge","stripe_create_customer","stripe_create_invoice","stripe_create_payment_intent","stripe_create_price","stripe_create_product","stripe_create_subscription","stripe_delete_customer","stripe_delete_invoice","stripe_delete_product","stripe_finalize_invoice","stripe_list_charges","stripe_list_customers","stripe_list_events","stripe_list_invoices","stripe_list_payment_intents","stripe_list_prices","stripe_list_products","stripe_list_subscriptions","stripe_pay_invoice","stripe_resume_subscription","stripe_retrieve_charge","stripe_retrieve_customer","stripe_retrieve_event","stripe_retrieve_invoice","stripe_retrieve_payment_intent","stripe_retrieve_price","stripe_retrieve_product","stripe_retrieve_subscription","stripe_search_charges","stripe_search_customers","stripe_search_invoices","stripe_search_payment_intents","stripe_search_prices","stripe_search_products","stripe_search_subscriptions","stripe_send_invoice","stripe_update_charge","stripe_update_customer","stripe_update_invoice","stripe_update_payment_intent","stripe_update_price","stripe_update_product","stripe_update_subscription","stripe_void_invoice","sts_assume_role","sts_assume_role_with_saml","sts_assume_role_with_web_identity","sts_get_access_key_info","sts_get_caller_identity","sts_get_session_token","stt_assemblyai","stt_assemblyai_v2","stt_deepgram","stt_deepgram_v2","stt_elevenlabs","stt_elevenlabs_v2","stt_gemini","stt_gemini_v2","stt_whisper","stt_whisper_v2","supabase_count","supabase_delete","supabase_get_row","supabase_insert","supabase_introspect","supabase_invoke_function","supabase_query",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trigger_dev_get_batch_results","trigger_dev_get_deployment","trigger_dev_get_env_var","trigger_dev_get_latest_deployment","trigger_dev_get_query_schema","trigger_dev_get_queue","trigger_dev_get_run","trigger_dev_get_run_events","trigger_dev_get_run_result","trigger_dev_get_run_trace","trigger_dev_get_schedule","trigger_dev_get_waitpoint_token","trigger_dev_import_env_vars","trigger_dev_list_deployments","trigger_dev_list_env_vars","trigger_dev_list_queues","trigger_dev_list_runs","trigger_dev_list_schedules","trigger_dev_list_timezones","trigger_dev_list_waitpoint_tokens","trigger_dev_override_queue_concurrency","trigger_dev_pause_queue","trigger_dev_promote_deployment","trigger_dev_replay_run","trigger_dev_reschedule_run","trigger_dev_reset_queue_concurrency","trigger_dev_resume_queue","trigger_dev_trigger_task","trigger_dev_update_env_var","trigger_dev_update_run_metadata","trigger_dev_update_schedule","tts_azure","tts_cartesia","tts_deepgram","tts_elevenlabs","tts_google","tts_openai","tts_playht","twilio_send_sms","twilio_voice_get_recording","twilio_voice_list_calls","twilio_voice_make_call","typeform_create_form","typeform_delete_form","typeform_files","typeform_get_form","typeform_insights","typeform_list_forms","typeform_responses","typeform_update_form","upstash_redis_command","upstash_redis_delete","upstash_redis_exists","upstash_redis_expire","upstash_redis_get","upstash_redis_hget","upstash_redis_hgetall","upstash_redis_hset","upstash_redis_incr","upstash_redis_incrby","upstash_redis_keys","upstash_redis_lpush","upstash_redis_lrange","upstash_redis_set","upstash_redis_setnx","upstash_redis_ttl","uptimerobot_create_alert_contact","uptimerobot_create_maintenance_window","uptimerobot_create_monitor","uptimerobot_create_psp","uptimerobot_delete_alert_contact","uptimerobot_delete_maintenance_window","uptimerobot_delete_monitor","uptimerobot_delete_psp","uptimerobot_get_account","uptimerobot_get_alert_contact","uptimerobot_get_incident","uptimerobot_get_maintenance_window","uptimerobot_get_monitor","uptimerobot_get_psp","uptimerobot_list_alert_contacts","uptimerobot_list_incidents","uptimerobot_list_maintenance_windows","uptimerobot_list_monitors","uptimerobot_list_psps","uptimerobot_pause_monitor","uptimerobot_start_monitor","uptimerobot_update_maintenance_window","uptimerobot_update_monitor","uptimerobot_update_psp","vanta_download_document_file","vanta_get_control","vanta_get_document","vanta_get_framework","vanta_get_person","vanta_get_policy","vanta_get_risk_scenario","vanta_get_test","vanta_get_vendor","vanta_get_vulnerable_asset","vanta_list_control_documents","vanta_list_control_tests","vanta_list_controls","vanta_list_document_uploads","vanta_list_documents","vanta_list_framework_controls","vanta_list_frameworks","vanta_list_monitored_computers","vanta_list_people","vanta_list_policies","vanta_list_risk_scenarios","vanta_list_test_entities","vanta_list_tests","vanta_list_vendors","vanta_list_vulnerabilities","vanta_list_vulnerability_remediations","vanta_list_vulnerable_assets","vanta_submit_document","vanta_upload_document_file","vercel_add_domain","vercel_add_project_domain","vercel_cancel_deployment","vercel_create_alias","vercel_create_check","vercel_create_deployment","vercel_create_dns_record","vercel_create_edge_config","vercel_create_env_var","vercel_create_project","vercel_create_webhook","vercel_delete_alias","vercel_delete_deployment","vercel_delete_dns_record","vercel_delete_domain","vercel_delete_edge_config","vercel_delete_env_var","vercel_delete_project","vercel_delete_webhook","vercel_get_alias","vercel_get_check","vercel_get_deployment","vercel_get_deployment_events","vercel_get_domain","vercel_get_domain_config","vercel_get_edge_config","vercel_get_edge_config_items","vercel_get_env_vars","vercel_get_project","vercel_get_team","vercel_get_user","vercel_get_webhook","vercel_list_aliases","vercel_list_checks","vercel_list_deployment_files","vercel_list_deployments","vercel_list_dns_records","vercel_list_domains","vercel_list_edge_configs","vercel_list_project_domains","vercel_list_projects","vercel_list_team_members","vercel_list_teams","vercel_list_webhooks","vercel_pause_project","vercel_promote_deployment","vercel_remove_project_domain","vercel_rerequest_check","vercel_unpause_project","vercel_update_check","vercel_update_dns_record","vercel_update_edge_config_items","vercel_update_env_var","vercel_update_project","vercel_update_project_domain","vercel_verify_project_domain","video_falai","video_luma","video_minimax","video_runway","video_veo","vision_tool","vision_tool_v2","wealthbox_read_contact","wealthbox_read_note","wealthbox_read_task","wealthbox_write_contact","wealthbox_write_note","wealthbox_write_task","webflow_create_item","webflow_delete_item","webflow_get_item","webflow_list_items","webflow_update_item","webhook_request","whatsapp_get_media","whatsapp_mark_read","whatsapp_send_interactive","whatsapp_send_media","whatsapp_send_message","whatsapp_send_reaction","whatsapp_send_template","whatsapp_upload_media","wikipedia_content","wikipedia_random","wikipedia_search","wikipedia_summary","windchill_check_in_document","windchill_check_in_documents","windchill_check_out_document","windchill_check_out_documents","windchill_create_document","windchill_create_documents","windchill_delete_document","windchill_delete_documents","windchill_download_attachment","windchill_download_primary_content","windchill_get_document","windchill_get_document_structure","windchill_get_primary_content","windchill_get_valid_state_transitions","windchill_list_attachments","windchill_list_documents","windchill_revise_document","windchill_revise_documents","windchill_set_lifecycle_state","windchill_undo_check_out_document","windchill_undo_check_out_documents","windchill_update_common_properties","windchill_update_document","windchill_update_document_security_labels","windchill_update_documents","windchill_upload_attachments","windchill_upload_primary_content","wiza_company_enrichment","wiza_get_credits","wiza_individual_reveal","wiza_prospect_search","wordpress_create_category","wordpress_create_comment","wordpress_create_page","wordpress_create_post","wordpress_create_tag","wordpress_delete_category","wordpress_delete_comment","wordpress_delete_media","wordpress_delete_page","wordpress_delete_post","wordpress_delete_tag","wordpress_get_category","wordpress_get_current_user","wordpress_get_media","wordpress_get_page","wordpress_get_post","wordpress_get_tag","wordpress_get_user","wordpress_list_categories","wordpress_list_comments","wordpress_list_media","wordpress_list_pages","wordpress_list_posts","wordpress_list_tags","wordpress_list_users","wordpress_search_content","wordpress_update_category","wordpress_update_comment","wordpress_update_page","wordpress_update_post","wordpress_update_tag","wordpress_upload_media","workday_assign_onboarding","workday_change_job","workday_create_prehire","workday_get_compensation","workday_get_organizations","workday_get_worker","workday_hire_employee","workday_list_workers","workday_terminate_worker","workday_update_worker","workflow_executor","x_create_bookmark","x_create_tweet","x_delete_bookmark","x_delete_tweet","x_get_blocking","x_get_bookmarks","x_get_followers","x_get_following","x_get_liked_tweets","x_get_liking_users","x_get_me","x_get_personalized_trends","x_get_quote_tweets","x_get_retweeted_by","x_get_trends_by_woeid","x_get_tweets_by_ids","x_get_usage","x_get_user_mentions","x_get_user_timeline","x_get_user_tweets","x_hide_reply","x_manage_block","x_manage_follow","x_manage_like","x_manage_mute","x_manage_retweet","x_read","x_search","x_search_tweets","x_search_users","x_user","x_write","youtube_channel_info","youtube_channel_playlists","youtube_channel_videos","youtube_comments","youtube_playlist_items","youtube_search","youtube_trending","youtube_video_categories","youtube_video_details","zendesk_autocomplete_organizations","zendesk_create_organization","zendesk_create_organizations_bulk","zendesk_create_ticket","zendesk_create_tickets_bulk","zendesk_create_user","zendesk_create_users_bulk","zendesk_delete_organization","zendesk_delete_ticket","zendesk_delete_user","zendesk_get_current_user","zendesk_get_organization","zendesk_get_organizations","zendesk_get_ticket","zendesk_get_tickets","zendesk_get_user","zendesk_get_users","zendesk_merge_tickets","zendesk_search","zendesk_search_count","zendesk_search_users","zendesk_update_organization","zendesk_update_ticket","zendesk_update_tickets_bulk","zendesk_update_user","zendesk_update_users_bulk","zep_add_messages","zep_add_user","zep_create_thread","zep_delete_thread","zep_get_context","zep_get_messages","zep_get_threads","zep_get_user","zep_get_user_threads","zerobounce_get_credits","zerobounce_verify_email","zoho_desk_add_comment","zoho_desk_get_attachment","zoho_desk_get_contact","zoho_desk_get_thread","zoho_desk_get_ticket","zoho_desk_list_comments","zoho_desk_list_organizations","zoho_desk_list_threads","zoho_desk_list_tickets","zoho_desk_update_ticket","zoom_create_meeting","zoom_delete_meeting","zoom_delete_recording","zoom_get_meeting","zoom_get_meeting_invitation","zoom_get_meeting_recordings","zoom_list_meetings","zoom_list_past_participants","zoom_list_recordings","zoom_update_meeting","zoominfo_enrich_companies","zoominfo_enrich_contacts","zoominfo_search_companies","zoominfo_search_contacts","zoominfo_search_intent","zoominfo_search_news"]' ) export default toolIds diff --git a/apps/sim/tools/generated/tool-metadata.ts b/apps/sim/tools/generated/tool-metadata.ts index a8011d5ea60..2e4fd5e98b1 100644 --- a/apps/sim/tools/generated/tool-metadata.ts +++ b/apps/sim/tools/generated/tool-metadata.ts @@ -3,7 +3,7 @@ /** Serializable metadata for every built-in tool, keyed by tool id. */ const toolMetadata: Record = JSON.parse( - '{"a2a_cancel_task":{"id":"a2a_cancel_task","name":"A2A Cancel Task","description":"Request cancellation of an in-progress A2A task.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The task ID to cancel"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}}},"a2a_get_agent_card":{"id":"a2a_get_agent_card","name":"A2A Get Agent Card","description":"Fetch the Agent Card (discovery document) for an external A2A agent.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}}},"a2a_get_task":{"id":"a2a_get_task","name":"A2A Get Task","description":"Retrieve the current state and result of an A2A task.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The task ID to retrieve"},"historyLength":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of history messages to include"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}}},"a2a_send_message":{"id":"a2a_send_message","name":"A2A Send Message","description":"Send a message to an external A2A agent and return its response.","version":"1.0.0","params":{"agentUrl":{"type":"string","required":true,"visibility":"user-only","description":"The A2A agent endpoint URL"},"message":{"type":"string","required":true,"visibility":"user-or-llm","description":"The message text to send"},"data":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional structured JSON data to attach"},"files":{"type":"json","required":false,"visibility":"user-or-llm","description":"Optional files to attach"},"taskId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Existing task ID to continue"},"contextId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Conversation context ID to continue"},"apiKey":{"type":"string","required":false,"visibility":"user-only","description":"API key for authentication (if required)"}}},"agentmail_create_draft":{"id":"agentmail_create_draft","name":"Create Draft","description":"Create a new email draft in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox to create the draft in"},"to":{"type":"string","required":false,"visibility":"user-or-llm","description":"Recipient email addresses (comma-separated)"},"subject":{"type":"string","required":false,"visibility":"user-or-llm","description":"Draft subject line"},"text":{"type":"string","required":false,"visibility":"user-or-llm","description":"Plain text draft body"},"html":{"type":"string","required":false,"visibility":"user-or-llm","description":"HTML draft body"},"cc":{"type":"string","required":false,"visibility":"user-or-llm","description":"CC recipient email addresses (comma-separated)"},"bcc":{"type":"string","required":false,"visibility":"user-or-llm","description":"BCC recipient email addresses (comma-separated)"},"inReplyTo":{"type":"string","required":false,"visibility":"user-or-llm","description":"ID of message being replied to"},"sendAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"ISO 8601 timestamp to schedule sending"}}},"agentmail_create_inbox":{"id":"agentmail_create_inbox","name":"Create Inbox","description":"Create a new email inbox with AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"username":{"type":"string","required":false,"visibility":"user-or-llm","description":"Username for the inbox email address"},"domain":{"type":"string","required":false,"visibility":"user-or-llm","description":"Domain for the inbox email address"},"displayName":{"type":"string","required":false,"visibility":"user-or-llm","description":"Display name for the inbox"}}},"agentmail_delete_draft":{"id":"agentmail_delete_draft","name":"Delete Draft","description":"Delete an email draft in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox containing the draft"},"draftId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the draft to delete"}}},"agentmail_delete_inbox":{"id":"agentmail_delete_inbox","name":"Delete Inbox","description":"Delete an email inbox in AgentMail","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"AgentMail API key"},"inboxId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the inbox to 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name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\", \\"contacts.employees\\")"},"data":{"type":"string","required":true,"visibility":"user-or-llm","description":"Record field values as a JSON object (e.g., {\\"first_name\\": \\"John\\", \\"status\\": \\"Active\\"})"}}},"agiloft_delete_record":{"id":"agiloft_delete_record","name":"Agiloft Delete Record","description":"Delete a record from an Agiloft table.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\", \\"contacts.employees\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to delete"},"substituteIds":{"type":"string","required":false,"visibility":"user-or-llm","description":"Comma-separated IDs of records that adopt the dependants of the deleted record. Read only when the delete rule is REPLACE_WITH_ANOTHER."},"deleteRule":{"type":"string","required":false,"visibility":"user-or-llm","description":"How to treat records that depend on this one: ERROR_IF_DEPENDANTS (default — fails rather than cascading), APPLY_DELETE_WHERE_POSSIBLE, DELETE_WHERE_POSSIBLE_OTHERWISE_UNLINK, APPLY_UNLINK, UNLINK_WHERE_POSSIBLE_OTHERWISE_DELETE, or REPLACE_WITH_ANOTHER"}}},"agiloft_get_choice_line_id":{"id":"agiloft_get_choice_line_id","name":"Agiloft Get Choice Line ID","description":"Resolve the internal numeric ID of a choice-list value, for use in EWSelect WHERE clauses against choice fields.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"case\\", \\"contracts\\")"},"fieldName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Choice field name (e.g., \\"priority\\", \\"status\\")"},"value":{"type":"string","required":true,"visibility":"user-or-llm","description":"Choice display value to resolve (e.g., \\"High\\", \\"Active\\")"}}},"agiloft_list_tables":{"id":"agiloft_list_tables","name":"Agiloft List Tables","description":"List the tables and fields in an Agiloft knowledge base, to discover the logical names other operations need.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":false,"visibility":"user-or-llm","description":"Logical name of a single table to describe (e.g., \\"contacts\\"). Leave empty to list every table in the knowledge base."},"includeLinkedInfo":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Include the source table and column behind each linked field"},"skipColumnsInfo":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Return table names only, omitting field details, for a much smaller response"}}},"agiloft_lock_record":{"id":"agiloft_lock_record","name":"Agiloft Lock Record","description":"Lock, unlock, or check the lock status of an Agiloft record.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to lock, unlock, or check"},"lockAction":{"type":"string","required":true,"visibility":"user-or-llm","description":"Action to perform: \\"lock\\", \\"unlock\\", or \\"check\\""},"force":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Unlock only: release a lock held by another user."}}},"agiloft_nlp_search":{"id":"agiloft_nlp_search","name":"Agiloft Natural Language Search","description":"Search Agiloft records by describing what you want in plain language, such as \\"active NDAs submitted last month\\".","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"nlpQuery":{"type":"string","required":true,"visibility":"user-or-llm","description":"The request in plain language, e.g. \\"Show me open, high-priority contracts\\". Structured field filters are not accepted — use Search Records for those."},"fields":{"type":"string","required":true,"visibility":"user-or-llm","description":"Comma-separated field names to return, e.g. \\"id, contract_title1, company_name\\""},"page":{"type":"string","required":false,"visibility":"user-or-llm","description":"Page number, starting from 0"},"limit":{"type":"string","required":false,"visibility":"user-or-llm","description":"Records per page"}}},"agiloft_read_record":{"id":"agiloft_read_record","name":"Agiloft Read Record","description":"Read a record by ID from an Agiloft table.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\", \\"contacts.employees\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to read"},"fields":{"type":"string","required":false,"visibility":"user-or-llm","description":"Comma-separated list of field names to include in the response"}}},"agiloft_remove_attachment":{"id":"agiloft_remove_attachment","name":"Agiloft Remove Attachment","description":"Remove an attached file from a field in an Agiloft record.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record containing the attachment"},"fieldName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the attachment field"},"position":{"type":"string","required":true,"visibility":"user-or-llm","description":"Position index of the file to remove (starting from 0)"}}},"agiloft_retrieve_attachment":{"id":"agiloft_retrieve_attachment","name":"Agiloft Retrieve Attachment","description":"Download an attached file from an Agiloft record field.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record containing the attachment"},"fieldName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the attachment field"},"position":{"type":"string","required":true,"visibility":"user-or-llm","description":"Position index of the file in the field (starting from 0)"}}},"agiloft_run_action_button":{"id":"agiloft_run_action_button","name":"Agiloft Run Action Button","description":"Run an action button on an Agiloft record, such as an approval or send-for-signature step.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\", \\"case\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to run the action button on"},"actionButtonField":{"type":"string","required":true,"visibility":"user-or-llm","description":"Logical name of the field holding the action button (e.g., \\"ab_field\\")"}}},"agiloft_saved_search":{"id":"agiloft_saved_search","name":"Agiloft Saved Search","description":"List the saved searches defined for an Agiloft table.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Logical table name to list saved searches for (e.g., \\"contract\\")"}}},"agiloft_search_records":{"id":"agiloft_search_records","name":"Agiloft Search Records","description":"Search for records in an Agiloft table using a query.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name to search in (e.g., \\"contracts\\", \\"contacts.employees\\")"},"query":{"type":"string","required":false,"visibility":"user-or-llm","description":"Ad hoc EWSearch query. Combine conditions with && (and) or || (or) and quote every value — e.g. \\"summary~=\'test\'&&priority=\'High\'\\". Required unless a saved search is given."},"search":{"type":"string","required":false,"visibility":"user-or-llm","description":"Label of a saved search defined on the table (e.g., \\"C: Status is Closed\\"). Can be combined with a query to narrow it further."},"fields":{"type":"string","required":false,"visibility":"user-or-llm","description":"Comma-separated list of field names to include in the results"},"page":{"type":"string","required":false,"visibility":"user-or-llm","description":"Page number for paginated results (starting from 0)"},"limit":{"type":"string","required":false,"visibility":"user-or-llm","description":"Maximum number of records to return per page. Agiloft treats 0 as \\"all records\\", so leave it unset or use a positive value to keep result sizes bounded."}}},"agiloft_select_records":{"id":"agiloft_select_records","name":"Agiloft Select Records","description":"Select record IDs matching a SQL WHERE clause from an Agiloft table.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\", \\"contacts.employees\\")"},"where":{"type":"string","required":true,"visibility":"user-or-llm","description":"SQL WHERE clause using database column names (e.g., \\"summary like \'%new%\'\\" or \\"assigned_person=\'John Doe\'\\"). EWSelect has no page size and returns every matching ID, so append a database limit such as \\"limit 0,200\\" to bound the result."}}},"agiloft_update_record":{"id":"agiloft_update_record","name":"Agiloft Update Record","description":"Update an existing record in an Agiloft table.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\", \\"contacts.employees\\")"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the record to update"},"data":{"type":"string","required":true,"visibility":"user-or-llm","description":"Updated field values as a JSON object (e.g., {\\"status\\": \\"Active\\", \\"priority\\": \\"High\\"})"}}},"agiloft_upsert_record":{"id":"agiloft_upsert_record","name":"Agiloft Upsert Record","description":"Create an Agiloft record, or update it when a record already matches the given fields.","version":"1.0.0","params":{"instanceUrl":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft instance URL (e.g., https://mycompany.agiloft.com)"},"knowledgeBase":{"type":"string","required":true,"visibility":"user-only","description":"Knowledge base name"},"login":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft username"},"password":{"type":"string","required":true,"visibility":"user-only","description":"Agiloft password"},"table":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table name (e.g., \\"contracts\\", \\"contacts.employees\\")"},"match":{"type":"string","required":true,"visibility":"user-or-llm","description":"Field used to find an existing record (e.g., \\"ext_id\\"). Pick something that identifies a record uniquely — if more than one record matches, Agiloft writes nothing and returns a conflict."},"async":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Queue the write instead of waiting for it. Returns a callback ID instead of a record ID; pass that to Async Status to poll the result."},"data":{"type":"string","required":true,"visibility":"user-or-llm","description":"Field values as a JSON object. On create these populate the new record; on update only the supplied fields change."}}},"ahrefs_anchors":{"id":"ahrefs_anchors","name":"Ahrefs Anchors","description":"Get the anchor text distribution for a target domain or URL\'s backlinks, showing how many links and referring domains use each anchor text.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live), \\"all_time\\" (default, includes lost backlinks), or \\"since:YYYY-MM-DD\\" (backlinks found since a date)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_backlinks":{"id":"ahrefs_backlinks","name":"Ahrefs Backlinks","description":"Get a list of backlinks pointing to a target domain or URL. Returns details about each backlink including source URL, anchor text, and domain rating.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live backlinks), \\"all_time\\" (default, includes lost backlinks), or \\"since:YYYY-MM-DD\\" (backlinks found since a date)."},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_backlinks_stats":{"id":"ahrefs_backlinks_stats","name":"Ahrefs Backlinks Stats","description":"Get backlink and referring domain totals for a target domain or URL, both currently live and across all time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_batch_analysis":{"id":"ahrefs_batch_analysis","name":"Ahrefs Batch Analysis","description":"Get bulk SEO metrics (Domain Rating, backlinks, referring domains, organic traffic, and more) for multiple domains or URLs in a single request. Useful for comparing many competitors at once.","version":"1.0.0","params":{"targets":{"type":"string","required":true,"visibility":"user-or-llm","description":"Comma-separated list of domains or URLs to analyze. Example: \\"example.com,competitor.com\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode applied to every target: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"protocol":{"type":"string","required":false,"visibility":"user-or-llm","description":"Protocol applied to every target: \\"both\\" (default), \\"http\\", or \\"https\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_broken_backlinks":{"id":"ahrefs_broken_backlinks","name":"Ahrefs Broken Backlinks","description":"Get a list of broken backlinks pointing to a target domain or URL. Useful for identifying link reclamation opportunities.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_domain_rating":{"id":"ahrefs_domain_rating","name":"Ahrefs Domain Rating","description":"Get the Domain Rating (DR) and Ahrefs Rank for a target domain. Domain Rating shows the strength of a website\'s backlink profile on a scale from 0 to 100.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain to analyze (e.g., example.com)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date for historical data in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_domain_rating_history":{"id":"ahrefs_domain_rating_history","name":"Ahrefs Domain Rating History","description":"Get the historical Domain Rating (DR) trend for a target domain or URL over a date range, grouped daily, weekly, or monthly.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_keyword_overview":{"id":"ahrefs_keyword_overview","name":"Ahrefs Keyword Overview","description":"Get detailed metrics for a keyword including search volume, keyword difficulty, CPC, clicks, and traffic potential.","version":"1.0.0","params":{"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The keyword to analyze"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for keyword data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_keywords_history":{"id":"ahrefs_keywords_history","name":"Ahrefs Keywords History","description":"Get the historical organic keyword ranking distribution for a target domain or URL over a date range: how many keywords rank in each position bucket at each point in time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_metrics":{"id":"ahrefs_metrics","name":"Ahrefs Metrics","description":"Get a one-call organic and paid search overview for a target domain or URL: organic traffic, organic keywords, paid traffic, paid keywords, and estimated traffic cost.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_metrics_history":{"id":"ahrefs_metrics_history","name":"Ahrefs Metrics History","description":"Get the historical organic and paid traffic trend for a target domain or URL over a date range: organic traffic/cost and paid traffic/cost at each point in time.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_organic_competitors":{"id":"ahrefs_organic_competitors","name":"Ahrefs Organic Competitors","description":"Get domains that compete with a target domain or URL for the same organic keywords, ranked by keyword overlap.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_organic_keywords":{"id":"ahrefs_organic_keywords","name":"Ahrefs Organic Keywords","description":"Get organic keywords that a target domain or URL ranks for in Google search results. Returns keyword details including search volume, ranking position, and estimated traffic.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for search results. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_paid_pages":{"id":"ahrefs_paid_pages","name":"Ahrefs Paid Pages","description":"Get a target domain\'s pages that receive paid search traffic, sorted by estimated paid traffic. Returns page URLs with their paid traffic, keyword counts, and estimated spend.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_rank_tracker_competitors_overview":{"id":"ahrefs_rank_tracker_competitors_overview","name":"Ahrefs Rank Tracker Competitors Overview","description":"Get competitor rankings for the keywords tracked in an Ahrefs Rank Tracker project: each tracked keyword\'s volume and difficulty alongside every competitor\'s position, traffic, and traffic value. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report rankings for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"dateCompared":{"type":"string","required":false,"visibility":"user-only","description":"Comparison date in YYYY-MM-DD format, to compute position/traffic deltas"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_rank_tracker_competitors_stats":{"id":"ahrefs_rank_tracker_competitors_stats","name":"Ahrefs Rank Tracker Competitors Stats","description":"Get aggregate competitor stats for an Ahrefs Rank Tracker project: each competitor\'s traffic, traffic value, average position, and share of voice across all tracked keywords. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report metrics for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_rank_tracker_overview":{"id":"ahrefs_rank_tracker_overview","name":"Ahrefs Rank Tracker Overview","description":"Get ranking overview metrics for the keywords tracked in an Ahrefs Rank Tracker project: position, search volume, keyword difficulty, and estimated traffic. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":true,"visibility":"user-only","description":"Date to report rankings for, in YYYY-MM-DD format"},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"dateCompared":{"type":"string","required":false,"visibility":"user-only","description":"Comparison date in YYYY-MM-DD format, to compute position/traffic deltas"},"volumeMode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Search volume calculation: \\"monthly\\" or \\"average\\" (default: \\"monthly\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_rank_tracker_serp_overview":{"id":"ahrefs_rank_tracker_serp_overview","name":"Ahrefs Rank Tracker SERP Overview","description":"Get the full SERP (search engine results page) for a keyword tracked in an Ahrefs Rank Tracker project, including every ranking URL with its position, title, and authority metrics. This endpoint is free and does not consume API units.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Rank Tracker project ID (found in the project URL in Ahrefs)"},"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The tracked keyword to retrieve SERP data for"},"country":{"type":"string","required":true,"visibility":"user-or-llm","description":"Country code for the tracked keyword. Example: \\"us\\", \\"gb\\", \\"de\\""},"device":{"type":"string","required":true,"visibility":"user-or-llm","description":"Rankings device type: \\"desktop\\" or \\"mobile\\""},"topPositions":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of top organic positions to return (defaults to all available)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Timestamp to return the last available SERP Overview at, in YYYY-MM-DDThh:mm:ss format"},"locationId":{"type":"number","required":false,"visibility":"user-or-llm","description":"Location ID of the tracked keyword, if tracked at a specific location"},"languageCode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Language code of the tracked keyword"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_refdomains_history":{"id":"ahrefs_refdomains_history","name":"Ahrefs Referring Domains History","description":"Get the historical referring domains trend for a target domain or URL over a date range, grouped daily, weekly, or monthly.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\""},"dateFrom":{"type":"string","required":true,"visibility":"user-only","description":"Start date of the historical period, in YYYY-MM-DD format"},"dateTo":{"type":"string","required":false,"visibility":"user-only","description":"End date of the historical period, in YYYY-MM-DD format (defaults to today)"},"historyGrouping":{"type":"string","required":false,"visibility":"user-or-llm","description":"Time interval for grouping data points: \\"daily\\", \\"weekly\\", or \\"monthly\\" (default: \\"monthly\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_referring_domains":{"id":"ahrefs_referring_domains","name":"Ahrefs Referring Domains","description":"Get a list of domains that link to a target domain or URL. Returns unique referring domains with their domain rating, backlink counts, and discovery dates.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain or URL to analyze. Example: \\"example.com\\" or \\"https://example.com/page\\""},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"history":{"type":"string","required":false,"visibility":"user-or-llm","description":"Historical scope: \\"live\\" (currently live), \\"all_time\\" (default, includes lost domains), or \\"since:YYYY-MM-DD\\" (domains found since a date)."},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_related_terms":{"id":"ahrefs_related_terms","name":"Ahrefs Related Terms","description":"Get keyword ideas related to a seed keyword: terms the same top-ranking pages also rank for (\\"also rank for\\") or also discuss (\\"also talk about\\"), with volume, difficulty, and CPC.","version":"1.0.0","params":{"keyword":{"type":"string","required":true,"visibility":"user-or-llm","description":"The seed keyword to find related terms for"},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for keyword data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"terms":{"type":"string","required":false,"visibility":"user-or-llm","description":"Type of related keywords to return: \\"also_rank_for\\", \\"also_talk_about\\", or \\"all\\" (default: \\"all\\")"},"viewFor":{"type":"string","required":false,"visibility":"user-or-llm","description":"Whether to derive related terms from the top 10 or top 100 ranking pages (default: \\"top_10\\")"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_site_audit_page_explorer":{"id":"ahrefs_site_audit_page_explorer","name":"Ahrefs Site Audit Page Explorer","description":"Get crawled pages from an Ahrefs Site Audit project with health and SEO metrics: HTTP status, title, link counts, backlinks, indexability, and traffic. Optionally filter to pages affected by a specific issue.","version":"1.0.0","params":{"projectId":{"type":"number","required":true,"visibility":"user-or-llm","description":"The Site Audit project ID (found in the project URL in Ahrefs)"},"date":{"type":"string","required":false,"visibility":"user-only","description":"Crawl date in YYYY-MM-DDThh:mm:ss format (defaults to the most recent crawl)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"offset":{"type":"number","required":false,"visibility":"user-or-llm","description":"Number of results to skip, for pagination"},"issueId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Only return pages affected by this issue ID"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"ahrefs_top_pages":{"id":"ahrefs_top_pages","name":"Ahrefs Top Pages","description":"Get the top pages of a target domain sorted by organic traffic. Returns page URLs with their traffic, keyword counts, and estimated traffic value.","version":"1.0.0","params":{"target":{"type":"string","required":true,"visibility":"user-or-llm","description":"The target domain to analyze. Example: \\"example.com\\""},"country":{"type":"string","required":false,"visibility":"user-or-llm","description":"Country code for traffic data. Example: \\"us\\", \\"gb\\", \\"de\\" (default: \\"us\\")"},"mode":{"type":"string","required":false,"visibility":"user-or-llm","description":"Analysis mode: domain (entire domain), prefix (URL prefix), subdomains (include all subdomains, default), exact (exact URL match). Example: \\"domain\\""},"date":{"type":"string","required":false,"visibility":"user-only","description":"Date to report metrics on, in YYYY-MM-DD format (defaults to today)"},"limit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of results to return. Example: 50 (default: 1000)"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ahrefs API Key"}}},"airtable_create_records":{"id":"airtable_create_records","name":"Airtable Create Records","description":"Write new records to an Airtable table","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"records":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of records to create, each with a `fields` object"},"typecast":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"When true, Airtable automatically converts string values to the field type"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_delete_records":{"id":"airtable_delete_records","name":"Airtable Delete Records","description":"Delete one or more records from an Airtable table by ID","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"recordIds":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of record IDs to delete (each starts with \\"rec\\", e.g., [\\"recXXXXXXXXXXXXXX\\"]). Pass a single-element array to delete one record."}},"oauth":{"required":true,"provider":"airtable"}},"airtable_get_base_schema":{"id":"airtable_get_base_schema","name":"Airtable Get Base Schema","description":"Get the schema of all tables, fields, and views in an Airtable base","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_get_record":{"id":"airtable_get_record","name":"Airtable Get Record","description":"Retrieve a single record from an Airtable table by its ID","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Record ID to retrieve (starts with \\"rec\\", e.g., \\"recXXXXXXXXXXXXXX\\")"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_list_bases":{"id":"airtable_list_bases","name":"Airtable List Bases","description":"List all bases the authenticated user has access to","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"offset":{"type":"string","required":false,"visibility":"user-or-llm","description":"Pagination offset for retrieving additional bases"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_list_records":{"id":"airtable_list_records","name":"Airtable List Records","description":"Read records from an Airtable table","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"maxRecords":{"type":"number","required":false,"visibility":"user-or-llm","description":"Maximum number of records to return (default: all records)"},"filterFormula":{"type":"string","required":false,"visibility":"user-or-llm","description":"Formula to filter records (e.g., \\"({Field Name} = \'Value\')\\")"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_list_tables":{"id":"airtable_list_tables","name":"Airtable List Tables","description":"List all tables and their schema in an Airtable base","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_update_multiple_records":{"id":"airtable_update_multiple_records","name":"Airtable Update Multiple Records","description":"Update multiple existing records in an Airtable table","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"records":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of records to update, each with an `id` and a `fields` object"},"typecast":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"When true, Airtable automatically converts string values to the field type"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_update_record":{"id":"airtable_update_record","name":"Airtable Update Record","description":"Update an existing record in an Airtable table by ID","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"recordId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Record ID to update (starts with \\"rec\\", e.g., \\"recXXXXXXXXXXXXXX\\")"},"fields":{"type":"json","required":true,"visibility":"user-or-llm","description":"An object containing the field names and their new values"},"typecast":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"When true, Airtable automatically converts string values to the field type"}},"oauth":{"required":true,"provider":"airtable"}},"airtable_upsert_records":{"id":"airtable_upsert_records","name":"Airtable Upsert Records","description":"Update existing records or create new ones in an Airtable table, matching on the specified merge fields","version":"1.0.0","params":{"accessToken":{"type":"string","required":true,"visibility":"hidden","description":"OAuth access token"},"baseId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Airtable base ID (starts with \\"app\\", e.g., \\"appXXXXXXXXXXXXXX\\")"},"tableId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Table ID (starts with \\"tbl\\") or table name"},"records":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of records to upsert, each with a `fields` object"},"fieldsToMergeOn":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of field names used to match existing records (max 3). A record is updated when all merge fields match, otherwise it is created. Example: [\\"Name\\"]"},"typecast":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"When true, Airtable automatically converts string values to the field type"}},"oauth":{"required":true,"provider":"airtable"}},"airweave_search":{"id":"airweave_search","name":"Airweave Search","description":"Search your synced data collections using Airweave. Supports semantic search with hybrid, neural, or keyword retrieval strategies. Optionally generate AI-powered answers from search results.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Airweave API Key for authentication"},"collectionId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The readable ID of the collection to search"},"query":{"type":"string","required":true,"visibility":"user-or-llm","description":"The search query text"},"limit":{"type":"number","required":false,"visibility":"user-only","description":"Maximum number of results to return (default: 100)"},"retrievalStrategy":{"type":"string","required":false,"visibility":"user-or-llm","description":"Retrieval strategy: hybrid (default), neural, or keyword"},"expandQuery":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Generate query variations to improve recall"},"rerank":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Reorder results for improved relevance using LLM"},"generateAnswer":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Generate a natural-language answer to the query"}}},"algolia_add_record":{"id":"algolia_add_record","name":"Algolia Add Record","description":"Add or replace a record in an Algolia index","version":"1.0","params":{"applicationId":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Application ID"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Admin API Key"},"indexName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the Algolia index"},"objectID":{"type":"string","required":false,"visibility":"user-or-llm","description":"Object ID for the record (auto-generated if not provided)"},"record":{"type":"json","required":true,"visibility":"user-or-llm","description":"JSON object representing the record to add"}}},"algolia_batch_operations":{"id":"algolia_batch_operations","name":"Algolia Batch Operations","description":"Perform batch add, update, partial update, or delete operations on records in an Algolia index","version":"1.0","params":{"applicationId":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Application ID"},"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Algolia Admin API Key"},"indexName":{"type":"string","required":true,"visibility":"user-or-llm","description":"Name of the Algolia index"},"requests":{"type":"json","required":true,"visibility":"user-or-llm","description":"Array of batch operations. 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Not available for EU data-residency projects.","version":"1.0.0","params":{"secretKey":{"type":"string","required":true,"visibility":"user-only","description":"Amplitude Secret Key"},"userId":{"type":"string","required":false,"visibility":"user-or-llm","description":"External user ID (required if no device_id)"},"deviceId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Device ID (required if no user_id)"},"getAmpProps":{"type":"string","required":false,"visibility":"user-or-llm","description":"Include Amplitude user properties (true/false, default: false)"},"getCohortIds":{"type":"string","required":false,"visibility":"user-or-llm","description":"Include cohort IDs the user belongs to (true/false, default: false)"},"getComputations":{"type":"string","required":false,"visibility":"user-or-llm","description":"Include computed user properties (true/false, default: false)"}}},"amplitude_user_search":{"id":"amplitude_user_search","name":"Amplitude User Search","description":"Search for a user by User ID, Device ID, or Amplitude ID using the Dashboard REST API.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Amplitude API Key"},"secretKey":{"type":"string","required":true,"visibility":"user-only","description":"Amplitude Secret Key"},"user":{"type":"string","required":true,"visibility":"user-or-llm","description":"User ID, Device ID, or Amplitude ID to search for"},"dataResidency":{"type":"string","required":false,"visibility":"user-or-llm","description":"Data residency region: \\"us\\" (default) or \\"eu\\""}}},"apify_get_dataset_items":{"id":"apify_get_dataset_items","name":"APIFY Get Dataset Items","description":"Retrieve items stored in an APIFY dataset","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"APIFY API token from console.apify.com/account#/integrations"},"datasetId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Dataset ID to read items from. 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Example: \\"HG7ML7M8z78YcAPEB\\""}}},"apify_run_actor_async":{"id":"apify_run_actor_async","name":"APIFY Run Actor (Async)","description":"Run an APIFY actor asynchronously with polling for long-running tasks","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"APIFY API token from console.apify.com/account#/integrations"},"actorId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Actor ID or username/actor-name. Examples: \\"apify/web-scraper\\", \\"janedoe/my-actor\\", \\"moJRLRc85AitArpNN\\""},"input":{"type":"string","required":false,"visibility":"user-or-llm","description":"Actor input as JSON string. Example: {\\"startUrls\\": [{\\"url\\": \\"https://example.com\\"}], \\"maxPages\\": 10}"},"waitForFinish":{"type":"number","required":false,"visibility":"user-or-llm","description":"Initial wait time in seconds (0-60) before polling starts. Example: 30"},"itemLimit":{"type":"number","required":false,"default":100,"visibility":"user-or-llm","description":"Max dataset items to fetch (1-250000). Default: 100. Example: 500"},"memory":{"type":"number","required":false,"visibility":"user-or-llm","description":"Memory in megabytes allocated for the actor run (128-32768). Example: 1024 for 1GB, 2048 for 2GB"},"timeout":{"type":"number","required":false,"visibility":"user-or-llm","description":"Timeout in seconds for the actor run. Example: 300 for 5 minutes, 3600 for 1 hour"},"build":{"type":"string","required":false,"visibility":"user-or-llm","description":"Actor build to run. Examples: \\"latest\\", \\"beta\\", \\"1.2.3\\", \\"build-tag-name\\""}}},"apify_run_actor_sync":{"id":"apify_run_actor_sync","name":"APIFY Run Actor (Sync)","description":"Run an APIFY actor synchronously and get results (max 5 minutes)","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"APIFY API token from console.apify.com/account#/integrations"},"actorId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Actor ID or username/actor-name. Examples: \\"apify/web-scraper\\", \\"janedoe/my-actor\\", \\"moJRLRc85AitArpNN\\""},"input":{"type":"string","required":false,"visibility":"user-or-llm","description":"Actor input as JSON string. Example: {\\"startUrls\\": [{\\"url\\": \\"https://example.com\\"}], \\"maxPages\\": 10}"},"memory":{"type":"number","required":false,"visibility":"user-or-llm","description":"Memory in megabytes allocated for the actor run (128-32768). Example: 1024 for 1GB, 2048 for 2GB"},"timeout":{"type":"number","required":false,"visibility":"user-or-llm","description":"Timeout in seconds for the actor run. Example: 300 for 5 minutes, 3600 for 1 hour"},"build":{"type":"string","required":false,"visibility":"user-or-llm","description":"Actor build to run. Examples: \\"latest\\", \\"beta\\", \\"1.2.3\\", \\"build-tag-name\\""}}},"apify_run_task":{"id":"apify_run_task","name":"APIFY Run Task","description":"Run a saved APIFY actor task synchronously and get dataset items (max 5 minutes)","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"APIFY API token from console.apify.com/account#/integrations"},"taskId":{"type":"string","required":true,"visibility":"user-or-llm","description":"Task ID or username/task-name. Examples: \\"janedoe/my-task\\", \\"moJRLRc85AitArpNN\\""},"input":{"type":"string","required":false,"visibility":"user-or-llm","description":"JSON string that overrides the task\'s saved input. Example: {\\"startUrls\\": [{\\"url\\": \\"https://example.com\\"}]}"},"itemLimit":{"type":"number","required":false,"visibility":"user-or-llm","description":"Max dataset items to return (1-250000). Example: 500"},"memory":{"type":"number","required":false,"visibility":"user-or-llm","description":"Memory in megabytes allocated for the run (128-32768). Example: 1024 for 1GB"},"timeout":{"type":"number","required":false,"visibility":"user-or-llm","description":"Timeout in seconds for the run. Example: 300 for 5 minutes"},"build":{"type":"string","required":false,"visibility":"user-or-llm","description":"Actor build to run. Examples: \\"latest\\", \\"beta\\", \\"1.2.3\\""}}},"apollo_account_bulk_create":{"id":"apollo_account_bulk_create","name":"Apollo Bulk Create Accounts","description":"Create up to 100 accounts at once in your Apollo database. Set run_dedupe=true to deduplicate by domain, organization_id, and name. Master key required.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key (master key required)"},"accounts":{"type":"array","required":true,"visibility":"user-or-llm","description":"Array of accounts to create (max 100). 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Master key required.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key (master key required)"},"account_ids":{"type":"array","required":false,"visibility":"user-or-llm","description":"Array of account IDs to update with the same values (max 1000). Use with name/owner_id for uniform updates. Use either this OR account_attributes."},"name":{"type":"string","required":false,"visibility":"user-or-llm","description":"When using account_ids, apply this name to all accounts"},"owner_id":{"type":"string","required":false,"visibility":"user-or-llm","description":"When using account_ids, apply this owner to all accounts"},"account_stage_id":{"type":"string","required":false,"visibility":"user-or-llm","description":"When using account_ids, apply this account stage to all accounts"},"account_attributes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Array of account objects with individual updates (each must include id). Example: [{\\"id\\": \\"acc1\\", \\"name\\": \\"Acme\\", \\"owner_id\\": \\"u1\\", \\"account_stage_id\\": \\"s1\\", \\"typed_custom_fields\\": {\\"field_id\\": \\"value\\"}}]"},"async":{"type":"boolean","required":false,"visibility":"user-only","description":"When true, processes the update asynchronously. Only supported when using account_ids; returns 422 if used with account_attributes."}}},"apollo_account_create":{"id":"apollo_account_create","name":"Apollo Create Account","description":"Create a new account (company) in your Apollo database","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key (master key required)"},"name":{"type":"string","required":true,"visibility":"user-or-llm","description":"Company name (e.g., \\"Acme Corporation\\")"},"domain":{"type":"string","required":false,"visibility":"user-or-llm","description":"Company domain without www. prefix (e.g., \\"acme.com\\")"},"phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Primary phone number for the account"},"owner_id":{"type":"string","required":false,"visibility":"user-only","description":"Apollo user ID of the account owner"},"account_stage_id":{"type":"string","required":false,"visibility":"user-only","description":"Apollo ID for the account stage to assign this account to"},"raw_address":{"type":"string","required":false,"visibility":"user-or-llm","description":"Corporate location (e.g., \\"San Francisco, CA, USA\\")"},"typed_custom_fields":{"type":"json","required":false,"visibility":"user-only","description":"Custom field values as { custom_field_id: value } map"}}},"apollo_account_search":{"id":"apollo_account_search","name":"Apollo Search Accounts","description":"Search your team\'s accounts in Apollo. Display limit: 50,000 records (100 records per page, 500 pages max). Use filters to narrow results. Master key required.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key (master key required)"},"q_organization_name":{"type":"string","required":false,"visibility":"user-or-llm","description":"Filter accounts by organization name (partial-match search)"},"account_stage_ids":{"type":"array","required":false,"visibility":"user-only","description":"Filter by account stage IDs"},"account_label_ids":{"type":"array","required":false,"visibility":"user-only","description":"Filter by account label IDs"},"sort_by_field":{"type":"string","required":false,"visibility":"user-or-llm","description":"Sort field: \\"account_last_activity_date\\", \\"account_created_at\\", or \\"account_updated_at\\""},"sort_ascending":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Sort ascending when true. Defaults to descending."},"page":{"type":"number","required":false,"visibility":"user-or-llm","description":"Page number for pagination (e.g., 1, 2, 3)"},"per_page":{"type":"number","required":false,"visibility":"user-or-llm","description":"Results per page, max 100 (e.g., 25, 50, 100)"}}},"apollo_account_update":{"id":"apollo_account_update","name":"Apollo Update Account","description":"Update an existing account in your Apollo database","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key"},"account_id":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the account to update (e.g., \\"acc_abc123\\")"},"name":{"type":"string","required":false,"visibility":"user-or-llm","description":"Company name (e.g., \\"Acme Corporation\\")"},"domain":{"type":"string","required":false,"visibility":"user-or-llm","description":"Company domain (e.g., \\"acme.com\\")"},"phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Company phone number"},"owner_id":{"type":"string","required":false,"visibility":"user-only","description":"Apollo user ID of the account owner"},"account_stage_id":{"type":"string","required":false,"visibility":"user-only","description":"Apollo ID for the account stage to assign this account to"},"raw_address":{"type":"string","required":false,"visibility":"user-or-llm","description":"Corporate location (e.g., \\"San Francisco, CA, USA\\")"},"typed_custom_fields":{"type":"json","required":false,"visibility":"user-only","description":"Custom field values as { custom_field_id: value } map"}}},"apollo_contact_bulk_create":{"id":"apollo_contact_bulk_create","name":"Apollo Bulk Create Contacts","description":"Create up to 100 contacts at once in your Apollo database. Supports deduplication to prevent creating duplicate contacts. Master key required.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key (master key required)"},"contacts":{"type":"array","required":true,"visibility":"user-or-llm","description":"Array of contacts to create (max 100). Each contact may include first_name, last_name, email, title, organization_name, account_id, owner_id, contact_stage_id, linkedin_url, phone (single string) or phone_numbers (array of {raw_number, position}), contact_emails, typed_custom_fields, and CRM IDs (salesforce_contact_id, hubspot_id, team_id) for cross-system matching"},"append_label_names":{"type":"array","required":false,"visibility":"user-or-llm","description":"Label names to add to all contacts in this request (e.g., [\\"Hot Lead\\"])"},"run_dedupe":{"type":"boolean","required":false,"visibility":"user-only","description":"Enable deduplication to prevent creating duplicate contacts. When true, existing contacts are returned without modification"}}},"apollo_contact_bulk_update":{"id":"apollo_contact_bulk_update","name":"Apollo Bulk Update Contacts","description":"Update up to 100 existing contacts at once in your Apollo database. Each contact must include an id field. Master key required.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key (master key required)"},"contact_ids":{"type":"array","required":false,"visibility":"user-or-llm","description":"Array of contact IDs to update. Must be paired with an object-form contact_attributes specifying the fields to apply uniformly to all listed contacts."},"contact_attributes":{"type":"json","required":false,"visibility":"user-or-llm","description":"Required. Either an array of per-contact updates (each with id) — used standalone — or a single object of attributes to apply to all contact_ids. Supported fields: owner_id, email, organization_name, title, first_name, last_name, account_id, present_raw_address, linkedin_url, typed_custom_fields"},"async":{"type":"boolean","required":false,"visibility":"user-only","description":"Force asynchronous processing. Automatically enabled for >100 contacts"}}},"apollo_contact_create":{"id":"apollo_contact_create","name":"Apollo Create Contact","description":"Create a new contact in your Apollo database","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key"},"first_name":{"type":"string","required":true,"visibility":"user-or-llm","description":"First name of the contact"},"last_name":{"type":"string","required":true,"visibility":"user-or-llm","description":"Last name of the contact"},"email":{"type":"string","required":false,"visibility":"user-or-llm","description":"Email address of the contact"},"title":{"type":"string","required":false,"visibility":"user-or-llm","description":"Job title (e.g., \\"VP of Sales\\", \\"Software Engineer\\")"},"account_id":{"type":"string","required":false,"visibility":"user-or-llm","description":"Apollo account ID to associate with (e.g., \\"acc_abc123\\")"},"owner_id":{"type":"string","required":false,"visibility":"user-only","description":"User ID of the contact owner (accepted by Apollo but not officially documented for POST /contacts)"},"organization_name":{"type":"string","required":false,"visibility":"user-or-llm","description":"Name of the contact\'s employer (e.g., \\"Apollo\\")"},"website_url":{"type":"string","required":false,"visibility":"user-or-llm","description":"Corporate website URL (e.g., \\"https://www.apollo.io/\\")"},"label_names":{"type":"array","required":false,"visibility":"user-or-llm","description":"Lists/labels to add the contact to (e.g., [\\"Prospects\\"])"},"contact_stage_id":{"type":"string","required":false,"visibility":"user-or-llm","description":"Apollo ID for the contact stage"},"present_raw_address":{"type":"string","required":false,"visibility":"user-or-llm","description":"Personal location for the contact (e.g., \\"Atlanta, United States\\")"},"direct_phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Primary phone number"},"corporate_phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Work/office phone number"},"mobile_phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Mobile phone number"},"home_phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Home phone number"},"other_phone":{"type":"string","required":false,"visibility":"user-or-llm","description":"Alternative phone number"},"typed_custom_fields":{"type":"json","required":false,"visibility":"user-or-llm","description":"Custom field values keyed by custom field ID"},"run_dedupe":{"type":"boolean","required":false,"visibility":"user-only","description":"When true, Apollo deduplicates against existing contacts"}}},"apollo_contact_search":{"id":"apollo_contact_search","name":"Apollo Search Contacts","description":"Search your team\'s contacts in Apollo","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key"},"q_keywords":{"type":"string","required":false,"visibility":"user-or-llm","description":"Keywords to search for"},"contact_stage_ids":{"type":"array","required":false,"visibility":"user-only","description":"Filter by contact stage IDs"},"contact_label_ids":{"type":"array","required":false,"visibility":"user-only","description":"Filter by Apollo label IDs (lists)"},"sort_by_field":{"type":"string","required":false,"visibility":"user-only","description":"Sort field: contact_last_activity_date, contact_email_last_opened_at, contact_email_last_clicked_at, contact_created_at, or contact_updated_at"},"sort_ascending":{"type":"boolean","required":false,"visibility":"user-only","description":"When true, sort ascending. Must be used together with sort_by_field"},"page":{"type":"number","required":false,"visibility":"user-or-llm","description":"Page number for pagination (e.g., 1, 2, 3)"},"per_page":{"type":"number","required":false,"visibility":"user-or-llm","description":"Results per page, max 100 (e.g., 25, 50, 100)"}}},"apollo_contact_update":{"id":"apollo_contact_update","name":"Apollo Update Contact","description":"Update an existing contact in your Apollo database","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Apollo API key"},"contact_id":{"type":"string","required":true,"visibility":"user-or-llm","description":"ID of the contact to update (e.g., \\"con_abc123\\")"},"first_name":{"type":"string","required":false,"visibility":"user-or-llm","description":"First name of the contact"},"last_name":{"type":"string","required":false,"visibility":"user-or-llm","description":"Last name of the contact"},"email":{"type":"string","required":false,"visibility":"user-or-llm","description":"Email address"},"title":{"type":"string","required":false,"visibility":"user-or-llm","description":"Job title (e.g., \\"VP of Sales\\", \\"Software Engineer\\")"},"account_id":{"type":"string","required":false,"visibility":"user-or-llm","description":"Apollo account ID (e.g., \\"acc_abc123\\")"},"owner_id":{"type":"string","required":false,"visibility":"user-only","description":"User ID of the contact owner (accepted by Apollo but not officially documented for PATCH /contacts/{id})"},"organization_name":{"type":"string","required":false,"visibility":"user-or-llm","description":"Name of the contact\'s employer (e.g., \\"Apollo\\")"},"website_url":{"type":"string","required":false,"visibility":"user-or-llm","description":"Corporate website URL (e.g., \\"https://www.apollo.io/\\")"},"label_names":{"type":"array","required":false,"visibility":"user-or-llm","description":"Lists/labels to add the 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Requires the candidatesWrite permission.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"applicationId":{"type":"string","required":true,"visibility":"user-or-llm","description":"UUID of the application whose source should change"},"sourceId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the source to attribute the application to, as returned by List Sources. Omit only when unsetSource is true."},"unsetSource":{"type":"boolean","required":false,"visibility":"user-or-llm","description":"Set true to deliberately clear the application source. Required to unset, so that a missing or empty sourceId cannot wipe attribution by accident."}}},"ashby_change_application_stage":{"id":"ashby_change_application_stage","name":"Ashby Change Application Stage","description":"Moves an application to a different interview stage. Requires an archive reason when moving to an Archived stage.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"applicationId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the application to update the stage of"},"interviewStageId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the interview stage to move the application to"},"archiveReasonId":{"type":"string","required":false,"visibility":"user-or-llm","description":"Archive reason UUID. Required when moving to an Archived stage, ignored otherwise"}}},"ashby_create_application":{"id":"ashby_create_application","name":"Ashby Create Application","description":"Creates a new application for a candidate on a job. Optionally specify interview plan, stage, source, and credited user.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"candidateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the candidate to consider for the job"},"jobId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the job to consider the candidate for"},"interviewPlanId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the interview plan to use (defaults to the job default plan)"},"interviewStageId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the interview stage to place the application in (defaults to first Lead stage)"},"sourceId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the source to set on the application"},"creditedToUserId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the user the application is credited to"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"ISO 8601 timestamp to set as the application creation date (defaults to now)"}}},"ashby_create_candidate":{"id":"ashby_create_candidate","name":"Ashby Create Candidate","description":"Creates a new candidate record in Ashby.","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"name":{"type":"string","required":true,"visibility":"user-or-llm","description":"The candidate full name"},"email":{"type":"string","required":false,"visibility":"user-or-llm","description":"Primary email address for the candidate"},"phoneNumber":{"type":"string","required":false,"visibility":"user-or-llm","description":"Primary phone number for the candidate"},"linkedInUrl":{"type":"string","required":false,"visibility":"user-or-llm","description":"LinkedIn profile URL"},"githubUrl":{"type":"string","required":false,"visibility":"user-or-llm","description":"GitHub profile URL"},"website":{"type":"string","required":false,"visibility":"user-or-llm","description":"Personal website URL"},"sourceId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the source to attribute the candidate to"},"creditedToUserId":{"type":"string","required":false,"visibility":"user-or-llm","description":"UUID of the Ashby user to credit with sourcing this candidate"},"createdAt":{"type":"string","required":false,"visibility":"user-or-llm","description":"Backdated creation timestamp in ISO 8601 (e.g. 2024-01-01T00:00:00Z). Defaults to now."},"alternateEmailAddresses":{"type":"json","required":false,"visibility":"user-or-llm","description":"Array of additional email address strings to add to the candidate, e.g. [\\"a@x.com\\",\\"b@y.com\\"]"}}},"ashby_create_note":{"id":"ashby_create_note","name":"Ashby Create Note","description":"Creates a note on a candidate in Ashby. Supports plain text and HTML content (bold, italic, underline, links, lists, code).","version":"1.0.0","params":{"apiKey":{"type":"string","required":true,"visibility":"user-only","description":"Ashby API Key"},"candidateId":{"type":"string","required":true,"visibility":"user-or-llm","description":"The UUID of the candidate to add the note to"},"note":{"type":"string","required":true,"visibility":"user-or-llm","description":"The note content. If noteType is text/html, supports: , , , ,