MSCI

Execute a GraphQL request against the schema from getIndexGQLSchema tool call. IMPORTANT: Never fabricate MSCI index codes — always look them up first via an indexSearch query.

Return the printed GraphQL schema (SDL) for the specified fragments.

Get documentation for MCP tools and modules.

Returns help content aggregated from all registered modules.

Args: topic: Optional module or tool name to look up. Accepts:

• None: Returns server overview with all modules and tool summaries
• Module name (e.g., "pci"): Returns module overview with tool summaries
• Tool name (e.g., "get_pci_user_profiles"): Returns detailed tool help

Returns: Help documentation as structured data:

• No argument: Server info, server tools, all modules with tool summaries
• Module name: Module info with tool summaries
• Tool name: Detailed help for the specific tool

Example:

Get full server overview

get_pa_help()

Get module overview with tool summaries

get_pa_help(topic="pci")

Get detailed help for a specific tool

get_pa_help(topic="get_pci_user_profiles")

Get universe analytics benchmarking data for private capital funds.

If this tool returns a parameter_validation_failed error, analyze the included help content to understand valid values and retry with corrected parameters.

Args: measures: Comma-separated measure names (defaults to IRR if omitted) profile_guid: Profile GUID (omit to auto-select) group_by: Grouping fields (comma-separated) vehicle_type: Vehicle type filter geography: Geography filter (hierarchical paths) industry: Industry filter asset_class: Asset class filter (hierarchical paths) vintage: Vintage year filter leverage: Leverage filter (Fund vehicle only; comma-separated) seniority: Seniority filter (Fund vehicle only; comma-separated) market: Market filter (Fund of Funds only; comma-separated) min_fund_size: Minimum fund size in millions max_fund_size: Maximum fund size in millions

Returns: Dictionary with analysis_results, profile info, and llm_response_footer.

Get PCI-enabled profiles for the authenticated user.

Returns: Dictionary with profiles list, profile_count, access_status, and optional environment. On Platform API failure, returns status api_error with error and user_guidance (same shape as get_measure_detail downstream failures).

ROUTING — Real Assets direct property & fund data. Trigger: 'property index', 'real estate index', 'IPD', 'direct property', 'capital growth', 'income return', 'standing investments', '[Country] Quarterly/Annual Property Index'. NOT for equity indices, factor indices, or listed portfolios (use AIIndexInsights/TPM).

Prefer `get_rai_metadata first; use this tool for full lists, debugging, or when metadata returns poor candidates. Load instructions.md first via get_rai_reference_docs(doc_name="instructions") if not already in context.

TOKEN COST GUIDE — call only what you need: • datasets → ~12,000 tokens (fallback when metadata fails for dataset) • measures → ~4,000 tokens (fallback when metadata fails for measures) • segmentations → ~23,000 tokens ⚠️ MOST EXPENSIVE. Only when metadata returned zero segmentation candidates AND user asked for a specific segmentation. • segmentation_nodes → <500 tokens (only after segmentation_id is known)

Args: resource: One of: datasets, measures, segmentations, segmentation_nodes. product_ids: For measures: optional comma-separated product IDs. product_id: For segmentations / segmentation_nodes: optional product ID. as_of_date: Optional as-of date (YYYY-MM-DD). segmentation_id: Required for segmentation_nodes. Simple (e.g. "2") or cross-segmentation (e.g. "264::2"). measure_ids: Comma-separated IDs → full detail objects; omit → trimmed list. dataset_ids: Comma-separated IDs → full detail objects; omit → trimmed list. search_text: For segmentation_nodes` only: optional name filter.

ROUTING — Real Assets direct property & fund data. Trigger: 'property index', 'real estate index', 'IPD', 'direct property', 'capital growth', 'income return', 'standing investments', '[Country] Quarterly/Annual Property Index'. NOT for equity indices, factor indices, or listed portfolios (use AIIndexInsights/TPM). DEFAULT: when the user has not specified frozen or unfrozen, always use the unfrozen (live) dataset (dataSource: "LOCKED"). Load `instructions.md first via get_rai_reference_docs(doc_name="instructions") if not already in context.

Fuzzy-match datasets, segmentations, segmentation nodes, and measures in one call. All parameters use empty string defaults (not null) — this keeps the JSON Schema as plain string types and avoids anyOf[string, null] serialization issues. Alternatively pass only populate_filters_json as a JSON object string (easier when the MCP host mis-serializes multi-field arguments).

Args: datasets: Comma-separated dataset names. e.g. "UK Quarterly", "Germany Annual" segmentations: Comma-separated segmentation axis names; "" when not needed. measures: Comma-separated measure names; "" when not needed. segmentation_nodes: Comma-separated leaf node names to fuzzy-search alongside segmentations; "" when not needed. When empty, matches legacy populate behaviour (no segmentationNodes in the API request). populate_filters_json: Optional JSON string overriding the above, e.g. {"datasets":"UK Quarterly","segmentations":"Office","measures":"Total Return"}`.

ROUTING — Real Assets direct property & fund data. Trigger: 'property index', 'real estate index', 'IPD', 'direct property', 'capital growth', 'income return', 'standing investments', '[Country] Quarterly/Annual Property Index'. NOT for equity indices, factor indices, or listed portfolios (use AIIndexInsights/TPM).

Get reference documentation and server instructions for Real Assets MCP.

IMPORTANT — CALL ON FIRST CONNECTION: When `instructions.md is not already in your context from the host, your first Real Assets MCP call MUST be this tool with doc_name="instructions" to load behavioural rules, query workflows, and domain context. Do not call get_rai_catalog, get_rai_metadata, or get_rai_results, and do not answer substantive Real Assets user questions until you have read that document.

• "instructions"
• Server instructions. MUST be loaded once at session start (before other get_rai_*` tools) unless host-preloaded.
• "api_payload_validation"
• Complete API endpoint contracts
• "query_builder_rules"
• Full business rules and constraints
• "query_builder_data_flow"
• UI portal data flow patterns
• "nlp_measure_synonym_map"
• NLP term to measure/module translation table
• "nlp_index_and_time_synonyms"
• Region/country to dataset mapping + time synonyms
• "" or "list"
• Returns list of available documents

Returns: Document content and metadata, or list of available documents.

ROUTING — Real Assets direct property & fund data. Trigger: 'property index', 'real estate index', 'IPD', 'direct property', 'capital growth', 'income return', 'standing investments', '[Country] Quarterly/Annual Property Index'. NOT for equity indices, factor indices, or listed portfolios (use AIIndexInsights/TPM).

Execute a custom query with explicit parameters (advanced use). Load `instructions.md first via get_rai_reference_docs(doc_name="instructions")` if not already in context.

NOTE: This is the primary execution tool. Use get_rai_metadata first to resolve dataset/segmentation/measure IDs, then call this with the built payload.

⚠️ CUSTOM QUERIES NOT SUPPORTED: Queries requiring background processing (custom datasets, custom filters, cumulative aggregation, etc.) will be rejected.

Args: result_request_json: JSON string containing the ResultRequestModel with:

• datasets: List of dataset configurations (mandatory)
• measureFunctionFilterDetails: Measures with aggregation settings (mandatory)
• segmentationIds: List of segmentation IDs (mandatory)
• segmentationNodeIds: List of segmentation node IDs (mandatory)
• reportingFrequencyId: Frequency (1=monthly, 3=quarterly, 12=annual)
• startDateNumber: Start date in YYYYMM format
• endDateNumber: End date in YYYYMM format
• mcpResponseFilterSegmentationNodeIds: Optional MCP-only list of node id strings.

When set, the tool removes this key before calling the API and post-filters nested result lists whose rows expose a node id, keeping only matching ids. Omit for legacy behaviour (full API payload returned).

Returns: Dictionary with query results.

Discover TPM entities, dates, dimensions, fundamentals, and metadata.

Use 'action' to select what to retrieve. Call get_pa_help(topic='get_tpm_context') for action values, required parameters, and usage examples.

Manual backup tool for client discovery. NOT needed in normal workflows.

All other TPM tools auto-resolve the client invisibly. This tool exists only for:

• When the user explicitly asks to see their available clients

DO NOT call this tool to "lock" the client before get_tpm_context or get_tpm_transparency_analysis. When the user names a client (e.g. "TPM Test") and asks for funds, call get_tpm_context(action="entities", entity_type="Fund") directly — do not call this tool first. When a tool returns client_selection_required and the user confirms, retry THAT tool with login_username — do not call this tool to lock.

Args: login_username: When provided, locks this client for the session (used after user confirms a multi-client selection). When omitted, returns the list of accessible clients.

Returns: Dictionary with clients list and count, or lock confirmation.

Run TPM transparency and characteristics analysis queries.

Use 'action' to select the analysis type. Call get_pa_help(topic='get_tpm_transparency_analysis') for action values, required parameters, prerequisites, and usage examples. Pass entity_code (the 'code' field from get_tpm_context(action='entities')) to receive a platform_url deep link in the response.

For action='transparency_historical', when dimensions include a security-level dimension (Security Name, ISIN, CUSIP, SEDOL, FIGI, or Issuer), the response is automatically collapsed: use collapse_top (default 25), collapse_offset (default 0), and collapse_sort_property ('Net'|'Long'|'Short'|'Gross', default 'Net') to control pagination and ranking.

For action='characteristics_historical', the same three collapse_top / collapse_offset / collapse_sort_property parameters apply when dimensions include a security-identifier dimension. The valid sort values differ: 'Net' or 'NetAverage' (not Long/Short/Gross). The trimmed response is wrapped in data.characteristicsHistorical (or data.characteristicsHistoricalCompare in compare mode) with totalCount, totals, averageTotal, and items.