DFX Intelligence
REMOTE · EXCHANGE-PRODUCTION-9123.UP.RAILWAY.APP · 3 COMPONENTS
Private credit: lenders, sponsor financing, credit facilities, BDC holdings, LP allocations. Cited.
Last scanned (20 hours ago)
Scores higher than 45% of remote servers
Reachable. Last reached 4 Nov 2026.
Category Finance and Payments
How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. How we score → Why this is hard to score →
Endpoint Security57
- The endpoint's TLS certificate is valid, in date, and uses a strong key. View diagnostics → Pass
- Authorisation check failed: no authorisation is required to call this server, and it exposes a tool marked destructive (watch_cancel). See how to fix → View diagnostics → Fail
- HTTPS is enforced; there's no plaintext access path. View diagnostics → Pass
- HSTS check failed: the Strict-Transport-Security header is absent. See how to fix → View diagnostics → Fail
- DNSSEC check failed: this domain isn't protected by DNSSEC. See how to fix → View diagnostics → Fail
Transport & Reachability100
- Verified streamable-http transport via a live MCP handshake. View diagnostics → Pass
Schema Quality & AI Usability51
- AI-judged instruction clarity (good).Pass
- Context-footprint check failed: tool/resource definitions use about 5437 tokens (~271/item across 20 items; 20 tools + 0 resources), over budget; trim descriptions and params. See how to fix → Fail
- Usage-examples check failed: none of the tools include examples. See how to fix → Fail
Stability & Change Management43
- Stability observed for 13 of 30 days with no destabilising changes; credit accrues until the full window elapses.Partial
Tool Coverage91
- 100% of tools have a non-trivial description (not blank, and not just the tool's name).Pass
- 68% of tool parameters carry a description.Partial
- Structured output schemas are declared (100% of tools); any adoption earns full credit.Pass
Tool Safety100
- No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.Pass
- We read all 20 captured tool definition(s), and no name or description among them implies an irreversible operation.Pass
- An AI judge read all 21 captured unit(s) of tool text and found none that tries to manipulate the model reading it.Pass
Capabilities100
- Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.Pass
Every change we have recorded for this component, newest first. Security-relevant changes are always shown. ▲ marks a change for the better, ▼ a change for the worse; unmarked changes are neutral.
- 3 Nov 26 +1
No change was recorded against any check on this day. Stability & Change Management went from 37 to 40. That category is still filling its 30-day observation window: 11 days of observed history at the previous scan, 12 at this one. The score rises as the window fills, whether or not the server changes.
- 1 Nov 26 +1
No change was recorded against any check on this day. Stability & Change Management went from 30 to 33. That category is still filling its 30-day observation window: 9 days of observed history at the previous scan, 10 at this one. The score rises as the window fills, whether or not the server changes.
- 30 Oct 26 +1
- Tool “search_ria_advisor_moves” rewrote its description, which is the text the model reads security
- “search_ria_advisor_moves” added an optional parameter “state” cosmetic
- 29 Oct 26 0
- New tool “get_research_records” functional
- “search_allocator_commitments” added an optional parameter “until” cosmetic
- 27 Oct 26 +1
- “research” reworded the description of “depth” cosmetic
1 cosmetic change on this day. Switch on “Show cosmetic changes” to see it.
- 26 Oct 26 0
- The server rewrote its instructions, which are the text every model session reads security
- Tool “research” rewrote its description, which is the text the model reads security
- “research” reworded the description of “depth” cosmetic
- “research” reworded the description of “continue” cosmetic
- 25 Oct 26 +1
No change was recorded against any check on this day. Stability & Change Management went from 7 to 10. That category is still filling its 30-day observation window: 2 days of observed history at the previous scan, 3 at this one. The score rises as the window fills, whether or not the server changes.
- 23 Oct 26 +1
- Stability: unverified → 0.03 ▲ functional
Diagnostic detail from the automated scan of this channel: what the scanner observed at each step, so you can see exactly where a check passed or failed. It is informational only and never changes the trust score.
Captured 4 Nov 2026 · Probed https://exchange-production-9123.up.railway.app/mcp/core?c=reg
TLS valid
Negotiated TLS 1.3 with TLS_AES_128_GCM_SHA256 .
| Subject | Issuer | Valid from | Valid until | Key | Signature | Serial |
|---|---|---|---|---|---|---|
| CN=*.up.railway.app | CN=YE2,O=Let's Encrypt,C=US | 27 Sept 2026 | 26 Dec 2026 | ECDSA 256 | ECDSA-SHA384 | 618edc56941aa1165ddb080bf9f799eb7c1 |
| SANs: *.up.railway.app, up.railway.app | ||||||
| CN=YE2,O=Let's Encrypt,C=US (CA) | CN=Root YE,O=ISRG,C=US | 3 Sept 2025 | 2 Sept 2028 | ECDSA 384 | ECDSA-SHA384 | 4df3b15dd6c0784c507cd37b58e6f115 |
| CN=Root YE,O=ISRG,C=US (CA) | CN=ISRG Root X2,O=Internet Security Research Group,C=US | 13 May 2026 | 2 Sept 2032 | ECDSA 384 | ECDSA-SHA384 | 872165fc34b6e5fba8add5b3705fb53a |
| CN=ISRG Root X2,O=Internet Security Research Group,C=US (CA) | CN=ISRG Root X1,O=Internet Security Research Group,C=US | 13 May 2026 | 2 Sept 2032 | ECDSA 384 | SHA256-RSA | 6c8f1dc727c7117f7baf853ac980f9cd |
Background: What to check on a remote MCP endpoint →
DNSSEC insecure
Validation of exchange-production-9123.up.railway.app. — Not signed
| Zone | DS | Keys | Algorithms | Outcome |
|---|---|---|---|---|
| . | trust_anchor | 20326, 38696 | 8, 8 | Verified |
| app. | present | 23684 | 8 | Verified |
| railway.app. | absent | Unsigned (proven) parent-signed NSEC/NSEC3 proves an unsigned delegation |
Authentication No authorisation required
The endpoint answered without asking for a token. Anyone who knows the URL can reach it.
| Result | No authorisation required |
|---|---|
| HTTP status | 200 |
Background: How OAuth 2.1 works in the 2026 MCP spec →
Transports 2 probes
| Transport | URL | Outcome | Status | Location |
|---|---|---|---|---|
| streamable-http | https://exchange-production-9123.up.railway.app/mcp/core?c=reg | Verified | 200 | |
| http (plaintext) | http://exchange-production-9123.up.railway.app/mcp/core?c=reg | HTTPS enforced | 301 | https://exchange-production-9123.up.railway.app/mcp/core?c=reg |
The tools this component advertises to a client, with an estimated token cost for each. Expand a tool to see its parameters and schema. The per-tool counts are indicative and are not scored directly; the schema's total context footprint is one signal in Schema Quality & AI Usability. A tool's description is untrusted text the model reads on every call, which is what makes this list a security surface and not just an inventory: how tool poisoning works →
changes_since What DFX has learned since your last call ~413
What DFX learned since a time: with a domain, that graph's events by first sight (dfx_id narrows them to one entity), each labelled NEW_EVENT, NEWLY_OBSERVED_HISTORICAL or SCHEDULED_FUTURE; without one, real estate changes since a cursor.
| Name | Type | Req | Description |
|---|---|---|---|
| dfx_id | string | – | With a domain: only the events about this entity (a borrower, lender, sponsor or fund on that domain's graph), as dfx:<graph>:<id>. |
| domain | string | – | An intelligence domain instead of real estate; with it, `since` is an ISO timestamp. |
| event_type | string | – | One served event family. |
| include_historical | boolean | – | With `domain`: also return rows DFX first saw in the window that occurred before it (novelty NEWLY_OBSERVED_HISTORICAL) and rows seeded when the domain's tape was created. Default false. Real estate… |
| include_scheduled | boolean | – | With `domain`: also return rows whose occurrence date is after today (novelty SCHEDULED_FUTURE), such as an announced closing date. Default false. |
| limit | integer | – | Max 50. A full page sets `complete: false` in the envelope, which means the backlog was longer than one page and more rows are available immediately with the returned cursor. The cursor is the last r… |
| place_dfx_id | string | – | Real estate only (no domain): one property or parcel. With a domain, dfx_id scopes the feed to one entity. |
| since | string | – | With a domain: an ISO timestamp. Without one: the opaque cursor a previous answer returned; unset, the answer is a starting position and no events, by design. |
| state | string | – | Real estate only (no domain): a two letter state code. |
| Name | Type | Req | Description |
|---|---|---|---|
| citation_check | object | – | – |
| count | integer | – | – |
| entitlement | object | – | – |
| generated_at | string | – | – |
| locked | object | – | – |
| ok | boolean | yes | – |
| pagination | object | – | – |
| results | array | – | – |
| state | string | – | – |
| total | integer|null | – | – |
| truncated | boolean | – | – |
| warnings | array | – | – |
No examples provided.
get_borrower_facilities One borrower's facilities and the lender group on each ~266
Every facility a borrower has on the BDC tape (kind, lien, principal as a lower bound, pricing, maturity) with each BDC holding a piece. group_by=lender: one row per BDC, its tranches summed, cited to its own filing. Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer states what it withheld.
| Name | Type | Req | Description |
|---|---|---|---|
| as_of | string | – | group_by=lender: the schedule date on or before which to read (default latest). |
| detail | string | – | compact: the id, name, type, up to five key facts with their citation and counts of the related rows by type, under 2 KB. research (the default): the full answer. |
| dfx_id | string | yes | A DFX id of the form dfx:<graph>:<id> (fo, isi, vc, pe, ria, al, pc, ref), or a bare real estate id. |
| group_by | string | – | lender: one row per BDC with its tranches summed at one schedule date, from its own filing. |
| held_only | boolean | – | Facilities still on a schedule at the latest quarter end. |
| limit | integer | – | – |
| Name | Type | Req | Description |
|---|---|---|---|
| citation_check | object | – | – |
| count | integer | – | – |
| entitlement | object | – | – |
| generated_at | string | – | – |
| locked | object | – | – |
| ok | boolean | – | – |
| pagination | object | – | – |
| results | array | – | – |
| state | string | yes | – |
| total | integer|null | – | – |
| truncated | boolean | – | – |
| warnings | array | – | – |
No examples provided.
get_capital_paths How capital reaches this institution, and where it goes next ~191
Capital flow paths through one institution: plan to fund to manager to company, sponsor to borrower to facility to lender, and more. Each hop names its graph, id, role and basis, with the amount where disclosed and a rule-graded confidence. Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer states what it withheld.
| Name | Type | Req | Description |
|---|---|---|---|
| dfx_id | string | yes | A DFX id of the form dfx:<graph>:<id> (fo, isi, vc, pe, ria, al, pc, ref), or a bare real estate id. |
| include_former | boolean | – | Also return paths through a lender edge no longer held, marked FORMER. |
| kind | string | – | One path kind as the summary names it (for example ALLOCATOR_TO_PE_FUND_TO_MANAGER). |
| limit | integer | – | – |
| Name | Type | Req | Description |
|---|---|---|---|
| citation_check | object | – | – |
| count | integer | – | – |
| entitlement | object | – | – |
| generated_at | string | – | – |
| locked | object | – | – |
| ok | boolean | – | – |
| pagination | object | – | – |
| results | array | – | – |
| state | string | yes | – |
| total | integer|null | – | – |
| truncated | boolean | – | – |
| warnings | array | – | – |
No examples provided.
get_credit_provider One credit provider or BDC in full ~195
A credit manager or a BDC: classes, advised BDCs from each 10-K, quarterly portfolio (fair value, principal, borrowers, marks, PIK), largest facilities and sponsors financed. Accepts a private credit id or a BDC's CIK. detail=compact returns key facts under 2 KB. Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer states what it withheld.
| Name | Type | Req | Description |
|---|---|---|---|
| detail | string | – | compact: the id, name, type, up to five key facts with their citation and counts of the related rows by type, under 2 KB. research (the default): the full answer. |
| dfx_id | string | yes | A DFX id of the form dfx:<graph>:<id> (fo, isi, vc, pe, ria, al, pc, ref), or a bare real estate id. |
| Name | Type | Req | Description |
|---|---|---|---|
| citation_check | object | – | – |
| entitlement | object | – | – |
| entity | object | – | – |
| generated_at | string | – | – |
| known | boolean | – | – |
| locked | object | – | – |
| ok | boolean | – | – |
| quarters | array | – | – |
| state | string | yes | – |
| truncated | boolean | – | – |
| warnings | array | – | – |
No examples provided.
get_entity Everything DFX knows about one id ~243
Everything DFX holds on one id: the card, relationships with sources and dates, recent events, the observations each fact traces to, and identity links to other graphs by shared CRD, CIK or EIN. detail=compact returns key facts and counts under 2 KB. Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer states what it withheld.
| Name | Type | Req | Description |
|---|---|---|---|
| detail | string | – | compact: the id, name, type, up to five key facts with their citation and counts of the related rows by type, under 2 KB. research (the default): the full answer. |
| dfx_id | string | yes | A DFX id of the form dfx:<graph>:<id> (fo, isi, vc, pe, ria, al, pc, ref), or a bare real estate id. |
| event_limit | integer | – | – |
| evidence_limit | integer | – | – |
| include | array | – | Default: relationships, events, evidence, same_as. Add name_candidates to also search the other graphs by name (slower; candidates only). |
| relationship_limit | integer | – | – |
| Name | Type | Req | Description |
|---|---|---|---|
| citation_check | object | – | – |
| entitlement | object | – | – |
| entity | object | – | – |
| generated_at | string | – | – |
| known | boolean | – | – |
| locked | object | – | – |
| ok | boolean | – | – |
| recent_events | array | – | – |
| relationships | array | – | – |
| state | string | yes | – |
| truncated | boolean | – | – |
| warnings | array | – | – |
No examples provided.
get_research_records DFX's published research findings ~176
DFX's own published research records and investigations: each finding with its permanent id, version, as-of date, denominator, method link, sources and citation line. With record_id, the evidence manifest: every claim with its basis (reported, DFX calculation, DFX inference) and source. A record with a correction pending has its statements withheld.
| Name | Type | Req | Description |
|---|---|---|---|
| kind | string | – | original_finding: DFX computed or connected it. announcement_with_dfx_context: a third party announced it and DFX added context. |
| limit | integer | – | – |
| query | string | – | Words that must all appear in a finding's title, finding or categories (case ignored). |
| record_id | string | – | One research record id, DFX-RESEARCH-YYYY-NNNN: returns its entry and evidence manifest. |
| Name | Type | Req | Description |
|---|---|---|---|
| citation_check | object | – | – |
| count | integer | – | – |
| entitlement | object | – | – |
| generated_at | string | – | – |
| locked | object | – | – |
| manifest | object|null | – | – |
| ok | boolean | – | – |
| research_record | object | – | – |
| research_records | array | – | – |
| state | string | yes | – |
| total | integer | – | – |
| truncated | boolean | – | – |
| warnings | array | – | – |
No examples provided.
relationship_path How two entities are connected ~148
An evidence-backed path between two DFX ids across every graph: each hop is a published relationship with its source, or an identity link by shared CRD, CIK or EIN. NO_MATCH means no observed path within the hop budget, not that the two are unconnected. Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer states what it withheld.
| Name | Type | Req | Description |
|---|---|---|---|
| from_dfx_id | string | yes | A DFX id of the form dfx:<graph>:<id>. |
| max_hops | integer | – | – |
| to_dfx_id | string | yes | A DFX id of the form dfx:<graph>:<id>. |
| Name | Type | Req | Description |
|---|---|---|---|
| citation_check | object | – | – |
| entitlement | object | – | – |
| generated_at | string | – | – |
| locked | object | – | – |
| ok | boolean | – | – |
| path | array|null | – | – |
| state | string | yes | – |
| truncated | boolean | – | – |
| warnings | array | – | – |
No examples provided.
research Research one question in one call ~481
One private markets question in one call: BDC and private credit lenders, borrowers, loans, maturities and non-accrual, sponsors, advisers, teams, pension commitments. Reads SEC filings (BDC schedules, Form ADV, IAPD) and plan documents; returns entities, an answer from cited claims only, coverage limits, withheld counts. identify and screen depth are free. Paged by continuation. No model inside.
| Name | Type | Req | Description |
|---|---|---|---|
| as_of | string | – | Optional ISO date the answer is read as of (default: today). |
| continue | string | – | page.continuation from a previous answer: returns its next page, read through this caller's own access. Pages split between whole claims, never inside one. |
| depth | string | – | Optional. The default depends on access: without a paid DFX plan or the 7 day trial (anonymous, a free key or a free connection) only identify and screen run, and an unnamed depth runs at screen; wit… |
| detail | string | – | compact: identity, the answer, its basis claims and counts, under 2 KB. research (default): the page in full. |
| entity | string | – | Optional. The subject: a name (firm, fund, company, plan, advisor) or a DFX id (dfx:<graph>:<id>). Without it, every entity is read from the question. |
| question | string | – | The question in plain language, as an analyst would ask it. |
| since | string | – | Optional ISO date: the window start (depth=monitor: the checkpoint). |
| workflow | string | – | Optional hint. credit_by_sponsor: BDC lenders, positions, facilities and sponsors. advisor_movement: IAPD registration moves, people and teams. allocator_to_company: plan commitments and capital path… |
| Name | Type | Req | Description |
|---|---|---|---|
| answer | object | – | text, basis (claim ids on this page), state |
| answer_state | string | – | – |
| claims | array | – | every claim the rows on this page carry (lane I1's claims.research_claims): claim_id (content addressed: subject, predicate, object, value, date, source), row, predicate, claim_type, evidence_status,… |
| claims_meta | string | – | – |
| contradictions | array | – | – |
| coverage_limits | array | – | – |
| dates | array | – | – |
| do_not_conclude | array | – | – |
| events | array | – | – |
| facts | array | – | – |
| identities | object | – | the subject, every other entity resolved, candidates |
| next | array | – | – |
| ok | boolean | – | – |
| page | object | – | index, rows and claims on this page and in all, rows after it, continuation |
| plan | object | – | workflow, operation, depth, the operations run and the budget |
| premise_check | object|null | – | – |
| question | string | – | – |
| relationships | array | – | – |
| revisit | object | – | how to come back to this answer: for a key whose plan includes watches, one watch_create call that saves the question; otherwise what that needs, plus meanwhile_call (a free search_private_credit_cha… |
| schema | string | yes | – |
| state | string | yes | OK, NO_MATCH, NOT_COVERED, UNKNOWN, or an error state |
| uncertainty | array | – | – |
| usage | object | – | operations run, budget, bytes, latency; no model call |
| withheld | object | – | – |
No examples provided.
resolve_name A name to DFX ids, fast, across every private capital graph ~272
A firm, fund, person or company name to canonical DFX ids across every private-capital graph, with the roles the same institution holds on other graphs (manager, adviser, lender, allocator). Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer states what it withheld.
| Name | Type | Req | Description |
|---|---|---|---|
| domain | string | – | Comma-separated: family_office, independent_sponsor, venture_capital, private_equity, ria, allocators, private_credit, real_estate_funds. Default: all. |
| entity_type | string | – | Comma-separated graph types: organization, office, sponsor, capital_provider, fund, person, company. |
| limit | integer | – | – |
| name | string | yes | The name, or a word of it (Blackstone, Horowitz, Thoma). |
| prefer_domain | string | – | The domain the question is about (same keys as domain, plus real_estate). Reorders, never filters: a row holding every asked word stays first, then rows in the preferred domain, then a real estate br… |
| Name | Type | Req | Description |
|---|---|---|---|
| citation_check | object | – | – |
| count | integer | – | – |
| entitlement | object | – | – |
| generated_at | string | – | – |
| locked | object | – | – |
| ok | boolean | – | – |
| pagination | object | – | – |
| results | array | – | – |
| state | string | yes | – |
| total | integer|null | – | – |
| truncated | boolean | – | – |
| warnings | array | – | – |
No examples provided.
search_allocator_commitments The commitment tape: who committed to which fund, when, in the plan's own words ~332
Public plans' own commitment disclosures, one row per line: plan, fund as printed, manager, amount, status, dates, vintage, re-up, the plan's own performance figures and the source document with a quote. Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer states what it withheld.
| Name | Type | Req | Description |
|---|---|---|---|
| allocator_dfx_id | string | – | A consultant id on the allocator graph, dfx:al:<uuid>. |
| bucket | string | – | – |
| consultant_dfx_id | string | – | A consultant id on the allocator graph, dfx:al:<uuid>. |
| cursor | string | – | The next_cursor value from the previous page of this tool, unchanged. |
| first_time_only | boolean | – | – |
| fund_dfx_id | string | – | A consultant id on the allocator graph, dfx:al:<uuid>. |
| limit | integer | – | – |
| manager_dfx_id | string | – | A consultant id on the allocator graph, dfx:al:<uuid>. |
| query | string | – | Allocator, fund or manager name contains. |
| re_ups_only | boolean | – | – |
| since | string | – | ISO date; commitment or approval date on or after (a holding with neither: its vintage year, never the report date). |
| sort | string | – | – |
| status | string | – | – |
| until | string | – | ISO date; the same decision date on or before. since and until together give one year: 2018-01-01 to 2018-12-31. |
| Name | Type | Req | Description |
|---|---|---|---|
| citation_check | object | – | – |
| count | integer | – | – |
| entitlement | object | – | – |
| generated_at | string | – | – |
| locked | object | – | – |
| ok | boolean | – | – |
| pagination | object | – | – |
| results | array | – | – |
| state | string | yes | – |
| total | integer|null | – | – |
| truncated | boolean | – | – |
| warnings | array | – | – |
No examples provided.
search_entities Search every DFX domain at once ~342
Search across every DFX domain by name or by filters (type, domain, state, sector, activity). Returns compact cards with stable DFX ids and a coverage note per domain. Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer states what it withheld.
| Name | Type | Req | Description |
|---|---|---|---|
| active_only | boolean | – | – |
| asset_class | string | – | – |
| city | string | – | – |
| cursor | string | – | The next_cursor value from the previous page of this tool, unchanged. |
| domain | string | – | Comma-separated: real_estate, family_office, independent_sponsor, venture_capital, private_equity, ria, allocators, private_credit, real_estate_funds. Default: all. |
| entity_type | string | – | family_office, sponsor, capital_provider, company, vc_firm, pe_firm, platform, fund, person, property, organization, ria_firm, advisor, private_fund, allocator, consultant, manager, credit_provider,… |
| has_real_estate | boolean | – | – |
| has_sponsor_relationships | boolean | – | – |
| invests_directly | boolean | – | – |
| limit | integer | – | – |
| min_aum_usd | number | – | – |
| min_opportunity | integer | – | – |
| query | string | – | A name (contains). |
| recent_activity_days | integer | – | – |
| sector | string | – | – |
| sort | string | – | – |
| stage | string | – | – |
| state | string | – | Two-letter US state code. |
| vertical | string | – | – |
| Name | Type | Req | Description |
|---|---|---|---|
| citation_check | object | – | – |
| count | integer | – | – |
| entitlement | object | – | – |
| generated_at | string | – | – |
| locked | object | – | – |
| ok | boolean | – | – |
| pagination | object | – | – |
| results | array | – | – |
| state | string | yes | – |
| total | integer|null | – | – |
| truncated | boolean | – | – |
| warnings | array | – | – |
No examples provided.
search_relationships Published edges on one entity ~192
Every published relationship touching one entity (employs, manages, invested in, lends to, owns, board member of and more), each with role, dates, currency, evidence class and source. Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer states what it withheld.
| Name | Type | Req | Description |
|---|---|---|---|
| current_only | boolean | – | – |
| detail | string | – | compact: the id, name, type, up to five key facts with their citation and counts of the related rows by type, under 2 KB. research (the default): the full answer. |
| dfx_id | string | yes | A DFX id of the form dfx:<graph>:<id> (fo, isi, vc, pe, ria, al, pc, ref), or a bare real estate id. |
| limit | integer | – | – |
| rel_type | string | – | – |
| Name | Type | Req | Description |
|---|---|---|---|
| citation_check | object | – | – |
| entitlement | object | – | – |
| generated_at | string | – | – |
| locked | object | – | – |
| ok | boolean | – | – |
| relationships | array | – | – |
| state | string | yes | – |
| truncated | boolean | – | – |
| warnings | array | – | – |
No examples provided.
search_ria_advisor_moves Advisor firm changes as registration dates ~316
Advisors who left one firm and registered at another, from IAPD registration dates: the person, from and to firms with class, the end and begin dates, the gap and the move type; with a firm, by branch state. Bulk re-registrations are excluded unless asked for. Without a paid plan on a vertical, lists name their first 5 rows and count the rest; each answer states what it withheld.
| Name | Type | Req | Description |
|---|---|---|---|
| advisor_dfx_id | string | – | An RIA graph advisor id of the form dfx:ria:<uuid>, or the individual CRD number. |
| cursor | string | – | The next_cursor value from the previous page of this tool, unchanged. |
| from_dfx_id | string | – | A DFX id of the form dfx:<graph>:<id>. |
| include_bulk | boolean | – | – |
| include_departures | boolean | – | – |
| limit | integer | – | – |
| move_type | string | – | – |
| since | string | – | ISO date; registration ended on or after. |
| state | string | – | Two-letter US state code (USPS, DC and territories included). Needs from_dfx_id or to_dfx_id: the advisor's branch at the destination firm (moves in) or, with only from_dfx_id, at the origin firm (mo… |
| to_dfx_id | string | – | A DFX id of the form dfx:<graph>:<id>. |
| until | string | – | ISO date. |
| Name | Type | Req | Description |
|---|---|---|---|
| citation_check | object | – | – |
| count | integer | – | – |
| entitlement | object | – | – |
| generated_at | string | – | – |
| locked | object | – | – |
| ok | boolean | – | – |
| pagination | object | – | – |
| results | array | – | – |
| state | string | yes | – |
| total | integer|null | – | – |
| truncated | boolean | – | – |
| warnings | array | – | – |
No examples provided.
verify Check a claim against DFX's evidence ~346
A claim in, SUPPORTED, PARTIALLY_SUPPORTED, CONTRADICTED or UNKNOWN out, with the cited evidence rows. Names resolve only to records carrying that name; absence of evidence is UNKNOWN, never a contradiction.
| Name | Type | Req | Description |
|---|---|---|---|
| as_of | string | – | ISO date the claim is about, for lending and position claims that do not state one. |
| claim | string | – | – |
| object | string | – | – |
| object_dfx_id | string | – | A DFX id: dfx:fo:<uuid> (family office graph), dfx:isi:<uuid> (sponsor graph), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph… |
| predicate | string | – | – |
| subject | string | – | – |
| subject_dfx_id | string | – | A DFX id: dfx:fo:<uuid> (family office graph), dfx:isi:<uuid> (sponsor graph), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph… |
| year | integer | – | – |
| Name | Type | Req | Description |
|---|---|---|---|
| citation_check | object | – | – |
| entitlement | object | – | – |
| evidence | array | – | – |
| generated_at | string | – | – |
| locked | object | – | – |
| ok | boolean | – | – |
| state | string | yes | – |
| truncated | boolean | – | – |
| verdict | string | – | – |
| warnings | array | – | – |
No examples provided.
watch_cancel Cancel a research watch ~42
Cancels a watch: no further deliveries, the quota slot is freed, earlier deliveries stay readable.
| Name | Type | Req | Description |
|---|---|---|---|
| watch_id | string | yes | A watch id from watch creation. |
| Name | Type | Req | Description |
|---|---|---|---|
| generated_at | string | – | – |
| ok | boolean | yes | – |
| state | string | yes | – |
| status | string | – | – |
| store_kind | string | – | – |
No examples provided.
watch_changes Changes since a checkpoint ~123
Material changes since a checkpoint: each with its filing, filing date, a check against the lender's own rows, NEW_EVENT or NEWLY_OBSERVED_HISTORICAL, a materiality score with its rubric, and duplicates folded. Returns the next checkpoint; a repeated call returns the same delivery.
| Name | Type | Req | Description |
|---|---|---|---|
| checkpoint | string | – | The checkpoint id the previous answer returned; omit for the latest. |
| include_historical | boolean | – | Also show filings older than the checkpoint that were ingested since. |
| watch_id | string | yes | A watch id from watch creation. |
| Name | Type | Req | Description |
|---|---|---|---|
| checkpoint | string | – | – |
| excluded | object | – | – |
| generated_at | string | – | – |
| has_more | boolean | – | – |
| ok | boolean | yes | – |
| results | array | – | – |
| state | string | yes | – |
| store_kind | string | – | – |
No examples provided.
watch_create Create a research watch ~365
Save a private credit investigation for this account: a research question and/or borrowers, a sponsor's borrowers or a lender's book, and the changes to watch (lenders, maturity, spread, PIK, marks). `since` starts it at a past date. Returns a watch id and checkpoint. Needs a DFX account key.
| Name | Type | Req | Description |
|---|---|---|---|
| baseline | boolean | – | Record conclusions about each borrower at the first checkpoint (default true). |
| conditions | array | – | Which changes to watch; default all measured ones. |
| include_failing | boolean | – | Also watch types measured above 10% false (exits, first appearances, PIK added, recoveries), verified ones only. |
| include_historical | boolean | – | Also show filings older than the checkpoint that were ingested since. |
| include_unmeasured | boolean | – | Also watch footnote and N-PORT types (non-accrual, default) that the quality sample could not check. |
| maturity_within_months | integer | – | Keep only borrowers with debt maturing inside this window. |
| min_materiality | number | – | Drop changes scored below this. |
| name | string | – | A label for the objective. |
| research | object | – | Save an investigation: the research question this watch keeps answering. Its claims are saved with the checkpoint; scope may then be omitted (the question's subject). |
| scope | object | – | What to watch: kind borrowers (their ids), sponsor (its current borrowers) or lender (a BDC's book at its latest quarter), and ids of the form dfx:pc:<uuid>. |
| since | string | – | ISO date up to 400 days back: start the watch as if saved then, so the first read returns what was filed since. |
| Name | Type | Req | Description |
|---|---|---|---|
| checkpoint | string | – | – |
| generated_at | string | – | – |
| materiality_rubric | object | – | – |
| ok | boolean | yes | – |
| scope | object | – | – |
| state | string | yes | – |
| store_kind | string | – | – |
| watch_id | string | – | – |
No examples provided.
watch_list List research watches ~30
This account's watches with status, latest checkpoint, reads used and cost. Needs a DFX account key.
Input schema present but exposes no named parameters.
| Name | Type | Req | Description |
|---|---|---|---|
| generated_at | string | – | – |
| ok | boolean | yes | – |
| quota | object|null | – | – |
| results | array | – | – |
| state | string | yes | – |
| store_kind | string | – | – |
No examples provided.
watch_reevaluate Re-test earlier conclusions ~80
Re-tests the conclusions recorded at a checkpoint (maturity, mark, lenders, performing) against what changed since, and diffs a saved investigation's claims against the question asked now.
| Name | Type | Req | Description |
|---|---|---|---|
| checkpoint | string | – | Whose conclusions to re-test; omit for the first checkpoint. |
| watch_id | string | yes | A watch id from watch creation. |
| Name | Type | Req | Description |
|---|---|---|---|
| generated_at | string | – | – |
| ok | boolean | yes | – |
| results | array | – | – |
| state | string | yes | – |
| store_kind | string | – | – |
| tally | object | – | – |
No examples provided.
what_can_dfx_answer Ask in plain language whether DFX can help ~225
Plain-language objective in, coverage and routing out: the DFX domain that answers it, the arguments for that domain's search, and a free three-row sample. Covers private credit, private equity, venture, family offices, RIAs, allocators and US commercial real estate.
| Name | Type | Req | Description |
|---|---|---|---|
| constraints | object | – | Structured overrides for what was parsed out of `objective`, applied last so they outrank the prose. ONLY `state`, `event_type`, `within_days` and `limit` are honoured; any other key is ignored witho… |
| domain | string | – | One domain's coverage and tools, answered instead of routing a real estate objective. |
| objective | string | – | What you are trying to do, in one sentence and in your own words, for example 'commercial real estate loans in Ohio maturing in the next year'. A place named in the sentence is what the free sample i… |
| topic | string | – | A topic in your own words ('family office direct investing', 'venture fundraising'); answers with the domains that cover it. |
| Name | Type | Req | Description |
|---|---|---|---|
| can_help | boolean | – | – |
| citation_check | object | – | – |
| entitlement | object | – | – |
| generated_at | string | – | – |
| locked | object | – | – |
| ok | boolean | yes | – |
| state | string | – | – |
| truncated | boolean | – | – |
| warnings | array | – | – |
No examples provided.
How do I install the DFX Intelligence MCP server?
DFX Intelligence is a hosted endpoint at https://exchange-production-9123.up.railway.app/mcp/core?c=reg, so there is nothing to install locally. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.
remote · exchange-production-9123.up.railway.app
claude mcp add --transport http capital-w-holdings-us-property-parcel-real-estat 'https://exchange-production-9123.up.railway.app/mcp/core?c=reg'
What is the DFX Intelligence MCP server?
DFX Intelligence is an MCP server listed in the public MCP registry as io.github.Capital-W-Holdings/us-property-parcel-real-estate…. Private credit: lenders, sponsor financing, credit facilities, BDC holdings, LP allocations. Cited. This page covers its hosted endpoint (https://exchange-production-9123.up.railway.app/mcp/core?c=reg).
Is the DFX Intelligence MCP server safe to use?
DFX Intelligence scores 65 out of 100 on VerifyMCP. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.
What tools does the DFX Intelligence MCP server expose?
DFX Intelligence exposes 20 tools: research, what_can_dfx_answer, resolve_name, search_entities, get_entity, and 15 more. Their descriptions and schemas cost roughly 4,778 tokens of context every time the server is loaded.
Does the DFX Intelligence MCP server require authentication?
No. We connected to DFX Intelligence without credentials and it answered, so anything it exposes is reachable by anyone who knows the address.
Is the DFX Intelligence MCP server still maintained?
DFX Intelligence is still listed as active in the MCP registry. We last reached this channel on 4 November 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.