DFX Real Estate Intelligence

Official47 toolsLive

by Capital-W-Holdings · Python

Free, no key. US commercial real estate: FHA/CMBS maturities, LIHTC/HUD expiries, bank CRE exposure.

DFX Real Estate Intelligence MCP Server

This Model Context Protocol (MCP) server provides data for two areas: United States commercial and federal-programme real estate debt (with loan maturities published across 52 state codes, plus subsidy and compliance expiries across 54 and 56) and Massachusetts property (including ownership, assessed value, and recorded sales for parcels).

🛠️ Key Features

United States CRE loan maturities across 52 state codes
Subsidy and compliance expiries across 54 and 56
Massachusetts property coverage: 269,984 parcels
Recorded sale instruments: 80,448
Timed answers with a published observation date and source

🚀 Use Cases

Identify who owns a specific building in Massachusetts
Determine the last recorded sale price for a property
Find loans and subsidies coming due in a state and time window

⚡ Developer Benefits

MCP server with 7 tools (toolCount: 7)
Focused datasets for debt maturities and Massachusetts parcel records
Query outcomes tied to a source and observation date

⚠️ Limitations

U.S. loan maturity coverage is stated by 52 state codes; Massachusetts property data is specifically limited to Massachusetts
Massachusetts property queries rely on the parcel dataset described (ownership, assessed value, and recorded sales)

Topics

agent-toolsai-agentscmbscommercial-real-estatehudlihtcmcpmcp-servermodel-context-protocolproperty-datareal-estatecre-debt

Captured live from the server via tools/list.

resolve_address

Turn a street address into canonical DFX object ids, with the match basis and any ambiguity stated. Returns typed objects: a 'property' (national federal programme multifamily) and/or a 'parcel' (Massachusetts assessor and registry layer). These are separate populations that barely overlap, so an address may return one, the other, or both. Free. The ids returned are the canonical property and parcel ids used across this server.

Parameters4

address	string	required	Street address including the house number, for example '100 Binney St'
city	string	optional	City or town, for example 'Cambridge'. Optional: a one-line address carrying its own city and state is accepted whole in `address` and split server side. A value given here takes precedence over anything parsed out of `address`.
state	string	optional	Two letter state code
limit	integer	optional	Max 50. This is candidates for ONE address, not a page of a search. `address_group_size` on a result reports when several published records share the address.

Raw schema

{
  "type": "object",
  "properties": {
    "address": {
      "type": "string",
      "description": "Street address including the house number, for example '100 Binney St'"
    },
    "city": {
      "type": "string",
      "description": "City or town, for example 'Cambridge'. Optional: a one-line address carrying its own city and state is accepted whole in `address` and split server side. A value given here takes precedence over anything parsed out of `address`."
    },
    "state": {
      "type": "string",
      "description": "Two letter state code"
    },
    "limit": {
      "type": "integer",
      "default": 10,
      "description": "Max 50. This is candidates for ONE address, not a page of a search. `address_group_size` on a result reports when several published records share the address."
    }
  },
  "required": [
    "address"
  ]
}

resolve_organization

Turn an owner, manager, lender or servicer name into canonical DFX entity ids. A name is treated as a blocking key and never as an identity, so all candidates are returned rather than a guess. Free. Person lookup is deliberately not offered.

Parameters2

name	string	required	Company name as written anywhere: owner, manager, lender or servicer, for example 'KeyBank'. It is matched as a blocking key, so a partial or differently punctuated name returns several candidates rather than one chosen match.
limit	integer	optional	Max 50. Every candidate is returned rather than a best guess, so a common name spends this whole budget.

Raw schema

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "Company name as written anywhere: owner, manager, lender or servicer, for example 'KeyBank'. It is matched as a blocking key, so a partial or differently punctuated name returns several candidates rather than one chosen match."
    },
    "limit": {
      "type": "integer",
      "default": 10,
      "description": "Max 50. Every candidate is returned rather than a best guess, so a common name spends this whole budget."
    }
  },
  "required": [
    "name"
  ]
}

get_occupancy

Two directions from one call. A PROPERTY dfx_id returns the tenants observed at that building: tenant name and dfx_id, occupancy class, leased area, share of the property, and the lease expiration date where the source discloses one. A COMPANY dfx_id returns where that company is observed to operate. `company` with `address` (plus city and state) checks ONE claim: does DFX hold this company at this building. Every row carries its evidence tier and its freshness. Free. not_observed IS NOT VACANT. The published tenancy sources name only the largest tenant of a building, so most real occupiers are outside the disclosure entirely and an absent row is an absent disclosure, never a statement about the space. Accepts the canonical property and company dfx_ids carried by address and name resolution results and by event rows.

Parameters6

dfx_id	string	optional	A property dfx_id (returns its tenants) or a company dfx_id (returns its locations). The direction is read from the object, not from a flag.
company	string	optional	Company name, for the one-claim check. Used together with `address`; a company name alone is refused.
address	string	optional	Street address for the one-claim check. Used together with `company`.
city	string	optional	Municipality. The parcel key includes it, so an address without a city resolves poorly.
state	string	optional	Two-letter US state code.
limit	integer	optional	Max rows. A large building can disclose several tenants.

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "A property dfx_id (returns its tenants) or a company dfx_id (returns its locations). The direction is read from the object, not from a flag."
    },
    "company": {
      "type": "string",
      "description": "Company name, for the one-claim check. Used together with `address`; a company name alone is refused."
    },
    "address": {
      "type": "string",
      "description": "Street address for the one-claim check. Used together with `company`."
    },
    "city": {
      "type": "string",
      "description": "Municipality. The parcel key includes it, so an address without a city resolves poorly."
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "limit": {
      "type": "integer",
      "default": 25,
      "description": "Max rows. A large building can disclose several tenants."
    }
  },
  "required": []
}

get_property_record

Given a DFX id, return current state, dated events, ownership and management relationships, debt with maturity dates and maturity basis, recorded sales with consideration plus registry book and page, and the provenance of each. Sales carry BOTH the instrument total and this parcel's allocated share, because a deed repeats its full price on every parcel it covers. Free. THIS IS ALSO THE PARCEL LOOKUP. The id can name a property or a parcel, and both come back in full, including the `dfx_id` carried on every address resolution object and every parcel search row.

Parameters1

dfx_id

string

required

A DFX id for a property OR a parcel. Both work and both come back in full. Accepted forms: the `dfx_id` on an address resolution object, the `dfx_id` on a parcel search row, or the evidence `dfx_id` handle carried on every returned event.

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "A DFX id for a property OR a parcel. Both work and both come back in full. Accepted forms: the `dfx_id` on an address resolution object, the `dfx_id` on a parcel search row, or the evidence `dfx_id` handle carried on every returned event."
    }
  },
  "required": [
    "dfx_id"
  ]
}

search_property_events

Dated events over US properties and parcels, with provenance and a human-readable headline. Covers LIHTC compliance period endings (the Year 15 recapitalisation trigger, 11,956 of them), HUD subsidy contract expiries (4,721), scheduled loan maturities (3,395) now national rather than Massachusetts, CMBS distress and workout reporting (163 delinquency flags across 26 states, 123 foreclosures across 21), issued building permits and demolition filings (Boston only), and recorded sales (43,680, 2 states). 9,390 events fall inside the next 548 days, measured 2026-09-14. Filter by event type, state and days ahead. An unrecognised event type is REFUSED with the served vocabulary, never answered with an empty list. Free. ORDER: results are sorted by `occurred_at`. A family whose events lie AHEAD is returned soonest first, so the first row is the next thing to happen. A family whose events have already happened is returned NEWEST first, so the first row is the most recent thing that did. The tie-break is stable, so paging never reorders what you have already seen. FORWARD, soonest first: COMPLIANCE_PERIOD_ENDING, LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. HISTORICAL, newest first: BANKRUPTCY_EVENT, CERTIFICATE_OF_OCCUPANCY, DEMOLITION_FILED, DISTRESS_FLAG_RAISED, FORECLOSURE_EVENT, LOAN_MODIFIED, PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED. Measured 2026-09-14. Passing `within_days` asks about a future whatever the family, so it sorts soonest first. PAGING: a full page carries `next_cursor`. Supplied as `cursor` with every other argument unchanged, it continues the traversal; `next_cursor` is null on the last page, and that is the only signal the traversal has ended. The cursor carries the sort it was issued under, so a cursor replayed against a different `event_type` is REFUSED rather than quietly paging you back through rows you have seen. The counts above are therefore all reachable.

Parameters6

event_type	string	optional	ONE family per call. Left unset, every family is searched together, which mixes populations of very different sizes. The list is generated from what this server actually publishes today, so it grows without a release. An empty result for a family in a state is not by itself evidence of an absent market: coverage per family and state is measured and published separately.
state	string	optional	Two letter state code
within_days	integer	optional	FORWARD ONLY: it filters to events occurring between today and N days from now, and it cannot reach the past. A historical event fails every forward window, so any value here returns an empty list for a backward-looking question ("recent sales", "foreclosures that already happened"), which reads like an absent market; those events are reached with this argument unset. 548 is eighteen months. FORWARD FAMILIES, which this argument is for: COMPLIANCE_PERIOD_ENDING, LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of 2026-09-14, where ANY value returns nothing: BANKRUPTCY_EVENT, CERTIFICATE_OF_OCCUPANCY, DEMOLITION_FILED, DISTRESS_FLAG_RAISED, FORECLOSURE_EVENT, LOAN_MODIFIED, PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED.
limit	integer	optional	Max 50. Results are ordered by occurred_at ASCENDING. For the expiry families (maturities, compliance periods, subsidy contracts, leases) a call with no `within_days` now returns events dated TODAY OR LATER, soonest first; the envelope reports this as `applied_date_floor`. `include_past=true` returns the full history.
include_past	boolean	optional	Return the whole tape including events already past, instead of the default forward window applied to expiry families. Has no effect when `within_days` is given, which sets its own window, and none on historical families, which are never floored.
cursor	string	optional	The `next_cursor` from a previous page. With EVERY other argument identical it returns the rows after that page. `next_cursor` is null only once the whole result set has been read: a short page is not the end, because a page can shrink when two sources publish the same event. Opaque, and not constructed or edited by hand. An unreadable cursor is REFUSED rather than ignored, so a traversal is never silently restarted at page one.

Raw schema

{
  "type": "object",
  "properties": {
    "event_type": {
      "type": "string",
      "enum": [
        "BANKRUPTCY_EVENT",
        "CERTIFICATE_OF_OCCUPANCY",
        "COMPLIANCE_PERIOD_ENDING",
        "DEMOLITION_FILED",
        "DISTRESS_FLAG_RAISED",
        "FORECLOSURE_EVENT",
        "LEASE_EXPIRING",
        "LOAN_MATURITY_SCHEDULED",
        "LOAN_MODIFIED",
        "PERMIT_ISSUED",
        "PERMIT_STATUS_CHANGED",
        "PORTFOLIO_CONTRACTED",
        "PORTFOLIO_EXPANDED",
        "PROPERTY_SOLD",
        "SUBSIDY_CONTRACT_EXPIRING",
        "USE_CONVERSION_PERMITTED"
      ],
      "description": "ONE family per call. Left unset, every family is searched together, which mixes populations of very different sizes. The list is generated from what this server actually publishes today, so it grows without a release. An empty result for a family in a state is not by itself evidence of an absent market: coverage per family and state is measured and published separately."
    },
    "state": {
      "type": "string",
      "description": "Two letter state code"
    },
    "within_days": {
      "type": "integer",
      "description": "FORWARD ONLY: it filters to events occurring between today and N days from now, and it cannot reach the past. A historical event fails every forward window, so any value here returns an empty list for a backward-looking question (\"recent sales\", \"foreclosures that already happened\"), which reads like an absent market; those events are reached with this argument unset. 548 is eighteen months. FORWARD FAMILIES, which this argument is for: COMPLIANCE_PERIOD_ENDING, LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. ENTIRELY HISTORICAL as of 2026-09-14, where ANY value returns nothing: BANKRUPTCY_EVENT, CERTIFICATE_OF_OCCUPANCY, DEMOLITION_FILED, DISTRESS_FLAG_RAISED, FORECLOSURE_EVENT, LOAN_MODIFIED, PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, USE_CONVERSION_PERMITTED."
    },
    "limit": {
      "type": "integer",
      "default": 25,
      "description": "Max 50. Results are ordered by occurred_at ASCENDING. For the expiry families (maturities, compliance periods, subsidy contracts, leases) a call with no `within_days` now returns events dated TODAY OR LATER, soonest first; the envelope reports this as `applied_date_floor`. `include_past=true` returns the full history."
    },
    "include_past": {
      "type": "boolean",
      "default": false,
      "description": "Return the whole tape including events already past, instead of the default forward window applied to expiry families. Has no effect when `within_days` is given, which sets its own window, and none on historical families, which are never floored."
    },
    "cursor": {
      "type": "string",
      "description": "The `next_cursor` from a previous page. With EVERY other argument identical it returns the rows after that page. `next_cursor` is null only once the whole result set has been read: a short page is not the end, because a page can shrink when two sources publish the same event. Opaque, and not constructed or edited by hand. An unreadable cursor is REFUSED rather than ignored, so a traversal is never silently restarted at page one."
    }
  }
}

search_bank_cre_exposure

Search 4,313 FDIC-insured banks by their commercial real estate book at the June 2026 call report: total CRE, construction and multifamily in dollars and against equity and assets, noncurrent and net charge-off ratios, ROA, and two screens against the 2006 Interagency CRE guidance (construction over 100%, total CRE over 300%). For 4,242 of them, UBPR's peer-group and national percentile RANKS on the same concentrations. Filter by state, name, CRE-to-equity range, guidance screen, minimum assets or minimum noncurrent ratio; sort by cre_to_equity (default), construction_to_equity, noncurrent, cre_total, assets or multifamily. Free. THE GUIDANCE IS QUOTED, NOT APPLIED: it tests TOTAL RISK BASED CAPITAL; the ratios here are on equity and the ranks on Tier 1 plus the allowance, so above_*_guidance_on_equity is a screen against a proxy. Every row states its quarter. No person appears in this data.

Parameters9

state	string	optional	Two-letter US state, district or territory code of the bank's home office. Unknown codes are refused, not searched.
name	string	optional	Substring of the institution name, case-insensitive, e.g. 'riverhills'.
min_cre_to_equity_pct	integer	optional	Floor on total CRE as a percent of equity, e.g. 300.
max_cre_to_equity_pct	integer	optional	Ceiling on the same ratio.
above_guidance	boolean	optional	true: only banks whose total CRE exceeds 300% of equity (the guidance line, on a proxy denominator). false: only banks under it.
min_assets_usd	integer	optional	Floor on total assets in dollars, e.g. 1000000000 for $1B.
min_noncurrent_pct	integer	optional	Floor on the CRE noncurrent ratio in percent.
sort	string	optional	Descending on the named measure. Default cre_to_equity.
limit	integer	optional	Rows to return, 1 to 50. `matched` states the true total regardless.

Raw schema

{
  "type": "object",
  "properties": {
    "state": {
      "type": "string",
      "description": "Two-letter US state, district or territory code of the bank's home office. Unknown codes are refused, not searched."
    },
    "name": {
      "type": "string",
      "description": "Substring of the institution name, case-insensitive, e.g. 'riverhills'."
    },
    "min_cre_to_equity_pct": {
      "type": "integer",
      "description": "Floor on total CRE as a percent of equity, e.g. 300."
    },
    "max_cre_to_equity_pct": {
      "type": "integer",
      "description": "Ceiling on the same ratio."
    },
    "above_guidance": {
      "type": "boolean",
      "description": "true: only banks whose total CRE exceeds 300% of equity (the guidance line, on a proxy denominator). false: only banks under it."
    },
    "min_assets_usd": {
      "type": "integer",
      "description": "Floor on total assets in dollars, e.g. 1000000000 for $1B."
    },
    "min_noncurrent_pct": {
      "type": "integer",
      "description": "Floor on the CRE noncurrent ratio in percent."
    },
    "sort": {
      "type": "string",
      "enum": [
        "cre_to_equity",
        "construction_to_equity",
        "noncurrent",
        "cre_total",
        "assets",
        "multifamily"
      ],
      "description": "Descending on the named measure. Default cre_to_equity."
    },
    "limit": {
      "type": "integer",
      "description": "Rows to return, 1 to 50. `matched` states the true total regardless."
    }
  },
  "required": []
}

search_subsidised_housing

Search HUD's project-level Picture of Subsidized Households: 29,455 subsidised projects nationally, one row per project and programme, with units AVAILABLE (HUD's subsidised units available, which excludes units offline for rehab or disposition; occupancy is measured against these, so 100% of 20 available can be 20 of 50 built), occupied units, occupancy percent, MONTHS ON THE WAITING LIST, average rent, average household income, average tenure and what HUD pays per unit per month. Filter by state, city, programme (Public Housing, Section 8 NC/SR, Section 236, 202/PRAC, 811/PRAC, Mod Rehab), minimum waiting list, occupancy range and minimum units. Ordered by waiting list, deepest queue first. Every row carries the canonical property dfx_id. Free. ONE ANNUAL CAPTURE, effective 2025-12-31, stated on every row: this is a snapshot of demand, not a change over time. A NULL waiting list is an absent disclosure (housing authorities report it, private owners under a HAP contract mostly do not), never an empty queue; min_waiting_months EXCLUDES such rows and the answer states how many projects in the same place report one. Tenant composition is not published here.

Parameters8

state	string	optional	Two-letter US state, district or territory code. Unknown codes are refused, not searched.
city	string	optional	City as HUD records it, case-insensitive exact match, e.g. Akron.
program	string	optional	Substring of the HUD programme name, e.g. 'Public Housing' or 'Section 8'.
min_waiting_months	integer	optional	Only projects reporting a waiting list of at least this many months. Excludes projects that report none.
min_occupancy	integer	optional	Occupancy percent floor, 0 to 100.
max_occupancy	integer	optional	Occupancy percent ceiling, 0 to 100.
min_units	integer	optional	Only projects with at least this many units.
limit	integer	optional	Rows to return, 1 to 50. `matched` states the true total regardless.

Raw schema

{
  "type": "object",
  "properties": {
    "state": {
      "type": "string",
      "description": "Two-letter US state, district or territory code. Unknown codes are refused, not searched."
    },
    "city": {
      "type": "string",
      "description": "City as HUD records it, case-insensitive exact match, e.g. Akron."
    },
    "program": {
      "type": "string",
      "description": "Substring of the HUD programme name, e.g. 'Public Housing' or 'Section 8'."
    },
    "min_waiting_months": {
      "type": "integer",
      "description": "Only projects reporting a waiting list of at least this many months. Excludes projects that report none."
    },
    "min_occupancy": {
      "type": "integer",
      "description": "Occupancy percent floor, 0 to 100."
    },
    "max_occupancy": {
      "type": "integer",
      "description": "Occupancy percent ceiling, 0 to 100."
    },
    "min_units": {
      "type": "integer",
      "description": "Only projects with at least this many units."
    },
    "limit": {
      "type": "integer",
      "description": "Rows to return, 1 to 50. `matched` states the true total regardless."
    }
  },
  "required": []
}

search_parcels

Search the assessor parcel layer with filters instead of one exact address. Filter by state, municipality, assessor land use code, owner-occupancy, tax-exempt status, year built and assessed value range; results carry assessed value, gross building area, assessed value per square foot, the annual tax and the year built. This is the way to ask a QUESTION of the parcel layer without an address in hand. Every answer states the true match count alongside the sample, and a search that matches nothing names the filter that emptied it rather than returning a bare empty list. At least one filter is required. Free. EVERY ROW CARRIES A `dfx_id` AND IT IS A HANDLE, NOT A LABEL: the canonical parcel id this server uses for that parcel's events, ownership, debt and recorded sales.

Parameters10

state	string	optional	Two letter state code
municipality	string	optional	City or town, for example 'Boston'
land_use	string	optional	Assessor land use code, for example 'R3' for a three family dwelling
owner_occupied	boolean	optional	true for owner-occupied, false for investor or institutionally held. Parcels whose roll does not state it are excluded either way.
tax_exempt	boolean	optional	true for the institutional universe (churches, universities, authorities), false for the taxable one
built_before	integer	optional	Exclusive upper bound on year built
built_after	integer	optional	Exclusive lower bound on year built
min_assessed	integer	optional	Minimum assessed total, in dollars
max_assessed	integer	optional	Maximum assessed total, in dollars
limit	integer	optional	Max 50. This sizes the SAMPLE only: every answer states the true match count beside it, so a small limit never hides how big the result really is.

Raw schema

{
  "type": "object",
  "properties": {
    "state": {
      "type": "string",
      "description": "Two letter state code"
    },
    "municipality": {
      "type": "string",
      "description": "City or town, for example 'Boston'"
    },
    "land_use": {
      "type": "string",
      "description": "Assessor land use code, for example 'R3' for a three family dwelling"
    },
    "owner_occupied": {
      "type": "boolean",
      "description": "true for owner-occupied, false for investor or institutionally held. Parcels whose roll does not state it are excluded either way."
    },
    "tax_exempt": {
      "type": "boolean",
      "description": "true for the institutional universe (churches, universities, authorities), false for the taxable one"
    },
    "built_before": {
      "type": "integer",
      "description": "Exclusive upper bound on year built"
    },
    "built_after": {
      "type": "integer",
      "description": "Exclusive lower bound on year built"
    },
    "min_assessed": {
      "type": "integer",
      "description": "Minimum assessed total, in dollars"
    },
    "max_assessed": {
      "type": "integer",
      "description": "Maximum assessed total, in dollars"
    },
    "limit": {
      "type": "integer",
      "default": 25,
      "description": "Max 50. This sizes the SAMPLE only: every answer states the true match count beside it, so a small limit never hides how big the result really is."
    }
  }
}

what_can_dfx_answer

Takes an objective in natural language and returns whether DFX can help, the tool name and arguments that answer it, and a free sample of the result. Says no clearly when the answer is no. Accepts objectives that do not yet map to a specific query. READ ONLY, and the annotation means it: nothing is created, nothing you or anyone else can read back is changed. The question itself is kept in DFX's own interaction ledger, as every call on this server is, and unmet asks are what decide what DFX builds next.

Parameters4

objective	string	optional	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 is drawn from.
constraints	object	optional	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 without warning.
domain	string	optional	One domain's coverage and tools, answered instead of routing a real estate objective.
topic	string	optional	A topic in your own words ('family office direct investing', 'venture fundraising'); answers with the domains that cover it.

Raw schema

{
  "type": "object",
  "properties": {
    "objective": {
      "type": "string",
      "description": "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 is drawn from."
    },
    "constraints": {
      "type": "object",
      "description": "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 without warning.",
      "properties": {
        "state": {
          "type": "string",
          "description": "Two letter state code"
        },
        "event_type": {
          "type": "string",
          "enum": [
            "BANKRUPTCY_EVENT",
            "CERTIFICATE_OF_OCCUPANCY",
            "COMPLIANCE_PERIOD_ENDING",
            "DEMOLITION_FILED",
            "DISTRESS_FLAG_RAISED",
            "FORECLOSURE_EVENT",
            "LEASE_EXPIRING",
            "LOAN_MATURITY_SCHEDULED",
            "LOAN_MODIFIED",
            "PERMIT_ISSUED",
            "PERMIT_STATUS_CHANGED",
            "PORTFOLIO_CONTRACTED",
            "PORTFOLIO_EXPANDED",
            "PROPERTY_SOLD",
            "SUBSIDY_CONTRACT_EXPIRING",
            "USE_CONVERSION_PERMITTED"
          ],
          "description": "One served event family"
        },
        "within_days": {
          "type": "integer",
          "description": "Forward window in days"
        },
        "limit": {
          "type": "integer",
          "description": "Max 50"
        }
      }
    },
    "domain": {
      "type": "string",
      "enum": [
        "real_estate",
        "family_office",
        "independent_sponsor",
        "venture_capital"
      ],
      "description": "One domain's coverage and tools, answered instead of routing a real estate objective."
    },
    "topic": {
      "type": "string",
      "description": "A topic in your own words ('family office direct investing', 'venture fundraising'); answers with the domains that cover it."
    }
  },
  "required": []
}

changes_since

A feed of what is NEW since a cursor, ordered by when DFX learned it rather than by when it happened. The first call, made without a cursor, returns ZERO events and a starting position by design; a later call with that cursor returns what DFX learned in between. It answers what is new, not what exists. Filter by event type, state, or a specific property or parcel id. Deterministic and indexed, so frequent polling is cheap. Free. HISTORICAL FAMILIES DO FLOW THROUGH HERE. This feed is ordered by when DFX LEARNED a fact, not when the fact happened, so a foreclosure that occurred months ago and was ingested today arrives in today's delta. A distress or sales feed built on this works.

Parameters7

since	string	optional	Opaque cursor from a previous call. Unset on the first call, which establishes a position and returns no events by design.
event_type	string	optional	One served event family.
state	string	optional	Two letter state code
place_dfx_id	string	optional	Watch one property or parcel
limit	integer	optional	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 row on the page, never the present moment, so nothing is skipped.
domain	string	optional	An intelligence domain instead of real estate; with it, `since` is an ISO timestamp.
dfx_id	string	optional	With `domain`: watch one entity (dfx:fo:, dfx:isi: or dfx:vc: id).

Raw schema

{
  "type": "object",
  "properties": {
    "since": {
      "type": "string",
      "description": "Opaque cursor from a previous call. Unset on the first call, which establishes a position and returns no events by design."
    },
    "event_type": {
      "type": "string",
      "enum": [
        "BANKRUPTCY_EVENT",
        "CERTIFICATE_OF_OCCUPANCY",
        "COMPLIANCE_PERIOD_ENDING",
        "DEMOLITION_FILED",
        "DISTRESS_FLAG_RAISED",
        "FORECLOSURE_EVENT",
        "LEASE_EXPIRING",
        "LOAN_MATURITY_SCHEDULED",
        "LOAN_MODIFIED",
        "PERMIT_ISSUED",
        "PERMIT_STATUS_CHANGED",
        "PORTFOLIO_CONTRACTED",
        "PORTFOLIO_EXPANDED",
        "PROPERTY_SOLD",
        "SUBSIDY_CONTRACT_EXPIRING",
        "USE_CONVERSION_PERMITTED"
      ],
      "description": "One served event family."
    },
    "state": {
      "type": "string",
      "description": "Two letter state code"
    },
    "place_dfx_id": {
      "type": "string",
      "description": "Watch one property or parcel"
    },
    "limit": {
      "type": "integer",
      "default": 50,
      "description": "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 row on the page, never the present moment, so nothing is skipped."
    },
    "domain": {
      "type": "string",
      "enum": [
        "family_office",
        "independent_sponsor",
        "venture_capital"
      ],
      "description": "An intelligence domain instead of real estate; with it, `since` is an ISO timestamp."
    },
    "dfx_id": {
      "type": "string",
      "description": "With `domain`: watch one entity (dfx:fo:, dfx:isi: or dfx:vc: id)."
    }
  }
}

debt_maturity_schedule

Free, keyless and unauthenticated. Returns the LOAN rather than the event: for one US state and one forward window, up to 200 loans with maturity date, original and current principal, interest rate, lender name, instrument type, origination date and the secured property's address, deduplicated to one row per loan and ordered by maturity. Every maturity_basis is 'confirmed': 19,821 of 19,821 loans carry a date filed with the SEC by a servicer or recorded by HUD, and none is estimated or inferred from a term length. Every response states how many loans DFX holds for the filter and whether the delivery is complete, so an answer capped at 200 rows is never presented as the whole population. Each row says whether a maturity event was published for the loan; a CMBS loan without one was filed as defeased and will not become a refinancing.

Parameters3

state	string	required	Two letter state code. Required.
within_days	integer	optional	Forward window from today. Default 548, eighteen months.
limit	integer	optional	Maximum loans, up to 200.

Raw schema

{
  "type": "object",
  "properties": {
    "state": {
      "type": "string",
      "description": "Two letter state code. Required."
    },
    "within_days": {
      "type": "integer",
      "default": 548,
      "description": "Forward window from today. Default 548, eighteen months."
    },
    "limit": {
      "type": "integer",
      "default": 200,
      "description": "Maximum loans, up to 200."
    }
  },
  "required": [
    "state"
  ]
}

dfx_coverage

Measured coverage, served sources, object types and the known gaps stated plainly, including where geography is a single state and where nothing carries a calibrated probability. It separates an empty result from an absent market. With NO arguments: the full grid, every event family, every state, measured. With `state` and/or `event_type`: a direct verdict on that one slice (COVERED, NOT_COVERED or UNKNOWN) with the basis it was decided on, which is one small answer instead of a grid to parse. Free, and it queries no data: the verdict comes from a coverage registry, so a NOT_COVERED is measured rather than inferred from an empty search.

Parameters2

state	string	optional	Two letter state code. Optional: narrows the answer to this state.
event_type	string	optional	Optional: narrows the answer to this served event family.

Raw schema

{
  "type": "object",
  "properties": {
    "state": {
      "type": "string",
      "description": "Two letter state code. Optional: narrows the answer to this state."
    },
    "event_type": {
      "type": "string",
      "enum": [
        "BANKRUPTCY_EVENT",
        "CERTIFICATE_OF_OCCUPANCY",
        "COMPLIANCE_PERIOD_ENDING",
        "DEMOLITION_FILED",
        "DISTRESS_FLAG_RAISED",
        "FORECLOSURE_EVENT",
        "LEASE_EXPIRING",
        "LOAN_MATURITY_SCHEDULED",
        "LOAN_MODIFIED",
        "PERMIT_ISSUED",
        "PERMIT_STATUS_CHANGED",
        "PORTFOLIO_CONTRACTED",
        "PORTFOLIO_EXPANDED",
        "PROPERTY_SOLD",
        "SUBSIDY_CONTRACT_EXPIRING",
        "USE_CONVERSION_PERMITTED"
      ],
      "description": "Optional: narrows the answer to this served event family."
    }
  }
}

search_family_offices

Family offices as compact cards: class (single, multi, embedded...) with confidence, whether they invest directly, sectors and asset classes on record, check size where stated, direct investment count, latest deployment, and counts of people, sponsor and real estate relationships. Filter by state, sector, direct investing, recent activity or AUM. Returns dfx:fo: ids. People and individual investments are not on these cards.

Parameters14

query	string	optional	Name contains.
state	string	optional	Two-letter US state code.
city	string	optional
sector	string	optional	A sector on the office's record, e.g. industrial services, healthcare, real estate.
asset_class	string	optional
invests_directly	boolean	optional
class	string	optional	The classifier's verdict. A CANDIDATE is a name, never a class. NOT_FAMILY_OFFICE rows are excluded unless asked for.
min_aum_usd	number	optional
recent_activity_days	integer	optional
has_sponsor_relationships	boolean	optional	Offices with a CO_INVESTED_WITH or capital-provider edge to the sponsor graph. Answers NOT_COVERED with the count while no office carries one.
has_real_estate	boolean	optional	Offices with a real estate relationship on the rollup. Answers NOT_COVERED while none carries one; asset_class='real_estate' reads the stated asset classes instead.
sort	string	optional
limit	integer	optional
cursor	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Name contains."
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "city": {
      "type": "string"
    },
    "sector": {
      "type": "string",
      "description": "A sector on the office's record, e.g. industrial services, healthcare, real estate."
    },
    "asset_class": {
      "type": "string"
    },
    "invests_directly": {
      "type": "boolean"
    },
    "class": {
      "type": "string",
      "enum": [
        "CANDIDATE_FAMILY_OFFICE",
        "PROBABLE_SFO",
        "CONFIRMED_SFO",
        "CONFIRMED_MFO",
        "OUTSOURCED_FAMILY_OFFICE",
        "FAMILY_INVESTMENT_COMPANY",
        "FAMILY_INVESTMENT_VEHICLE",
        "NOT_FAMILY_OFFICE"
      ],
      "description": "The classifier's verdict. A CANDIDATE is a name, never a class. NOT_FAMILY_OFFICE rows are excluded unless asked for."
    },
    "min_aum_usd": {
      "type": "number"
    },
    "recent_activity_days": {
      "type": "integer"
    },
    "has_sponsor_relationships": {
      "type": "boolean",
      "description": "Offices with a CO_INVESTED_WITH or capital-provider edge to the sponsor graph. Answers NOT_COVERED with the count while no office carries one."
    },
    "has_real_estate": {
      "type": "boolean",
      "description": "Offices with a real estate relationship on the rollup. Answers NOT_COVERED while none carries one; asset_class='real_estate' reads the stated asset classes instead."
    },
    "sort": {
      "type": "string",
      "enum": [
        "confidence",
        "recent",
        "aum",
        "activity"
      ]
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    },
    "cursor": {
      "type": "string"
    }
  },
  "required": [],
  "additionalProperties": false
}

get_family_office

The full card for one family office: profile, AUM / RAUM / 13F value kept apart with their as-of dates, behaviour, the people who run it with roles, its observed investments, relationships, recent events, evidence rows and cross-graph links (same_as by shared CRD/CIK/EIN). Contact points are withheld over MCP. Accepts dfx:fo: ids.

Parameters1

dfx_id

string

required

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), or a bare real estate UUID.

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    }
  },
  "required": [
    "dfx_id"
  ],
  "additionalProperties": false
}

search_family_office_investments

Dated investments family offices have been observed making: target, sector, asset class, structure, control or minority, lead or participant, amounts where disclosed (with basis), board seats, exits, and the source quote. Filter by office, sector, asset class, state, kind or since-date. The evidence behind 'this office backs X'.

Parameters8

office_dfx_id	string	optional	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), or a bare real estate UUID.
sector	string	optional
asset_class	string	optional
state	string	optional	Two-letter US state code.
investment_kind	string	optional	portfolio_listing is a company named on the office's own portfolio page without a dated transaction; round_participation, direct_investment, recapitalization and credit come from dated press releases and the office's own news.
since	string	optional	ISO date.
include_candidates	boolean	optional	Without an office id the tape covers family-capital offices only (confirmed and probable SFOs, confirmed MFOs, family investment companies and vehicles), the same rule as dfxintel.com. true widens to every classed office, candidates included; each row says its investor_class.
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "office_dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "sector": {
      "type": "string"
    },
    "asset_class": {
      "type": "string"
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "investment_kind": {
      "type": "string",
      "enum": [
        "acquisition",
        "direct_equity",
        "direct_investment",
        "round_participation",
        "recapitalization",
        "credit",
        "venture",
        "growth",
        "portfolio_listing"
      ],
      "description": "portfolio_listing is a company named on the office's own portfolio page without a dated transaction; round_participation, direct_investment, recapitalization and credit come from dated press releases and the office's own news."
    },
    "since": {
      "type": "string",
      "description": "ISO date."
    },
    "include_candidates": {
      "type": "boolean",
      "description": "Without an office id the tape covers family-capital offices only (confirmed and probable SFOs, confirmed MFOs, family investment companies and vehicles), the same rule as dfxintel.com. true widens to every classed office, candidates included; each row says its investor_class."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

search_independent_sponsors

Verified independent sponsor firms (deal-by-deal acquirers of lower middle market companies) as compact cards: verification status, classification, mandate summary, principals, vehicle count and latest vehicle, and how many companies resemble the sponsor's observed deals. Only firms whose identity evidence names them (eligibility VERIFIED_SPONSOR_FIRM) are returned unless include_unverified is true, which returns the unverified filing groups and candidates as a labelled research list. With `sector`, the answer is OBSERVED behaviour: verified sponsors with observed deals in that vertical first. Returns dfx:isi: ids. Capital providers and target companies are not in these results.

Parameters9

query	string	optional
state	string	optional	Two-letter US state code.
city	string	optional
include_unverified	boolean	optional	true returns the research list instead: unverified Form D filing groups and candidates, never paired with companies. Default false.
sector	string	optional	Free text mapped onto the eight verticals (business_services, industrial_manufacturing, industrial_services, healthcare_services, consumer_services, specialty_distribution, transportation_logistics, tech_enabled_services); text that maps to none is matched against the mandate summary.
kind	string	optional
min_confidence	number	optional
sort	string	optional
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string"
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "city": {
      "type": "string"
    },
    "include_unverified": {
      "type": "boolean",
      "description": "true returns the research list instead: unverified Form D filing groups and candidates, never paired with companies. Default false."
    },
    "sector": {
      "type": "string",
      "description": "Free text mapped onto the eight verticals (business_services, industrial_manufacturing, industrial_services, healthcare_services, consumer_services, specialty_distribution, transportation_logistics, tech_enabled_services); text that maps to none is matched against the mandate summary."
    },
    "kind": {
      "type": "string",
      "enum": [
        "independent_sponsor",
        "sponsor_candidate",
        "spv_syndicate"
      ]
    },
    "min_confidence": {
      "type": "number"
    },
    "sort": {
      "type": "string",
      "enum": [
        "confidence",
        "recent",
        "matches"
      ]
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

get_independent_sponsor

The full card for any entity on the sponsor graph: a sponsor (with its verification status, the companies resembling its observed deals as counted facts and reasons with no score, its announced transactions and its observed capital relationships), a capital provider (with fund size, average investment, SBIC status, strategy, whether making new investments) or a private company (with its transition signals and sponsor matches). Plus relationships, events, evidence and cross-graph links. Accepts dfx:isi: ids.

Parameters1

dfx_id

string

required

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), or a bare real estate UUID.

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    }
  },
  "required": [
    "dfx_id"
  ],
  "additionalProperties": false
}

search_sponsor_capital_providers

SBICs, mezzanine and private equity funds, and family offices observed providing capital to independent sponsors: provider type, strategy, fund style, fund size and average investment (kept apart), vintage, SBIC licence, whether making new investments, mandate summary. Filter by state, type, sector text, SBIC status or fund size.

Parameters9

query	string	optional
state	string	optional	Two-letter US state code.
provider_type	string	optional	sbic: SBA-licensed funds. family_office: providers that are the same entity as a family office on the family office graph (shared CRD, CIK or EIN), never a name match.
sector	string	optional	Free text against the mandate, strategy and description.
sbic_licensed	boolean	optional
making_new_investments	boolean	optional
min_fund_size_usd	number	optional
sort	string	optional
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string"
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "provider_type": {
      "type": "string",
      "enum": [
        "sbic",
        "family_office"
      ],
      "description": "sbic: SBA-licensed funds. family_office: providers that are the same entity as a family office on the family office graph (shared CRD, CIK or EIN), never a name match."
    },
    "sector": {
      "type": "string",
      "description": "Free text against the mandate, strategy and description."
    },
    "sbic_licensed": {
      "type": "boolean"
    },
    "making_new_investments": {
      "type": "boolean"
    },
    "min_fund_size_usd": {
      "type": "number"
    },
    "sort": {
      "type": "string",
      "enum": [
        "confidence",
        "fund_size",
        "matches"
      ]
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

search_private_companies

US private companies whose filings (Form 5500 plan history, final filings, ownership changes) show a transition: vertical, plan participants as a size proxy, EBITDA band where derivable, and scores 0 to 100 for opportunity, dealability, transition readiness and urgency, each backed by observations. Filter by vertical, state, NAICS prefix, size and minimum opportunity. Returns dfx:isi: ids.

Parameters12

query	string	optional
vertical	string	optional	One of business_services, industrial_manufacturing, industrial_services, healthcare_services, consumer_services, specialty_distribution, transportation_logistics, tech_enabled_services (free text is mapped onto these).
subsector	string	optional	Free text on the subsector (slower).
state	string	optional	Two-letter US state code.
city	string	optional
naics_prefix	string	optional
min_opportunity	integer	optional	0 to 100; the median company scores 21 and the top decile above 28.
min_participants	integer	optional
max_participants	integer	optional
record_status	string	optional
sort	string	optional
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string"
    },
    "vertical": {
      "type": "string",
      "description": "One of business_services, industrial_manufacturing, industrial_services, healthcare_services, consumer_services, specialty_distribution, transportation_logistics, tech_enabled_services (free text is mapped onto these)."
    },
    "subsector": {
      "type": "string",
      "description": "Free text on the subsector (slower)."
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "city": {
      "type": "string"
    },
    "naics_prefix": {
      "type": "string"
    },
    "min_opportunity": {
      "type": "integer",
      "description": "0 to 100; the median company scores 21 and the top decile above 28."
    },
    "min_participants": {
      "type": "integer"
    },
    "max_participants": {
      "type": "integer"
    },
    "record_status": {
      "type": "string"
    },
    "sort": {
      "type": "string",
      "enum": [
        "opportunity",
        "recent",
        "size"
      ]
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

search_sponsor_deals

Announced acquisitions, recapitalisations and exits by independent sponsors: sponsor, target, dates, enterprise value range where disclosed, structure, parties and source. Filter by sponsor, target, type, state, since-date or name text.

Parameters7

sponsor_dfx_id	string	optional	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), or a bare real estate UUID.
target_dfx_id	string	optional	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), or a bare real estate UUID.
txn_type	string	optional
state	string	optional	Two-letter US state code.
since	string	optional
query	string	optional	Matches the sponsor's or the target's name.
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "sponsor_dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "target_dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "txn_type": {
      "type": "string",
      "enum": [
        "platform_acquisition",
        "add_on",
        "recapitalization",
        "founder_buyback",
        "esop"
      ]
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "since": {
      "type": "string"
    },
    "query": {
      "type": "string",
      "description": "Matches the sponsor's or the target's name."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

search_pending_ownership_changes

OFFICIAL state records that a skilled nursing facility's ownership, control or operator is changing, before the change takes effect (Kentucky, New York, Rhode Island, New Jersey, Maine): facility, CCN, beds, current and proposed operator, real estate owner where public, the state's own stage, record class (OFFICIAL_PENDING_FILING, DERIVED_STATUS, CONFIRMED_EFFECTIVE_CHANGE, WITHDRAWN_OR_DENIED), first public record date, days pending, planned close, evidence tags with their facts, source URL and last checked. With changed_since, returns what changed (new application, agenda, vote, withdrawal, effective) instead. Not predictions. Each state's audited fields are listed; proposed owners and percentages are not returned as fact.

Parameters6

state	string	optional
view	string	optional
tag	string	optional	An evidence tag, e.g. OPERATOR_CHANGE_PENDING, PORTFOLIO_BATCH, HUD_FHA_EXPOSURE, PLANNED_CLOSE_PASSED.
query	string	optional	Matches facility, current or proposed operator, or real estate owner.
changed_since	string	optional	YYYY-MM-DD: return change alerts observed on or after this date.
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "state": {
      "type": "string",
      "enum": [
        "KY",
        "NY",
        "RI",
        "NJ",
        "ME"
      ]
    },
    "view": {
      "type": "string",
      "enum": [
        "open",
        "effective",
        "withdrawn",
        "all"
      ],
      "default": "open"
    },
    "tag": {
      "type": "string",
      "description": "An evidence tag, e.g. OPERATOR_CHANGE_PENDING, PORTFOLIO_BATCH, HUD_FHA_EXPOSURE, PLANNED_CLOSE_PASSED."
    },
    "query": {
      "type": "string",
      "description": "Matches facility, current or proposed operator, or real estate owner."
    },
    "changed_since": {
      "type": "string",
      "description": "YYYY-MM-DD: return change alerts observed on or after this date."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

search_vc_firms

Venture firms as compact cards: stated sectors, stages, geography and check size beside OBSERVED behaviour (investments in the last 6 and 12 months, lead count, behaviour summary and divergence from the stated thesis), funds with the latest vintage and Form D, people and partner counts. Filter by sector, stage, state, active or raising, emerging manager. Returns dfx:vc: ids. Funds, people and individual deals are not on these cards.

Parameters12

query	string	optional
state	string	optional	Two-letter US state code.
city	string	optional
sector	string	optional	Against stated sectors, thesis, description and behaviour summary. Answers NOT_COVERED while no firm carries one (websites unread this cycle); firms remain reachable through the investors recorded on their portfolio companies.
stage	string	optional
active_only	boolean	optional	investments observed in the last 12 months
raising_only	boolean	optional	a fund with a Form D in the last 18 months
emerging_manager	boolean	optional
min_investments	integer	optional
recent_activity_days	integer	optional
sort	string	optional
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string"
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "city": {
      "type": "string"
    },
    "sector": {
      "type": "string",
      "description": "Against stated sectors, thesis, description and behaviour summary. Answers NOT_COVERED while no firm carries one (websites unread this cycle); firms remain reachable through the investors recorded on their portfolio companies."
    },
    "stage": {
      "type": "string"
    },
    "active_only": {
      "type": "boolean",
      "description": "investments observed in the last 12 months"
    },
    "raising_only": {
      "type": "boolean",
      "description": "a fund with a Form D in the last 18 months"
    },
    "emerging_manager": {
      "type": "boolean"
    },
    "min_investments": {
      "type": "integer"
    },
    "recent_activity_days": {
      "type": "integer"
    },
    "sort": {
      "type": "string",
      "enum": [
        "importance",
        "recent",
        "velocity",
        "funds"
      ]
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

get_vc_firm

The full card for any entity on the venture graph: a firm (with recent investments, co-investors and funds), a person (with attributed investments and board seats), a fund (with all seven fund amounts kept apart and its lifecycle state) or a portfolio company (with its investors). Plus relationships, events, evidence and cross-graph links. Accepts dfx:vc: ids.

Parameters1

dfx_id

string

required

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), or a bare real estate UUID.

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    }
  },
  "required": [
    "dfx_id"
  ],
  "additionalProperties": false
}

search_vc_investments

Investor-by-investor participations in rounds: investor, company, fund, the partner attributed (with attribution level), role (lead or participant), new or follow-on, board seat, round type, stage and amount (the round's, never the check), and the source quote. Filter by investor, company, partner, stage, state, since-date or lead only.

Parameters9

investor_dfx_id	string	optional	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), or a bare real estate UUID.
company_dfx_id	string	optional	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), or a bare real estate UUID.
partner_dfx_id	string	optional	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), or a bare real estate UUID.
stage	string	optional
state	string	optional	Two-letter US state code.
since	string	optional
lead_only	boolean	optional
query	string	optional	Matches the company's or the investor's name.
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "investor_dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "company_dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "partner_dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "stage": {
      "type": "string"
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "since": {
      "type": "string"
    },
    "lead_only": {
      "type": "boolean"
    },
    "query": {
      "type": "string",
      "description": "Matches the company's or the investor's name."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

search_vc_funds

Funds with every amount under its own name (target, first close, final close, announced size, Form D offering and sold, ADV gross asset value), vintage and basis, lifecycle state, investor counts, LP count. Filter by manager, lifecycle, vintage range, strategy or Form D sold.

Parameters9

query	string	optional
organization_dfx_id	string	optional	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), or a bare real estate UUID.
lifecycle_state	string	optional	Only WOUND_DOWN is assigned today; other funds carry null.
min_vintage	integer	optional
max_vintage	integer	optional
strategy	string	optional
min_form_d_sold_usd	number	optional
sort	string	optional
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string"
    },
    "organization_dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "lifecycle_state": {
      "type": "string",
      "enum": [
        "WOUND_DOWN"
      ],
      "description": "Only WOUND_DOWN is assigned today; other funds carry null."
    },
    "min_vintage": {
      "type": "integer"
    },
    "max_vintage": {
      "type": "integer"
    },
    "strategy": {
      "type": "string"
    },
    "min_form_d_sold_usd": {
      "type": "number"
    },
    "sort": {
      "type": "string",
      "enum": [
        "vintage",
        "size",
        "recent"
      ]
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

search_pe_firms

Private equity firms (management companies and advisers) as compact cards: the classifier's class with its state, confidence and basis; size band with the evidence it was sized on; fund counts, latest vintage and Form ADV gross assets reported for private equity funds since 2024 (reported gross assets, NOT fund size or dry powder); portfolio and transaction counts (36 and 12 months); team counts; acquisition appetite and investment velocity values. Filter by name, class, class_state, size_band, state or minimum transactions in 36 months. Returns dfx:pe: ids. Funds, people, transactions, scores with their components and counterparties are on get_pe_firm, not on these cards. Not for family offices, independent sponsors or venture firms (search_family_offices, search_independent_sponsors, search_vc_firms).

Parameters9

query	string	optional	Firm name contains, e.g. 'Audax'. Punctuation is ignored.
class	string	optional	The classifier's verdict. CANDIDATE_PE is a name on the universe that has not been ruled on; firms with no class yet are also candidates and are excluded by any class filter. NOT_PE rows are never published.
class_state	string	optional	How settled the class is. confirmed means evidence the classifier treats as decisive; probable is a strong inference.
size_band	string	optional	LOWER_MIDDLE_MARKET, MIDDLE_MARKET, UPPER_MIDDLE_MARKET, LARGE_CAP, or UNSIZED (no size evidence yet, not 'small'). Each card names the basis the band was assigned on.
state	string	optional	Two-letter US state code.
min_transactions_36m	integer	optional	At least this many transactions as sponsor, buyer, co-investor or minority investor announced in the last 36 months.
sort	string	optional	transactions (default): most deals in 36 months; gav: reported PE gross assets; recent: latest event; funds: private equity fund count.
limit	integer	optional
cursor	string	optional	next_cursor from a previous page of this tool, unchanged.

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Firm name contains, e.g. 'Audax'. Punctuation is ignored."
    },
    "class": {
      "type": "string",
      "enum": [
        "BUYOUT",
        "GROWTH_EQUITY",
        "MINORITY_INVESTOR",
        "SEARCH_FUND_INVESTOR",
        "INDEPENDENT_SPONSOR",
        "FAMILY_OFFICE_DIRECT",
        "PERMANENT_CAPITAL",
        "HOLDING_COMPANY",
        "CORPORATE_INVESTMENT_ARM",
        "SPECIAL_SITUATIONS",
        "DISTRESSED",
        "SECONDARIES",
        "CONTINUATION_FUND_MANAGER",
        "REAL_ESTATE_PE",
        "INFRASTRUCTURE",
        "PRIVATE_CREDIT",
        "FUND_OF_FUNDS",
        "HYBRID_MANAGER",
        "VENTURE_WITH_PE_ACTIVITY",
        "CANDIDATE_PE"
      ],
      "description": "The classifier's verdict. CANDIDATE_PE is a name on the universe that has not been ruled on; firms with no class yet are also candidates and are excluded by any class filter. NOT_PE rows are never published."
    },
    "class_state": {
      "type": "string",
      "enum": [
        "candidate",
        "probable",
        "confirmed"
      ],
      "description": "How settled the class is. confirmed means evidence the classifier treats as decisive; probable is a strong inference."
    },
    "size_band": {
      "type": "string",
      "enum": [
        "LOWER_MIDDLE_MARKET",
        "MIDDLE_MARKET",
        "UPPER_MIDDLE_MARKET",
        "LARGE_CAP",
        "UNSIZED"
      ],
      "description": "LOWER_MIDDLE_MARKET, MIDDLE_MARKET, UPPER_MIDDLE_MARKET, LARGE_CAP, or UNSIZED (no size evidence yet, not 'small'). Each card names the basis the band was assigned on."
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "min_transactions_36m": {
      "type": "integer",
      "minimum": 1,
      "description": "At least this many transactions as sponsor, buyer, co-investor or minority investor announced in the last 36 months."
    },
    "sort": {
      "type": "string",
      "enum": [
        "transactions",
        "gav",
        "recent",
        "funds",
        "name"
      ],
      "description": "transactions (default): most deals in 36 months; gav: reported PE gross assets; recent: latest event; funds: private equity fund count."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 25,
      "default": 25
    },
    "cursor": {
      "type": "string",
      "description": "next_cursor from a previous page of this tool, unchanged."
    }
  },
  "required": [],
  "additionalProperties": false
}

get_pe_firm

The full card for a private equity firm: identity (website, HQ, ADV filing dates), classification with basis and the size band's definition and evidence, classification history, stated criteria (sectors, EBITDA, EV, equity check, control) kept apart from observed behaviour, funds summary and its ten latest funds, team summary and current people with titles, portfolio summary with recent investments and transactions, top counterparties (lenders, advisers, placement agents, co-investors with shared-deal counts), every score WITH its components and missing_inputs, recent events, evidence, and same_as links to the family office, sponsor and venture graphs by shared identifier. Also accepts a dfx:pe: person, fund or company id and returns that card.

Parameters1

dfx_id

string

required

A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities.

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities."
    }
  },
  "required": [
    "dfx_id"
  ],
  "additionalProperties": false
}

search_pe_funds

Funds on the private equity graph with every amount under its own name and beside its basis: target, first close, final close, announced size, Form D offering and sold, and the Form ADV gross asset value with its as-of date. adv_gross_asset_value is the gross assets the adviser REPORTED for the fund: it is not fund size, not commitments and not dry powder. Also vintage with basis, ADV fund type, lifecycle state, owner and LP counts. Filter by name, manager, ADV fund type, vintage range, lifecycle or minimum reported gross assets.

Parameters10

query	string	optional	Fund name contains, e.g. 'Fund IV'.
organization_dfx_id	string	optional	A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities.
adv_fund_type	string	optional	The fund type the adviser swore on Form ADV Schedule D.
min_vintage	integer	optional	Four-digit year.
max_vintage	integer	optional	Four-digit year.
lifecycle_state	string	optional
min_adv_gav_usd	number	optional	Minimum reported Form ADV gross asset value in US dollars (reported gross assets, not fund size).
sort	string	optional
limit	integer	optional
cursor	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Fund name contains, e.g. 'Fund IV'."
    },
    "organization_dfx_id": {
      "type": "string",
      "description": "A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities."
    },
    "adv_fund_type": {
      "type": "string",
      "enum": [
        "Private Equity Fund",
        "Hedge Fund",
        "Venture Capital Fund",
        "Real Estate Fund",
        "Securitized Asset Fund",
        "Liquidity Fund",
        "Other Private Fund"
      ],
      "description": "The fund type the adviser swore on Form ADV Schedule D."
    },
    "min_vintage": {
      "type": "integer",
      "description": "Four-digit year."
    },
    "max_vintage": {
      "type": "integer",
      "description": "Four-digit year."
    },
    "lifecycle_state": {
      "type": "string"
    },
    "min_adv_gav_usd": {
      "type": "number",
      "description": "Minimum reported Form ADV gross asset value in US dollars (reported gross assets, not fund size)."
    },
    "sort": {
      "type": "string",
      "enum": [
        "vintage",
        "gav",
        "recent"
      ]
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 25,
      "default": 25
    },
    "cursor": {
      "type": "string"
    }
  },
  "required": [],
  "additionalProperties": false
}

get_pe_fund

One fund: manager, vintage and basis, every amount kept apart with its basis (adv_gross_asset_value is reported gross assets, not fund size or dry powder), the year-by-year Form ADV reporting tape (gross assets, owners, minimum investment, ownership percentages), LP commitments where disclosed, relationships (placement agents, auditors, principals), events and evidence. Refuses an id that is not a fund; use get_pe_firm for the manager.

Parameters1

dfx_id

string

required

A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities.

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities."
    }
  },
  "required": [
    "dfx_id"
  ],
  "additionalProperties": false
}

search_pe_transactions

Acquisitions, add-ons, recapitalisations, carve-outs, secondary sales and exits on the private equity graph: type, status, announced and closed dates, target with industry and state, platform for an add-on (with the basis for calling it one), control, every party with role, side and attribution, and money (enterprise value, purchase price, equity value, target revenue and EBITDA) ONLY where disclosed, each beside its basis. An undisclosed amount is absent, never estimated. Filter by firm (any party), target, platform, type, target state, since-date, add-ons only, control or target name.

Parameters10

firm_dfx_id	string	optional	A dfx:pe: firm or person id; returns transactions where it is any party (sponsor, buyer, seller, co-investor, lender, adviser, deal partner).
target_dfx_id	string	optional	A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities.
platform_dfx_id	string	optional	A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities.
transaction_type	string	optional
state	string	optional	Two-letter US state code of the target.
since	string	optional	ISO date; transactions announced on or after.
add_on_only	boolean	optional
control_status	string	optional
query	string	optional	Target company name contains.
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "firm_dfx_id": {
      "type": "string",
      "description": "A dfx:pe: firm or person id; returns transactions where it is any party (sponsor, buyer, seller, co-investor, lender, adviser, deal partner)."
    },
    "target_dfx_id": {
      "type": "string",
      "description": "A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities."
    },
    "platform_dfx_id": {
      "type": "string",
      "description": "A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities."
    },
    "transaction_type": {
      "type": "string",
      "enum": [
        "platform_acquisition",
        "add_on_acquisition",
        "majority_recapitalization",
        "minority_investment",
        "growth_investment",
        "majority_investment",
        "carve_out",
        "divestiture",
        "sponsor_to_sponsor",
        "take_private",
        "continuation_transaction",
        "secondary_sale",
        "exit_strategic_sale",
        "exit_ipo",
        "merger",
        "refinancing",
        "debt_financing",
        "fund_close",
        "unknown"
      ]
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code of the target."
    },
    "since": {
      "type": "string",
      "description": "ISO date; transactions announced on or after."
    },
    "add_on_only": {
      "type": "boolean"
    },
    "control_status": {
      "type": "string",
      "enum": [
        "control",
        "minority",
        "unknown"
      ]
    },
    "query": {
      "type": "string",
      "description": "Target company name contains."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 25,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

search_pe_platforms

Companies that act as a platform (a sponsor's platform investment, or a company that has made add-ons): industry, add-on counts (total and last 24 months) and latest add-on date, current owners with role, status and dates, ownership since, and the platform acquisition activity and exit readiness scores. Filter by name, state, industry text, minimum add-ons in 24 months or owner firm. Returns dfx:pe: company ids for find_pe_addons_for_platform.

Parameters7

query	string	optional	Company name contains.
state	string	optional	Two-letter US state code.
sector	string	optional	Industry contains, e.g. 'healthcare', 'software', 'distribution'.
min_add_ons_24m	integer	optional
owner_dfx_id	string	optional	A dfx:pe: firm id; only platforms it owns or has owned.
sort	string	optional
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Company name contains."
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "sector": {
      "type": "string",
      "description": "Industry contains, e.g. 'healthcare', 'software', 'distribution'."
    },
    "min_add_ons_24m": {
      "type": "integer",
      "minimum": 1
    },
    "owner_dfx_id": {
      "type": "string",
      "description": "A dfx:pe: firm id; only platforms it owns or has owned."
    },
    "sort": {
      "type": "string",
      "enum": [
        "add_ons",
        "recent",
        "activity"
      ]
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 25,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

find_pe_buyers_for_company

Computed buyer_for_company matches from the private equity matcher for one company (a dfx:pe:, dfx:isi: or dfx:vc: company id): each firm with the matcher's reasons, blockers, why_now and comparable transactions verbatim, the deal partner where attributed, score, confidence, model version and computed date. When the matcher has scored nothing for the company the answer is NOT_COVERED with the population count: that means DFX has not computed buyers for it, never that no buyer exists. For sponsors, family offices and capital providers as well, use find_capital_for_opportunity.

Parameters2

dfx_id	string	required	A company id: dfx:pe:<uuid>, dfx:isi:<uuid> or dfx:vc:<uuid>.
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "A company id: dfx:pe:<uuid>, dfx:isi:<uuid> or dfx:vc:<uuid>."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 20
    }
  },
  "required": [
    "dfx_id"
  ],
  "additionalProperties": false
}

find_pe_companies_for_buyer

Computed company_for_buyer matches for one private equity firm (dfx:pe: id): each company (on the private equity, sponsor or venture graph, with its dfx id) with the matcher's reasons, blockers, why_now and comparables verbatim, score, confidence and computed date. NOT_COVERED when the matcher has scored nothing for the firm, which is not a statement that nothing fits.

Parameters2

dfx_id	string	required	A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities.
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 20
    }
  },
  "required": [
    "dfx_id"
  ],
  "additionalProperties": false
}

find_pe_addons_for_platform

Computed addon_for_platform matches for one platform (a dfx:pe: company id from search_pe_platforms): each candidate company with the matcher's reasons, blockers, why_now and comparable add-ons verbatim, the platform's owner, score, confidence and computed date. NOT_COVERED when the matcher has scored nothing for the platform, which is not a statement that no add-on fits.

Parameters2

dfx_id	string	required	A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities.
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "A private equity graph id of the form dfx:pe:<uuid>, as returned by search_pe_firms, search_pe_funds, search_pe_platforms or search_entities."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 20
    }
  },
  "required": [
    "dfx_id"
  ],
  "additionalProperties": false
}

search_entities

One search across family offices, independent sponsors and their capital providers, private companies, venture firms, private equity firms and funds, and real estate organisations: by name, or by filters (entity_type, domain, state, sector, ...). Compact cards with stable dfx ids and a per-domain coverage note. Breadth across every domain in one query, with fewer per-domain filters than the domain searches.

Parameters19

query	string	optional	A name (contains).
domain	string	optional	Comma-separated: real_estate, family_office, independent_sponsor, venture_capital, private_equity. Default: all.
entity_type	string	optional	family_office, sponsor, capital_provider, company, vc_firm, pe_firm, platform, fund, person, property, organization.
state	string	optional	Two-letter US state code.
city	string	optional
sector	string	optional
asset_class	string	optional
stage	string	optional
invests_directly	boolean	optional
recent_activity_days	integer	optional
min_aum_usd	number	optional
vertical	string	optional
min_opportunity	integer	optional
has_sponsor_relationships	boolean	optional
has_real_estate	boolean	optional
active_only	boolean	optional
sort	string	optional
limit	integer	optional
cursor	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "A name (contains)."
    },
    "domain": {
      "type": "string",
      "description": "Comma-separated: real_estate, family_office, independent_sponsor, venture_capital, private_equity. Default: all."
    },
    "entity_type": {
      "type": "string",
      "description": "family_office, sponsor, capital_provider, company, vc_firm, pe_firm, platform, fund, person, property, organization."
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "city": {
      "type": "string"
    },
    "sector": {
      "type": "string"
    },
    "asset_class": {
      "type": "string"
    },
    "stage": {
      "type": "string"
    },
    "invests_directly": {
      "type": "boolean"
    },
    "recent_activity_days": {
      "type": "integer"
    },
    "min_aum_usd": {
      "type": "number"
    },
    "vertical": {
      "type": "string"
    },
    "min_opportunity": {
      "type": "integer"
    },
    "has_sponsor_relationships": {
      "type": "boolean"
    },
    "has_real_estate": {
      "type": "boolean"
    },
    "active_only": {
      "type": "boolean"
    },
    "sort": {
      "type": "string"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    },
    "cursor": {
      "type": "string"
    }
  },
  "required": [],
  "additionalProperties": false
}

resolve_name

Resolve a firm, fund, person or company name to canonical dfx ids from the Data Factory's index of every published name and alias (former names, dbas, legal names) on the family office, sponsor, venture and private equity graphs. Ranked exact, prefix, then word match; one row per entity; typically under 200 ms. The first call before get_entity. Real estate organisations are resolved by resolve_organization instead.

Parameters4

name	string	required	The name, or a word of it (Blackstone, Horowitz, Thoma).
domain	string	optional	Comma-separated: family_office, independent_sponsor, venture_capital, private_equity. Default: all four.
entity_type	string	optional	Comma-separated graph types: organization, office, sponsor, capital_provider, fund, person, company.
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "The name, or a word of it (Blackstone, Horowitz, Thoma)."
    },
    "domain": {
      "type": "string",
      "description": "Comma-separated: family_office, independent_sponsor, venture_capital, private_equity. Default: all four."
    },
    "entity_type": {
      "type": "string",
      "description": "Comma-separated graph types: organization, office, sponsor, capital_provider, fund, person, company."
    },
    "limit": {
      "type": "integer",
      "maximum": 50,
      "default": 10
    }
  },
  "required": [
    "name"
  ],
  "additionalProperties": false
}

get_entity

For any DFX id: the full card, published relationships with sources and dates, recent events, evidence rows (the observation each fact traces to), cross-graph same_as links by shared identifier, same-name candidates on other graphs (labelled as candidates), and pointers to deeper views. One answer to 'show me everything on X'.

Parameters5

dfx_id	string	required	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), or a bare real estate UUID.
include	array	optional	Default: relationships, events, evidence, same_as. Add name_candidates to also search the other graphs by name (slower; candidates only).
relationship_limit	integer	optional
event_limit	integer	optional
evidence_limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "include": {
      "type": "array",
      "items": {
        "type": "string",
        "enum": [
          "relationships",
          "events",
          "evidence",
          "same_as",
          "name_candidates"
        ]
      },
      "description": "Default: relationships, events, evidence, same_as. Add name_candidates to also search the other graphs by name (slower; candidates only)."
    },
    "relationship_limit": {
      "type": "integer"
    },
    "event_limit": {
      "type": "integer"
    },
    "evidence_limit": {
      "type": "integer"
    }
  },
  "required": [
    "dfx_id"
  ],
  "additionalProperties": false
}

search_people

Investment professionals, principals and family office staff as names with titles, roles, seniority, investment responsibility, organisation and tenure, from public filings and firm pages. By name, or by organization_dfx_id, or by role. cross_graph_only=true answers 'which venture people are connected to family offices' in one call. At least one of query, organization_dfx_id, role, investment_responsibility or cross_graph_only is required; a call with none of them is refused with INVALID_ARGUMENT. Contact points are withheld over MCP; the site publishes them per office.

Parameters8

query	string	optional	A person's name (contains).
domain	string	optional
organization_dfx_id	string	optional	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), or a bare real estate UUID.
role	string	optional	family_office: leadership, cio, direct_investments, operations, board, venture, real_estate, family_principal, other. venture_capital: managing_partner, general_partner, partner, principal, vice_president, venture_partner, operating_partner, platform, founder_executive, board, other. private_equity: managing_partner, partner, operating_partner, vice_president, business_development and the other categories on each card.
investment_responsibility	boolean	optional
current_only	boolean	optional
cross_graph_only	boolean	optional	Only people who are the same person on two graphs (a venture professional who is also on a family office's ADV Schedule A), linked by shared individual CRD; returns both cards.
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "A person's name (contains)."
    },
    "domain": {
      "type": "string",
      "enum": [
        "family_office",
        "independent_sponsor",
        "venture_capital",
        "private_equity"
      ]
    },
    "organization_dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "role": {
      "type": "string",
      "description": "family_office: leadership, cio, direct_investments, operations, board, venture, real_estate, family_principal, other. venture_capital: managing_partner, general_partner, partner, principal, vice_president, venture_partner, operating_partner, platform, founder_executive, board, other. private_equity: managing_partner, partner, operating_partner, vice_president, business_development and the other categories on each card."
    },
    "investment_responsibility": {
      "type": "boolean"
    },
    "current_only": {
      "type": "boolean",
      "default": true
    },
    "cross_graph_only": {
      "type": "boolean",
      "description": "Only people who are the same person on two graphs (a venture professional who is also on a family office's ADV Schedule A), linked by shared individual CRD; returns both cards."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

search_relationships

Every published relationship touching one entity (EMPLOYS, PRINCIPAL_OF, INVESTED_IN, CO_INVESTED_WITH, MANAGES, OWNS, BOARD_MEMBER_OF, VEHICLE_OF, ...), each with role, dates, currency, confidence, evidence class and source. Plus same_as links to the same entity on other graphs.

Parameters4

dfx_id	string	required	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), or a bare real estate UUID.
rel_type	string	optional
current_only	boolean	optional
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "rel_type": {
      "type": "string"
    },
    "current_only": {
      "type": "boolean"
    },
    "limit": {
      "type": "integer",
      "maximum": 200
    }
  },
  "required": [
    "dfx_id"
  ],
  "additionalProperties": false
}

relationship_path

An evidence-backed path between two DFX ids across every graph: each hop is a published relationship with its source, or a SAME_AS identity link by shared CRD/CIK/EIN. Bidirectional search up to max_hops (default 3). NO_MATCH means no observed path within budget, not that they are unconnected.

Parameters3

from_dfx_id	string	required	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), or a bare real estate UUID.
to_dfx_id	string	required	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), or a bare real estate UUID.
max_hops	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "from_dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "to_dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "max_hops": {
      "type": "integer",
      "minimum": 1,
      "maximum": 4,
      "default": 3
    }
  },
  "required": [
    "from_dfx_id",
    "to_dfx_id"
  ],
  "additionalProperties": false
}

search_events

Dated events across family offices, sponsors, venture, private equity and real estate: investments announced, vehicles formed, Form D and ADV filings, people joining and leaving, funds raised, acquisitions, plan final filings, record departures, loan maturities. Filter by domain, subject dfx_id, event_type, state, significance and window. Routine 13F position and fund-reporting noise is excluded unless asked for. Ordered and windowed by when events occurred.

Parameters10

domain	string	optional
dfx_id	string	optional	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), or a bare real estate UUID.
event_type	string	optional
state	string	optional	Two-letter US state code.
since	string	optional	ISO date; events that occurred on or after.
within_days	integer	optional
signal_family	string	optional
min_significance	integer	optional
exclude_routine	boolean	optional
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "domain": {
      "type": "string"
    },
    "dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "event_type": {
      "type": "string"
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "since": {
      "type": "string",
      "description": "ISO date; events that occurred on or after."
    },
    "within_days": {
      "type": "integer"
    },
    "signal_family": {
      "type": "string"
    },
    "min_significance": {
      "type": "integer"
    },
    "exclude_routine": {
      "type": "boolean",
      "default": true
    },
    "limit": {
      "type": "integer",
      "maximum": 100,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

verify

SUPPORTED, PARTIALLY_SUPPORTED, CONTRADICTED or UNKNOWN for a claim, with the observations. Give a sentence ('Family Office X invested in Company Y in 2025', 'Z is a family office') or a structured subject / predicate / object / year. DFX contradicts only what its own record contradicts; absence of evidence is UNKNOWN, never CONTRADICTED. Its predicates cover investment, acquisition, co-investment, employment and identity claims; property facts are outside them.

Parameters7

claim	string	optional
subject_dfx_id	string	optional	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), or a bare real estate UUID.
subject	string	optional
predicate	string	optional
object_dfx_id	string	optional	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), or a bare real estate UUID.
object	string	optional
year	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "claim": {
      "type": "string"
    },
    "subject_dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "subject": {
      "type": "string"
    },
    "predicate": {
      "type": "string",
      "enum": [
        "INVESTED_IN",
        "ACQUIRED",
        "CO_INVESTED_WITH",
        "WORKS_AT",
        "IS_A"
      ]
    },
    "object_dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "object": {
      "type": "string"
    },
    "year": {
      "type": "integer"
    }
  },
  "required": [],
  "additionalProperties": false
}

find_capital_for_opportunity

Investors for a company (dfx_id) or a described opportunity (sector, state, deal size, stage, control): verified independent sponsors with observed acquisitions in the sector (listed, not paired or ranked; company to sponsor pairs are withdrawn), family offices with observed investments or stated sectors in it, venture firms when the opportunity is venture-shaped, and private equity matcher rows where that graph computes them. DFX does not recommend first-time capital providers. Every row says its basis (observed_behaviour, computed_match, observed_investments, derived).

Parameters12

dfx_id	string	optional	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), or a bare real estate UUID.
sector	string	optional
vertical	string	optional
state	string	optional	Two-letter US state code.
deal_size_usd	number	optional
check_size_usd	number	optional
asset_class	string	optional
stage	string	optional
control	boolean	optional
sponsor_involved	boolean	optional
investor_types	array	optional	Default: independent_sponsor, capital_provider, family_office, venture_capital. private_equity adds the private equity matcher's computed buyers for a company id (always included for a dfx:pe: company).
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "sector": {
      "type": "string"
    },
    "vertical": {
      "type": "string"
    },
    "state": {
      "type": "string",
      "description": "Two-letter US state code."
    },
    "deal_size_usd": {
      "type": "number"
    },
    "check_size_usd": {
      "type": "number"
    },
    "asset_class": {
      "type": "string"
    },
    "stage": {
      "type": "string"
    },
    "control": {
      "type": "boolean"
    },
    "sponsor_involved": {
      "type": "boolean"
    },
    "investor_types": {
      "type": "array",
      "items": {
        "type": "string",
        "enum": [
          "independent_sponsor",
          "capital_provider",
          "family_office",
          "venture_capital",
          "private_equity"
        ]
      },
      "description": "Default: independent_sponsor, capital_provider, family_office, venture_capital. private_equity adds the private equity matcher's computed buyers for a company id (always included for a dfx:pe: company)."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

find_opportunities_for_capital

For a family office, sponsor, capital provider or venture firm: the opportunities DFX knows that fit its DEMONSTRATED behaviour: computed matches where the graph has them (with reasons and blockers), then private companies with transition signals in the sectors it has actually invested in, sponsors seeking capital, companies raising in its stated sectors. Returns the behaviour it reasoned from.

Parameters2

dfx_id	string	required	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), or a bare real estate UUID.
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    }
  },
  "required": [
    "dfx_id"
  ],
  "additionalProperties": false
}

explain_match

For an investor and an opportunity (either order): MATCH REASONS, BLOCKERS, SUPPORTING OBSERVATIONS, COMPARABLE HISTORY (the investor's dated investments in the same sector, with sources), RELATIONSHIPS (a path on the graph if one exists), RECENT EVENTS on both, the computed match if the graph has one, and a confidence label. Facts, not a score.

Parameters2

dfx_id_a	string	required	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), or a bare real estate UUID.
dfx_id_b	string	required	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), or a bare real estate UUID.

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id_a": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "dfx_id_b": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    }
  },
  "required": [
    "dfx_id_a",
    "dfx_id_b"
  ],
  "additionalProperties": false
}

why_now

Evidence-backed reasons an entity matters now: recent filings, vehicles formed, deployments, people moves, fundraising, transition signals, loan maturities, each dated with its source. Empty means DFX observed no change in the window, not that nothing is happening.

Parameters2

dfx_id	string	required	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), or a bare real estate UUID.
within_days	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "within_days": {
      "type": "integer",
      "default": 180
    }
  },
  "required": [
    "dfx_id"
  ],
  "additionalProperties": false
}

who_should_care

Given an entity or an event id: who is likely to care and why. A company transition names sponsors, capital providers and family offices with the observed reason; a family office names its co-investors and fitting opportunities; a venture firm names its co-investors; a property names its owner, lender and the next query for exposed lenders and real estate offices. Needs an entity or event id; a description of a situation without an id is not accepted.

Parameters3

dfx_id	string	optional	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), or a bare real estate UUID.
event_id	string	optional
limit	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "dfx_id": {
      "type": "string",
      "description": "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), or a bare real estate UUID."
    },
    "event_id": {
      "type": "string"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 25
    }
  },
  "required": [],
  "additionalProperties": false
}

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DFX Intelligence: MCP server

One connection, four domains. Real estate is the first and deepest; the same server also answers across family offices, independent sponsors and their capital providers, private companies with a transition coming, and venture capital, with cross-domain identity, relationships, events, matching and verification. See Beyond real estate.

The real estate domain answers dated questions about two things: United States commercial and federal-programme real estate debt, where loan maturities are published across 52 state codes, compliance expiries across 56 and subsidy expiries across 54, and property records, where 292,039 Massachusetts and New York parcels carry ownership and assessed value and 95,562 recorded sale instruments cover the District of Columbia, Massachusetts and New York. Call it when an agent needs to know who owns a specific building, what it last sold for, or which loans and subsidies come due in a given state and time window, with the source and the observation date attached to every claim.

Coverage is deliberately uneven and it is stated up front rather than discovered by trial.

United States, unevenly. NATIONAL: federal programme debt and maturities, LIHTC, HUD subsidy, distress and commercial tenancy. MASSACHUSETTS ONLY: parcels and ownership. RECORDED SALES: Massachusetts statewide, plus New York City deeds at or above $10m. BOSTON ONLY: permits and certificates of occupancy. coverage_by_event_type below is the measured grid, per event family, per state.

The measured per-type, per-state numbers are in Event coverage, measured below, and dfx_coverage returns the same grid at call time so an agent never has to guess from an empty result.

Endpoint: https://exchange-production-9123.up.railway.app/mcp Transport: Streamable HTTP Auth: none Registry: io.github.Capital-W-Holdings/us-property-parcel-real-estate-debt

102 tools, all free, unauthenticated and read-only: no key, no signup, no OAuth.

A tool that answers "no" clearly is worth more to an agent than one that answers an empty list, so this server refuses unknown arguments with the served vocabulary attached.

Every number on this page is measured against production, not typed. Last measured 2026-09-29. Call dfx_coverage for the same grid at the moment you read it.

Read the schemas before you call anything

A plain GET on the endpoint returns the full tool list, the coverage numbers and a worked example. No handshake, no session, no initialize.

bash

curl -s https://exchange-production-9123.up.railway.app/mcp

Then call a tool over JSON-RPC:

bash

curl -s https://exchange-production-9123.up.railway.app/mcp \
  -H 'Content-Type: application/json' \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":
       {"name":"resolve_address","arguments":
        {"address":"100 Binney St","city":"Cambridge","state":"MA"}}}'

That address returns a parcel carrying a recorded sale, with the registry book and page it was recorded under.

If you are a harvester rather than a caller

The endpoint serves the discovery conventions from its own origin, so an index does not have to guess and does not have to be told:

path	what it is
`/llms.txt`	the entry point, for something holding only this host name
`/.well-known/ard.json`	Agentic Resource Discovery catalog
`/.well-known/mcp/server-cards.json`	MCP server card
`/.well-known/agent-card.json`	A2A style agent card
`/agents.txt`	the agents.txt convention
`/openapi.json`	the same capabilities over plain HTTP
`/robots.txt`	crawlers and agents are welcome, and it says so

agents.txt names no payment protocol because nothing on this server is priced.

The 102 tools

Tool	Takes	Returns	Price
`resolve_address`	address, city?, state?	canonical DFX ids with the match basis and any ambiguity	free
`resolve_organization`	name	entity ids for owners, managers, lenders, servicers	free
`get_occupancy`	a property or company id, or a company name with an address	who is observed to occupy a building, or where a company operates, with the evidence tier	free
`get_property_record`	a DFX id	state, dated events, relationships, debt with maturity dates, recorded sales, provenance	free
`search_property_events`	event_type?, state?, within_days?	dated events with provenance	free
`search_bank_cre_exposure`	state?, name?, CRE-to-equity range?, above_guidance?, min_assets_usd?, min_noncurrent_pct?, sort?	FDIC-insured banks by CRE concentration with the guidance screen and UBPR percentile ranks	free
`search_subsidised_housing`	state?, city?, program?, min_waiting_months?, occupancy range?, min_units?	HUD-subsidised projects with units available, occupancy, months on the waiting list, rent, income and HUD spend, one annual capture	free
`search_parcels`	filters	parcels by attribute rather than by an address you already knew	free
`what_can_dfx_answer`	an objective, in natural language	whether DFX can help, which tool to call, the arguments, and a free sample	free
`changes_since`	an opaque cursor	what DFX has learned since your cursor	free
`debt_maturity_schedule`	state, within_days?, limit?	the loan tape: principal, lender, instrument, maturity, secured property	free
`dfx_coverage`	nothing	measured coverage, served sources, object types, known gaps	free
`search_family_offices`	allocates_to_managers?, asset_class?, city?, class?, co_invested_with?, counterparty_kind?, ...	Family offices as compact cards: class (single, multi, embedded...) with confidence, whether they invest directly, sectors and asset classes on record, check si...	free
`rank_family_offices`	allocates_to_managers?, asset_classes?, backs_independent_sponsors?, capital_max_usd?, capital_min_usd?, check_max_usd?, ...	THE tool for any family office question with criteria (sector, check size, capital, sponsors, co-investors, recent events, geography, reachable people)	free
`get_family_office`	dfx_id	The full card for one family office: profile, AUM / RAUM / 13F value kept apart with their as-of dates, behaviour, the people who run it with roles, its observe...	free
`search_family_office_investments`	asset_class?, include_candidates?, investment_kind?, limit?, office_dfx_id?, sector?, ...	Dated investments family offices have been observed making: target, sector, asset class, structure, control or minority, lead or participant, amounts where disc...	free
`search_independent_sponsors`	city?, include_unverified?, kind?, limit?, min_confidence?, query?, ...	Verified independent sponsor firms (deal-by-deal acquirers of lower middle market companies) as compact cards: verification status, classification, mandate summ...	free
`get_independent_sponsor`	dfx_id	The full card for any entity on the sponsor graph: a sponsor (with its verification status, the companies resembling its observed deals as counted facts and rea...	free
`search_sponsor_capital_providers`	limit?, making_new_investments?, min_fund_size_usd?, provider_type?, query?, sbic_licensed?, ...	SBICs, mezzanine and private equity funds, and family offices observed providing capital to independent sponsors: provider type, strategy, fund style, fund size...	free
`search_private_companies`	city?, limit?, max_participants?, min_opportunity?, min_participants?, naics_prefix?, ...	US private companies whose filings (Form 5500 plan history, final filings, ownership changes) record a change: vertical, plan participants as a size proxy, EBIT...	free
`search_sponsor_deals`	limit?, query?, since?, sponsor_dfx_id?, state?, target_dfx_id?, ...	Announced acquisitions, recapitalisations and exits by independent sponsors: sponsor, target, dates, enterprise value range where disclosed, structure, parties ...	free
`search_pending_ownership_changes`	changed_since?, limit?, query?, state?, tag?, view?	OFFICIAL state records that a skilled nursing facility's ownership, control or operator is changing, before the change takes effect (Kentucky, New York, Rhode I...	free
`search_vc_firms`	active_only?, city?, emerging_manager?, limit?, min_investments?, query?, ...	Venture firms as compact cards: stated sectors, stages, geography and check size beside OBSERVED behaviour (investments in the last 6 and 12 months, lead count,...	free
`get_vc_firm`	dfx_id	The full card for any entity on the venture graph: a firm (with recent investments, co-investors and funds), a person (with attributed investments and board sea...	free
`search_vc_investments`	company_dfx_id?, investor_dfx_id?, lead_only?, limit?, partner_dfx_id?, query?, ...	Investor-by-investor participations in rounds: investor, company, fund, the partner attributed (with attribution level), role (lead or participant), new or foll...	free
`search_vc_funds`	lifecycle_state?, limit?, max_vintage?, min_form_d_sold_usd?, min_vintage?, organization_dfx_id?, ...	Funds with every amount under its own name (target, first close, final close, announced size, Form D offering and sold, ADV gross asset value), vintage and basi...	free
`search_pe_firms`	class?, class_state?, cursor?, limit?, min_transactions_36m?, query?, ...	Private equity firms (management companies and advisers) as compact cards: the classifier's class with its state, confidence and basis; size band with the evide...	free
`get_pe_firm`	dfx_id	The full card for a private equity firm: identity (website, HQ, ADV filing dates), classification with basis and the size band's definition and evidence, classi...	free
`search_pe_funds`	adv_fund_type?, cursor?, lifecycle_state?, limit?, max_vintage?, min_adv_gav_usd?, ...	Funds on the private equity graph with every amount under its own name and beside its basis: target, first close, final close, announced size, Form D offering a...	free
`get_pe_fund`	dfx_id	One fund: manager, vintage and basis, every amount kept apart with its basis (adv_gross_asset_value is reported gross assets, not fund size or dry powder), the ...	free
`search_pe_transactions`	add_on_only?, control_status?, firm_dfx_id?, limit?, platform_dfx_id?, query?, ...	Acquisitions, add-ons, recapitalisations, carve-outs, secondary sales and exits on the private equity graph: type, status, announced and closed dates, target wi...	free
`search_pe_platforms`	limit?, min_add_ons_24m?, owner_dfx_id?, query?, sector?, sort?, ...	Companies that act as a platform (a sponsor's platform investment, or a company that has made add-ons): industry, add-on counts (total and last 24 months) and l...	free
`find_pe_buyers_for_company`	dfx_id, limit?	Computed buyer_for_company matches from the private equity matcher for one company (a dfx:pe:, dfx:isi: or dfx:vc: company id): each firm with the matcher's rea...	free
`find_pe_companies_for_buyer`	dfx_id, limit?	Computed company_for_buyer matches for one private equity firm (dfx:pe: id): each company (on the private equity, sponsor or venture graph, with its dfx id) wit...	free
`find_pe_addons_for_platform`	dfx_id, limit?	Computed addon_for_platform matches for one platform (a dfx:pe: company id from search_pe_platforms): each candidate company with the matcher's reasons, blocker...	free
`search_ria`	city?, cursor?, entity_type?, firm_class?, firm_crd?, fund_type?, ...	Registered investment advisers (Form ADV: RAUM, clients by type, employees, advisors on IAPD, private funds, class such as INDEPENDENT_WEALTH or WIREHOUSE), reg...	free
`get_ria_firm`	dfx_id	The full card for one registered investment adviser plus its people flows (joins, departures, net, rates over 90 days, 12 and 36 months), growth between annual ...	free
`get_ria_advisor`	dfx_id	One IAPD-registered advisor: name, current firm with class and tenure, employment history as dated registration spans in order (firm, begin, end, current), ever...	free
`resolve_ria_advisor`	crd?, firm?, firm_crd?, limit?, name, state?	Resolve an advisor by name AND a firm (name or CRD), or by individual CRD, to one person card	free
`search_ria_funds`	cursor?, firm_dfx_id?, form_d_file_number?, fund_type?, include_custodians?, limit?, ...	Private funds from Form ADV Schedule D 7.B.(1): fund name, SEC fund id (805-...), type, gross asset value with its as-of date (reported gross assets, NOT fund s...	free
`search_ria_advisor_moves`	advisor_dfx_id?, cursor?, from_dfx_id?, include_bulk?, include_departures?, limit?, ...	Advisors who left one firm and registered at another: the person, from and to firms with class, the registration end and begin dates, the gap, and the move type...	free
`search_ria_teams`	cursor?, from_dfx_id?, include_members?, kind?, limit?, min_members?, ...	Teams: clusters of advisors who left the same firm for the same firm from the same branch state within a 14-day chain, with member count, dates, spread, the fro...	free
`search_ria_ma`	acquirer?, acquirer_crd?, cursor?, firm_dfx_id?, kind?, limit?, ...	RIA M&A from three factual sources, each labelled: successions the acquirer swore on Form ADV Item 4 (succession); firms whose advisors re-registered whole at o...	free
`search_ria_changes`	cursor?, dfx_id?, event_type?, limit?, signal_family?, since, ...	The RIA event tape by OBSERVATION time: advisor firm changes and departures, team lift-outs and absorptions, successions, RAUM and headcount changes, control pe...	free
`get_ria_trends`	firm_class?, limit?, min_advisors?, min_raum_usd?, sort?, state?, ...	Three derived views from the RIA lane's aggregates: state_stats (SEC-registered firms, wealth firms, RAUM, private funds, advisors, joins, departures and new fi...	free
`get_ria_capital_links`	dfx_id, limit?	For one RIA firm (or one private fund): every link to the private equity, venture, family office and sponsor graphs written on a shared identifier, with the bas...	free
`get_ria_practice`	dfx_id	What a practice looks like from what it filed: reported Form ADV fields (RAUM, discretionary, accounts, employees, advisors, clients and RAUM by type, private f...	free
`search_ria_practices`	archetype?, bank_owned?, cursor?, custody?, financial_planning?, firm_class?, ...	SEC-registered advisers screened on the practice layer: by archetype (HNW_WEALTH_MANAGER, UHNW_PRIVATE_WEALTH, MASS_AFFLUENT_RIA, INSTITUTIONAL_ASSET_MANAGER, R...	free
`search_ria_anomalies`	anomaly_type?, cursor?, family?, firm_class?, firm_crd?, limit?, ...	Reported values and filing-to-filing changes that stand out against a peer group (segment by RAUM band, 30 or more advisers), each with the metric, current and ...	free
`search_ria_offices`	cursor?, firm_class?, firm_crd?, limit?, min_advisors?, sort?, ...	Offices (a firm and an IAPD branch city) ranked by departures, joins, net flow, departure rate, team lift-outs out or in, breakaways in formation (advisors at t...	free
`search_ria_move_indicators`	advisor_dfx_id?, cursor?, firm?, firm_dfx_id?, kind?, limit?, ...	The observed pre-move indicators DFX holds, per advisor: a prior co-move teammate or the team's senior member left the firm (with who and where to), a fifth or ...	free
`search_ria_outside_business`	category?, category_group?, current_only?, cursor?, firm_crd?, investment_related?, ...	Outside-business entries from the advisor's own Form U4 disclosure, reviewed extraction: the company, what it does and on what basis, the advisor's role (owner,...	free
`get_ria_outside_business`	company_id?, dfx_id?	With an advisor (dfx:ria: id or individual CRD): every reviewed outside-business entry, the measured dimensions (entrepreneurial, breadth, community, network, r...	free
`search_private_credit`	bdc_advisers_only?, class?, cursor?, entity_type?, held_only?, industry?, ...	The capital structure graph behind private markets, built from every BDC's schedule of investments each quarter since 2022	free
`get_credit_provider`	dfx_id	A credit manager: its classes with basis, the BDCs it advises (from each BDC's own 10-K) with their latest schedules, its credit funds on Form ADV, its sponsor ...	free
`get_bdc_portfolio`	as_of?, cursor?, dfx_id, include_equity?, limit?, sort?	Every position a BDC tagged at one quarter end (the latest unless as_of is given), each in the filer's own figures: borrower, instrument, kind, lien, principal,...	free
`get_borrower_capital_structure`	dfx_id	The borrower group (its spellings and grade), every facility (kind, lien, principal held across lenders as a lower bound, mark, pricing, PIK, maturity with basi...	free
`get_credit_facility`	dfx_id	A facility (one borrower group in one instrument class): size as the sum of BDC pieces with its basis, pricing modal and ranged across pieces, maturity with bas...	free
`search_credit_maturities`	cursor?, from?, lien?, limit?, min_principal_usd?, months?, ...	Debt facilities still on a BDC schedule whose tagged or written maturity falls inside the window (default the next 24 months from today), ordered by date: borro...	free
`search_sponsor_lender`	cursor?, lender_dfx_id?, limit?, min_borrowers?, sort?, sponsor_dfx_id?	Sponsor x lender pairs counted once per borrower held (the lender is the adviser behind the BDCs, or the BDC where the adviser is not read): borrowers, faciliti...	free
`find_lenders_for_financing`	band_max_usd?, band_min_usd?, industry, lien?, limit?, since?, ...	Lenders ranked on the comparable facilities they CURRENTLY HOLD on BDC schedules: same lien, a borrower industry containing the term (as the filer wrote it: hea...	free
`search_private_credit_changes`	by?, cursor?, dfx_id?, event_type?, include_routine?, limit?, ...	Dated changes by effective date (the quarter end where the change is visible) or by first-seen: new borrowers on any schedule, lenders joining and leaving facil...	free
`search_allocators`	allocator_class?, consultant_class?, cursor?, entity_type?, include_components?, limit?, ...	The capital-owner graph: public pensions (every Census unit), corporate and Taft-Hartley DB plans (Form 5500), endowments and foundations (IRS), state pools and...	free
`get_allocator`	dfx_id	For an allocator: the card with reported assets and basis, funded status, the latest allocation policy rows (target, range, actual as printed with the subject's...	free
`search_allocator_commitments`	allocator_dfx_id?, bucket?, consultant_dfx_id?, cursor?, first_time_only?, fund_dfx_id?, ...	One row per line of a plan's own disclosure: allocator, fund as printed, manager and fund resolved to the pe / vc graphs where the resolver matched, bucket, the...	free
`search_re_fund_managers`	crd?, cursor?, include_former?, limit?, max_gav_usd?, min_gav_usd?, ...	Advisers that swear a Real Estate Fund vehicle on Form ADV Schedule D 7.B.(1): one manager is one CRD, with its registration and latest filing, regulatory asset...	free
`get_re_fund_manager`	dfx_id	The manager card, its ten largest vehicles and the whole family by vintage, validated property bindings with the rule and confidence behind each and the propert...	free
`search_re_fund_vehicles`	cursor?, exclude_feeders?, first_reported_year?, include_dropped?, limit?, manager_crd?, ...	Vehicles sworn as Real Estate Funds by their SEC fund id (805-...): the fund and its family and sequence, master, feeder or fund of funds, gross asset value lat...	free
`get_re_fund_vehicle`	dfx_id	The vehicle card with its reporting history year by year as filed (gross asset value, owners, minimum investment, the fund type and name as filed that year), it...	free
`get_re_fund_trends`	limit?, min_gav_usd?, view?	Derived series over the sworn tape, each with its population, derivation and caveat printed beside it: vehicles first reported by year (with the managers filing...	free
`get_capital_paths`	dfx_id, kind?, limit?	Published capital flow paths through one institution: which allocators back this manager and through which fund, which lenders finance this sponsor's borrowers ...	free
`get_commitments`	dfx_id, include_holdings?, limit?	The commitment tapes, in one call, for any id they reference: the allocator tape (a public plan's own disclosure, with the plan, the fund as printed, the manage...	free
`get_borrower_facilities`	dfx_id, held_only?, limit?	Every facility a borrower group has on the BDC tape (kind, lien, principal held across lenders as a lower bound, mark on cost, pricing, PIK, maturity with its b...	free
`get_sponsor_lenders`	dfx_id, limit?, min_borrowers?, sort?	Sponsor by lender pairs counted once per borrower held: borrowers, facilities, principal held, first and latest quarter, new borrowers in the last four quarters...	free
`search_capital_changes`	dfx_id?, event_type?, graph, include_seeded?, limit?, since	The change tape for the three capital graphs by FIRST SIGHT: the day DFX first saw each row, which is the only order a poller can trust	free
`search_entities`	active_only?, asset_class?, city?, cursor?, domain?, entity_type?, ...	One search across family offices, independent sponsors and their capital providers, private companies, venture firms, private equity firms and funds, and real e...	free
`resolve_name`	domain?, entity_type?, limit?, name	Resolve a firm, fund, person or company name to canonical dfx ids from the Data Factory's index of every published name and alias (former names, dbas, legal nam...	free
`get_entity`	dfx_id, event_limit?, evidence_limit?, include?, relationship_limit?	For any DFX id: the full card, published relationships with sources and dates, recent events, evidence rows (the observation each fact traces to), cross-graph s...	free
`search_people`	cross_graph_only?, current_only?, domain?, investment_responsibility?, limit?, organization?, ...	Investment professionals, principals and family office staff as names with titles, roles, seniority, investment responsibility, organisation and tenure, from pu...	free
`search_relationships`	current_only?, dfx_id, limit?, rel_type?	Every published relationship touching one entity (EMPLOYS, PRINCIPAL_OF, INVESTED_IN, CO_INVESTED_WITH, MANAGES, OWNS, BOARD_MEMBER_OF, VEHICLE_OF, ...), each w...	free
`relationship_path`	from_dfx_id, max_hops?, to_dfx_id	An evidence-backed path between two DFX ids across every graph: each hop is a published relationship with its source, or a SAME_AS identity link by shared CRD/C...	free
`search_events`	dfx_id?, domain?, event_type?, exclude_routine?, limit?, min_significance?, ...	Dated events across family offices, sponsors, venture, private equity and real estate: investments announced, vehicles formed, Form D and ADV filings, people jo...	free
`verify`	claim?, object?, object_dfx_id?, predicate?, subject?, subject_dfx_id?, ...	SUPPORTED, PARTIALLY_SUPPORTED, CONTRADICTED or UNKNOWN for a claim, with the observations	free
`find_capital_for_opportunity`	asset_class?, check_size_usd?, control?, deal_size_usd?, dfx_id?, investor_types?, ...	Investors for a company (dfx_id) or a described opportunity (sector, state, deal size, stage, control): verified independent sponsors with observed acquisitions...	free
`find_opportunities_for_capital`	dfx_id, limit?	For a family office, sponsor, capital provider or venture firm: the opportunities DFX knows that fit its DEMONSTRATED behaviour: computed matches where the grap...	free
`explain_match`	dfx_id_a, dfx_id_b	For an investor and an opportunity (either order): MATCH REASONS, BLOCKERS, SUPPORTING OBSERVATIONS, COMPARABLE HISTORY (the investor's dated investments in the...	free
`why_now`	dfx_id, within_days?	Evidence-backed reasons an entity matters now: recent filings, vehicles formed, deployments, people moves, fundraising, transition signals, loan maturities, eac...	free
`who_should_care`	dfx_id?, event_id?, limit?	Given an entity or an event id: who is likely to care and why	free
`search_documents`	dfx_id?, limit?, query	Full-text search over DFX's document index: verbatim passages from the documents the graph already points at (SEC filings and BDC schedules of investments, publ...	free
`find_real_estate_lenders`	band_max_usd?, band_min_usd?, city?, limit?, property_type, since?, ...	Lenders ranked on the commercial real estate loans they ORIGINATED, from CMBS loan-level filings (SEC ABS-EE): same property type, loans in the states and city ...	free
`search_cmbs_loans`	cursor?, distress?, dscr_max?, limit?, loan_keys?, maturity_from?, ...	Loans on the ACTIVE CMBS tape (SEC ABS-EE, each loan's latest monthly reading, read within 100 days of the newest period) with the servicer's own fields: paymen...	free
`search_signals`	affected_dfx_id?, cursor?, domain?, family?, include_audience?, limit?, ...	The governed signal layer the site ranks by (actionable now, public or sellable only): each card names its family, the subject with its dfx id, what changed, wh...	free
`search_opportunities`	condition_kind?, cursor?, family?, intelligence_class?, limit?, min_rank?, ...	Opportunity summaries: the condition (credit deterioration, refinancing window, lender group change, capital raised, advisor movement, servicing distress ...), ...	free
`who_to_contact`	dfx_id?, limit?, opportunity_id?, organization?, purpose?	For one organization (dfx_id, or its name in `organization`, resolved through the identity layer so every graph the institution is on is read) or one opportunit...	free
`search_forward_opportunities`	contact?, cursor?, entity_dfx_id?, evidence?, limit?, max_economic?, ...	Forward opportunities across DFX: an entity, the event a measured pattern points to (a borrower reaching non-accrual, a pension plan re-upping with a manager, a...	free
`get_forward_signal_ledger`	cursor?, limit?, signal_key?, status?, vertical?	The ledger behind every forward claim: for each pattern, its definition, population, test period, base rate, rate among entities showing it, lift with its inter...	free
`search_cmbs_resolutions`	cursor?, limit?, min_loss_usd?, property_type?, resolution?, since?, ...	Every conduit CMBS loan whose servicer reported a foreclosure, REO or deed in lieu workout (SEC ABS-EE), with how it ended: resolved or still pending, the SEC l...	free
`get_company_coverage`	naics, state?	The Census Bureau's count of firms (Statistics of US Businesses 2022, all firms and firms with 20 or more employees) in one NAICS code (2 to 6 digits) and one s...	free
`search_13f_sector_holders`	family_capital_only?, limit?, period?, sector?, sic?, state?	Family offices (and, with family_capital_only false, every 13F filer on the family office graph) that hold public positions in a sector per their latest Form 13...	free
`search_bdc_language_change`	changed_only?, filed_from?, limit?, section?, term	For a term (software, tariffs, AI, healthcare, energy, consumer, office, crypto or any word), every active BDC whose latest 10-K or 10-Q names it, compared sent...	free
`rank_sponsor_capital`	deal_company?, deal_sponsor?, ebitda_max_usd?, ebitda_min_usd?, group?, limit?, ...	The capital parties named on announced independent sponsor transactions, aggregated	free
`get_sponsor_portfolio`	dfx_id?, limit?, name?, status?	Every portfolio holding DFX has for one private equity or independent sponsor firm (current and exited): company, state, listed sector, fund, platform or add-on...	free

Start with what_can_dfx_answer if you do not know what to ask for. It says no clearly when the answer is no, and it records the ask, so questions DFX cannot answer shape what gets built next.

Beyond real estate: family offices, independent sponsors, venture capital

The same connection answers across three more DFX graphs, with one id scheme (dfx:fo:, dfx:isi:, dfx:vc:, and the real estate ids above), one response contract, and cross-graph identity by shared CRD, CIK or EIN only. A same-name entity on another graph is returned as a candidate, never merged.

Family offices. 2,557 offices on the graph (694 candidates, 156 confirmed multi-family, 332 probable single-family, 139 outsourced), 4,238 foundations, 748 offices with 13F positions, 394 with observed direct investments. A candidate is a name, never a class; AUM, RAUM and 13F value are three numbers and are never substituted for one another.

Independent sponsors. 4,163 sponsors, 10,658 capital providers, 97,295 private companies with Department of Labor plan-filing history of which 17,064 carry a transition signal, 317,710 computed company-to-sponsor matches with reasons and blockers, 2,389 announced transactions. A plan-filing signal is one year lagged.

Venture capital. None firms (None with a fund raising in the last 18 months), 76,935 funds with every fund amount kept apart (54,574 with Form D sold), 113,358 people, 47,452 companies and 30,800 rounds. Stated sectors are populated on None firms today, so a sector filter on firms answers NOT_COVERED rather than an empty list; a round is never a check.

Across all of them: search_entities, get_entity (everything on one id: card, relationships, events, evidence, cross-graph links), search_people, search_relationships, relationship_path (how X connects to Y, every hop an evidenced edge), search_events, verify (SUPPORTED, PARTIALLY_SUPPORTED, CONTRADICTED or UNKNOWN, with the observations), and the economic tools find_capital_for_opportunity, find_opportunities_for_capital, explain_match (reasons and blockers, never a bare score), why_now and who_should_care.

Contact points are withheld over MCP on every graph. Call what_can_dfx_answer with domain set to any of family_office, independent_sponsor, venture_capital or real_estate for that domain's entity types, event families, rights, freshness and limitations.

What is actually in here (real estate)

Two populations that barely overlap, and conflating them is the most common way to misread this server.

Object	What it is	Resolvable
`parcel`	Massachusetts. The municipal assessor and registry layer, carrying assessed value, land use and recorded sales.	292,039
`property`	National. Federal programme multifamily: HUD, LIHTC and FHA.	100,277
`organization`	Owners, managers, lenders and servicers.	not counted separately

An address may return one, the other, or both.

Recorded sales

the District of Columbia, Massachusetts and New York: 95,562 instruments over 118,733 property links.

Tape	Geography	Grain	Buyer	Seller	Repeat sales
`municipal recorder extract`	New York City, five boroughs	recorded instrument, grouped into economic transactions	yes	yes	yes
`statewide assessor roster`	Massachusetts, statewide	assessor roster: one sale date and price per parcel	yes	no	no

municipal recorder extract: deeds at or above $10,000,000 consideration. This is a deliberate cut by VALUE and not by date: a date cut would orphan the earlier leg of a repeat-sale pair. A smaller New York sale is outside the tranche, not absent from the city.
municipal recorder extract: Fourteen same-day deeds between the same parties are ONE transaction with fourteen instrument ids preserved, and a 318-property deed is one transaction linked to 318 properties. Consideration is stated once per instrument and is never split across its properties. No natural person is named in an event headline, on either side.
statewide assessor roster: An assessor roster carries the LAST sale, so repeat-sale pairs and hold periods are not derivable from it at any volume. A deed repeats its full consideration on every parcel it covers, so allocated_consideration is carried separately from consideration and allocation_basis says when a split is ours.

Event coverage, measured

133,404 publishable events across 19 types, written by 20 sources on a published allowlist of 16.

Event type	States	Published
`PROPERTY_SOLD`	3	47,479
`TAX_LIEN_LISTED`	1	29,368
`PERMIT_ISSUED`	3	13,847
`COMPLIANCE_PERIOD_ENDING`	56	11,956
`SUBSIDY_CONTRACT_EXPIRING`	54	4,721
`LEASE_EXPIRING`	56	4,153
`FORECLOSURE_FILED`	1	4,054
`PORTFOLIO_EXPANDED`	53	3,528
`LOAN_MATURITY_SCHEDULED`	52	3,281
`CERTIFICATE_OF_OCCUPANCY`	2	3,273
`PORTFOLIO_CONTRACTED`	54	3,181
`DISTRESS_FLAG_RAISED`	26	1,430
`DEMOLITION_FILED`	2	1,347
`USE_CONVERSION_PERMITTED`	1	923
`VACANT_FORECLOSURE_REGISTERED`	0	711
`FORECLOSURE_EVENT`	21	123
`PERMIT_STATUS_CHANGED`	0	13
`LOAN_MODIFIED`	5	12
`BANKRUPTCY_EVENT`	4	4

USE_CONVERSION_PERMITTED are Massachusetts only. TAX_LIEN_LISTED are New York only. FORECLOSURE_FILED are Pennsylvania only. COMPLIANCE_PERIOD_ENDING, LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, SUBSIDY_CONTRACT_EXPIRING are national. Multi-state, with the number of states each reaches: DISTRESS_FLAG_RAISED (26), FORECLOSURE_EVENT (21), LOAN_MODIFIED (5), BANKRUPTCY_EVENT (4), PERMIT_ISSUED (3), PROPERTY_SOLD (3), CERTIFICATE_OF_OCCUPANCY (2), DEMOLITION_FILED (2). PERMIT_STATUS_CHANGED, VACANT_FORECLOSURE_REGISTERED carries rows that resolve to no state at all, so a state filter cannot reach it.

The loan tape: `debt_maturity_schedule`

Free, like everything else on this server. For one US state and one forward window, up to 200 loans per call, one row per loan, ordered by maturity date:

maturity_date and maturity_basis
original_principal_usd, current_principal_usd, interest_rate_pct, origination_date, term_months
instrument_type
the lender's canonical name and DFX id where resolved
the secured property: DFX id, street address, city, state, postal code, unit count, property type
the source_key for that row

Why the dates can be trusted. 19,821 loans carry a maturity date and 19,821 of 19,821 carry maturity_basis = 'confirmed'. Not one is estimated, inferred from a term length, or carried forward from a stale reading. Every date was filed with the SEC by a loan servicer or recorded by HUD, and then resolved to a specific building.

search_property_events returns the event: a date, a headline, an address. The loan tape returns the loan: the principal, the lender, the instrument, deduplicated to one row per loan, up to 200 rows instead of 50, with the population stated so you can tell a complete answer from a truncated one. The two populations are different sizes on purpose and both numbers are true: an event has to be promoted to a single place, a loan only has to be filed, so the 19,821 loans on the tape are reached here while 3,281 maturity events are reachable through the event search.

How the loans spread. Of the 19,821 loans, 1,765 mature inside the default 548-day window, and they are not evenly spread. Measured 2026-09-29:

State	Loans maturing in the next 548 days
CA	328
NY	196
TX	119
FL	99
OH	66
GA	60
MI	56
PA	55
IL	54
NJ	50
VA	40
NV	39
IN	35
WA	33
NC	32
AZ	28
CO	28
LA	24
MD	21
SC	21
MO	20

27 further states hold between 1 and 18 loans in that window; Montana and Wyoming hold

Widen within_days to reach further out; each call returns up to 200 loans.

145 of those 1,765 carry no single state: a loan secured by several buildings has no property anchor, so a state filter cannot reach it. Those are reached through get_property_record.

What it does not cover, stated plainly. These are the gaps the server itself reports through dfx_coverage, reprinted here so you do not have to call it to find them:

Loan maturity coverage is federal programme lending only (FHA insured and agency backed). The Registries of Deeds are closed to automation, so conventionally financed property carries no debt record here. A property absent from a maturity search is NOT a property without debt.
LIHTC compliance periods are statutory and every one falls on 31 December, so a count bucketed by day shows a December cliff that is an artefact of the statute rather than a market event.
Permit and demolition coverage is the City of Boston only.
No outcome has ever been observed for any prediction in this graph. Nothing served here carries a calibrated probability; every score is a ranked signal.
One street address can carry several records. Measured across 6,114 such clusters: 2,764 agree on unit count and are plausibly one asset registered by more than one programme, while 3,350 report DIFFERENT unit counts and are probably genuinely different buildings at one address, such as a scattered-site development. DFX has merged none of them and resolve() says which case you are looking at rather than choosing.
Property and parcel are separate populations that barely overlap: 661 clean one-to-one pairs out of roughly 100,000 each. An address may resolve to one, the other, or both, and they are returned as distinct typed objects rather than merged.
PROPERTY RECORDS ARE NOT ONE ROW PER BUILDING. 101,991 published property records cover 94,859 distinct normalised addresses, so a total computed across them overstates by roughly 8%. 245 Park Avenue is one tower and thirteen records, because thirteen securitisation trusts each report it. Every row is individually true, which is why the distortion is invisible per row. Each record carries address_group_size so you can see it: 1 is unique, and above 1 you should deduplicate by address before summing anything. DFX has not merged them because thousands of these clusters carry different unit counts and are genuinely different buildings at one address rather than one building recorded twice.
The sale tape is two sources with different grain, and the difference decides which questions it can answer. MASSACHUSETTS is an assessor roster: statewide, one sale per parcel, buyer named and SELLER NEVER NAMED, so repeat-sale pairs and hold periods are not derivable from it at any volume and no further ingestion of it will change that. NEW YORK is a recorder extract: five boroughs, both parties named, every instrument dated, so repeat sales and hold periods ARE derivable, but only for deeds at or above $10,000,000. Neither one is a national sale tape and DFX does not have one.

Connect it

Any MCP client that speaks Streamable HTTP. No credentials.

json

{
  "mcpServers": {
    "dfx-real-estate": {
      "type": "http",
      "url": "https://exchange-production-9123.up.railway.app/mcp"
    }
  }
}

Claude Code:

bash

claude mcp add --transport http dfx-real-estate \
  https://exchange-production-9123.up.railway.app/mcp

Both the current protocol revision and the older initialize handshake are served, because most deployed clients still send the latter.

If your client only speaks stdio

Some clients launch a subprocess and speak JSON-RPC over its pipes; they have no way to reach a URL at all. bridge/dfx_mcp_stdio.py is the whole adapter for those: one file, standard library only, no key, no state. It forwards each message to the endpoint above and writes the answer back.

json

{
  "mcpServers": {
    "dfx-real-estate": {
      "command": "python3",
      "args": ["/path/to/us-property-parcel-real-estate-debt/bridge/dfx_mcp_stdio.py"]
    }
  }
}

Use an absolute path. An MCP client launches the command from its own working directory, not yours, so a relative one will not find the file.

Use the URL directly if your client can. The bridge adds a process and a hop and buys nothing when Streamable HTTP is available. It reads the tool list from the live server on every tools/list, so an installed copy does not go stale when DFX publishes a new event family; there is nothing in it that knows what a family is.

Questions this server is good at

Which commercial mortgages in this state mature in the next 548 days, who lent, and against which building?
What has DFX learned since I last asked? (changes_since, cursor-based, ordered by when DFX came to know a fact rather than when the fact occurred.)
Which LIHTC compliance periods and HUD subsidy contracts are expiring, and where?
What did this parcel last sell for, to whom, and under which book and page?
Who owns, manages or lends against this building?

Three recipes, as an agent calls them

Each is one tool call, the arguments verbatim, and what came back when this page was generated. Paste the call; the numbers are the wire's, not this page's.

Where is the queue? Subsidised projects in Ohio with a waiting list of 24 months or more, deepest first.

json

{"tool": "search_subsidised_housing", "arguments": {"state": "OH", "min_waiting_months": 24, "limit": 10}}

Returns matched: 69 and ten rows, the longest at 85 months, each with units available, occupancy, rent, household income and what HUD pays per unit, and waiting_list_coverage saying how many projects in the state report a list at all. One annual capture (29,455 projects nationally), stated on every row. A NULL waiting list is an absent disclosure, never an empty queue.

Which banks are past the CRE guidance line? FDIC-insured banks in Ohio whose total CRE exceeds 300% of equity, most concentrated first.

json

{"tool": "search_bank_cre_exposure", "arguments": {"state": "OH", "above_guidance": true, "limit": 10}}

Returns matched: 8 with each bank's CRE book against equity and assets, noncurrent and charge-off ratios and its UBPR peer and national percentile ranks. 626 of 4,313 banks nationally are over that line on this measure. The guidance tests total risk based capital and these ratios are on equity, so the row says "screen", not "finding".

What matures, and against which building? Securitised and FHA-insured loans on Texas property maturing inside a year, soonest first.

json

{"tool": "search_property_events", "arguments": {"event_type": "LOAN_MATURITY_SCHEDULED", "state": "TX", "within_days": 365, "limit": 50}}

Returns 73 events (page with next_cursor), each with the building's dfx_id. Then, for any row, get_property_record with that id returns the loan itself free: current principal, interest rate, original principal, maturity and basis. debt_maturity_schedule is the same population as one deduplicated statewide list with the lender name and a completeness figure.

One page per question, with the measured coverage on it

Which commercial real-estate loans mature in a given state and window?: 3,281 LOAN_MATURITY_SCHEDULED, 52 states and territories.
Which LIHTC properties are reaching the end of a compliance period?: 11,956 COMPLIANCE_PERIOD_ENDING, 56 states and territories.
Which HUD-subsidised properties have contracts approaching expiry?: 4,721 SUBSIDY_CONTRACT_EXPIRING, 54 states and territories.
Where is commercial real estate in distress, foreclosure or workout?: 1,430 DISTRESS_FLAG_RAISED, 123 FORECLOSURE_EVENT, 12 LOAN_MODIFIED, 26 states.
What did this property sell for, and who owns it?: 47,479 PROPERTY_SOLD, 3 states.
Which commercial leases are approaching expiry, and who occupies a building?: 4,153 LEASE_EXPIRING, 56 states and territories.

Questions it is not good at, and will say so

Anything about a person. Person lookup is deliberately not offered.
Assessor and parcel data outside Massachusetts.
Debt on conventionally financed property.
Anything outside the United States.

Design notes an agent developer may care about

changes_since is ordered by when DFX learned a fact, not when the fact occurred. A deed signed in March is recorded in August. Polling a date filter would show you the same rows forever.
An unrecognised event_type is refused with the served vocabulary attached, never answered with an empty list, because an empty list reads as an absent market.
A name is a blocking key, never an identity. resolve_organization returns all candidates rather than guessing one.
Every returned fact carries its provenance: the source, the evidence class, and for sales the registry book and page.
Coverage is a tool, not a footnote. Call dfx_coverage before concluding that an empty result means an absent market.

What is behind the rows

16 registered feeds pass the rights filter and serve this endpoint, in 5 families:

County and municipal records (9): The property layer: assessment, recorded instruments, permits, code enforcement and tax status.
Federal program and statistical data (4): Federal programme registers and statistical series: who is funded, insured, assisted or measured.
Federal regulator filings (1): What firms, funds and plans are required to tell a federal regulator, on the regulator's own schedule.
Securitised debt reporting (1): Loan-level and servicer reporting on debt that has been securitised, month by month.
Public records (1): Public records that do not sit in one of the families above.

Every returned row names its own source, the date it was effective and the date DFX read it. Which individual feeds sit inside a family is not published.

Terms

The example code in examples/ is MIT licensed. The data served by the endpoint is not: it is derived from public federal and municipal sources under DFX's own processing, and is served for use, not for redistribution as a dataset. Ask if you want something broader; the answer is often yes.

Operated by DFX Intelligence. Developer reference: https://dfxintel.com/ai/real-estate-mcp

Install

Tools (47)

resolve_addressresolve_organizationget_occupancyget_property_recordsearch_property_eventssearch_bank_cre_exposuresearch_subsidised_housingsearch_parcels

Remote endpoint

Streamable HTTP

Hosted server - connect over the network, no local install.

url

https://exchange-production-9123.up.railway.app/mcp

Add to VS Code Add to Cursor

claude_desktop_config.json

json

{
  "mcpServers": {
    "us-property-parcel-real-estate-debt": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://exchange-production-9123.up.railway.app/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.

State	Loans maturing in the next 548 days
CA	328
NY	196
TX	119
FL	99
OH	66
GA	60
MI	56
PA	55
IL	54
NJ	50
VA	40
NV	39
IN	35
WA	33
NC	32
AZ	28
CO	28
LA	24
MD	21
SC	21
MO	20

State	Loans maturing in the next 548 days
CA	328
NY	196
TX	119
FL	99
OH	66
GA	60
MI	56
PA	55
IL	54
NJ	50
VA	40
NV	39
IN	35
WA	33
NC	32
AZ	28
CO	28
LA	24
MD	21
SC	21
MO	20

DFX Real Estate Intelligence MCP Server

🛠️ Key Features

🚀 Use Cases

⚡ Developer Benefits

⚠️ Limitations

Topics

resolve_address

resolve_organization

get_occupancy

get_property_record

search_property_events

search_bank_cre_exposure

search_subsidised_housing

search_parcels

what_can_dfx_answer

changes_since

debt_maturity_schedule

dfx_coverage

search_family_offices

get_family_office

search_family_office_investments

search_independent_sponsors

get_independent_sponsor

search_sponsor_capital_providers

search_private_companies

search_sponsor_deals

search_pending_ownership_changes

search_vc_firms

get_vc_firm

search_vc_investments

search_vc_funds

search_pe_firms

get_pe_firm

search_pe_funds

get_pe_fund

search_pe_transactions

search_pe_platforms

find_pe_buyers_for_company

find_pe_companies_for_buyer

find_pe_addons_for_platform

search_entities

resolve_name

get_entity

search_people

search_relationships

relationship_path

search_events

verify

find_capital_for_opportunity

find_opportunities_for_capital

explain_match

why_now

who_should_care

DFX Intelligence: MCP server

Read the schemas before you call anything

If you are a harvester rather than a caller

The 102 tools

Beyond real estate: family offices, independent sponsors, venture capital

What is actually in here (real estate)

Recorded sales

Event coverage, measured

The loan tape: debt_maturity_schedule

Connect it

If your client only speaks stdio

Questions this server is good at

Three recipes, as an agent calls them

One page per question, with the measured coverage on it

Questions it is not good at, and will say so

Design notes an agent developer may care about

What is behind the rows

Terms

Install

Remote endpoint

Related servers

The loan tape: `debt_maturity_schedule`

State	Loans maturing in the next 548 days
CA	328
NY	196
TX	119
FL	99
OH	66
GA	60
MI	56
PA	55
IL	54
NJ	50
VA	40
NV	39
IN	35
WA	33
NC	32
AZ	28
CO	28
LA	24
MD	21
SC	21
MO	20