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ToolDestructive
Upsert research entity
upsert_research_entityThe task is centered on a saved ticker, thesis, claim, or research review.
When to use it
The task is centered on a saved ticker, thesis, claim, or research review.
Typical workflow
Use company context first, then thesis, claims, reviews, and evidence gaps.
What it returns
Company thesis context, claims, reviews, and evidence health signals.
Avoid using it when
The ticker is not saved in Prism or the task only needs generic market data.
Advanced input contract
Agent hosts use this JSON Schema to validate the exact input shape.
View full registry notes
Create or update a canonical company, subsidiary, facility, technology, material, program, agency, policy, customer, person, or topic. Preview this operation with mode=preview and a stable idempotencyKey. After approval, commit with mode=commit, operationId and commitToken only; saved preview fields cannot be replaced.
View JSON Schema
{
"type": "object",
"properties": {
"entityId": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
},
"kind": {
"type": "string",
"enum": [
"company",
"subsidiary",
"facility",
"technology",
"material",
"program",
"government_agency",
"policy",
"customer",
"person",
"topic"
]
},
"canonicalName": {
"type": "string",
"minLength": 1
},
"companyEntityId": {
"anyOf": [
{
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
},
{
"type": "null"
}
]
},
"scopeFolderIds": {
"type": "array",
"items": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
}
},
"metadata": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
},
"expectedUpdatedAt": {
"type": "string",
"format": "date-time",
"pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d(?::[0-5]\\d(?:\\.\\d+)?)?(?:Z))$"
},
"mode": {
"type": "string",
"enum": [
"preview",
"commit"
]
},
"idempotencyKey": {
"type": "string",
"minLength": 1,
"maxLength": 500
},
"operationId": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
},
"commitToken": {
"type": "string",
"minLength": 1,
"maxLength": 500
}
},
"required": [
"mode"
],
"additionalProperties": false,
"anyOf": [
{
"$schema": "http://json-schema.org/draft-07/schema#",
"type": "object",
"properties": {
"entityId": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
},
"kind": {
"type": "string",
"enum": [
"company",
"subsidiary",
"facility",
"technology",
"material",
"program",
"government_agency",
"policy",
"customer",
"person",
"topic"
]
},
"canonicalName": {
"type": "string",
"minLength": 1
},
"companyEntityId": {
"anyOf": [
{
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
},
{
"type": "null"
}
]
},
"scopeFolderIds": {
"type": "array",
"items": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
}
},
"metadata": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
},
"expectedUpdatedAt": {
"type": "string",
"format": "date-time",
"pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d(?::[0-5]\\d(?:\\.\\d+)?)?(?:Z))$"
},
"mode": {
"type": "string",
"const": "preview"
},
"idempotencyKey": {
"type": "string",
"minLength": 1,
"maxLength": 500
}
},
"required": [
"kind",
"canonicalName",
"mode",
"idempotencyKey"
],
"additionalProperties": false
},
{
"$schema": "http://json-schema.org/draft-07/schema#",
"type": "object",
"properties": {
"mode": {
"type": "string",
"const": "commit"
},
"operationId": {
"type": "string",
"format": "uuid",
"pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
},
"commitToken": {
"type": "string",
"minLength": 1,
"maxLength": 500
}
},
"required": [
"mode",
"operationId",
"commitToken"
],
"additionalProperties": false
}
]
}