get a key
steadybase-$ docs mcp
endpointhttps://mcp.steadybase.io/mcp
transportstreamable-http (stateless)
authbearer gtms_
tools53
descriptor/.well-known/mcp.json
generated2026-10-03 21:22:11 UTC
install
claude mcp add --transport http steadybase https://mcp.steadybase.io/mcp \
  --header "Authorization: Bearer $STEADYBASE_KEY"
tools
toolwhat it returnsparameters
resolve_entity Resolve any alias (ticker, company name, domain, or an entity_id) to the ONE canonical entity: entity_id, ticker, name, aliases, domains. query*string
get_account THE ACCOUNT CARD for one covered account: the receipted statements with their clips (account.signals, each with quote, source_url, receipt, transcript_url, page_ref, event_date, speaker and verified), the buying committee under `contacts` when the feed carries it (get_contacts returns the full list), the travel spend estimate with its drivers, green and red flags, the next earnings date and the rank. Echoes the canonical entity_id and ticker. WHAT IS QUOTABLE: only account.signals[].quote, and only with that row's receipt. The card's headline `quote` is a feed convenience: quote_receipt carries its receipt when one of the receipted statements matches it and quote_is_quotable says so, and when it does not, quote_receipt is null, quote_is_quotable is false and quote_receipt_note says to quote from signals[] instead. `why_it_matters` is a DERIVED sentence (why_it_matters_is_derived is always true): it is why the account ranks, not words the company said, and must never be put in quotation marks to a customer. There is no warm intro path on this card; the committee, where the feed carries it, is the nearest thing to one, and it is identity only. entity*string
get_signals Verified earnings-call quotes/signals for one account, each with date, source, and a verified flag. since=YYYY-MM-DD keeps only signals on or after that date. WHAT IS QUOTABLE: each row's `quote`, verbatim, with that row's own receipt (source_url, receipt, transcript_url, or the clip). `why_it_matters` on the same row is a DERIVED sentence (why_it_matters_is_derived is always true): it says why the statement matters and is not part of the quotation, so never put it inside the quotation marks. receipt_note says the same in words. entity*string sincestring
whats_changed The recent-signals feed scoped to ONE account: its board row with rank, score, evidence tier, signal count, next earnings date, the headline quote and why_it_matters. WHAT IS QUOTABLE: the headline `quote` only when quote_is_quotable is true, and then with quote_receipt, which is the receipt of the one receipted statement it was cut from. When quote_is_quotable is false, quote_receipt is null, nothing on the row is quotable, and quote_receipt_note says so in words. `why_it_matters` is a DERIVED sentence (why_it_matters_is_derived is always true), not words the company said. For the verbatim statements with their receipts call get_signals(ticker), named on the row as verbatim_statement_from. entity*string
whats_new WHAT IS NEW SINCE I LAST CHECKED. Call it with no arguments for the classic board feed (top 50 board rows). On those rows WHAT IS QUOTABLE is the headline `quote` only when quote_is_quotable is true, with quote_receipt; when it is false, quote_receipt is null and quote_receipt_note says nothing on the row is quotable. `why_it_matters` on a board row is a DERIVED sentence (why_it_matters_is_derived is always true); the verbatim statements with their receipts come from get_signals(ticker), named on the row as verbatim_statement_from. Call it with `since` and it becomes the delta feed: every signal FIRST SEEN since that point, newest first, each row carrying event_key, ticker, company, kind, matched_rule, the verbatim quote, why_it_matters, source_url and page_ref, the receipt link, the signal date, evidence tier, and call_first (the one person to call, identity only, no email or phone). Poll it on a schedule: pass the previous response's `next_since` straight back as `since` and you get exactly what landed in between, with no duplicates and no gaps. When `truncated` is true the page is the OLDEST slice of the backlog and `next_since` is the newest event in it, so polling again immediately walks forward through the backlog; `next_action` says in words which of the two to do. `limit` is a soft cap on that path: a page is never cut in the middle of a group of events sharing one first_seen, because the cursor cannot resume inside one. `since` accepts an ISO timestamp (exclusive, so a cursor never replays its last row), a plain date YYYY-MM-DD (inclusive), or a number of days (7). event_key is the same identity the Slack and webhook push lanes use, so a pushed alert and a pulled row for one signal match by string equality. The feed carries direct-evidence signals and T&E spend-change matches (the grade a human gets told about); use search_signals for the wider inferential corpus. Retention is 30 days. THE LIVE FEED: everything above is the nightly board, so the freshest thing it can say is "last night". Pass feed="events" and the same tool answers from the box's live event log instead: WHAT HAS HAPPENED SINCE MY LAST CURSOR, oldest first, so a polling agent walks forward through it. Each row is event_seq, kind, event_key, occurred_at and payload. kind is one of trigger_hit (a trigger matched something written to your book), live_alert (a trigger matched what was said DURING a call, while the call is still running), clip_ready (the audio for an earlier live_alert has been cut, and the row carries the same alert_id plus the finished clip_url) and account_changed (an account on your book moved). A live_alert payload carries the VERBATIM QUOTE, the trigger it matched, the account, receipt_url and offset_sec, with clip_url null until the clip exists, so the quote always arrives with the receipt that opens it and you quote it as is or not at all. ON THIS FEED `since` IS AN EVENT_SEQ CURSOR, a string of digits, not a timestamp and not a number of days: pass the previous answer's next_cursor straight back and you get exactly what landed after it, because the cursor is EXCLUSIVE, so nothing is replayed and nothing is skipped. Start with no `since` at all, keep next_cursor from every reply, and poll. next_action says in words whether to poll again at once (truncated, there is a backlog) or on your schedule. `kinds` on this feed is that list of four and an unknown one is refused rather than ignored. The envelope stamps feed ("events" here, "board" on every other path) so you can tell the two apart on one key. The tenant is the one your key resolved to and no argument can name another. feedstring sincestring limitinteger kindsarray
upcoming_calls Upcoming earnings calls with listen_for and your_move, stamped with the canonical entity_id. For the full capture calendar with confirmed times, webcast links and capture status, use upcoming_calendar. none
upcoming_calendar WHEN THE CALLS ARE. The capture calendar for this board: earnings calls and investor presentations with the date, the confirmed start time when the company's IR page published one, the webcast link, and our own capture status. Use it to answer "who reports this week" and to time outreach around a call. Status moves scheduled -> registered -> capturing -> captured -> transcribed -> extracted, or ends at missed (the event passed with no audio) or failed (we tried and got nothing); status_reason says why in a phrase. Two numbers in `summary` decide how much of this is actionable: with_webcast_url (no public link means the call cannot be captured at all) and with_confirmed_time (without it the start is a before-open / after-close guess, not a real clock time). Defaults to the next 30 days plus the last 7 so "what did we capture this week" is answerable in the same call. daysinteger tickerstring statusstring event_typestring include_past_daysinteger limitinteger
next_earnings_call THE NEXT CALL FOR ONE COMPANY. Give it a ticker (a company name, domain or entity_id also resolves) and it returns the next scheduled earnings call on this board: date, days_until, the confirmed time in US Eastern when one is published, time_source (ir_page means a real published time; nasdaq_bmo / nasdaq_amc mean before-open / after-close and are a guess), the webcast_url to listen on, the IR page, whether it is capturable, and our capture status. Also returns the two calls after it and any other investor events for that company. Pair it with whats_new: a fresh signal plus a call inside the week is the moment to reach out. ticker*string
get_actions The System of Action queue: ranked do-next moves for the top of your board, each with its canonical entity_id, a sentence, the headline quote, and the artifact that opens it when there is one. `sentence` is the row's why_it_matters, a DERIVED sentence (why_it_matters_is_derived is always true): it is why the account ranks, never words the company said, and must not be put in quotation marks. WHAT IS QUOTABLE: `quote` only when quote_is_quotable is true; then quote_receipt is the receipt of the one receipted statement it was cut from and artifact_url_or_text is the link that opens it. When quote_is_quotable is false, artifact_url_or_text and quote_receipt are null and quote_receipt_note says nothing on the row is quotable. The verbatim statements with their receipts come from get_signals(ticker), named on the row as verbatim_statement_from. Pass entity to scope to one account. entitystring
get_contacts The buying-committee contacts for one account on your board: identity only (name, title, persona, LinkedIn). Never email or phone. Pass a ticker. ticker*string
get_priorities THE TIERED PRIORITY LIST (P1 act now, P2 direct evidence smaller prize, P3 big prize watch the trigger, P4 monitor). Each account carries its rank score decomposition (signal strength x qualification x spend tier), its green flags, its red flags (which demote and never disqualify), the business line, the motion, the travel spend estimate and top_rule, the rule that fired. NOTHING ON THESE ROWS IS QUOTABLE: why_it_matters and business are derived sentences describing why the row ranks, why_it_matters_is_derived is always true, quote and source_url are always null, and receipt_note says the same in words. For the verbatim statement behind top_rule and the receipt that opens it, call get_signals(ticker) or get_account(ticker) and quote from signals[]. Filter by tier, cap with limit. tierstring limitinteger
research_company Live universe pull for ANY public company, even one NOT on the book: latest earnings-call transcript excerpt, labeled not-on-book. For a covered account use get_account instead. name*string
search_content Search the GTM content library (battlecards, decks, one-pagers, the vault) and return the top matching docs with name, url, and tags. query*string
today THE LIVE CONSOLE (steadybase.io/today/). Today's calls with arm state (scheduled, armed, capturing, captured, or missed with a reason), the last 24 hours of company-level signals, today's landed filings/decks/transcripts with counts and receipts, the platform heartbeat strip, and the local director's newest operating note. Same JSON as https://steadybase.io/today/index.json, refreshed every 15 minutes. Public and NOT board-scoped: carries no tenant name, trigger text, contact, or email, whichever key calls it. none
search_signals Full-text search across every signal receipt on your board - verbatim quotes from earnings calls, deck slides (page-linked), filings, and job postings. Each hit returns the quote and its source link (audio clip with timestamp when captured). query*string tickerstring limitinteger
find_companies FIND, RESOLVE OR LOAD COMPANIES. Four modes on one tool, by which argument you give, in this precedence: resolve, then bulk, then q, then query. (1) resolve is THE IDENTITY RESOLVER and wins over q and query. Give it an object of identifiers, any combination of account_id, cik, lei, ticker, exchange_ticker, domain, linkedin_company, legal_name (with country or state to disambiguate), parent_hint and duns, and you get back ONE account_id with method (which rung matched), confidence, corroborated_by, the account row, the corporate tree (parent, ultimate_parent, is_ultimate_parent) and the evidence list of every rung that was tried. A miss is an EXPLICIT no match: resolved false, reason no_match or ambiguous or conflict, and the nearest candidates so you can see what it nearly was. TWO CANDIDATES IS AMBIGUITY AND NEVER A MATCH: this tool does not promote a candidate into an answer, and you must not either. Send a stronger identifier or a jurisdiction and ask again. (2) external_id with external_system resolves YOUR OWN id (a Salesforce 18 character id, a CRM account key) through the same route, answered from your tenant's own id map first so a mapped id does not get re-matched. Both arguments go together, and the map read is scoped to the tenant your key resolves to; a key that is not mapped to a tenant is told so and the box is never called. (3) bulk true is THE ACCOUNT UNIVERSE, paged: identity only, no signal, no score, no tier, no tenant lens, in account_id order. Each row carries account_id, legal_name, display_name, primary_ticker, primary_domain, account_type, lifecycle_status, resolution_status, is_company, parent_account_id, ultimate_parent_id, depth, hq, sector, industry, exchange, employees_est, ir_url, identifiers (cik, lei, ticker, exchange_ticker, domain, linkedin_company, former_name, duns) and updated_at. Page on next_cursor until has_more is false; take deltas by passing since = the previous answer's as_of. include_unresolved adds the 209,093 EX-21 exhibit nodes we hold as evidence and have not identified (they come back resolution_status unresolved and is_company false, and they are NOT companies we assert exist under that name); the default scope without it is 10,140 resolved rows out of 219,233 total. book_only narrows to your own book. YOU DEDUPE ON account_id AND NOTHING ELSE. Ticker collisions (two companies that have held one symbol at different times), name variants, share classes and a subsidiary sharing its parent's domain are OURS to collapse and are already collapsed onto one account_id before a row leaves here. account_id is stable across a rename, a ticker change, an exchange move and an acquisition. Never dedupe on ticker or name. If two rows ever carry the same identifier under the same id_type, that is a bug to report to us, not a merge for you to perform. PAGE SIZE: the MCP page defaults to 200 rows and is capped at 500, because one tools/call result is one text block that lands whole in your context and 1,000 of these rows is about 200,000 tokens. The box itself will serve 5,000, so for the FIRST FULL LOAD of all 219,233 rows ask for the nightly export instead: one gzipped JSONL file per tenant in the private snapshots bucket, delivered by a presigned URL, built by the same function as this page so the two cannot drift. Use bulk for deltas and for reading a slice. (4) query is the PUBLIC DIRECTORY substring search over all 7,034 published companies by name, ticker or slug, case insensitive, exact ticker first, the same answer for every key: it returns slug (the durable key for the other company_* tools), name, ticker, url, page_url and the signal, quote and people counts. Use it when you have a company name and need the slug. (5) q is the IDENTIFIER LOOKUP behind your key: a domain, ticker, LEI or name, and each row is the company profile, account_id, name, legal_name, ticker, domain, sector, industry, exchange, cik, lei, hq_city, hq_state, hq_country, ir_url, linkedin_url, employees_est, on_book (whether that account sits on YOUR book), matched_on (which identifier hit) and identifiers (the rest of them). THE RECEIPT on a q row is cik and lei, the registry identifiers you can check the company against, plus ir_url and linkedin_url. include_tree true adds the corporate tree stats: parent, ultimate_parent, children_count, subsidiaries_count, and the people_count, roles_count, signals_count, documents_count and transcripts_count held. LIMITS: limit is max rows, default 10 and cap 100 on q and query, default 200 and cap 500 on bulk. The tenant on every keyed path is the one your key resolved to and cannot be overridden by an argument. bulk cannot be combined with resolve, q or query and says so rather than answering a narrower question. IT NEVER RETURNS an email, a phone, a tier, a score, a rank or any prioritisation of any kind. querystring qstring include_treeboolean resolveobject external_idstring external_systemstring bulkboolean cursorstring sincestring include_unresolvedboolean book_onlyboolean limitinteger
get_company THE COMPANY PAGE, AS DATA. One company from the public directory: identity (canonical ticker, aliases, domain, sector, industry, size band, IR and LinkedIn URLs), counts, the calendar (next event and recent events with webcast links), recent hiring, leadership_changes from 8-K filings, why_now and family when the export publishes them, and the newest 25 signals each with a verbatim quote and a receipt. Accepts a slug or a canonical ticker; a share-class ticker such as BAC^N resolves to its canonical company. people are OFF by default: pass include_people=true and you get name, title, role, linkedin_url, aliases and their sourced quotes, and nothing else. Never returns an email or a phone number, and carries no prioritisation of any kind. slug_or_ticker*string include_peopleboolean
company_why_now WHY THIS COMPANY, NOW. Returns the published why_now packages when the export carries them, with derived_from set to "why_now". When no package is published it does NOT invent one: it returns the 5 most recent public statements the company made, each with a verbatim quote and an https source_url, and marks the response derived_from="signals" so a caller can always tell an authored why-now from raw evidence. Read that marker before you quote this anywhere. slug_or_ticker*string
company_signals THE RECEIPTS. Every public signal on one company, newest first, each with the verbatim quote, an https source_url, page_ref, event_date and lane. Filter with lane (earnings_call, filing, ir_statement, exec_social, hiring, engineering) and with since (YYYY-MM-DD, inclusive floor on event_date). lanes_available tells you which lanes this company actually has. Duplicate statements are collapsed, keeping the entry with the best receipt. Use it after get_company when 25 signals is not enough or you want one lane only. slug_or_ticker*string lanestring sincestring limitinteger
search_company_signals SEARCH EVERY COMPANY AT ONCE. Full-text search across the public signal index: every verified signal plus every signal on a lane other than earnings_call and earnings_calendar, across all companies in the public directory, each with a verbatim summary, an https source_url, page_ref, event_date, lane and the company page URL. This is the tool for "which companies said anything about a hiring freeze", where find_companies and company_signals both need you to know the company first. Matching is exact lowercased token match, no stemming and no synonyms, so use literal words. Ranked by how many of your query terms a signal carries, then by recency. Filter with lane (call list_lanes for what exists), since (YYYY-MM-DD inclusive floor on event_date) and ticker_or_slug (one company). Not board scoped: the same answer for every key, because the index it reads is public by contract. query*string lanestring sincestring ticker_or_slugstring limitinteger
list_lanes THE LANES, WITH COUNTS. Every signal lane in the public cross-company index and how many signals each holds, plus the total rows, the number of companies covered, the date window, and when the index was generated. Call it before search_company_signals when you want to know what a lane filter can legally be, or to tell a caller how fresh the corpus is. none
get_receipt RESOLVE A RECEIPT. Every earnings-call quote in this MCP and in the public company directory carries a source_url. When that URL has the form https://api.steadybase.io/v1/receipt/<transcript_id>?start=<a>&end=<b> the transcript is licensed text that is not public, and this tool is how a key holder reads it: pass the url (or transcript_id plus start and end) and get back exactly the quoted span from the stored transcript, with the character offsets it was cut at and the transcript's size. Omit start and end to read the whole transcript (capped at 400k characters). Use it to verify a quote verbatim before repeating it, or to read the paragraph around it (widen start and end). Receipts on our own captures are plain public S3 URLs and do not need this tool. urlstring transcript_idstring startinteger endinteger
get_stated_te Best stated T&E/travel spend for a public ticker (amount, quote, source URL). Never invents. Jets out of scope. ticker*string
list_stated_te List stated T&E calibration rows. Sparse receipts; full product is the active public book. qa_statusstring require_amountboolean limitinteger
get_gbv_estimate Annual managed air+hotel GBV range (jets excluded) for a public ticker. public_company v0, or pending if that ticker has no fill. ticker*string model_idstring
get_gbv_priors Versioned GBV priors by stratum when published. stratumstring
gbv_feed_stats Stated T&E and public book feed counts loaded by MCP. none
sf_why_now YOUR WHY-NOW LIST FROM SNOWFLAKE. The Why Now catalog ranked through your tenant's prefs, rules and book, read as your tenant's read-only role from GTM_SIGNALS.TERRITORY.V_TENANT_WHY_NOW: TENANT_RANK, TICKER, COMPANY, SIGNAL_TYPE, AS_OF, TENANT_SCORE, WHY_PLAIN and the receipt (RECEIPT_URL, RECEIPT_KIND, SIGNAL_KEY). Same rows a direct Snowflake connection with role GTM_SIGNALS_RO_<TENANT> returns. limitinteger
sf_account_signals VERIFIED SIGNALS ON ONE ACCOUNT FROM SNOWFLAKE. Every verified shared signal on one account in your book, weighted by your lens, from V_TENANT_ACCOUNT_SIGNALS: SIGNAL_TYPE, EVENT_DATE, SUMMARY (verbatim), DIRECTION, TENANT_SIGNAL_SCORE and the receipt (SOURCE_URL, PAGE_REF, VERIFIED). Give a ticker, or an account_id (acc_...) which is resolved inside your own views. tickerstring account_idstring since_daysinteger limitinteger
sf_future_events UPCOMING CALLS ON YOUR BOOK FROM SNOWFLAKE. One row per upcoming event on your book accounts from V_TENANT_FUTURE_EVENTS: REPORT_DATE, CALL_TIME_ET, TIME_SOURCE, WEBCAST_URL, IR_PAGE_URL, REGISTERED, CAPTURE_PLAN (armed, deferred, no_time, no_url) and the calendar source. capture_plan filters to one plan; capture_plan_counts summarises the page. daysinteger capture_planstring limitinteger
sf_people PEOPLE AT A BOOK ACCOUNT FROM SNOWFLAKE. Identity only (FULL_NAME, TITLE, LINKEDIN_URL, persona match, time in role) from V_TENANT_PEOPLE, never an email or a phone. Give a ticker or account_id, and optionally a persona (a persona key such as cfo, controller, treasury, procurement, or a fragment of its label) to filter; persona alone lists that persona across your book. tickerstring account_idstring personastring limitinteger
sf_search_transcripts SEARCH YOUR BOOK'S CALL TRANSCRIPTS. Hybrid (vector plus keyword) search over about 120 word windows of every earnings call transcript on your book accounts. Answered by the box search service (Postgres plus local embeddings, same as search_transcripts_local; envelope mode local_*) when it is configured first, otherwise by your tenant's own Snowflake Cortex Search service (mode cortex_search). Each hit is verbatim TEXT with its receipt: TRANSCRIPT_URL plus CHAR_START/CHAR_END (offsets into the transcript), START_SEC when the call is timed, TRANSCRIPT_ID, EVENT_ID, TICKER, CALL_DATE. Quote TEXT as is or not at all. Filter with ticker and since_days. query*string tickerstring since_daysinteger limitinteger
sf_ask ASK THE SEMANTIC VIEW A QUESTION. Runs a natural language question through Snowflake Cortex Analyst over GTM_SIGNALS.SEMANTIC.GTM_SIGNALS_SV when the account exposes that view to your tenant role, and executes the generated SQL as your tenant role; the reply carries the interpretation, the SQL, the rows and their receipt columns. When the view is not exposed to your role it does not guess: it returns the view's tables, dimensions and metrics with a note, so you can put the question to the other sf_ tools. question*string
search_transcripts_local SEARCH YOUR BOOK'S CALL TRANSCRIPTS ON THE BOX (no Snowflake). Hybrid full text plus local embedding (nomic-embed-text-v1.5) search over the same 120 word windows as sf_search_transcripts, served from Postgres on AI-Powerhouse and scoped to your book there. Same hit fields and receipts (TRANSCRIPT_URL plus CHAR_START/CHAR_END, START_SEC when timed, TRANSCRIPT_ID, EVENT_ID, TICKER, CALL_DATE) plus scores {fts_rank, cosine, rrf}. Quote TEXT as is or not at all. mode: hybrid (default), keyword or vector. query*string tickerstring since_daysinteger limitinteger modestring
define_trigger DEFINE WHAT YOU NEED TO HEAR ABOUT, IN YOUR OWN WORDS. Creates or updates (by name) one trigger for your tenant: criteria_text is plain language ("consolidating expense or travel tools"), scope is transcripts, signals, documents or all, filters is an optional JSON object (tickers, sectors, date_from, date_to, min_score, min_lexical, lookback_days). Written through your tenant's own owner's rights procedure SP_DEFINE_TRIGGER_<TENANT>, so it can only ever belong to your tenant. The hourly runner then searches the call transcripts on your book (Cortex Search, receipts kept) and the verified signal set by signal type, and writes hits you read with trigger_hits. Returns the TRIGGER_ID and the row. name*string criteria_text*string scopestring filtersobject activeboolean
list_triggers YOUR TRIGGERS. Every trigger defined for your tenant from V_TENANT_TRIGGERS: TRIGGER_ID, NAME, CRITERIA_TEXT, SCOPE, FILTERS, the signal types the runner mapped the words to, ACTIVE, LAST_RUN_AT, LAST_HIT_AT and HIT_COUNT. include_inactiveboolean limitinteger
trigger_hits HITS WITH RECEIPTS. What your triggers matched, from V_TENANT_TRIGGER_HITS, newest first: TRIGGER_NAME, TICKER, SOURCE_KIND (transcript, signal, document), EVENT_DATE, SCORE, the verbatim QUOTE, CHAR_START/CHAR_END and RECEIPT_URL (the transcript's receipt URL, keyed for purchased text and readable with get_receipt, or the signal's source URL). Quote QUOTE as is or not at all. since floors MATCHED_AT (default 30 days back); trigger_id narrows to one trigger. trigger_idstring sincestring source_kindstring limitinteger
run_trigger_now PREVIEW A TRIGGER NOW. Runs the transcript part of one trigger synchronously as your tenant role over the call transcripts on your book (your tenant's Cortex Search service, or a keyword scan of the secure transcript view when that service is not serving), capped at 20 hits, nothing written. Each hit is verbatim TEXT with TRANSCRIPT_URL, CHAR_START/CHAR_END and a SCORE. The hourly runner persists the real hits; read those with trigger_hits. trigger_id*string
pg_why_now YOUR WHY-NOW LIST FROM THE BOX (Postgres, no Snowflake). The Why Now catalog ranked through your tenant's prefs, rules and book, from gtm_signals.v_tenant_why_now on AI-Powerhouse: TENANT_RANK, TICKER, COMPANY, SIGNAL_TYPE, AS_OF, TENANT_SCORE, WHY_PLAIN and the receipt (RECEIPT_URL, RECEIPT_KIND, SIGNAL_KEY). Same rows and order as sf_why_now. limitinteger
pg_account_signals VERIFIED SIGNALS ON YOUR BOOK FROM THE BOX (Postgres), one account or all of them. Every verified shared signal on your book accounts, weighted by your lens, from gtm_signals.v_tenant_account_signals: SIGNAL_TYPE, EVENT_DATE, SUMMARY (verbatim), DIRECTION, TENANT_SIGNAL_SCORE and the receipt (SOURCE_URL, PAGE_REF, VERIFIED). Give a ticker or an account_id (acc_...) for one account, or give NEITHER and it answers across the whole book, which is how you ask "which companies ON MY BOOK announced a cost programme", "who changed an expense or travel vendor", "who is hiring into finance". signal_type is the lane: cost, cost_cutting, efficiency, expansion, geo, headcount, hiring, vendor_change, budget_spend, initiative, guidance, leadership_change, sec_filing, pain_point, other. q narrows to signals whose verbatim SUMMARY contains every word you give (up to 8 words, no stemming), so signal_type=cost with q=travel is the T&E cost question. This is the BOOK door onto lane search; search_company_signals is the same idea over the anonymously public cross company directory, and by contract that surface cannot tell you whose book an account sits on. An empty answer says which filter emptied it and nothing is widened to fill it. tickerstring account_idstring since_daysinteger signal_typestring qstring limitinteger
pg_deals M&A ON YOUR BOOK, WITH THE FILING (Postgres). Every deal touching an account on your book from gtm_signals.v_deal_status, newest event first: DEAL_STATUS (announced, pending, closed, terminated), OTHER_PARTY_NAME, ANNOUNCED_DATE, EXPECTED_CLOSE, LAST_EVENT_TYPE and LAST_EVENT_DATE, PERCENT when the filing prints an ownership percent (no row carries one today, measured 0 of 604), the SOURCE_FORM and ITEM it was read from (8-K, 425, S-4, DEFM14A, 13D, tender offers), and two sentences quoted verbatim from the filing at RECEIPT_URL: RECEIPT_SENTENCE, the sentence the deal was read from, on every row, and CONSIDERATION_SENTENCE, what is being paid, when the filing states it (344 of 604 rows today). Ask it when you want to know which accounts are mid deal, because an acquisition is when a travel and expense programme gets consolidated onto one vendor. A deal with no receipt is NOT returned. Nothing is authored here: the status and the sentence are what the filing says, and OTHER_PARTY_MATCH tells you how the counterparty was resolved, so a name with no match is a name from a filing and not an account of ours. Filter with ticker or account_id, status, and since (YYYY-MM-DD floor on the last event). tickerstring account_idstring statusstring sincestring limitinteger
pg_future_events UPCOMING CALLS ON YOUR BOOK FROM THE BOX (Postgres). One row per upcoming event on your book accounts from gtm_signals.v_tenant_future_events (fin45.future_events_current, refreshed hourly): REPORT_DATE, CALL_TIME_ET, TIME_SOURCE, WEBCAST_URL, IR_PAGE_URL, REGISTERED, CAPTURE_PLAN (armed, deferred, no_time, no_url) and the calendar source; capture_plan_counts summarises the page; cursor is the newest change_id for pg_future_events_changes. daysinteger capture_planstring limitinteger
pg_future_events_changes WHAT CHANGED ON YOUR BOOK'S UPCOMING CALLS SINCE A CURSOR (the replacement for the Snowflake FUTURE_EVENTS_STREAM). Rows of fin45.future_events_changes on your book accounts after change_id `cursor`: CHANGE_KIND (insert, update, delete), CHANGED_AT, TICKER, REPORT_DATE, CHANGED_COLUMNS, BEFORE_ROW, AFTER_ROW. Keep next_cursor and pass it back next time; nothing is consumed server side. cursorinteger sincestring limitinteger
pg_people WHO IS AT AN ACCOUNT, AND WHO HOLDS A PERSONA ACROSS YOUR BOOK (Postgres on the box). Answers "who are the finance leaders at UBER", "every controller on my book", "who has treasury in their title at uber.com". TENANT SCOPED: the tenant is the slug your key resolved to and cannot be overridden by an argument. Two shapes, one tool. Give ticker or account_id alone, with or without persona, and you get the classic gtm_signals.v_tenant_people read, unchanged: the upper case columns FULL_NAME, TITLE, LINKEDIN_URL, PERSONA_KEY, PERSONA_LABEL, time in role and SOURCE / SOURCE_REF. Add any of title, seniority, function, q, include_email or cursor and it answers the roster search instead, one row per person: person_id, full_name, title, headline, seniority, function, account_id, account_name, primary_ticker, linkedin_url, persona_key, persona_label, first_seen, last_seen, source, source_ref. THE RECEIPT on a roster row is source plus source_ref, the filing or vendor record the row came from, with linkedin_url as the identity you can check the person against. ticker also accepts a domain or a company name on the roster search. NEW IN ROLE: new_in_role_days answers "which of my accounts got a new CFO or controller in the last 90 days" on the book view; it returns only people whose current role started inside the window and never a person whose start date is unknown. ONE ROW PER PERSON PER PERSONA on the book view, which the box guarantees: a book that carries several tickers for one account (XOMA, XOMAO, XOMAP) does not repeat a person. LIMITS: limit is max rows, default 100, cap 500; paging is by cursor, which is EXCLUSIVE, so keep next_cursor from the reply and pass it back to get the next page without replaying or skipping a row; persona, title, seniority and function narrow, q is free text over name, title and headline. IT NEVER RETURNS a phone, a personal email, or any email at all unless your key carries contact entitlement AND you passed include_email true; when it does, business_email arrives with email_validated_at and email_risk. When it does not, the field is simply absent and `entitlement` in the envelope says why. tickerstring account_idstring personastring titlestring senioritystring functionstring qstring include_emailboolean cursorstring new_in_role_daysinteger limitinteger
pg_ask ASK THE POSTGRES SEMANTIC LAYER A QUESTION (no Snowflake, no model call). A plain question is mapped through the context layer's synonyms to one metric plus dimensions and run by scripts/semantic_query.py as your tenant; or send it structured: metric (e.g. signals.verified_signal_count), dimensions (e.g. [accounts.ticker]), filters (e.g. ["signals.event_date >= this_quarter"]). When the words name no single metric the reply is the catalog (tables, dimensions, metrics) and a note, never a guess. The reply carries mode, the SQL and the rows. questionstring metricstring dimensionsarray filtersarray limitinteger
pg_define_trigger DEFINE WHAT YOU NEED TO HEAR ABOUT, ON THE BOX (Postgres). Creates or updates (by name) one trigger for your tenant in gtm_signals.tenant_triggers: criteria_text in plain language, scope transcripts | documents | signals | all, filters an optional JSON object (tickers, sectors, date_from, date_to, min_score, min_lexical, lookback_days). The tenant is fixed from your key. The hourly runner then searches your book's call transcripts (hybrid search on the box), documents (filings, decks) and verified signals and writes hits you read with pg_trigger_hits. Returns the TRIGGER_ID and the row. name*string criteria_text*string scopestring filtersobject activeboolean
pg_list_triggers YOUR TRIGGERS FROM THE BOX (Postgres). Every trigger defined for your tenant: TRIGGER_ID, NAME, CRITERIA_TEXT, SCOPE, FILTERS, the signal types the runner mapped the words to, ACTIVE, LAST_RUN_AT, LAST_HIT_AT and HIT_COUNT. include_inactiveboolean limitinteger
pg_trigger_hits HITS WITH RECEIPTS FROM THE BOX (Postgres). What your triggers matched, from gtm_signals.v_tenant_trigger_hits, newest first: TRIGGER_NAME, TICKER, SOURCE_KIND (transcript, signal, document), EVENT_DATE, SCORE, the verbatim QUOTE, CHAR_START/CHAR_END and RECEIPT_URL (the transcript's receipt URL, keyed for purchased text and readable with get_receipt, the document's page URL, or the signal's source URL). Quote QUOTE as is or not at all. since floors MATCHED_AT (default 30 days back); trigger_id narrows to one trigger. trigger_idstring sincestring source_kindstring limitinteger
pg_run_trigger_now PREVIEW A TRIGGER NOW ON THE BOX (Postgres). Runs one trigger synchronously over its whole lookback window on your book (transcripts by hybrid search, documents and signals by keyword), capped at 20 hits, nothing written. Each hit is verbatim QUOTE with RECEIPT_URL, CHAR_START/CHAR_END and a SCORE (DETAILS.score_kind says which). The hourly runner persists the real hits; read those with pg_trigger_hits. trigger_id*string
set_trigger_active PAUSE OR RESUME ONE OF YOUR TRIGGERS. Sets active on one trigger of your tenant in gtm_signals.tenant_triggers: false stops the hourly runner on it without losing a single hit already written, true starts it again. trigger_id is a trg_<64 hex> from list_triggers or pg_list_triggers. Returns the trigger row read back (TRIGGER_ID, NAME, CRITERIA_TEXT, SCOPE, FILTERS, ACTIVE, LAST_RUN_AT, LAST_HIT_AT, HIT_COUNT) so you can confirm the new state. The tenant is fixed from your key: a trigger_id that is not yours is refused, never silently applied to another tenant, and nothing is deleted. trigger_id*string active*boolean
search ONE SEARCH ACROSS EVERYTHING THE BOX KNOWS (Postgres on AI-Powerhouse, no Snowflake, no model call, no paid API). The same unified search the portal's Search page runs, so the two surfaces cannot disagree: one query, four groups in one envelope. TENANT SCOPED. companies are the public company directory, the same identity for every tenant, with on_book saying whether that account sits on YOUR book; people, transcripts and documents are your book only and nothing else. Groups and their receipts: companies carry account_id, display_name, primary_ticker, domain, sector, exchange, on_book, and receipt.identifiers (each id_type ticker, cik or domain) plus receipt.cik and receipt.edgar_url; people carry FULL_NAME, TITLE, headline, account, persona and time in role, with receipt.linkedin_url, receipt.source and receipt.source_ref; transcripts carry the verbatim call window with TRANSCRIPT_URL plus CHAR_START/CHAR_END (START_SEC when the call is timed), TRANSCRIPT_ID, TICKER, CALL_DATE; documents carry the verbatim chunk with receipt_url or source_url, page number and char offsets. A transcript or document with no receipt URL is not returned at all. Quote the verbatim text as is or not at all. kinds is a list or comma string of companies, people, transcripts, documents (company, person, calls and docs are accepted too) and defaults to all four; limit is PER GROUP, default 10, cap 50; since (YYYY-MM-DD) or since_days bound transcripts and documents only, default 365 days back, and companies and people have no date; tickers narrows transcripts and documents. The envelope carries groups, counts, row_count, receipt_note, scope_note, timings and a per group errors list, so one slow group failing never loses the rest. It does NOT return a tier, a rank, an account score, an email or a phone, and it never returns another tenant's people, transcripts, documents or book membership. query*string kindsarray limitinteger sincestring since_daysinteger tickersarray modestring
bulk_company EVERYTHING THE BOX HOLDS ON ONE COMPANY, IN ONE CALL (Postgres). The whole account as your tenant sees it, so an agent does not have to make eight calls: account (display_name, primary_ticker, domain, on_book), identity (sector, industry, country, exchange, cik, hq, ir_url, linkedin_url, employees_est, ipo_year), identifiers (id_type, id_value, is_primary), family (parent and children), people from your book view (identity only, with LINKEDIN_URL and persona), verified signals with SOURCE_URL and PAGE_REF, transcripts one row per call with its receipt_url and call_date, documents one row per document with doc_type, accession and receipt_url, upcoming events with WEBCAST_URL and IR_PAGE_URL, and YOUR trigger hits on the account with their quotes and receipts. Give a ticker or an account_id (acc_<32 hex>); an unknown one is refused, not guessed. since (YYYY-MM-DD) floors the dated lists. Each list is capped at limit separately, default 200, cap 500, and counts plus row_count say what came back. It does NOT return an email, a phone, a tier, a rank or an account score, and the people, signals and trigger hits are only ever your tenant's. tickerstring account_idstring sincestring limitinteger
bulk_since EVERYTHING NEW SINCE A CURSOR (Postgres). The poll an agent runs on a schedule to stay current without re-reading the book: transcripts loaded, documents loaded, verified signals ingested, trigger hits matched and people first seen, all on your book, oldest first. cursor is an ISO timestamp and is EXCLUSIVE; keep next_cursor from the reply and pass it back next time, which never replays a row and never skips one. Omit cursor for the last 24 hours. A cursor older than 90 days is refused, so backfill with bulk_company instead. Rows carry their receipts (transcripts receipt_url and call_date, documents receipt_url, doc_type and accession, signals SOURCE_URL and PAGE_REF, trigger hits the verbatim quote with its receipt). kinds narrows which lists are built. Each list is capped at limit separately, default 200, cap 500, and truncated says which list was cut so you know to poll again at once rather than waiting; next_action spells that out. It does NOT return an email, a phone, a tier or a rank, and never another tenant's rows. cursorstring limitinteger kindsarray

An asterisk marks a required parameter. One skill page per tool is at /skills/.

worked questions
3. What is specific to the tenant here

The tenant lens is not a filter bolted on top; it is what the answers are made of.

  • The book: 4,614 the tenant accounts (gtm_signals.tenant_book). Every book tool answers out of it and the tenant comes from the key, never from an argument a caller can set.
  • The personas: gtm_signals.tenant_icp v2, active. Nineteen travel-lane personas ranked from the CFO down through everyone who reports to the CFO, then travel, office and workplace, and the EA to the CFO: cfo, controller, chief_accounting_officer, finance_leadership, fpa, treasury, accounts_payable, procurement, finance_operations, financial_systems, expense_management, payroll, shared_services, internal_audit, tax, finance_staff, travel_manager, office_workplace, executive_assistant. Four meetings and events personas exist in the lens and have zero book coverage (cro_sales, vp_sales, sales_leader, field_marketing): asking for one returns nothing, and nothing is invented to fill it.
  • The vocabulary: gtm_signals.tenant_signal_prefs v1.3 boosts travel, T&E, per diem, corporate travel, business travel, managed travel, spend and expense, travel billing, consolidated travel, hotel, lodging, airline, flight, SKO, sales kickoff, offsite, all hands, roadshow, EMEA, APAC, LATAM, customer event, user conference; and demotes the false friends that used to float to the top (clinical trial, boat club, consumer hotel prices, investor conference). This is why pg_why_now opens on BILL launching Bill Travel and Expensify launching Consolidated Travel Billing rather than on a generic expansion story.
  • Book questions go to book tools. pg_account_signals with no ticker is the lane search over the tenant's own book. search_company_signals is the same idea over the public company directory and by contract knows nothing about anyone's book, so it can never tell you whether an account is yours.
4. The 40 questions

Grouped by the ask. Each row gives the call, the receipt kind the answer must carry, and a real excerpt from the run in subsidiaries/dry/2026-09-19/mcp_navan_acceptance.json.

Travel and expense spend

Q01. Who on my book talked about travel and expense spend in the last 90 days, in their own words?

search_transcripts_local("query": "travel and expense spend", "since_days": 90, "limit": 10)
  • Receipt kind: transcript receipt (api.gtmsignals.co/v1/receipt/<id>?start=&end=)
  • the tenant persona: cfo
  • Verdict: answered in 1.22s, 10 hit(s)
  • Answer: "relevance, engagement, and product consideration. One recent example is our YouTube series featuring some of our elite athletes. We remain confident these investments will help to reignite our sales trends over time as we continue to elevate our product and marketing execution. Let me now speak to o..."
  • Receipt: https://s3.us-east-2.amazonaws.com/the tenant.andrewcmcguire.com/transcripts/d7516c3f-7fb6-4c44-9260-ed12a3aa877f.txt (resolved, via https)

Q02. Give me every verbatim T&E mention across my book this year.

search("query": "T&E travel expense", "kinds": ["transcripts"], "since_days": 365, "limit": 10)
  • Receipt kind: transcript receipt
  • the tenant persona: cfo
  • Verdict: answered in 1.54s, 10 hit(s)
  • Answer: "Over time, we built a payments company encompassing credit cards and banking across consumers and businesses, and recently added one of the nation's only payment networks. Business payments have been a growing part of our strategy and investment agenda. We have built the nation's third largest small..."
  • Receipt: https://api.steadybase.io/v1/receipt/536cb8cf-4e16-40d4-b2dc-a1c298dbc815?start=10325&end=11451 (resolved, via get_receipt)

Q03. What has BILL said about managing travel and spend?

pg_account_signals("ticker": "BILL", "since_days": 365, "limit": 25)
  • Receipt kind: earnings_deck / filing / ir_page source_url with page_ref
  • Verdict: answered in 0.76s, 25 hit(s)
  • Answer: "Includes BILL AP/AR customers, BILL Spend and Expense spending businesses, and Embedded Solutions & Other customers."
  • Receipt: https://s202.q4cdn.com/561055838/files/doc_financials/2026/q1/Q1-26-Investor-Deck.pdf (resolved, via https)

Q04. Which public companies put a number on their travel expense line?

search_company_signals("query": "travel expense", "limit": 10)
  • Receipt kind: public signal source_url with page_ref
  • Verdict: answered in 0.24s, 10 hit(s)
  • Answer: "Non-GAAP Operating margin increased 350 basis points Y/Y due to disciplined expense management, ongoing efficiency programs, and lower variable expenses in commissions, travel and fringe benefits."
  • Receipt: https://s201.q4cdn.com/299643651/files/doc_financials/2020/q1/VIAV-F4Q20-Earnings-Supplementary-Slides-Web-Posting.pdf (resolved, via https)

Q05. What is Cisco's estimated travel spend and what drives that number?

get_account("entity": "CSCO")
  • Receipt kind: quote plus matched_rule plus the 10-K revenue basis in drivers
  • the tenant persona: cfo
  • Verdict: answered in 0.23s, 1 hit(s)
  • Answer: "We're right on track with the savings associated with the restructuring that we announced earlier this year, earlier this fiscal year. We said at the time we would reinvest some of that into the growt"
  • Receipt: (no receipt fetched back on this call)
T&e policy

Q06. Is anyone on my book tightening or restricting travel policy?

search_transcripts_local("query": "travel policy restrict tighten approval", "since_days": 180, "limit": 10)
  • Receipt kind: transcript receipt
  • the tenant persona: cfo
  • Verdict: answered in 6.00s, 10 hit(s)
  • Answer: "And consolidated EBITDA, which is calculated pursuant to our credit agreement, was $70 million compared to $73 million a year ago. Regarding the overall logistics market, domestic transportation supply has continued to tighten, driven in large part by increased regulatory and enforcement actions ove..."
  • Receipt: https://api.steadybase.io/v1/receipt/03c0df8c-b3fd-4ab6-a73b-1badd0dcfc1e?start=40683&end=41463 (resolved, via get_receipt)

Q07. Show me filings and IR documents that describe a travel and entertainment policy.

search("query": "travel and entertainment policy", "kinds": ["documents"], "since_days": 365, "limit": 10)
  • Receipt kind: document receipt_url with page_ref
  • Verdict: answered in 21.00s, 10 hit(s)
  • Answer: "Rawden to serve as the Company’s interim Chief Financial Officer (“CFO”), reporting to the Company’s President and Chief Executive Officer (“CEO”). While acting in such capacity, Mr. Rawden will comply with all of the Company’s policies applicable to executive officers of the Company, including but ..."
  • Receipt: https://s23.q4cdn.com/535501839/files/doc_financials/2015/q1/1Q15-10-Q.pdf#page=60 (resolved, via https)

Q08. Watch my book and tell me when a company changes its travel and expense policy.

pg_define_trigger("name": "the tenant QA: T&E policy change", "criteria_text": "tell me when a company on my book changes its travel and expense policy", "scope": "all", "filters": {"lookback_days": 120})
  • Receipt kind: compiled matcher read back in plain words (compiled_plain)
  • the tenant persona: travel_manager
  • Verdict: answered in 0.48s, 1 hit(s)
  • Answer: "{"TRIGGER_ID": "trg_7f7389f9c4239e433c52ca5095ba97b7bf802814aa2d1a06dcab7ae3a416bc1a", "TENANT_ID": "the tenant", "NAME": "the tenant QA: T&E policy change", "CRITERIA_TEXT": "tell me when a company on my book changes its travel and expense policy", "SCOPE": "all", "FILTERS": {"lookback_days": 120}, "SIGNAL_T..."
  • Receipt: (no receipt fetched back on this call)
Corporate card

Q09. Who mentioned a corporate card or purchasing card programme on a call?

search_transcripts_local("query": "corporate card program", "since_days": 365, "limit": 10)
  • Receipt kind: transcript receipt
  • the tenant persona: expense_management
  • Verdict: answered in 19.91s, 10 hit(s)
  • Answer: "With BYOC, they can keep the corporate cards they already have, connect them to Expensify, and automatically import transactions as expenses. That removes a major adoption barrier and lets us meet customers where they already are. We also expanded our partnership footprint. We renewed our referral p..."
  • Receipt: https://api.steadybase.io/v1/receipt/d9998e3d-a0fc-44d1-ad6c-3789a56f93d9?start=4995&end=5814 (resolved, via get_receipt)

Q10. Who owns corporate card and expense management at Cisco?

pg_people("ticker": "CSCO", "persona": "expense_management", "limit": 25)
  • Receipt kind: identity only: LinkedIn URL as the person id, no email or phone
  • the tenant persona: expense_management
  • Verdict: abstained in 0.80s, 0 hit(s)
  • Abstained: row_count = 0 with no note: the count is explicit but the tool did not say in words why it is empty

Q11. Which companies describe a spend and expense product or programme?

search_company_signals("query": "spend and expense", "limit": 10)
  • Receipt kind: public signal source_url with page_ref
  • Verdict: answered in 9.20s, 10 hit(s)
  • Answer: "Non-interest expense decreased by $50 million due to lower discretionary spend and the fourth quarter’s larger FDIC special assessment."
  • Receipt: https://s26.q4cdn.com/577104185/files/doc_earnings/2024/q1/presentation/COLB-Q1-2024-Earnings-Presentation-FINAL.pdf (resolved, via https)
Expense management vendor change

Q12. Which companies changed an expense or travel vendor?

search_company_signals("query": "expense travel vendor", "lane": "vendor_change", "limit": 10)
  • Receipt kind: public signal source_url on lane vendor_change
  • Verdict: answered in 0.28s, 10 hit(s)
  • Answer: "They've bought about 80 to 90 locations in the US. Osir integrated forward. They have now their four motion clinics. So we met with the senior executives of all these organizations and now that we int"
  • Receipt: https://s3.us-east-2.amazonaws.com/the tenant.andrewcmcguire.com/transcripts/ed72342b-5788-430b-84e2-92748c1c8cfc.txt (resolved, via https)

Q13. What has my T&E tool consolidation trigger caught?

pg_trigger_hits("limit": 10)
  • Receipt kind: hit quote plus receipt_url plus char offsets
  • Verdict: answered in 0.77s, 10 hit(s)
  • Answer: "Although the adjusted operating ratio is not a recognized financial measure defined by IFRS, it is a widely recognized measure in the transportation industry, which the Company believes provides a comparable benchmark for evaluating the Company’s performance. Also, to facilitate the comparison of bu..."
  • Receipt: https://tfiintl.com/wp-content/uploads/2025/2/TFII_2024_40-F_A.pdf#page=26 (resolved, via https)

Q14. Tell me when a company on my book consolidates expense or travel tools.

pg_define_trigger("name": "the tenant QA: expense tool consolidation", "criteria_text": "a company on my book says it is consolidating its expense or travel tools onto one vendor", "scope": "all", "filters": {"lookback_days": 120})
  • Receipt kind: compiled matcher read back in plain words
  • Verdict: answered in 0.38s, 1 hit(s)
  • Answer: "{"TRIGGER_ID": "trg_a618d3a8bdfbd928eb56331fe1ec670159aa8f38276ed49becd530854497ac98", "TENANT_ID": "the tenant", "NAME": "the tenant QA: expense tool consolidation", "CRITERIA_TEXT": "a company on my book says it is consolidating its expense or travel tools onto one vendor", "SCOPE": "all", "FILTERS": {"look..."
  • Receipt: (no receipt fetched back on this call)
Cfo and controller changes

Q15. Which of my accounts got a new CFO in the last 90 days?

pg_people("persona": "cfo", "new_in_role_days": 90, "limit": 50)
  • Receipt kind: identity plus role start date; LinkedIn URL as the id
  • the tenant persona: cfo
  • Verdict: not_served in 1.62s, 0 hit(s)
  • Answer: "(no excerpt)"
  • Receipt: (no receipt fetched back on this call)

Q16. Which of my accounts got a new controller or chief accounting officer this quarter?

pg_people("persona": "controller", "new_in_role_days": 90, "limit": 50)
  • Receipt kind: identity plus role start date
  • the tenant persona: controller
  • Verdict: not_served in 0.54s, 0 hit(s)
  • Answer: "(no excerpt)"
  • Receipt: (no receipt fetched back on this call)

Q17. Find the filings that name a new chief financial officer.

search("query": "appointed chief financial officer", "kinds": ["documents"], "since_days": 365, "limit": 10)
  • Receipt kind: filing receipt_url with page_ref
  • the tenant persona: cfo
  • Verdict: answered in 1.66s, 10 hit(s)
  • Answer: "Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Departure of Chief Operating Officer and Chief Financial Officer On July 31, 2026, Armin Zerza stepped down for personal reasons as Chief Fina..."
  • Receipt: https://d18rn0p25nwr6d.cloudfront.net/CIK-0001319161/d3d6fc3a-ef3f-44b9-8b39-65470f4eb82a.pdf#page=2 (resolved, via https)

Q18. What leadership changes has Cisco disclosed?

pg_account_signals("ticker": "CSCO", "since_days": 365, "limit": 50)
  • Receipt kind: sec.gov filing source_url with page_ref, VERIFIED true
  • Verdict: answered in 7.33s, 22 hit(s)
  • Answer: "Thimaya Subaiya 48 Executive Vice President, Operations"
  • Receipt: https://www.sec.gov/Archives/edgar/data/858877/000085887726000132/csco-20260725.htm (did not resolve, via https)
Finance org hiring

Q19. Who is hiring into the finance and accounting organisation?

search_company_signals("query": "finance accounting", "lane": "web_hiring_posting", "limit": 10)
  • Receipt kind: job posting URL on lane web_hiring_posting
  • the tenant persona: finance_leadership
  • Verdict: answered in 1.41s, 10 hit(s)
  • Answer: "Sr Manager, Accounting \| {"ats": "workday", "city": null, "state": null, "job_id": "/job/Tokyo-Tokyo-Prefecture-Japan/Sr-Manager--Accounting_R0137796", "remote": false, "category": "finance_ops", "fun"
  • Receipt: https://paypal.wd1.myworkdayjobs.com/en-US/jobs/job/Tokyo-Tokyo-Prefecture-Japan/Sr-Manager--Accounting_R0137796 (resolved, via https)

Q20. Which companies in the directory are growing headcount?

search_company_signals("query": "headcount growth", "lane": "headcount", "limit": 10)
  • Receipt kind: public signal source_url on lane headcount
  • Verdict: answered in 37.90s, 10 hit(s)
  • Answer: "Accelerating investments in 2024 , e.g., product innovation, sales and service excellence, capacity, digital & automation initiatives, bolstering future growth"
  • Receipt: https://s25.q4cdn.com/997382257/files/doc_financials/2022/q4/WEX-Q4-2022-Earnings-Presentation.pdf (resolved, via https)

Q21. Is anybody hiring a travel manager or a global travel lead?

search_company_signals("query": "travel manager", "limit": 10)
  • Receipt kind: public signal source_url
  • the tenant persona: travel_manager
  • Verdict: answered in 7.46s, 10 hit(s)
  • Answer: "Business Manager, Insights & Strategic Projects \| Capital One Business Travel \| {"ats": "workday", "city": null, "state": null, "job_id": "/job/McLean-VA/Business-Manager--Marketing---Best-Customer---"
  • Receipt: https://fa-espx-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/2433498 (resolved, via https)
Travel resumption

Q22. Who said travel activity is rising again?

search_transcripts_local("query": "travel activity increasing return to travel", "since_days": 180, "limit": 10)
  • Receipt kind: transcript receipt
  • the tenant persona: cfo
  • Verdict: answered in 1.70s, 10 hit(s)
  • Answer: "We saw even stronger growth in corporate travel in San Francisco and Los Angeles, where both cities are seeing the benefits from return to office policies. Group also grew industry-wide and for Pebble Brook in Q1. We delivered strong group revenue growth primarily driven by a 7.4% increase in group ..."
  • Receipt: https://api.steadybase.io/v1/receipt/8ca4139f-4ac0-4421-8672-e207d8e419be?start=9200&end=10176 (resolved, via get_receipt)

Q23. Who is putting people back in front of clients in person?

search("query": "in person client meetings travel", "kinds": ["transcripts"], "since_days": 365, "limit": 10)
  • Receipt kind: transcript receipt
  • the tenant persona: cro_sales
  • Verdict: answered in 6.23s, 10 hit(s)
  • Answer: "Our corporate travel segment represents a meaningful part of our overall business, and delivers strong momentum for Yardster. In Q2, we onboarded 34 new corporate clients, collectively adding an annual billing potential of INR 2.6 billion or USD 29.5 million. On the B2C front, we continue to make go..."
  • Receipt: https://api.steadybase.io/v1/receipt/4e06127d-72f4-448f-ae96-909526d68a4d?start=54117&end=54994 (resolved, via get_receipt)
Office expansion

Q24. Which companies are opening offices or expanding their footprint?

search_company_signals("query": "office expansion new office", "lane": "expansion", "limit": 10)
  • Receipt kind: public signal source_url on lane expansion
  • the tenant persona: office_workplace
  • Verdict: answered in 0.23s, 10 hit(s)
  • Answer: "Facebook just opened its 18th Seattle-area office in September 2019 and now employs more than 5,000 people across the region."
  • Receipt: https://s26.q4cdn.com/577104185/files/doc_financials/2019/q3/COLB-2019-Q3-Earnings-Deck.pdf (resolved, via https)

Q25. Who is expanding into EMEA, APAC or LATAM?

search_transcripts_local("query": "EMEA APAC expansion international offices", "since_days": 365, "limit": 10)
  • Receipt kind: transcript receipt
  • Verdict: answered in 10.18s, 10 hit(s)
  • Answer: "We just wrapped up our largest EMEA rising yet. There we announced the new Workday EU Sovereign Cloud, which will let customers run our AI-powered HR and finance solutions entirely within the EU, keeping their data local, secure, and fully controlled. Also in Q3, we established a new AI Center of Ex..."
  • Receipt: https://api.steadybase.io/v1/receipt/c97d1620-e965-4f80-9ae0-e7e25dae1868?start=9813&end=10533 (resolved, via get_receipt)
M&a integration

Q26. Which of my accounts has an open deal, and what is its status?

pg_deals("limit": 25)
  • Receipt kind: deal receipt_url plus the consideration sentence from the filing
  • Verdict: not_served in 0.32s, 0 hit(s)
  • Answer: "(no excerpt)"
  • Receipt: (no receipt fetched back on this call)

Q27. Who is talking about integrating an acquisition and the synergies from it?

search_transcripts_local("query": "integration synergies acquisition", "since_days": 365, "limit": 10)
  • Receipt kind: transcript receipt
  • Verdict: answered in 1.86s, 10 hit(s)
  • Answer: "So we feel good about this and we reflected that in our guide. Okay. And maybe quickly just for Neil, Neil, you outlined the synergy expectation here. Can you just give us a bit more details in terms of how to think about what sort of required for the acquisitions to go from EPS accretive to potenti..."
  • Receipt: https://api.steadybase.io/v1/receipt/a8a61cf6-3a84-4976-aa80-e07bc92fbb70?start=21491&end=22225 (resolved, via get_receipt)
Cost programs

Q28. Which companies announced a cost reduction programme?

search_company_signals("query": "cost reduction program savings", "lane": "cost", "limit": 10)
  • Receipt kind: public signal source_url on lane cost
  • the tenant persona: cfo
  • Verdict: answered in 0.24s, 10 hit(s)
  • Answer: "Advanced cost-improvement program toward $125, $175M run-rate savings by end of 2026 through delivery of over $90M in run-rate savings at exit of 2025"
  • Receipt: https://s1.q4cdn.com/960380961/files/doc_financials/2025/q4/TROX-4Q25-Earnings-Presentation.pdf (resolved, via https)

Q29. Who is cutting discretionary spend, travel included?

search_transcripts_local("query": "discretionary spending travel reduce", "since_days": 365, "limit": 10)
  • Receipt kind: transcript receipt
  • the tenant persona: cfo
  • Verdict: answered in 1.40s, 10 hit(s)
  • Answer: "Group demand was most pressured. It was lower in all three months due to reduced government travel weaker international participation at conventions and conferences, and some increasing attrition. Transient demand, including leisure, held up better. It remained positive versus last year. That mix fa..."
  • Receipt: https://api.steadybase.io/v1/receipt/e0c2bcf3-666c-46ae-9530-4f74761705fd?start=10172&end=11043 (resolved, via get_receipt)
Ai in finance

Q30. Who is putting AI into the finance or accounting function?

search_transcripts_local("query": "AI automation finance accounting back office", "since_days": 365, "limit": 10)
  • Receipt kind: transcript receipt
  • the tenant persona: financial_systems
  • Verdict: answered in 1.65s, 10 hit(s)
  • Answer: "As part of our broader back office transformation, we are moving to a technology-led exception-based operating model across nearly all functions, including finance, accounting, IT, and HR. Systems are increasingly handling routine workflows, allowing teams to focus on oversight. For example, expense..."
  • Receipt: https://api.steadybase.io/v1/receipt/098b9f1e-5a00-43cf-82ba-c48ac4ef9e20?start=15002&end=15842 (resolved, via get_receipt)

Q31. Which companies are hiring for AI?

search_company_signals("query": "AI machine learning", "lane": "ai_hiring", "limit": 10)
  • Receipt kind: public signal source_url on lane ai_hiring
  • Verdict: answered in 0.22s, 10 hit(s)
  • Answer: "Data Science & AI Innovation Postdoctoral Fellow in Machine Learning for Chemical Synthesis and Reactivity Prediction"
  • Receipt: https://novartis.wd3.myworkdayjobs.com/en-US/Novartis_Careers/job/Basel-City/Data-Science---AI-Innovation-Postdoctoral-Fellow-in-Machine-Lea (resolved, via https)
Executive jet activity

Q32. Where have company aircraft actually been flying?

search_company_signals("query": "aircraft", "lane": "jet_visit", "limit": 10)
  • Receipt kind: jet_visit signal source_url (FAA registry plus ADS-B), fact wording only
  • Verdict: answered in 0.24s, 10 hit(s)
  • Answer: "Aircraft N525WS, registered to TEXTRON AVIATION INC, landed at SN13 (Albers Airport) on 2026-09-17. SN13 is 23.5 miles from the headquarters of Equity Bancshares Inc. in Wichita, KS."
  • Receipt: https://globe.adsb.lol/globe_history/2026/09/17/traces/86/trace_full_a69d86.json (resolved, via https)

Q33. Any repeat jet patterns that look like a travel programme?

search_company_signals("query": "jet", "lane": "jet_pattern", "limit": 10)
  • Receipt kind: jet_pattern signal source_url
  • Verdict: answered in 0.22s, 10 hit(s)
  • Answer: "Aircraft N846RS, registered to ARCHER AVIATION INC, landed at KSNS (Salinas Municipal Airport) 8 times between 2026-08-21 and 2026-09-16. KSNS is 20.2 miles from the headquarters of Granite Construction Incorporated in Watsonville, CA."
  • Receipt: https://globe.adsb.lol/globe_history/2026/08/21/traces/ab/trace_full_ab97ab.json (resolved, via https)
Upcoming calls on the book

Q34. Which of my accounts report in the next 14 days, and will we capture the call?

pg_future_events("days": 14, "limit": 100)
  • Receipt kind: webcast_url or ir_page_url plus capture_plan
  • Verdict: answered in 4.18s, 100 hit(s)
  • Answer: "{"TENANT_ID": "the tenant", "EVENT_ID": "c9a5d4a4-9aac-4dca-b6e0-6cd27f6adfc4", "ACCOUNT_ID": "acc_d448f7fcf9e64a26b23b0217de1bf0b7", "TICKER": "ABVX", "COMPANY": "ABVX", "EVENT_TYPE": "earnings_call", "TITLE": null, "REPORT_DATE": "2026-09-21", "REPORT_TIME": "AMC", "CALL_TIME_ET": "16:30:00", "TIME_SOU..."
  • Receipt: https://edge.media-server.com/mmc/p/o5thz2vd (resolved, via https)

Q35. What moved on my earnings calendar since yesterday?

pg_future_events_changes("limit": 25)
  • Receipt kind: before/after row plus changed columns
  • Verdict: answered in 18.58s, 25 hit(s)
  • Answer: "{"TENANT_ID": "the tenant", "CHANGE_ID": 1, "EVENT_ID": "f7387513-7412-4d23-bfa8-73174d95dd6b", "CHANGE_KIND": "insert", "CHANGED_AT": "2026-09-17T15:59:24.412866-07:00", "TICKER": "HUBG", "ACCOUNT_ID": "acc_f4270f6e662245a29f78c34ba86570e8", "REPORT_DATE": "2026-09-17", "CHANGED_COLUMNS": null, "BEFORE_..."
  • Receipt: (no receipt fetched back on this call)

Q36. When is Cisco's next earnings call?

next_earnings_call("ticker": "CSCO")
  • Receipt kind: dated event with an IR or webcast URL
  • Verdict: answered in 0.25s, 1 hit(s)
  • Answer: "{"event_id": "2f9e57dc-b34f-4c64-bee6-1b61a25b09f2", "ticker": "CSCO", "company": "Cisco Systems, Inc.", "event_type": "earnings_call", "title": null, "date": "2026-11-11", "time_et": null, "time_source": "none", "webcast_url": null, "ir_url": "https://investor.cisco.com/home/default.aspx", "captura..."
  • Receipt: (no receipt fetched back on this call)
Who to call and why now

Q37. Give me the top ten accounts to work this week and the reason in the company's own words.

pg_why_now("limit": 10)
  • Receipt kind: RECEIPT_URL plus RECEIPT_KIND plus SIGNAL_KEY
  • Verdict: answered in 0.82s, 10 hit(s)
  • Answer: "BILL Holdings, Inc. (BILL) earnings expansion: In addition, we recently launched Bill Travel, a new spend and expense product to manage travel and spend in one single connected workflow. By streamlining t..."
  • Receipt: https://s202.q4cdn.com/561055838/files/doc_financials/2026/q4/Q4-26-Investor-Deck.pdf (resolved, via https)

Q38. Which accounts are P1 right now and why?

get_priorities("tier": "P1", "limit": 10)
  • Receipt kind: quote plus matched_rule plus evidence tier
  • Verdict: answered in 0.30s, 10 hit(s)
  • Answer: "{"priority": "P1", "rank": 1, "rank_score": 0.945, "ticker": "INTU", "company": "Intuit Inc.", "sector": "Technology", "flag": "", "business": "The Intuit platform puts a team of AI agents and trusted experts by your side.", "motion": "displacement", "red_flags": [], "watch_trigger": "", "signal_str..."
  • Receipt: (no receipt fetched back on this call)

Q39. Who is the one person to call at Expensify?

pg_people("ticker": "EXFY", "persona": "cfo", "limit": 10)
  • Receipt kind: identity only plus LinkedIn URL
  • the tenant persona: cfo
  • Verdict: abstained in 0.41s, 0 hit(s)
  • Abstained: row_count = 0 with no note: the count is explicit but the tool did not say in words why it is empty
Warm paths

Q40. What is my warm path into Cisco, and can I open the receipt behind the reason?

get_account("entity": "CSCO")
  • Receipt kind: warm_path plus the quote's own receipt, resolvable through get_receipt
  • Verdict: answered in 0.23s, 1 hit(s)
  • Answer: "We're right on track with the savings associated with the restructuring that we announced earlier this year, earlier this fiscal year. We said at the time we would reinvest some of that into the growt"
  • Receipt: (no receipt fetched back on this call)
sourceMCP_NAVAN.md
sha2561fc861ad45eca6c8459348dc96041833
key/docs/get-a-key/
docs/docs/
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