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MCP Tools Overview

Phoenix provides 29 native MCP tools plus 2 aggregated tools that give AI assistants access to company intelligence, contact data, product research, SEC filings, intent signals, government contracting data, data warehouse queries, and AI agent invocation capabilities.

Available Tools​

Company Research Tools​

company_firmographic​

Get firmographic data about a company including size, revenue, industry, and location.

Use cases: Company profiling, lead qualification, market segmentation

company_operating_signals​

Retrieve operating signals derived from media mentions plus GenAI maturity signals, including work model, cloud posture, ESG commitment, IoT posture, network modernization, automation stage, AI trajectory, cloud depth, GenAI readiness, and intent-adoption gap.

Use cases: GTM segmentation, operating model analysis, messaging personalization

company_install_time_series​

Get installation intensity time series data showing how a company's technology usage changes over time.

Use cases: Technology adoption trends, product growth/decline tracking, competitive monitoring over time

company_technographic​

Analyze a company's technology stack and usage patterns.

Use cases: Technology adoption analysis, competitive intelligence, tech stack mapping

company_fai​

Access Functional Area Intelligence (FAI) data showing departmental technology usage.

Use cases: Department-level analysis, buying center identification, org structure insights

company_intent​

Retrieve intent signals and buying behavior data from TrustRadius.

Use cases: Sales timing, interest tracking, buying signal detection

search_companies​

Search for companies using natural-language criteria (industry, size, location, technologies).

Use cases: List building, market research, prospect identification

company_spend​

Analyze company spending patterns across technology categories.

Use cases: Budget analysis, spending trends, category investment

company_cloud_spend​

Get detailed cloud spending analysis and patterns from Intricately.

Use cases: Cloud adoption analysis, AWS/Azure/GCP usage, cloud migration insights

company_contracts​

Retrieve ICT outsourced contract intelligence including GSI relationships, deal values, and contract timelines.

Use cases: GSI relationship mapping, contract expiration tracking, outsourcing analysis

Important: This tool returns ICT outsourced contracts (via Global System Integrators like Accenture, IBM, Cognizant) — NOT individual product contracts or vendor renewal dates. See detailed documentation for scope and limitations.

Data Query Tools​

hg_data_query​

Execute read-only SQL SELECT queries against the HG Insights data warehouse with billions of rows of technographic, intent, and spend data. Credits are dynamic — 1 credit per row returned.

Use cases: Custom analytics, cross-table joins, aggregation queries, time-series analysis, complex filtering

hg_catalog​

Discover available tables, columns, data types, and row counts in the HG data warehouse. Also available as an MCP resource at hg://catalog.

Use cases: Schema discovery, query planning, column lookup, understanding join keys

Product Research Tools​

Aggregated Tools

get_product_information and get_product_reviews are aggregated tools provided via the TrustRadius Product Data integration. They are dynamically composed by the MCP aggregator system and only available when the integration is configured in the Integrations Marketplace.

get_product_information​

Get comprehensive product information including pricing, competitors, integrations, and TrustRadius ratings.

Use cases: Product evaluation, competitive analysis, vendor research, feature comparison

get_product_reviews​

Get customer reviews and ratings with filtering by date range and rating.

Use cases: Customer sentiment analysis, product evaluation, competitive intelligence, trend tracking

Product Catalog Tools​

list_product_categories​

List all available HG Insights product categories.

Use cases: Category exploration, taxonomy understanding, research planning

get_vendor_information​

Search for a technology vendor by name (fuzzy matching) or list all available vendors.

Use cases: Vendor research, competitive landscape, market coverage, vendor ID lookup

list_product_attributes​

List available product attributes for filtering and analysis. Takes no parameters.

Use cases: Advanced filtering, custom research, attribute-based queries

list_intent_topics​

Get available intent topics for intent signal analysis.

Use cases: Intent research planning, topic exploration, signal tracking

Contact Tools​

These tools require the Apollo integration to be configured in the Integrations Marketplace.

Search for contacts at a company by title, seniority, and location. Free — does not use credits.

Use cases: Finding decision makers, building contact lists, sales prospecting

contact_enrich​

Enrich contacts with full details including email, phone, and social profiles. Uses credits.

Use cases: Getting contact details, validating contacts, building outreach lists

Intent Tools​

intent_category​

Retrieve buyer intent signals based on product categories. Requires the TrustRadius Intent integration.

Use cases: Identifying in-market accounts, tracking competitor interest, sales prioritization

Government & Federal Tools​

These tools require the datagov integration (SAM.gov / Data.gov API key) to be configured.

search_federal_contracts​

Search USAspending.gov for U.S. federal contract awards by agency, NAICS code, value, date range, and set-aside type.

Use cases: Federal contract landscape analysis, government spending research, set-aside analysis

search_gov_opportunities​

Search SAM.gov for open U.S. federal solicitations including RFPs, RFQs, presolicitations, and sources sought.

Use cases: Identifying open solicitations, tracking agency procurement, small business set-aside research

company_gov_opportunities​

Find open federal solicitations where a specific company is the incumbent contractor or a likely bidder.

Use cases: Recompete identification, pipeline building, incumbent status tracking

company_gov_relationships​

Show prime/subcontractor relationships for a company from federal subaward data.

Use cases: Teaming partner identification, prime/sub mapping, competitive intelligence

SEC Filing Tools​

These tools require the SEC API integration to be configured.

sec_filing_section​

Extract specific sections from SEC 10-K, 10-Q, or 8-K filings.

Use cases: Risk analysis, competitive intelligence, executive tracking, financial analysis

sec_full_text_search​

Search within SEC filing content for specific terms or phrases.

Use cases: Risk monitoring, M&A tracking, cybersecurity incidents, due diligence

Phoenix Agent Tools​

phoenix_list_agents​

List all available Phoenix AI agents for the organization.

Use cases: Discovering available agents, understanding agent capabilities

phoenix_invoke_agent​

Execute a Phoenix AI agent with specified inputs.

Use cases: Running automated research, generating reports, executing workflows

phoenix_get_run_status​

Get the status and artifacts of an agent run.

Use cases: Tracking agent progress, retrieving generated artifacts

Utility Tools​

Perform web searches to find real-time information.

Use cases: General research, current events, supplemental data

Tool Categories​

Data Retrieval Tools​

Tools that fetch specific data about companies or products:

  • company_firmographic
  • company_operating_signals
  • company_technographic
  • company_fai
  • company_intent
  • company_spend
  • company_cloud_spend
  • company_install_time_series
  • company_contracts (ICT outsourced contracts via GSIs)

Data Query Tools​

Tools for custom SQL queries against the HG Insights data warehouse (requires hginsights_v2 integration):

  • hg_data_query (1 credit/row returned)
  • hg_catalog (free)

Product Research Tools​

Tools for B2B software product research (requires TrustRadius integration):

  • get_product_information (aggregated)
  • get_product_reviews (aggregated)

Search & Discovery Tools​

Tools for finding and filtering data:

  • search_companies
  • web_search

Catalog & Reference Tools​

Tools for exploring available data dimensions:

  • list_product_categories
  • get_vendor_information
  • list_product_attributes
  • list_intent_topics

Contact Tools​

Tools for finding and enriching contacts (requires Apollo integration):

  • contact_search (free)
  • contact_enrich (uses credits)

Intent Tools​

Tools for buyer intent signals (requires TrustRadius Intent integration):

  • intent_category

Government & Federal Tools​

Tools for U.S. government contracting data (requires Data.gov integration):

  • search_federal_contracts
  • search_gov_opportunities
  • company_gov_opportunities
  • company_gov_relationships

SEC Filing Tools​

Tools for SEC regulatory filings (requires SEC API integration):

  • sec_filing_section
  • sec_full_text_search

Agent Tools​

Tools for Phoenix AI agent orchestration:

  • phoenix_list_agents
  • phoenix_invoke_agent
  • phoenix_get_run_status

Common Usage Patterns​

Single Company Deep Dive​

1. company_firmographic → Get basic company info
2. company_technographic → Analyze tech stack
3. company_fai → Understand departmental usage
4. company_intent → Check buying signals

Market Research​

1. list_product_categories → Explore categories
2. search_companies → Find companies using specific tech
3. company_spend → Analyze spending patterns

Lead Qualification​

1. company_firmographic → Verify company details
2. company_technographic → Check for competitive tech
3. company_intent → Identify buying signals

Product Research (TrustRadius)​

1. get_product_information → Get product details, pricing, competitors
2. get_product_reviews → Read customer reviews and ratings
3. company_technographic → See which companies use the product

GSI/Contract Analysis​

1. company_contracts → Find ICT outsourced contracts with GSIs
2. company_firmographic → Understand company profile
3. company_spend → See what spend GSI influences
4. company_technographic → Track tech transformations during contract

Note: Contract data covers ICT outsourced contracts, not product-level agreements. For product renewal timing, use technographic first_verified_date as a proxy.

Contact Prospecting​

1. contact_search → Find contacts by title/seniority (free)
2. Review results to identify best matches
3. contact_enrich → Get email/phone for selected contacts (uses credits)

SEC Research​

1. sec_full_text_search → Find filings mentioning specific topics
2. sec_filing_section → Extract specific sections for analysis
3. company_firmographic → Get company context

Intent-Based Prospecting​

1. intent_category → Find accounts researching your category
2. company_firmographic → Qualify account fit
3. contact_search → Find decision makers

Government Contracting​

1. search_gov_opportunities → Find open solicitations by keyword/NAICS
2. search_federal_contracts → Research past awards in the space
3. company_gov_relationships → Map prime/sub partnerships
4. company_gov_opportunities → Find recompetes for a specific contractor

Custom Data Query​

1. hg_catalog → Discover available tables, columns, and join keys
2. hg_data_query → Execute custom SQL SELECT queries against the data warehouse
3. company_firmographic → Enrich results with firmographic context

Agent Workflows​

1. phoenix_list_agents → See available agents
2. phoenix_invoke_agent → Start agent run with inputs
3. phoenix_get_run_status → Poll for completion
4. Download artifacts from returned URLs

Tool Composition​

Phoenix tools are designed to work together. Start with broad searches, then drill down into specific companies:

Example workflow:

  1. Use search_companies to find companies in target industry
  2. For each company, call company_firmographic for basic details
  3. Use company_technographic to check tech stack fit
  4. Check company_intent for buying signals
  5. Analyze company_spend to understand budget allocation

Rate Limits​

All Phoenix MCP tools share the same rate limits as the REST API:

  • 100 requests per minute
  • 1,000 requests per hour
  • 10,000 requests per day

Rate limits are per API key and enforced across all tools and endpoints.

Caching​

Phoenix automatically caches tool responses to improve performance:

  • Company data: 1 hour cache
  • Product catalogs: 24 hour cache
  • Search results: 15 minute cache

Cached responses count toward rate limits only on the initial request.

Error Handling​

All tools return structured error responses:

{
  "error": {
    "code": "COMPANY_NOT_FOUND",
    "message": "Company not found for domain: example.com",
    "details": {}
  }
}

Common error codes:

  • INVALID_PARAMETERS: Tool parameters are invalid or missing
  • COMPANY_NOT_FOUND: Specified company not found in database
  • RATE_LIMIT_EXCEEDED: Rate limit reached
  • AUTHENTICATION_ERROR: API key invalid or missing
  • INTERNAL_ERROR: Server error (contact support)

Next Steps​