deal_bonds
ChatGPTGet the capital stack (bonds/tranches) for a deal: per-tranche original and current balance, coupon, floating-rate index and margin, credit support (original, current, and forecasted), stated maturity, and loss figures (forecasted tranche loss, bearish-scenario loss, and realized loss to trust), plus the IRP and Morningstar as-of dates the figures were reported. Use this when the user asks about a deal's bond or capital structure: tranche balances, coupons, floating-rate spreads, credit support or subordination, or per-tranche forecasted or realized losses. Use deal_loss_forecast instead when the question is about deal-level expected-loss buckets rather than tranche-by-tranche figures. Does not return bond ratings or CUSIPs. Loss and forecast fields are empty strings ("") for deals without a current forecast; a covered deal with no reported bonds returns an empty list rather than an error.
deal_breakdown
ChatGPTGet all deal composition breakdowns in one call: loan maturity schedule, loan status, DSCR NCF, property type, payment type, and payment status. Use this when answering questions about deal composition or structure. Fails entirely if any breakdown is unavailable.
deal_detail
ChatGPTGet core deal information: name, type, closing and maturity dates, servicers, analysts, and data source. Use this when deal metadata is the goal: servicers, analysts, closing date, or Morningstar coverage status. Other tools accept the same identifier directly and will error if the deal does not exist, so there is no need to pre-call deal_detail just to validate.
deal_loans
ChatGPTGet a deal's loan tape as a paged, curated per-loan projection (balances, rates, status flags, and property basics) ordered by current balance descending, so the largest loans come first. Each page is 10 loans; the response carries the total loan count and the page index - advance with the 0-based page parameter. Prefer deal_top_loans_summary when the user only needs the largest loans by pool percentage, and loan_details for full financials on a single loan (rows carry the dxLoanId to pass). This projection omits Morningstar valuations/losses, appraisal breakdowns, and property physicals; use the dedicated loan tools for those.
deal_loss_forecast
ChatGPTGet the latest loss forecast for a deal. Returns Bearish, Likely, and OwnLoss probability buckets with expected loss amounts and pool percentages. Use this for questions about credit risk, expected losses, or stress scenarios.
deal_noteworthy_metrics
ChatGPTGet Morningstar-sourced deal-level performance metrics for a single deal: current pool balance, active and inactive loan counts, delinquency rate, special servicing rate, and watchlisted rate, plus the IRP as-of date the figures were reported. Use this when the user asks for a deal's headline surveillance numbers: its delinquency rate, special-servicing exposure, watchlisted percentage, current pool balance, or active loan count. For the narrative behind those numbers (watchlist write-ups, specially serviced and loans-of-interest commentary, analyst perspective) use deal_commentary instead; for a full visual overview that bundles these metrics with bonds, collateral mix, and loans, use deal_surveillance_dashboard_ui. Smaller or less-covered deals have no metrics and return a not-found error rather than data, which is normal.
deal_search
ChatGPTSearch for CMBS deals by name or Bloomberg ticker. Returns a list of matching deals, each with slug, numeric ID, name, and Bloomberg ticker. Use this for programmatic deal lookup when you do not already have an exact identifier. When you already know the deal, the deal data tools (e.g. deal_detail) accept a name, ticker, or slug directly, so you can skip the search. Returns a bounded result set (a default limit applies), so narrow the query with a specific name or ticker if you expect a single deal; returns an empty list when nothing matches.
deal_surveillance_dashboard_ui
ChatGPTOpens an interactive deal surveillance dashboard in the UI, and returns a readable KPI summary (pool balance, loan count, delinquency/special-servicing/watchlist rates, analyst contact). The dashboard shows KPI tiles, capital structure, collateral mix, and a filterable browser of the deal's actively-reporting loans. The detailed payload (bonds, property-type breakdown, loan-level rows) rides to the widget out-of-band and does NOT enter your context - you cannot read or reason over those values from this result. Use this when the user wants a comprehensive visual overview of a deal's health and composition. For a single figure without the dashboard, call the targeted tool instead: deal_noteworthy_metrics for the headline rates, deal_bonds for the capital stack, or deal_breakdown for composition. The KPI tiles come from Morningstar metrics, which are absent for smaller or less-covered deals, leaving those tiles empty.
deal_top_loans_summary
ChatGPTGet an aggregated summary of the largest loans in a deal by pool balance percentage, including totals. Use this in preference to deal_loans when the user asks about the top or most significant loans.
explorer_filter_options_get
ChatGPTGet the selectable values for a specific explorer filter. Use this for Select-type filters (e.g. PropertyTypeCodes, States, DealSubTypes) to retrieve the valid codes and labels. For SearchableLookup filters (e.g. MsaIds), pass searchTerm to filter by name. For DependentLookup filters (e.g. PropertySubtypes), pass dependsOnValue with the parent filter's selected label (e.g. "Retail"). Call explorer_filters_get first to see filter types and LookupHints. Do not call this for free-text filters (PropertyName, LoanName, City, etc.) — those accept arbitrary strings directly in the filter object.
explorer_filters_get
ChatGPTGet all available Loan Explorer filter definitions with their types, schema examples, and sortable columns. Use this to discover what filters are available before calling explorer_search. For Select-type filters, call explorer_filter_options_get to get the valid selectable values. Cache the result for the session — the filter list rarely changes; do not call it on every turn before ExplorerSearch.
explorer_search
ChatGPTSearch and screen the CMBS population (loans, deals, or properties) using any combination of explorer filters. One filter, three result shapes. Use this when the user wants to FIND or FILTER a set matching criteria (e.g. "office loans in TX maturing before 2027", "deals with WA DSCR below 1.2", "multifamily properties on the servicer watchlist"), not to look up one named entity. Set shape to choose the projection. Loan (default) gives per-loan rows: prospectus & servicer loan IDs, originator, sponsor, master/special servicer, property type with city & state, current & original balance, rate, rate type & payment type, maturity, remaining & original I/O term, DSCR, LTV, occupancy, payment status, active/reporting status, loan purpose, payoff date/type, realized loss to trust, deal sub-type & vintage, and status flags (special servicing, servicer/Mstar watchlist, defeased, delinquent, modified, foreclosure, REO, bankruptcy, deemed-nonrecoverable). Deal gives deal-level rollups: current balance, loan count, Mstar likely & bearish losses, sub-type, vintage, period, and property-type mix (office, retail, lodging, multifamily, industrial, other) plus defeased %. Property gives property rows: property & loan name, deal name, servicer loan ID, type/subtype, full address with county & MSA, DBRS market rank & MSA group, units, square feet, year built & last renovated, property condition, credit-tenant-lease flag, deal sub-type & vintage, and the largest tenant with lease-expiry. Rows are per-loan, not deduplicated by address: the same physical property appears in multiple rows when its loan is securitized across deals (e.g. pari passu pieces), so count reflects loan-property records, not unique buildings. Pass a filter object with any fields from explorer_filters_get, all optional and combinable; pass {} to match everything. Results are paged 10 at a time; advance with the 0-based page parameter. The response includes a top-level count with the full matching population; if count is large, narrow the filter or page through it rather than expecting everything at once. An empty population returns count 0 with no rows; an unsupported orderBy column or malformed filter is rejected with an error rather than ignored. Use loan_search when you have a specific loan/property name; loan_details for full financials on a loan (loan and property rows carry the dxLoanId to pass); deal_detail for a specific deal (deal rows carry the deal slug to pass; loan rows also carry their deal's slug, so pivot to it directly rather than re-searching).
get_newsflash_for_loan
ChatGPTGet newsflash articles - news, updates, alerts, and servicing events - for a specific CMBS loan. Returns each article's type label (e.g. "Valuation" or "SS Transfer"), title, body as Markdown, and publish date, ordered newest first. Use this when the user asks about recent news, headlines, updates, or events on a known loan. Results cover the loan's whole-loan group: newsflashes linked to sibling loans that share the same whole loan are included. Returns an empty list when the loan has none; it does not verify the loan exists, so an unknown dxLoanId also returns an empty list. Call loan_search first to obtain the dxLoanId. For newsflash search across all deals and loans rather than one loan, use newsflash_search instead.
loan_details
ChatGPTGet comprehensive point-in-time detail for a single CMBS loan by its DealX loan ID (dxLoanId). Use this when the user asks about one known loan's numbers - e.g. its DSCR, occupancy or LTV, maturity/ARD date, current balance and note rate, servicers, originator and sponsor, delinquency/watchlist/special-servicing/foreclosure/bankruptcy/REO status, loan modifications, liquidation and realized loss to trust, appraisal or valuation, prepayment and defeasance terms, total exposure, or Morningstar likely/bearish loss estimate. Returns the most recent reported snapshot for one loan; provide the dxLoanId from loan_search, or from explorer_search when finding the loan by financial/attribute criteria. Does NOT return a per-period financial time series or property rent rolls; for the deal's bond/tranche structure use deal_bonds instead. Workout/foreclosure/modification/ASER fields are empty ("") or false for performing loans; absent numeric values are returned as empty strings. Errors if no loan matches the dxLoanId.
loan_mode_data
ChatGPTLoan-mode drill-in for MCP App widgets: returns one CMBS loan's full detail out-of-band in the result's _meta (header KPIs, Morningstar commentary, multi-period financial snapshot, valuation matrix, and loan structure). Called by a widget on the user's behalf with a dxLoanId; not exposed to the model.
loan_search
ChatGPTSearch for CMBS loans by loan name, property name, or property address. Returns up to 10 best-ranked matches, one row per loan, each showing that loan's best-matching property. Use this to find a loan and obtain its DealX loan ID (dxLoanId) when you do not already have one - e.g. 'find the loan on Wolfchase Galleria', 'look up 200 Park Avenue', or 'which loan is the Acme Tower mortgage'. Each result carries the dxLoanId, property name, property address, property city, loan name, deal name, deal slug, and whether the loan is actively reporting; it does NOT return balances, financials, delinquency, or valuations. This matches on loan or property name and address text only - to find loans by financial or attribute criteria (DSCR, balance, property type, delinquency status, etc.) use explorer_search instead. Once you have the dxLoanId, use loan_details for full loan detail. Returns an empty list when nothing matches.
newsflash_search
ChatGPTSearch Morningstar CMBS newsflash articles by keyword, type, date range, or deal. Use this when the user asks what has been published or reported on a deal or across the CMBS market — recent valuations, special-servicer transfers, delinquencies, payoffs, or watchlist changes — rather than about a single named loan. Returns paged results, newest first, each with title, Markdown body, publish date, type label, slug, and linked loans/properties (each carrying DxLoanId, deal ticker, and deal slug for follow-up tool calls). Returns up to take results (default 10, max 10); check TotalCount and pass skip to page forward. No matches return an empty list with TotalCount 0. Filter by type using type labels (e.g. 'Valuation', 'SS Transfer'); an unknown label, or a date not in yyyy-MM-dd form, returns an error naming the valid types or the expected format. Does NOT return raw HTML, internal article IDs, or full deal/loan analytics — use the deal and loan tools (via the returned DealSlug or DxLoanId) for those. For newsflash scoped to a single named loan, use get_newsflash_for_loan instead.
portfolio_intelligence_ui
ChatGPTRun Surveillance for a portfolio, giving Portfolio Intelligence insights. Opens an interactive portfolio surveillance dashboard for the user to triage. Lists the portfolio's non-matured loans split into Negative and Positive tabs by their month-on-month change signals (special-servicing transfers, Morningstar watchlist add/removal, Morningstar and appraised value moves, delinquency and modification flips, servicer-commentary sentiment), with the negative tab ranked most-urgent-first. Use this when the user wants to visually triage or review a portfolio's surveillance signals. This tool's loan-level data rides to the widget out-of-band and does NOT enter your context. You cannot read or reason over those values from this result. The reporting window is set by the 'remitPeriod' argument. Supply a portfolioIdentifier string/name; An omitted or unmatched identifier opens a portfolio picker for the user rather than returning data.
portfolios
ChatGPTList the caller's portfolios, returning each portfolio's Id, Name, and IsCurated flag. Use this when the user asks which portfolios are available or when you need portfolio IDs for the portfolioIds filter in explorer_search. Use this tool to find and resolve portfolios. Results are ordered with curated portfolios first, then by name.
DealBonds
ClaudeDealBreakdowns
ClaudeDealDetail
ClaudeDealLoans
ClaudeDealLossForecast
ClaudeDealNoteworthyMetrics
ClaudeDealSearch
ClaudeDealSurveillanceDashboardUi
ClaudeDealTopLoansSummary
ClaudeLoanDetails
ClaudeLoanModeUi
ClaudeLoanSearch
ClaudeMorningstar-portfolio-analysis-tool
ClaudePortfolioIntelligenceData
ClaudePortfolioIntelligenceUi
ClaudePortfolios
Claudeexplorer_filter_options_get
Claudeexplorer_filters_get
Claudeexplorer_search
Claudeget_newsflash_for_loan
Claudenewsflash_search
Claude
