issuer_diligence_dossier
One-call NARRATIVE public-record diligence dossier for a public company / SEC issuer. Joins SEC EDGAR (registrant identity, CIK/ticker, recent filings and their form mix), federal courts via CourtListener (RECAP dockets whose name references the issuer), USAspending (federal contract awards, name...
This record as markdown: /tools/io-github-blackboxfoundry-livedatalink/issuer-diligence-dossier.md
What issuer_diligence_dossier does on Livedatalink
AI agents call issuer_diligence_dossier to retrieve information from Livedatalink without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
state | string | — | Optional 2-letter state hint for disambiguation (currently informational). |
ticker | string | — | Optional stock ticker hint to pin the SEC EDGAR match (e.g. 'LMT'). |
company | string | Yes | Public company / SEC issuer name (e.g. 'Lockheed Martin', 'Pfizer'). |
Parameters from the server's own tool schema.
Why issuer_diligence_dossier is rated Low
Even though issuer_diligence_dossier only reads data, uncontrolled read access leaks sensitive information and racks up API costs: an agent caught in a retry loop can make thousands of calls a minute without anyone noticing.
Risk signalsBulk/mass operation — affects multiple targets
Attacks that exploit this kind of access
The rule that runs issuer_diligence_dossier safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Livedatalink, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For issuer_diligence_dossier, this is the rule to start with:
issuer_diligence_dossier is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Livedatalink, apply this rule, and every issuer_diligence_dossier call is checked against it from then on.
Questions about issuer_diligence_dossier
One-call NARRATIVE public-record diligence dossier for a public company / SEC issuer. Joins SEC EDGAR (registrant identity, CIK/ticker, recent filings and their form mix), federal courts via CourtListener (RECAP dockets whose name references the issuer), USAspending (federal contract awards, name-matched), and CPSC product-safety recalls into a readable brief with a short headline and four sections: Identity & SEC, Litigation, Federal business, and Product-safety. Every source degrades gracefully - a failing leg is noted, not fatal. This is a narrative synthesis, deliberately distinct from counterparty_risk_score (a 0-100 score) and entity_dossier (SEC+EPA+sanctions only). Informational public-record synthesis, not a background check or legal/financial advice. It is categorised as a Read tool in the Livedatalink MCP Server, which means it retrieves data without modifying state.
issuer_diligence_dossier accepts 3 parameters: state, ticker, company. Required: company. The full parameter table on this page comes from the server's own tool schema.
Register the Livedatalink MCP server in PolicyLayer and add a rule for issuer_diligence_dossier: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Livedatalink. Nothing to install.
issuer_diligence_dossier is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the issuer_diligence_dossier rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for issuer_diligence_dossier. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
issuer_diligence_dossier is provided by the Livedatalink MCP server (https://livedatalink.ai/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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