Octus

Search Octus's PRIVATE covenant corpus — entitlement-scoped deal documents (Covenant Analysis, Credit Agreements, OM/Indentures) for private transactions YOUR account can access via Deal Term Analytics AND documents in YOUR FinDox data-room holdings. Access is resolved server-side from your entitlements — there is no access parameter, and an account with no matching entitlements gets an empty result with a note, never an error. A pure retriever: returns chunks and interpretation metadata, never a synthesized answer. Coverage starts 2024-01-01. Returns PRIVATE-scoped documents ONLY — no public documents, no overlap with search_covenants_public; pair the two tools for the full picture on a credit. Loan questions search credit agreements; bond questions search OM/indentures; both/unclear searches all three corpora — override with asset_type, or restrict to exact document types with `document_types`. Scope EITHER to `company_ids` (from find_company) OR to a classification bucket (`industry_group`/`industry`/`region` numeric codes — see the `list_companies` tool for their legends; resolved server-side to companies with covenant coverage, capped at 100) — never both. Leave both unset to search across all your entitled private documents — use search_mode=exhaustive to see which of your entitled credits match, then drill in with per-company direct calls. Returns `{filters, companies, query_interpretation, analysis_hints, discovered_companies?, note?}` — `filters` echoes the EFFECTIVE scope searched (the `company_ids` you sent, OR the resolved industry_group/industry/region as `{code, name}` when scoped by classification instead) plus the date window; `companies` groups matching documents (file_name, doc_type, execution_date, asset_type) with excerpt chunks; `query_interpretation` reports how the query was read (mode, asset_type, reframed_query) so you can re-call with search_mode/asset_type overrides if it misread the question; `discovered_companies` (exhaustive mode) ranks companies by match count for follow-up per-company drill-down calls. Documents may carry a ready absolute `source_url` — when your answer uses a document's content, cite inline as a markdown link combining its `file_name` and `execution_date` with that `source_url`; never construct URLs.

search_covenants_private

Search Octus's PUBLIC covenant corpus — analyst Covenant Analysis plus primary-source Credit Agreements (loans) and Offering Memorandum / Indenture documents (bonds) — and get back the most relevant excerpts with the metadata needed for covenant reasoning. A pure retriever: returns chunks and interpretation metadata, never a synthesized answer. Coverage starts 2024-01-01. Loan questions search credit agreements; bond questions search OM/indentures; both/unclear searches all three corpora — override with asset_type, or restrict to exact document types with `document_types`. Scope EITHER to `company_ids` (from find_company) OR to a classification bucket (`industry_group`/`industry`/`region` numeric codes — see the `list_companies` tool for their legends; resolved server-side to companies with covenant coverage, capped at 100) — never both. Leave both unset for corpus-wide discovery/screening — use search_mode=exhaustive to see which companies' documents match, then drill in with per-company direct calls. Not entitlement-scoped private deal documents — those are search_covenants_private (separate tool). Returns `{filters, companies, query_interpretation, analysis_hints, discovered_companies?, note?}` — `filters` echoes the EFFECTIVE scope searched (the `company_ids` you sent, OR the resolved industry_group/industry/region as `{code, name}` when scoped by classification instead) plus the date window; `companies` groups matching documents (file_name, doc_type, execution_date, asset_type) with excerpt chunks; `query_interpretation` reports how the query was read (mode, asset_type, reframed_query) so you can re-call with search_mode/asset_type overrides if it misread the question; `discovered_companies` (exhaustive mode) ranks companies by match count for follow-up per-company drill-down calls. Documents may carry a ready absolute `source_url` — when your answer uses a document's content, cite inline as a markdown link combining its `file_name` and `execution_date` with that `source_url`; never construct URLs.

search_covenants_public

Search YOUR FinDox deal-room documents (private deal docs: credit agreements, lender presentations, financials) and return the most relevant excerpts. Results always come from the deal-room holdings your account is entitled to; omit the scope filters to search all of them. Scope EITHER to one `company_id` (from find_company) OR to a classification bucket (`industry_group` / `industry` / `region` numeric codes — see the `list_companies` tool for their legends) — never both. Narrow by a unix-second `start_date`/`end_date` window. Returns `{product, filters, companies}` — `filters` echoes the effective scope/window and `companies` holds each company's matching documents (file_name, doc_type, period/date) with the relevant excerpt chunks. Documents may carry a ready absolute `source_url` — when your answer uses a document's content, cite inline as a markdown link combining its `file_name` and date/period with that `source_url` copied character-for-character; never construct URLs, and never shorten or truncate them (they are long by design).

search_data_rooms

Search Octus FUNDAMENTALS documents (earnings reports, presentations, memoranda) and return the most relevant excerpts. Scope EITHER to one `company_id` (from find_company) OR to a classification bucket (`industry_group` / `industry` / `region` numeric codes — see the `list_companies` tool for their legends) — never both. Time window is `num_periods` (fiscal-period lookback). Optionally restrict by `document_types` (1=Earnings Report, 2=Earnings Presentations, 3=Other Presentations and Reports, 4=Offerings, 5=Capital Structure, 6=Press Release, 7=Sustainability Reports, 8=Transcripts, 9=Compliance Certificates, 10=Transcript Summaries, 11=Private Company Analysis, 12=Earnings Flashes). Returns `{product, filters, companies}` — `filters` echoes the effective scope/window and `companies` holds each company's matching documents (file_name, doc_type, period/date) with the relevant excerpt chunks. Documents may carry a ready absolute `source_url` — when your answer uses a document's content, cite inline as a markdown link combining its `file_name` and date/period with that `source_url` copied character-for-character; never construct URLs, and never shorten or truncate them (they are long by design).

search_fundamentals

Search Octus INTEL (editorial credit research/news) and return the most relevant excerpts. Scope EITHER to one `company_id` (from find_company) OR to a classification bucket (`industry_group` / `industry` / `region` numeric codes — see the `list_companies` tool for their legends) — never both. Narrow by a unix-second `start_date`/`end_date` window. Returns `{product, filters, companies}` — `filters` echoes the effective scope/window and `companies` holds each company's matching documents (file_name, doc_type, period/date) with the relevant excerpt chunks. Documents may carry a ready absolute `source_url` — when your answer uses a document's content, cite inline as a markdown link combining its `file_name` and date/period with that `source_url` copied character-for-character; never construct URLs, and never shorten or truncate them (they are long by design).

search_intel

Search the documents YOU have uploaded to CreditAI and return the most relevant excerpts. Scope is automatic — always your own uploads; only files uploaded through the CreditAI web app are included (uploads elsewhere or via other Octus products are not). Optionally narrow within your uploads to documents naming one `company_id` (from find_company), and by a unix-second `start_date`/`end_date` window. Returns `{product, filters, companies}` — `filters` echoes the effective scope/window and `companies` holds each company's matching documents (file_name, doc_type, period/date) with the relevant excerpt chunks. Documents may carry a ready absolute `source_url` — when your answer uses a document's content, cite inline as a markdown link combining its `file_name` and date/period with that `source_url` copied character-for-character; never construct URLs, and never shorten or truncate them (they are long by design).

search_my_uploads

Search Octus PRIVATE COMPANY ANALYSIS reports covering your holdings and return the most relevant excerpts. Results always come from the holdings your account is entitled to; omit the scope filters to search all of them. Scope EITHER to one `company_id` (from find_company) OR to a classification bucket (`industry_group` / `industry` / `region` numeric codes — see the `list_companies` tool for their legends) — never both. Narrow by a unix-second `start_date`/`end_date` window. Returns `{product, filters, companies}` — `filters` echoes the effective scope/window and `companies` holds each company's matching documents (file_name, doc_type, period/date) with the relevant excerpt chunks. Documents may carry a ready absolute `source_url` — when your answer uses a document's content, cite inline as a markdown link combining its `file_name` and date/period with that `source_url` copied character-for-character; never construct URLs, and never shorten or truncate them (they are long by design).

search_private_company_analysis

Search Octus SEC FILINGS and return the most relevant excerpts. Scope EITHER to one `company_id` (from find_company) OR to a classification bucket (`industry_group` / `industry` / `region` numeric codes — see the `list_companies` tool for their legends) — never both. Narrow by a unix-second `start_date`/`end_date` window, and optionally by `document_types` (1=8-K, 2=10-K, 3=10-Q, 4=proxy/14A). Returns `{product, filters, companies}` — `filters` echoes the effective scope/window and `companies` holds each company's matching documents (file_name, doc_type, period/date) with the relevant excerpt chunks. Documents may carry a ready absolute `source_url` — when your answer uses a document's content, cite inline as a markdown link combining its `file_name` and date/period with that `source_url` copied character-for-character; never construct URLs, and never shorten or truncate them (they are long by design).

search_sec_filings

Search Octus earnings-call TRANSCRIPTS and return the most relevant excerpts. Scope EITHER to one `company_id` (from find_company) OR to a classification bucket (`industry_group` / `industry` / `region` numeric codes — see the `list_companies` tool for their legends) — never both. Narrow by a unix-second `start_date`/`end_date` window. Returns `{product, filters, companies}` — `filters` echoes the effective scope/window and `companies` holds each company's matching documents (file_name, doc_type, period/date) with the relevant excerpt chunks. Documents may carry a ready absolute `source_url` — when your answer uses a document's content, cite inline as a markdown link combining its `file_name` and date/period with that `source_url` copied character-for-character; never construct URLs, and never shorten or truncate them (they are long by design).

search_transcripts