MCP tool · Companies

get_company_aum_history

Every AUM record for an adviser, newest first, with totals and what changed.

Read only

When to use

Use it to see whether a manager is growing or shrinking. Each record carries a total, the change from the one before, and flags for restated figures and client types that appeared or disappeared.

Call search_companies first to get the reference this tool needs.

Parameters

referenceuuid·bodyrequired
The company's reference UUID.
limitinteger·body
Max number of filings to return, ordered most-recent first (default 24, max 120) Range 1 to 120.Default 24
detailstring·body
Summary gives per-filing totals and what changed; full adds every client-type row for every filing.Default "summary"summaryfull

Example

Ask your assistant something like this, and it makes the call below. The result is shown as the JSON the tool returns, which reaches the assistant as a text content item.

Has Ashcombe Capital Partners' AUM grown over the last two years?

Example records are invented.

Errors

These come back as a tool result with isError: true, so the assistant can read the reason and try again.

  • Invalid arguments for tool get_company_aum_history: …An argument fails the schema, such as a limit above 120.

Built on

The tool calls this endpoint with your own token. Use the API directly to get the same data into your own systems.

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