Database Operations Tools

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Overview

• validation: Validation rules, runs, and breach data
• investment: Portfolio, holdings, and NAV information
• analytics: Dashboards and reporting
• workflow: Temporal workflow definitions and execution history
• integration: ETL pipeline configurations

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Quick Reference

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Tools Reference

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query_database

• query (string, required): SQL SELECT query to execute. Only SELECT statements are allowed.
• schema (string, optional): Database schema to scope the query (e.g., ‘validation’, ‘investment’, ‘analytics’, ‘workflow’, ‘integration’). If not provided, automatically detects from workspace focus mode.
• limit (integer, optional): Maximum rows to return. Default: 100, Maximum: 1000. Automatically appended to query if not present.

• success (boolean): Query execution status
• data (array): List of row objects
• row_count (integer): Number of rows returned
• schema (string): Schema that was queried
• context_aware (object): Context detection info including focus_mode and schema_auto_detected flag
• error (string, optional): Error message if query failed

• Beta SQL injection protection via query validator
• Only SELECT queries allowed; DROP, DELETE, TRUNCATE, and other dangerous keywords blocked
• Multiple statements blocked
• SQL comments blocked
• Queries automatically scoped by workspace context
• Row-level security enforced at database layer
• Dangerous keywords: DROP, DELETE, TRUNCATE, ALTER, EXEC, etc.

query_database(
  query="SELECT id, rule_name, status, last_run_at FROM validation_rules ORDER BY last_run_at DESC",
  limit=20
)

{
  "success": true,
  "row_count": 20,
  "schema": "validation",
  "context_aware": {
    "context_used": true,
    "schema_auto_detected": true,
    "focus_mode": "validation"
  },
  "data": [
    {
      "id": "rule-123",
      "rule_name": "NAV Variance Check",
      "status": "active",
      "last_run_at": "2025-10-29T14:30:00Z"
    }
  ]
}

query_database(
  query="SELECT p.id, p.name, COUNT(h.id) as holding_count FROM portfolios p LEFT JOIN holdings h ON p.id = h.portfolio_id GROUP BY p.id, p.name",
  schema="investment",
  limit=50
)

query_database(
  query="SELECT id, portfolio_code, total_nav, currency, as_of_date FROM portfolios WHERE status = 'active'",
  schema="investment",
  limit=100
)

query_database(
  query="SELECT id, rule_id, portfolio_id, breach_value, severity, detected_at FROM breaches WHERE status = 'unresolved' ORDER BY detected_at DESC",
  schema="validation",
  limit=50
)

​

inspect_schema

• schema_name (string, required): Schema to inspect (e.g., ‘validation’, ‘investment’, ‘analytics’, ‘workflow’, ‘integration’)
• include_columns (boolean, optional): If true, include detailed column information (names, types, constraints) for each table. Default: false

• success (boolean): Inspection status
• schema (string): Schema name inspected
• tables (array): List of table objects with metadata
• table_count (integer): Number of tables in schema
• error (string, optional): Error message if inspection failed

inspect_schema(
  schema_name="validation"
)

{
  "success": true,
  "schema": "validation",
  "table_count": 5,
  "tables": [
    {
      "table_name": "validation_rules",
      "row_estimate": 150
    },
    {
      "table_name": "validation_runs",
      "row_estimate": 5000
    },
    {
      "table_name": "breaches",
      "row_estimate": 320
    }
  ]
}

inspect_schema(
  schema_name="investment",
  include_columns=true
)

​

get_validation_summary

• success (boolean): Execution status
• summary (object): Validation summary with metrics
• active_rules (integer): Number of active validation rules
• breached_rules (integer): Number of rules with active breaches
• unresolved_breaches (integer): Count of unresolved breaches
• error (string, optional): Error message if call failed

get_validation_summary()

{
  "success": true,
  "active_rules": 45,
  "breached_rules": 8,
  "unresolved_breaches": 23,
  "summary": {
    "active_rules": 45,
    "breached_rules": 8,
    "unresolved_breaches": 23,
    "total_validations_today": 1250
  }
}

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get_portfolio_summary

• portfolio_id (string, optional): ID of specific portfolio to query. If omitted, returns summary of all portfolios (limited to 50).

• success (boolean): Execution status
• portfolio (object): Portfolio object with nested holdings count
• error (string, optional): Error message if call failed

• success (boolean): Execution status
• portfolios (array): List of portfolio objects (id, name, portfolio_code, total_nav, status)
• count (integer): Number of portfolios returned
• error (string, optional): Error message if call failed

get_portfolio_summary()

{
  "success": true,
  "count": 12,
  "portfolios": [
    {
      "id": "p-001",
      "name": "Growth Fund Alpha",
      "portfolio_code": "GFA",
      "total_nav": 2500000,
      "status": "active"
    },
    {
      "id": "p-002",
      "name": "Value Fund Beta",
      "portfolio_code": "VFB",
      "total_nav": 1850000,
      "status": "active"
    }
  ]
}

get_portfolio_summary(portfolio_id="p-001")

{
  "success": true,
  "portfolio": {
    "id": "p-001",
    "name": "Growth Fund Alpha",
    "portfolio_code": "GFA",
    "total_nav": 2500000,
    "status": "active",
    "holdings": {
      "count": 42
    }
  }
}

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query_resource_details

• type (string, required): Resource type - must be one of: “dashboard”, “workflow”, or “pipeline”
• id (string, required): ID of the resource to retrieve

• success (boolean): Query status
• type (string): Resource type queried
• data (object, optional): Resource details object (structure varies by type)
• message (string): Human-readable status message
• error (string, optional): Error details if query failed

• Fields: id, name, description, category, status, visibility, layout, widgets, filters, data_sources, tags, created_at, updated_at

• Fields: id, name, description, definition, status, schedule, version, created_by, updated_by, created_at, updated_at, last_run_at

• Fields: id, name, description, status, source_config, destination_table, destination_schema, schedule_type, schedule_config, tags, created_by, created_at, updated_at

query_resource_details(
  type="dashboard",
  id="daily-nav-dashboard"
)

{
  "success": true,
  "type": "dashboard",
  "message": "Found dashboard: Daily NAV Report",
  "data": {
    "id": "daily-nav-dashboard",
    "name": "Daily NAV Report",
    "description": "Real-time portfolio NAV tracking",
    "category": "portfolio",
    "status": "active",
    "visibility": "public",
    "widgets": [
      {
        "id": "nav-chart",
        "type": "line_chart",
        "title": "NAV Trend"
      }
    ],
    "filters": ["date_range", "portfolio_id"],
    "created_at": "2025-06-01T10:00:00Z"
  }
}

query_resource_details(
  type="workflow",
  id="pricing-update-workflow"
)

query_resource_details(
  type="pipeline",
  id="bloomberg-daily-sync"
)

{
  "success": true,
  "type": "pipeline",
  "message": "Found pipeline: bloomberg-daily-sync",
  "data": {
    "id": "bloomberg-daily-sync",
    "name": "Bloomberg Daily Sync",
    "description": "Synchronize pricing data from Bloomberg",
    "status": "active",
    "source_config": {
      "type": "bloomberg",
      "symbols": ["BLX", "DLVRY"]
    },
    "destination_table": "pricing_data",
    "destination_schema": "investment",
    "schedule_type": "daily",
    "schedule_config": "0 3 * * *"
  }
}

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Security Considerations

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Read-Only Access

• Only SELECT queries are allowed
• INSERT, UPDATE, DELETE, DROP, ALTER, TRUNCATE, and EXEC statements are blocked
• Multiple statements in a single query are rejected

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Query Validation (Beta)

• SQL comments (— and /**/) are stripped
• Semicolon-separated statements are blocked
• Keywords are checked in uppercase and mixed-case variants

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Row-Level Security

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Resource Limits

• Default limit: 100 rows
• Maximum limit: 1000 rows per query
• Schema auto-detection works best with workspace context properly configured

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Common Patterns

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See Also

• Agent Configuration
• Workspace Context
• Authentication
• Error Handling