Reference

Tool reference

Every tool PocketPart can expose to your assistant, grouped by category. Each row shows the tool name, a one-line summary, and the packs that unlock it. Which of these you actually see depends on your plan and packs.

This list is generated directly from the server’s tool registry — it can’t drift from what’s deployed.

141 tools

Case Law

caselaw_fetch_pacer

Fetch dockets or documents from PACER via CourtListener's RECAP system.

litigation
caselaw_format_citation

Generate a Bluebook 21st Edition formatted citation from a CourtListener opinion.

litigation
caselaw_get_attorneys

List attorneys in a case with their contact information and the parties they represent.

litigation
caselaw_get_bankruptcy_info

Get bankruptcy-specific information for a docket: chapter, trustee, and key bankruptcy dates where CourtListener has them.

litigation
caselaw_get_citations_network

Explore the citation network for a CourtListener opinion.

litigation
caselaw_get_docket

Get detailed information for a specific federal court docket by its CourtListener docket ID.

litigation
caselaw_get_docket_entries

List docket entries for a specific case.

litigation
caselaw_get_document

Get a specific RECAP document by its ID.

litigation
caselaw_get_opinion

Get the full text and metadata of a court opinion by its CourtListener cluster ID.

litigation
caselaw_get_originating_court_info

Get originating (lower) court information for an appellate docket: lower-court docket number, judges, and key dates such as judgment and notice of appeal.

litigation
caselaw_get_parties

List parties in a case with their attorneys and roles, grouped by party type (plaintiff, defendant, etc.).

litigation
caselaw_recap_query

Check if PACER documents are available in the free RECAP Archive.

litigation
caselaw_search_dockets

Search federal court dockets in the RECAP Archive (PACER data).

litigation
caselaw_search_opinions

Search U.S.

litigation
caselaw_search_recap_documents

Search RECAP documents (court filings from PACER).

litigation

Compliance

ofac_get_designation

Retrieve the complete restricted-party designation record for a known Consolidated Screening List ID — full alternate names (aka), all addresses, ID/passport documents, dates and places of birth, sanctions programs, BIS license requirement/policy, Federal Register notice reference, vessel details, and full remarks.

compliancecorporate
ofac_screen_party

Screen a person, company, vessel, or aircraft against U.S.

compliancecorporate
ofac_search_recent

Check how current each U.S.

compliancecorporate

Corporate

de_sos_get_entity

Retrieve the full Delaware Division of Corporations (Delaware Secretary of State) record for a known Delaware file number — entity name, formation / incorporation date, entity kind (Corporation, LLC, LP, …), entity type, residency (domestic/foreign), and registered-agent name and address.

corporate
de_sos_search

Search the Delaware Division of Corporations (Delaware Secretary of State business registry) for companies by name — find a Delaware corporation, LLC, LP, LLP, or statutory trust and get its Delaware file number.

corporate
edgar_get_company

Look up an SEC-registered company by ticker, name, or CIK and return its EDGAR profile — official registrant name, CIK, SIC industry, tickers/exchanges, state of incorporation, fiscal year end, former names — plus a paginated digest of its recent filings (form, filed date, accession number, primary-document URL).

corporatelitigation
edgar_get_filing

Retrieve one SEC EDGAR filing by its accession number: form type, filed date, period, and the filing's document index — every document and exhibit in the submission with a direct URL for each (primary document, exhibits, XBRL, the complete submission file).

corporatelitigation
edgar_search_beneficial_ownership

Find SEC beneficial-ownership filings — Schedule 13D (activist/control intent) and Schedule 13G (passive institutional) reports of >5% stakes, including amendments — for a subject company (by ticker, CIK, or name) or filed by a specific owner (by CIK).

corporatelitigation
edgar_search_filings

Search SEC EDGAR filings — annual/quarterly reports (10-K, 10-Q), current reports (8-K), proxy statements (DEF 14A), registration statements (S-1), Form D exempt offerings, Schedules 13D/13G, insider Forms 3/4/5, and every other EDGAR form — by full-text query, form type, company (ticker/CIK/name), and filing-date range.

corporatelitigation
edgar_search_insider_transactions

Find SEC insider-trading filings — Section 16 Forms 3, 4, and 5 (and amendments) reporting officers', directors', and 10% owners' stock purchases, sales, option exercises, and initial ownership — for an issuer (by ticker, CIK, or name) or for a reporting person (by CIK).

corporatelitigation
finra_get_broker

Retrieve the full FINRA BrokerCheck record for a known broker CRD number — registration and licensing status (BD/IA), securities exams passed (Series 7/63/65, SIE, …), state registrations and SRO memberships, complete employment history across firms, regulatory sanctions and bars, and disclosure events: customer disputes and complaints, FINRA arbitrations, regulatory actions, judgments/liens, criminal matters, and terminations.

corporate
finra_get_firm

Retrieve the full FINRA BrokerCheck profile for a known brokerage-firm (broker-dealer) CRD number — registration status (BD/IA), SEC numbers, former names, organization details, main office, disclosure counts by type (regulatory events, arbitrations, civil events, bonds, judgments), state registrations, and direct owners / executive officers with their individual CRDs.

corporate
finra_search_brokers

Search FINRA BrokerCheck for individual brokers — stockbrokers, registered representatives, financial advisors — by name or CRD number.

corporate
finra_search_firms

Search FINRA BrokerCheck for brokerage firms — broker-dealers and dually-registered investment-adviser firms — by name or firm CRD number.

corporate
hsr_calc_threshold

Determine whether a merger or acquisition is reportable under the Hart-Scott-Rodino (HSR) Act premerger-notification rules (15 U.S.C.

corporate
hsr_get_thresholds

Get the Hart-Scott-Rodino (HSR) Act premerger-notification threshold table for an adjustment year (default: most recent): the size-of-transaction threshold, size-of-person thresholds, the value above which size-of-person does not apply, and the six-tier filing fee schedule, with effective date and Federal Register citation (15 U.S.C.

corporate
samgov_get_exclusions

Screen a party against the SAM.gov exclusions list — federal debarments, suspensions, proposed debarments, and other ineligibility determinations (the successor to the EPLS Excluded Parties List).

corporate
samgov_search_entities

Search SAM.gov — the federal government's contractor registration system — for registered entities by legal business name, UEI (Unique Entity ID, the 12-character successor to DUNS), or CAGE code.

corporate
samgov_search_opportunities

Search active federal contract opportunities on SAM.gov (formerly FBO/FedBizOpps) — solicitations, presolicitations, combined synopsis/solicitations, sources-sought notices, special notices, J&As, and award notices.

corporate
securities_calc_13d_deadline

Calculate the SEC filing deadline (due date) for a Schedule 13D or Schedule 13G beneficial-ownership report under Williams Act §§ 13(d)/13(g) and Rules 13d-1/13d-2 — when a 5% stake, activist position, or institutional holding must be reported, and when an amendment is due after a material change or a 10%/5% ownership step.

corporate
securities_calc_section_16_deadline

Calculate the SEC filing deadline (due date) for an insider's Section 16 report — Form 3 (initial ownership statement, due 10 days after becoming a director, officer, or >10% beneficial owner, 15 U.S.C.

corporate
state_sos_get_entity

Retrieve the full state business-registry record for a known entity — registration status / good standing, formation or registration date, entity type, jurisdiction of formation, registered agent for service of process, principal and mailing addresses, and (TX) officers, directors, and SOS file number.

corporate
state_sos_search

Search a U.S.

corporate
tender_calc_timeline

Calculate the Williams Act tender-offer timeline from a commencement (launch) date: the earliest permissible expiration after the 20-business-day minimum offering period (Rule 14e-1(a)), withdrawal-rights windows (§ 14(d)(5) / Rule 14d-7, or Rule 13e-4(f)(2) for issuer self-tenders), and the required extension when the price, share percentage, or other terms change mid-offer (10 business days under Rule 14e-1(b); 5 business days for other material changes under SEC guidance).

corporate
uk_companies_get_charges

List the registered charges of a UK company from Companies House — the security-interest register: mortgages, debentures, fixed and floating charges, with status (outstanding / fully or part satisfied), creation and satisfaction dates, the secured party (persons entitled), and negative-pledge / floating-charge flags.

corporateinternational
uk_companies_get_company

Retrieve the Companies House profile for a known UK company number — registered name, status (active/dissolved/liquidation/administration), company type, jurisdiction, incorporation and cessation dates, registered office, SIC codes, and the diligence flags (registered charges, insolvency history, overdue accounts/confirmation statement).

corporateinternational
uk_companies_get_filings

List the Companies House filing history for a UK company — annual accounts, confirmation statements, share-capital changes (allotments, reductions), officer appointments/resignations, charge (mortgage) registrations, name changes, resolutions, and insolvency filings — newest first, paginated, with an optional category filter.

corporateinternational
uk_companies_get_officers

List the directors, company secretaries, and other officers (current and resigned) of a UK company from the Companies House register — names, roles, appointment and resignation dates, nationality, occupation, country of residence, and partial dates of birth (month/year).

corporateinternational
uk_companies_get_psc

List the persons with significant control (PSC register) of a UK company — the UK's statutory beneficial-ownership register: individuals or entities holding >25% of shares or voting rights, the right to appoint or remove a majority of directors, or significant influence/control.

corporateinternational
uk_companies_search

Search the UK Companies House register for companies by name or company number — the entry point for UK corporate due diligence, M&A target research, counterparty checks, and entity verification (England & Wales, Scotland, Northern Ireland, LLPs, and overseas companies registered in the UK).

corporateinternational
usaspending_get_recipient_summary

Aggregate federal-spending profile for one recipient (contractor / grantee / borrower) from USAspending.gov: total obligations and transaction counts for the trailing 12 months, all time, or a given fiscal year, plus UEI/DUNS, parent/child corporate linkage, business types, location, and the alternate names the entity received awards under.

corporate
usaspending_search_awards

Search USAspending.gov — the Treasury's canonical historical federal-spending dataset — for awarded contracts, IDVs (IDIQs/GWACs/BPAs), grants, loans, and direct payments by recipient/contractor name or UEI, awarding agency, NAICS industry code, keyword, and time period (data back to FY2008).

corporate

Drafting

bluebook_explain_citation

Decode, identify, or explain a legal citation string — what kind of authority it cites (case, U.S.C./state statute, C.F.R.

litigationip
bluebook_format

Build a Bluebook (21st ed.) citation from structured fields — format, cite-check, or generate the cite for a case, statute, or regulation.

litigationip
bluebook_validate

Lint, check, or proofread a legal citation string against Bluebook (21st ed.) rules — catches "vs." instead of "v." (R10.2), missing court/year parentheticals (R10.4/R10.5), wrong reporter spacing like "F.

litigationip

EPO Patent Data

epo_convert_number

Normalize a patent number between formats (docdb, epodoc, original).

ipinternational
epo_get_classification

Get the CPC (Cooperative Patent Classification) title and explanatory notes for a CPC symbol.

ipinternational
epo_get_family

Get the INPADOC patent family for a known publication number.

ipinternational
epo_get_legal_status

Get the INPADOC legal-status timeline for a known patent publication number.

ipinternational
epo_get_patent

Get detailed data for a known patent publication number — bibliographic fields, abstract, full claims text, full description text, and/or equivalent publications.

ipinternational
epo_get_register

Get the full European Patent Register record for a known EP or PCT publication.

ipinternational
epo_read_document

List or read the PDF document images for a known patent publication.

ipinternational
epo_search_patents

Search patent publications worldwide via EPO Open Patent Services.

ipinternational
epo_search_register

Search the European Patent Register for EP and PCT applications by title, applicant, inventor, IPC class, or raw CQL query.

ipinternational

Federal Rules

frap_get_rule

Retrieve the full text of a specific FRAP rule as markdown.

litigation
frap_list_rules

List all rules in the Federal Rules of Appellate Procedure (FRAP) as a hierarchical table of contents.

litigation
frap_search

Semantic search across the Federal Rules of Appellate Procedure (FRAP).

litigation
frbp_get_rule

Retrieve the full text of a specific FRBP rule as markdown.

litigation
frbp_list_rules

List all rules in the Federal Rules of Bankruptcy Procedure (FRBP) as a hierarchical table of contents.

litigation
frbp_search

Semantic search across the Federal Rules of Bankruptcy Procedure (FRBP).

litigation
frcp_get_rule

Retrieve the full text of a specific FRCP rule as markdown.

litigation
frcp_list_rules

List all rules in the Federal Rules of Civil Procedure (FRCP) as a hierarchical table of contents.

litigation
frcp_search

Semantic search across the Federal Rules of Civil Procedure (FRCP).

litigation
frcrp_get_rule

Retrieve the full text of a specific FRCrP rule as markdown.

litigation
frcrp_list_rules

List all rules in the Federal Rules of Criminal Procedure (FRCrP) as a hierarchical table of contents.

litigation
frcrp_search

Semantic search across the Federal Rules of Criminal Procedure (FRCrP).

litigation
fre_get_rule

Retrieve the full text of a specific FRE rule as markdown.

litigation
fre_list_rules

List all rules in the Federal Rules of Evidence (FRE) as a hierarchical table of contents.

litigation
fre_search

Semantic search across the Federal Rules of Evidence (FRE).

litigation

Litigation

litigation_calc_deadline

Calculate a federal litigation deadline (due date) from a trigger date: answer or motion-to-dismiss deadline, time to amend, objections to a magistrate ruling or R&R, post-trial motions (JMOL, new trial, alter/amend judgment), notice-of-appeal date, or pretrial disclosures counted backward from trial.

litigation

MPEP

mpep_get_chapter

Retrieve the table of contents for a specific MPEP chapter.

ip
mpep_get_section

Retrieve the full text of a specific MPEP section as markdown.

ip
mpep_search

Semantic search across the MPEP (Manual of Patent Examining Procedure).

ip

Prior Art

ccd_get_citations

Get the aggregated examiner citations (Common Citation Document / CCD view) for an invention family — the union of prior art that examiners at every patent office cited against any family member.

ip
ccd_get_family_summary

Get the Common Citation Document (CCD) orientation view for an invention family: the family members, each member's examiner- and applicant-citation counts, the offices and search phases present, and the family-wide unique-citation total after cross-office dedupe.

ip
clinicaltrials_get_study

Retrieve the full ClinicalTrials.gov registry record for a known NCT number (e.g.

ip
clinicaltrials_search

Search ClinicalTrials.gov — the NIH clinical-trial registry — by condition/disease, drug or intervention name (brand, INN, or development code), sponsor, free-text term, or NCT number(s), with status, phase, and first-posted date filters.

ip
google_patents_get_publication

Retrieve the full Google Patents record (via SerpAPI) for a known publication — abstract, inventors, assignees, priority/filing/grant dates, CPC classifications, worldwide family summary, backward and forward citations, and similar documents.

ip
google_patents_search

Search Google Patents (via SerpAPI) for patents and published applications worldwide — prior art, freedom-to-operate leads, competitor portfolios, inventor/assignee landscapes — with filters for date cutoffs (priority/filing/publication), inventor, assignee, country, status (grant vs application), and design vs utility.

ip
pmc_get_full_text

Retrieve the OPEN-ACCESS full text of an article from PubMed Central (PMC) by its PMC ID (e.g.

ip
preprint_get

Retrieve the full record for ONE preprint by its server + id — the full abstract, all authors, date, subject category, DOI, version, and a link to the PDF.

ip
preprint_search

Search open preprint / early-disclosure servers — arXiv, bioRxiv, medRxiv, and ChemRxiv — for scientific papers by keyword.

ip
pubmed_get_article

Retrieve the full PubMed record for a known PMID (all-digit ID, e.g.

ip
pubmed_search

Search PubMed — the U.S.

ip
scholar_get_citations

List the papers that CITE a given paper — forward citations, i.e.

ip
scholar_get_paper

Retrieve the full record for one scholarly paper by a known identifier — title, authors, venue, year, citation count, DOI, and reconstructed abstract.

ip
scholar_get_references

List the works a given paper CITES — its own bibliography / reference list (backward citations).

ip
scholar_search

Search the academic / scientific literature for prior art — journal articles, conference papers, preprints, and reviews across every field (biotech, CS/ML, materials, chemistry, engineering).

ip
uspto_odp_get_full_text

Read the published full text of a US patent or pre-grant publication: abstract, claims, and/or description (specification), extracted as plain text from USPTO's published XML.

ip
uspto_odp_get_publication

Retrieve the full bibliographic record for one known US patent, pre-grant publication, or application number: title, all application/publication/patent numbers and dates, status, applicants, inventors, CPC/USPC classifications, art unit, examiner, and whether published full text exists.

ip
uspto_odp_search

Search US patents and published patent applications (pre-grant publications) for prior art by invention-title keywords, applicant/assignee, inventor, and date range — the USPTO Open Data Portal index of applications filed since ~2001.

ip
uspto_odp_search_by_classification

Find US patents and pre-grant publications by patent classification — CPC symbol (exact, e.g.

ip

Regulatory

cfpb_get_company_summary

Get aggregate CFPB consumer-complaint statistics for one company — total complaint volume, share with published narratives, response timeliness, and the top products, issues, company-response categories, and consumer states (each capped, with percentages).

corporateregulatory
cfpb_search_complaints

Search the CFPB Consumer Complaint Database (CCDB) — 15M+ individual consumer complaints against banks, lenders, debt collectors, credit bureaus, fintechs, and servicers, with the consumer's own narrative where published.

corporateregulatory
cfpb_search_enforcement

Search the Consumer Financial Protection Bureau's public enforcement-actions database — CFPB lawsuits, consent orders, civil money penalties, and stipulated judgments against banks, lenders, debt collectors, credit bureaus, fintechs, and other consumer-finance companies.

corporateregulatory
cfr_get_corrections

List OFR editorial/processing corrections to eCFR text — places where the eCFR rendering diverged from the official CFR (mis-processed amendments, typesetting errors) and was later fixed — filtered by CFR title and/or date.

regulatoryiplitigation
cfr_get_section

Retrieve the full regulatory text of a CFR section by citation — e.g.

regulatoryiplitigation
cfr_list_structure

Browse the table of contents of a CFR title — its chapters, subchapters, parts, subparts, and sections — optionally as of a past date.

regulatoryiplitigation
cfr_search

Full-text search of the Code of Federal Regulations (eCFR) — find federal regulations, agency rules, and regulatory requirements by keyword, with filters for CFR title number, issuing agency, and point-in-time date.

regulatoryiplitigation
federal_register_get_document

Retrieve a single Federal Register document by its document number (e.g.

regulatorylitigationip
federal_register_get_public_inspection

List documents currently on public inspection at the Federal Register — filed by agencies but not yet officially published.

regulatorylitigationip
federal_register_search_agencies

Look up Federal Register agency slugs by name fragment.

regulatorylitigationip
federal_register_search_documents

Search the U.S.

regulatorylitigationip

Status

_status

Returns the authenticated session's PocketPart context — org, plan, enabled packs, API key prefix, and current-month usage — plus a tool count.

core
echo

Echo a message back.

core
ping

Returns a pong response with a timestamp.

core

Statutes & Regulations

usc_get_section

Retrieve the full text of a U.S.

iplitigation
usc_list_sections

List the table of contents for a U.S.

iplitigation
usc_search

Semantic search across the U.S.

iplitigation

Templates

get_template

Retrieve a specific patent/legal document template by slug or numeric ID.

core
search_templates

Semantic search across patent and legal document templates.

core

Trademarks

madrid_get_holder

List the international trademark registrations held by one owner under the Madrid System (WIPO Madrid Monitor) — a trademark-portfolio / brand-clearance view by holder name, optionally narrowed by the holder's country or register status.

ipinternational
madrid_get_registration

Retrieve the full WIPO record for a KNOWN international trademark registration number (IRN) under the Madrid System — get it from madrid_search_marks or madrid_get_holder if you only know the brand or owner.

ipinternational
madrid_search_marks

Search WIPO Madrid Monitor for international trademark registrations (Madrid Protocol / Madrid System) by mark text, holder/owner name, designated contracting party (country/region the protection extends to), Nice class, register status, or office of origin — combinable, AND-joined.

ipinternational
tsdr_get_documents

List every document in a US trademark application's file wrapper from USPTO TSDR — Office Actions, responses to Office Actions, specimens, the application, drawings, notices of allowance/abandonment, and registration certificates — by serial number or registration number.

ip
tsdr_get_status

Get the current status of a US trademark application or registration from USPTO TSDR by serial number or registration number — is the mark live or dead, registered, published for opposition, abandoned, or cancelled.

ip
ttab_get_decision

Retrieve a TTAB written decision (opinion) for a KNOWN proceeding number — the Board's ruling in a trademark opposition, cancellation, ex parte appeal, or concurrent-use case.

ip
ttab_get_proceeding

Retrieve the full TTAB docket sheet for a KNOWN 8-digit proceeding number — opposition, cancellation, ex parte appeal, extension of time, or concurrent-use case.

ip
ttab_search_decisions

Search the written decisions (opinions) of the TTAB — trademark opposition, cancellation, ex parte appeal, and concurrent-use rulings from October 1996 to present — by full text of the opinion, party name, applicant's or opposer's mark/goods, proceeding type, precedential status, and decision date range.

ip
ttab_search_proceedings

Search TTAB (Trademark Trial and Appeal Board) proceedings — trademark oppositions, cancellation petitions, ex parte appeals, extensions of time to oppose, and concurrent-use cases — by party name, mark text, application serial or registration number, or free text, with pending/terminated status and proceeding-type filters.

ip

USPTO Patent Data

maintenance_fee_check_due

Check when the next US patent maintenance fee (renewal/annuity) is due for a patent NUMBER: looks up the grant date on the USPTO Open Data Portal, then returns all three fee stages (3.5/7.5/11.5 years after grant) with their payment windows, grace periods, current status (not yet open / payable without surcharge / in grace with surcharge / closed — expired if unpaid), and the current fee amounts for large, small, and micro entities.

ip
maintenance_fee_schedule

Calculate the full maintenance-fee (renewal/annuity) timeline for a US utility patent from its grant date: the three fees due at 3.5, 7.5, and 11.5 years after grant (35 U.S.C.

ip
pta_calculate

Calculate Patent Term Adjustment (PTA) — the extra patent term a US utility patent earns for USPTO prosecution delays under 35 U.S.C.

ip
uspto_download_document

Download a PDF document from a USPTO patent application or PTAB trial file wrapper.

ip
uspto_get_appeal

Get details of a specific USPTO appeal or interference decision, including outcome, parties, and decision text excerpt when available.

ip
uspto_get_application

Get detailed data for a specific USPTO patent application by application number.

ip
uspto_get_petition

Get details of a specific USPTO petition decision.

ip
uspto_get_trial

Get details of a specific PTAB trial proceeding, including parties, status, key dates, and counsel information.

ip
uspto_read_document

List or read documents from USPTO patent applications or PTAB trials.

ip
uspto_search_appeals

Browse USPTO appeal or interference decisions in reverse-chronological order.

ip
uspto_search_applications

Browse recent USPTO patent applications in reverse-chronological order.

ip
uspto_search_petitions

Search USPTO petition decisions.

ip
uspto_search_trials

Browse PTAB (Patent Trial and Appeal Board) trial proceedings or decisions in reverse-chronological order.

ip

Utilities

calculate

Evaluate a mathematical expression and return the numeric result.

core
convert_units

Convert a numeric value between units.

core
web_search

Search the web using the Exa API.

core