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.
Case Law
caselaw_fetch_pacerFetch dockets or documents from PACER via CourtListener's RECAP system.
caselaw_format_citationGenerate a Bluebook 21st Edition formatted citation from a CourtListener opinion.
caselaw_get_attorneysList attorneys in a case with their contact information and the parties they represent.
caselaw_get_bankruptcy_infoGet bankruptcy-specific information for a docket: chapter, trustee, and key bankruptcy dates where CourtListener has them.
caselaw_get_citations_networkExplore the citation network for a CourtListener opinion.
caselaw_get_docketGet detailed information for a specific federal court docket by its CourtListener docket ID.
caselaw_get_docket_entriesList docket entries for a specific case.
caselaw_get_documentGet a specific RECAP document by its ID.
caselaw_get_opinionGet the full text and metadata of a court opinion by its CourtListener cluster ID.
caselaw_get_originating_court_infoGet originating (lower) court information for an appellate docket: lower-court docket number, judges, and key dates such as judgment and notice of appeal.
caselaw_get_partiesList parties in a case with their attorneys and roles, grouped by party type (plaintiff, defendant, etc.).
caselaw_recap_queryCheck if PACER documents are available in the free RECAP Archive.
caselaw_search_docketsSearch federal court dockets in the RECAP Archive (PACER data).
caselaw_search_opinionsSearch U.S.
caselaw_search_recap_documentsSearch RECAP documents (court filings from PACER).
Compliance
ofac_get_designationRetrieve 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.
ofac_screen_partyScreen a person, company, vessel, or aircraft against U.S.
ofac_search_recentCheck how current each U.S.
Corporate
de_sos_get_entityRetrieve 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.
de_sos_searchSearch 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.
edgar_get_companyLook 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).
edgar_get_filingRetrieve 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).
edgar_search_beneficial_ownershipFind 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).
edgar_search_filingsSearch 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.
edgar_search_insider_transactionsFind 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).
finra_get_brokerRetrieve 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.
finra_get_firmRetrieve 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.
finra_search_brokersSearch FINRA BrokerCheck for individual brokers — stockbrokers, registered representatives, financial advisors — by name or CRD number.
finra_search_firmsSearch FINRA BrokerCheck for brokerage firms — broker-dealers and dually-registered investment-adviser firms — by name or firm CRD number.
hsr_calc_thresholdDetermine whether a merger or acquisition is reportable under the Hart-Scott-Rodino (HSR) Act premerger-notification rules (15 U.S.C.
hsr_get_thresholdsGet 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.
samgov_get_exclusionsScreen 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).
samgov_search_entitiesSearch 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.
samgov_search_opportunitiesSearch 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.
securities_calc_13d_deadlineCalculate 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.
securities_calc_section_16_deadlineCalculate 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.
state_sos_get_entityRetrieve 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.
state_sos_searchSearch a U.S.
tender_calc_timelineCalculate 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).
uk_companies_get_chargesList 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.
uk_companies_get_companyRetrieve 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).
uk_companies_get_filingsList 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.
uk_companies_get_officersList 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).
uk_companies_get_pscList 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.
uk_companies_searchSearch 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).
usaspending_get_recipient_summaryAggregate 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.
usaspending_search_awardsSearch 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).
Drafting
bluebook_explain_citationDecode, identify, or explain a legal citation string — what kind of authority it cites (case, U.S.C./state statute, C.F.R.
bluebook_formatBuild a Bluebook (21st ed.) citation from structured fields — format, cite-check, or generate the cite for a case, statute, or regulation.
bluebook_validateLint, 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.
EPO Patent Data
epo_convert_numberNormalize a patent number between formats (docdb, epodoc, original).
epo_get_classificationGet the CPC (Cooperative Patent Classification) title and explanatory notes for a CPC symbol.
epo_get_familyGet the INPADOC patent family for a known publication number.
epo_get_legal_statusGet the INPADOC legal-status timeline for a known patent publication number.
epo_get_patentGet detailed data for a known patent publication number — bibliographic fields, abstract, full claims text, full description text, and/or equivalent publications.
epo_get_registerGet the full European Patent Register record for a known EP or PCT publication.
epo_read_documentList or read the PDF document images for a known patent publication.
epo_search_patentsSearch patent publications worldwide via EPO Open Patent Services.
epo_search_registerSearch the European Patent Register for EP and PCT applications by title, applicant, inventor, IPC class, or raw CQL query.
Federal Rules
frap_get_ruleRetrieve the full text of a specific FRAP rule as markdown.
frap_list_rulesList all rules in the Federal Rules of Appellate Procedure (FRAP) as a hierarchical table of contents.
frap_searchSemantic search across the Federal Rules of Appellate Procedure (FRAP).
frbp_get_ruleRetrieve the full text of a specific FRBP rule as markdown.
frbp_list_rulesList all rules in the Federal Rules of Bankruptcy Procedure (FRBP) as a hierarchical table of contents.
frbp_searchSemantic search across the Federal Rules of Bankruptcy Procedure (FRBP).
frcp_get_ruleRetrieve the full text of a specific FRCP rule as markdown.
frcp_list_rulesList all rules in the Federal Rules of Civil Procedure (FRCP) as a hierarchical table of contents.
frcp_searchSemantic search across the Federal Rules of Civil Procedure (FRCP).
frcrp_get_ruleRetrieve the full text of a specific FRCrP rule as markdown.
frcrp_list_rulesList all rules in the Federal Rules of Criminal Procedure (FRCrP) as a hierarchical table of contents.
frcrp_searchSemantic search across the Federal Rules of Criminal Procedure (FRCrP).
fre_get_ruleRetrieve the full text of a specific FRE rule as markdown.
fre_list_rulesList all rules in the Federal Rules of Evidence (FRE) as a hierarchical table of contents.
fre_searchSemantic search across the Federal Rules of Evidence (FRE).
Litigation
litigation_calc_deadlineCalculate 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.
MPEP
mpep_get_chapterRetrieve the table of contents for a specific MPEP chapter.
mpep_get_sectionRetrieve the full text of a specific MPEP section as markdown.
mpep_searchSemantic search across the MPEP (Manual of Patent Examining Procedure).
Prior Art
ccd_get_citationsGet 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.
ccd_get_family_summaryGet 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.
clinicaltrials_get_studyRetrieve the full ClinicalTrials.gov registry record for a known NCT number (e.g.
clinicaltrials_searchSearch 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.
google_patents_get_publicationRetrieve 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.
google_patents_searchSearch 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.
pmc_get_full_textRetrieve the OPEN-ACCESS full text of an article from PubMed Central (PMC) by its PMC ID (e.g.
preprint_getRetrieve 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.
preprint_searchSearch open preprint / early-disclosure servers — arXiv, bioRxiv, medRxiv, and ChemRxiv — for scientific papers by keyword.
pubmed_get_articleRetrieve the full PubMed record for a known PMID (all-digit ID, e.g.
pubmed_searchSearch PubMed — the U.S.
scholar_get_citationsList the papers that CITE a given paper — forward citations, i.e.
scholar_get_paperRetrieve the full record for one scholarly paper by a known identifier — title, authors, venue, year, citation count, DOI, and reconstructed abstract.
scholar_get_referencesList the works a given paper CITES — its own bibliography / reference list (backward citations).
scholar_searchSearch the academic / scientific literature for prior art — journal articles, conference papers, preprints, and reviews across every field (biotech, CS/ML, materials, chemistry, engineering).
uspto_odp_get_full_textRead 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.
uspto_odp_get_publicationRetrieve 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.
uspto_odp_searchSearch 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.
uspto_odp_search_by_classificationFind US patents and pre-grant publications by patent classification — CPC symbol (exact, e.g.
Regulatory
cfpb_get_company_summaryGet 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).
cfpb_search_complaintsSearch 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.
cfpb_search_enforcementSearch 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.
cfr_get_correctionsList 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.
cfr_get_sectionRetrieve the full regulatory text of a CFR section by citation — e.g.
cfr_list_structureBrowse the table of contents of a CFR title — its chapters, subchapters, parts, subparts, and sections — optionally as of a past date.
cfr_searchFull-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.
federal_register_get_documentRetrieve a single Federal Register document by its document number (e.g.
federal_register_get_public_inspectionList documents currently on public inspection at the Federal Register — filed by agencies but not yet officially published.
federal_register_search_agenciesLook up Federal Register agency slugs by name fragment.
federal_register_search_documentsSearch the U.S.
Status
_statusReturns the authenticated session's PocketPart context — org, plan, enabled packs, API key prefix, and current-month usage — plus a tool count.
echoEcho a message back.
pingReturns a pong response with a timestamp.
Statutes & Regulations
usc_get_sectionRetrieve the full text of a U.S.
usc_list_sectionsList the table of contents for a U.S.
usc_searchSemantic search across the U.S.
Templates
get_templateRetrieve a specific patent/legal document template by slug or numeric ID.
search_templatesSemantic search across patent and legal document templates.
Trademarks
madrid_get_holderList 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.
madrid_get_registrationRetrieve 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.
madrid_search_marksSearch 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.
tsdr_get_documentsList 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.
tsdr_get_statusGet 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.
ttab_get_decisionRetrieve 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.
ttab_get_proceedingRetrieve the full TTAB docket sheet for a KNOWN 8-digit proceeding number — opposition, cancellation, ex parte appeal, extension of time, or concurrent-use case.
ttab_search_decisionsSearch 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.
ttab_search_proceedingsSearch 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.
USPTO Patent Data
maintenance_fee_check_dueCheck 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.
maintenance_fee_scheduleCalculate 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.
pta_calculateCalculate Patent Term Adjustment (PTA) — the extra patent term a US utility patent earns for USPTO prosecution delays under 35 U.S.C.
uspto_download_documentDownload a PDF document from a USPTO patent application or PTAB trial file wrapper.
uspto_get_appealGet details of a specific USPTO appeal or interference decision, including outcome, parties, and decision text excerpt when available.
uspto_get_applicationGet detailed data for a specific USPTO patent application by application number.
uspto_get_petitionGet details of a specific USPTO petition decision.
uspto_get_trialGet details of a specific PTAB trial proceeding, including parties, status, key dates, and counsel information.
uspto_read_documentList or read documents from USPTO patent applications or PTAB trials.
uspto_search_appealsBrowse USPTO appeal or interference decisions in reverse-chronological order.
uspto_search_applicationsBrowse recent USPTO patent applications in reverse-chronological order.
uspto_search_petitionsSearch USPTO petition decisions.
uspto_search_trialsBrowse PTAB (Patent Trial and Appeal Board) trial proceedings or decisions in reverse-chronological order.
Utilities
calculateEvaluate a mathematical expression and return the numeric result.
convert_unitsConvert a numeric value between units.
web_searchSearch the web using the Exa API.