Example prompts
Real questions the Dataflow MCP server answers well, and the tools your agent will use for each. Try these verbatim after connecting.
Who owns a company?
Who are the largest owners of Volvo?
The agent resolves the company with search_securities, then pulls the owner list with get_owner_list. Ask for the manager view ("which fund managers hold Volvo?") to switch attribution mode.
Who has been buying or selling?
Which pension funds increased their position in Ericsson this quarter?
search_securities resolves the company, then list_owner_changes ranks the period's moves, filterable by change type (new, increased, decreased, exited) and window (up to 365 days).
What does an investor hold?
What does Alecta's portfolio look like, and what did they change last month?
search_owners resolves the owner, get_owner_portfolio returns every disclosed position, and list_portfolio_changes ranks last month's moves. Add a date, such as "as of June last year", for a historical snapshot (up to five years back).
Drill into ownership structures
BlackRock holds Atlas Copco. Which of their funds actually hold the position?
Rows with sub-structure carry a has_sub_holdings flag; the agent drills down level by level with get_sub_holdings, from the parent entity to individual funds.
Combine into real workflows
Build a profile of SEB's ownership: the current top owners, who entered or exited in the last year, and how the largest owner's stake has developed.
Agents chain the tools freely: owner lists, changes and portfolios share the same company_id/owner_id identifiers, so multi-step questions work without glue.
Tips
- Be specific about time: "this quarter", "last 90 days", "as of June 2024" map directly onto tool parameters.
- Name the mode when it matters: "beneficial owners" vs "fund managers". See Beneficial vs manager.
- Watch the credits: returned top-level rows are metered; empty results are free. See Credits & pricing.