feat(pitchbook): add PitchBook integration (#6876)

apps/docs/components/icons.tsx

@@ -9340,3 +9340,18 @@ export function ZohoDeskIcon(props: SVGProps<SVGSVGElement>) {
     </svg>
   )
 }
+
+export function PitchBookIcon(props: SVGProps<SVGSVGElement>) {
+  return (
+    <svg
+      {...props}
+      viewBox='-3.16 0 102 101.7'
+      fill='currentColor'
+      xmlns='http://www.w3.org/2000/svg'
+      aria-hidden='true'
+    >
+      <path d='M75.43,0C16.66,4.78-7.6,53.48,2.06,84.09c5.67-8.73,16.21-18.24,37.78-21.76-1.25-25.79,8.08-43.79,35.59-62.33Z' />
+      <path d='M45.3,66.03c-14.85,2.43-25.18,6.46-31.65,12.57.2,8.16,2.53,16.13,6.77,23.1,5.02-12.27,21.5-20.95,46.55-21.01-6.1-29.4,7.53-56.33,28.71-74.41-10.48,1.55-20.75,4.31-30.61,8.21-16.13,15.54-22.14,35.57-19.77,51.55Z' />
+    </svg>
+  )
+}

apps/docs/components/ui/icon-mapping.ts

@@ -176,6 +176,7 @@ import {
   PersonaIcon,
   PineconeIcon,
   PipedriveIcon,
+  PitchBookIcon,
   PolymarketIcon,
   PostgresIcon,
   PosthogIcon,
@@ -466,6 +467,7 @@ export const blockTypeToIconMap: Record<string, IconComponent> = {
   persona: PersonaIcon,
   pinecone: PineconeIcon,
   pipedrive: PipedriveIcon,
+  pitchbook: PitchBookIcon,
   polymarket: PolymarketIcon,
   postgresql: PostgresIcon,
   posthog: PosthogIcon,

apps/docs/content/docs/en/integrations/meta.json

@@ -188,6 +188,7 @@
     "pinecone",
     "pipedrive",
     "pipedrive-service-account",
+    "pitchbook",
     "polymarket",
     "postgresql",
     "posthog",

apps/sim/blocks/registry-maps.ts

@@ -249,6 +249,7 @@ import { PersonaBlock, PersonaBlockMeta } from '@/blocks/blocks/persona'
 import { PiBlock } from '@/blocks/blocks/pi'
 import { PineconeBlock, PineconeBlockMeta } from '@/blocks/blocks/pinecone'
 import { PipedriveBlock, PipedriveBlockMeta } from '@/blocks/blocks/pipedrive'
+import { PitchBookBlock, PitchBookBlockMeta } from '@/blocks/blocks/pitchbook'
 import { PolymarketBlock, PolymarketBlockMeta } from '@/blocks/blocks/polymarket'
 import { PostgreSQLBlock, PostgreSQLBlockMeta } from '@/blocks/blocks/postgresql'
 import { PostHogBlock, PostHogBlockMeta } from '@/blocks/blocks/posthog'
@@ -578,6 +579,7 @@ export const BLOCK_REGISTRY: Record<string, BlockConfig> = {
   pi: PiBlock,
   pinecone: PineconeBlock,
   pipedrive: PipedriveBlock,
+  pitchbook: PitchBookBlock,
   polymarket: PolymarketBlock,
   postgresql: PostgreSQLBlock,
   posthog: PostHogBlock,
@@ -886,6 +888,7 @@ export const BLOCK_META_REGISTRY: Record<string, BlockMeta> = {
   persona: PersonaBlockMeta,
   pinecone: PineconeBlockMeta,
   pipedrive: PipedriveBlockMeta,
+  pitchbook: PitchBookBlockMeta,
   polymarket: PolymarketBlockMeta,
   postgresql: PostgreSQLBlockMeta,
   posthog: PostHogBlockMeta,

apps/sim/components/icons.tsx

@@ -9340,3 +9340,18 @@ export function ZohoDeskIcon(props: SVGProps<SVGSVGElement>) {
     </svg>
   )
 }
+
+export function PitchBookIcon(props: SVGProps<SVGSVGElement>) {
+  return (
+    <svg
+      {...props}
+      viewBox='-3.16 0 102 101.7'
+      fill='currentColor'
+      xmlns='http://www.w3.org/2000/svg'
+      aria-hidden='true'
+    >
+      <path d='M75.43,0C16.66,4.78-7.6,53.48,2.06,84.09c5.67-8.73,16.21-18.24,37.78-21.76-1.25-25.79,8.08-43.79,35.59-62.33Z' />
+      <path d='M45.3,66.03c-14.85,2.43-25.18,6.46-31.65,12.57.2,8.16,2.53,16.13,6.77,23.1,5.02-12.27,21.5-20.95,46.55-21.01-6.1-29.4,7.53-56.33,28.71-74.41-10.48,1.55-20.75,4.31-30.61,8.21-16.13,15.54-22.14,35.57-19.77,51.55Z' />
+    </svg>
+  )
+}

apps/sim/lib/integrations/icon-mapping.ts

@@ -174,6 +174,7 @@ import {
   PersonaIcon,
   PineconeIcon,
   PipedriveIcon,
+  PitchBookIcon,
   PolymarketIcon,
   PostgresIcon,
   PosthogIcon,
@@ -449,6 +450,7 @@ export const blockTypeToIconMap: Record<string, IconComponent> = {
   persona: PersonaIcon,
   pinecone: PineconeIcon,
   pipedrive: PipedriveIcon,
+  pitchbook: PitchBookIcon,
   polymarket: PolymarketIcon,
   postgresql: PostgresIcon,
   posthog: PosthogIcon,

apps/sim/tools/pitchbook/__fixtures__/README.md

@@ -0,0 +1,12 @@
+# Recorded PitchBook responses
+
+Response bodies recorded in PitchBook's published Postman collection
+("Public API V2 Documentation"), one per implemented endpoint, keyed by tool id.
+
+These are the ground truth every tool's `outputs` was derived from, and
+`pitchbook.test.ts` replays each one through its tool's `transformResponse` to
+assert the produced keys still match the declared outputs.
+
+Long arrays are truncated to three items and long strings to 400 characters —
+the tests assert shape, not volume. Regenerate from the collection if an
+endpoint's contract changes.

apps/sim/tools/pitchbook/company_active_investors.ts

@@ -0,0 +1,95 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanyActiveInvestorsTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_company_active_investors',
+  name: 'PitchBook Company Active Investors',
+  description: 'Retrieve only the investors currently holding a position in a company',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/active-investors`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch company active investors')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        activeInvestors: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    activeInvestors: {
+      type: 'array',
+      description: 'Investors currently holding a position in the company',
+      items: {
+        type: 'object',
+        properties: {
+          companyId: { type: 'string', description: 'PitchBook company ID' },
+          investorId: { type: 'string', description: 'PitchBook investor ID' },
+          investorName: { type: 'string', description: 'Investor name' },
+          investorTypes: {
+            type: 'array',
+            description: 'Types the investor is classified as, one flagged primary',
+            items: {
+              type: 'object',
+              properties: {
+                primary: { type: 'boolean', description: 'Whether this is the primary entry' },
+                type: {
+                  type: 'object',
+                  description: 'Type as a code and description pair',
+                  properties: {
+                    description: {
+                      type: 'string',
+                      description: 'Human-readable label for the code',
+                    },
+                    code: { type: 'string', description: 'PitchBook code' },
+                  },
+                },
+              },
+            },
+          },
+          investorSince: {
+            type: 'string',
+            description: 'Date the investor first invested (YYYY-MM-DD)',
+          },
+          holding: { type: 'string', description: 'Current holding status' },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/company_bio.ts

@@ -0,0 +1,233 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanyBioTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_company_bio',
+  name: 'PitchBook Company Bio',
+  description:
+    'Retrieve the core profile of a company: names, description, HQ, status, headcount, total raised, and social links',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/bio`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch company bio')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        companyId: data.companyId ?? null,
+        companyName: data.companyName ?? null,
+        parentCompanyId: data.parentCompanyId ?? null,
+        parentCompanyName: data.parentCompanyName ?? null,
+        hqLocation: data.hqLocation ?? null,
+        description: data.description ?? null,
+        financingStatus: data.financingStatus ?? null,
+        businessStatus: data.businessStatus ?? null,
+        ownershipStatus: data.ownershipStatus ?? null,
+        website: data.website ?? null,
+        employees: data.employees ?? null,
+        yearFounded: data.yearFounded ?? null,
+        exchange: data.exchange ?? null,
+        ticker: data.ticker ?? null,
+        financingStatusNote: data.financingStatusNote ?? null,
+        totalMoneyRaised: data.totalMoneyRaised ?? null,
+        morningstarCode: data.morningstarCode ?? null,
+        cikCode: data.cikCode ?? null,
+        companySocialURLs: data.companySocialURLs ?? null,
+        pitchBookProfileLink: data.pitchBookProfileLink ?? null,
+        universe: data.universe ?? [],
+        employeeHistory: data.employeeHistory ?? [],
+        sicCodes: data.sicCodes ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    companyId: { type: 'string', description: 'PitchBook company ID', nullable: true },
+    companyName: {
+      type: 'object',
+      description: 'The names the company is known by',
+      properties: {
+        formalName: { type: 'string', description: 'Formal name', nullable: true },
+        alsoKnownAs: { type: 'string', description: 'Also-known-as name', nullable: true },
+        legalName: { type: 'string', description: 'Registered legal name', nullable: true },
+        formerlyKnownAs: { type: 'string', description: 'Previous name', nullable: true },
+      },
+    },
+    parentCompanyId: {
+      type: 'string',
+      description: 'PitchBook ID of the parent company',
+      nullable: true,
+    },
+    parentCompanyName: {
+      type: 'string',
+      description: 'Name of the parent company',
+      nullable: true,
+    },
+    hqLocation: {
+      type: 'object',
+      description: 'Headquarters location',
+      nullable: true,
+      properties: {
+        city: { type: 'string', description: 'City', nullable: true },
+        stateProvince: { type: 'string', description: 'State or province', nullable: true },
+        postCode: { type: 'string', description: 'Postal code', nullable: true },
+        country: { type: 'string', description: 'Country', nullable: true },
+      },
+    },
+    description: { type: 'string', description: 'Business description', nullable: true },
+    financingStatus: {
+      type: 'object',
+      description: 'How the company is financed',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    businessStatus: {
+      type: 'object',
+      description: 'Operating status of the business',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    ownershipStatus: {
+      type: 'object',
+      description: 'Ownership status of the company',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    universe: {
+      type: 'array',
+      description: 'PitchBook universes the company belongs to',
+      items: {
+        type: 'object',
+        properties: {
+          code: { type: 'string', description: 'Universe code' },
+          description: { type: 'string', description: 'Universe label' },
+        },
+      },
+    },
+    website: { type: 'string', description: 'Company website', nullable: true },
+    employees: { type: 'number', description: 'Current employee count', nullable: true },
+    employeeHistory: {
+      type: 'array',
+      description: 'Reported headcount over time',
+      items: {
+        type: 'object',
+        properties: {
+          asOfDate: { type: 'string', description: 'Date the count was reported (YYYY-MM-DD)' },
+          employeeCount: { type: 'number', description: 'Headcount on that date' },
+        },
+      },
+    },
+    exchange: {
+      type: 'string',
+      description: 'Stock exchange the company trades on',
+      nullable: true,
+    },
+    ticker: { type: 'string', description: 'Stock ticker', nullable: true },
+    yearFounded: { type: 'number', description: 'Year the company was founded', nullable: true },
+    financingStatusNote: {
+      type: 'object',
+      description: 'Analyst note explaining the financing status',
+      nullable: true,
+      properties: {
+        note: { type: 'string', description: 'Note text', nullable: true },
+        asOfDate: { type: 'string', description: 'Date of the note (YYYY-MM-DD)', nullable: true },
+      },
+    },
+    totalMoneyRaised: {
+      type: 'object',
+      description: 'Total capital raised to date',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    sicCodes: {
+      type: 'array',
+      description: 'SIC classification codes',
+      items: {
+        type: 'object',
+        properties: {
+          code: { type: 'string', description: 'SIC code' },
+          description: { type: 'string', description: 'SIC code label' },
+        },
+      },
+    },
+    morningstarCode: { type: 'string', description: 'Morningstar identifier', nullable: true },
+    cikCode: { type: 'string', description: 'SEC CIK identifier', nullable: true },
+    companySocialURLs: {
+      type: 'object',
+      description: 'Social profile links',
+      nullable: true,
+      properties: {
+        facebookProfileUrl: { type: 'string', description: 'Facebook profile', nullable: true },
+        twitterProfileUrl: { type: 'string', description: 'X/Twitter profile', nullable: true },
+        linkedInProfileUrl: { type: 'string', description: 'LinkedIn profile', nullable: true },
+      },
+    },
+    pitchBookProfileLink: {
+      type: 'string',
+      description: 'Link to the company profile in the PitchBook platform',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/company_deal_service_providers.ts

@@ -0,0 +1,102 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanyDealServiceProvidersTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_company_deal_service_providers',
+  name: 'PitchBook Company Deal Service Providers',
+  description:
+    'Retrieve the service providers that worked on a company deals, and what each was hired for',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/deal-service-providers`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch company deal service providers')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        dealServiceProviders: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    dealServiceProviders: {
+      type: 'array',
+      description: 'Service providers engaged on the company deals',
+      items: {
+        type: 'object',
+        properties: {
+          serviceProviderId: { type: 'string', description: 'PitchBook service provider ID' },
+          serviceProviderName: { type: 'string', description: 'Service provider name' },
+          serviceProviderTypes: {
+            type: 'array',
+            description: 'Types the service provider is classified as',
+            items: {
+              type: 'object',
+              properties: {
+                primary: { type: 'boolean', description: 'Whether this is the primary entry' },
+                type: {
+                  type: 'object',
+                  description: 'Type as a code and description pair',
+                  properties: {
+                    description: {
+                      type: 'string',
+                      description: 'Human-readable label for the code',
+                    },
+                    code: { type: 'string', description: 'PitchBook code' },
+                  },
+                },
+              },
+            },
+          },
+          serviceProvided: {
+            type: 'object',
+            description: 'Service provided, as a code and description pair',
+            properties: {
+              description: { type: 'string', description: 'Human-readable label for the code' },
+              code: { type: 'string', description: 'PitchBook code' },
+            },
+          },
+          dealIdServiceProvided: {
+            type: 'string',
+            description: 'PitchBook deal ID the service was provided on',
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/company_deals.ts

@@ -0,0 +1,102 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanyDealsTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_company_deals',
+  name: 'PitchBook Company Deals',
+  description:
+    'Retrieve every deal a company has been involved in, in chronological order with its deal type',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/deals`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch company deals')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        deals: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    deals: {
+      type: 'array',
+      description: 'Deals involving the company, oldest first',
+      items: {
+        type: 'object',
+        properties: {
+          companyId: { type: 'string', description: 'PitchBook company ID' },
+          dealId: { type: 'string', description: 'PitchBook deal ID' },
+          dealDate: {
+            type: 'string',
+            description: 'Date of the deal (YYYY-MM-DD)',
+            nullable: true,
+          },
+          dealType1: {
+            type: 'object',
+            description: 'Primary deal type',
+            nullable: true,
+            properties: {
+              code: { type: 'string', description: 'Deal type code', nullable: true },
+              description: { type: 'string', description: 'Deal type label', nullable: true },
+            },
+          },
+          dealType2: {
+            type: 'object',
+            description: 'Secondary deal type, such as the round letter',
+            nullable: true,
+            properties: {
+              code: { type: 'string', description: 'Deal type code', nullable: true },
+              description: { type: 'string', description: 'Deal type label', nullable: true },
+            },
+          },
+          dealType3: {
+            type: 'object',
+            description: 'Tertiary deal type',
+            nullable: true,
+            properties: {
+              code: { type: 'string', description: 'Deal type code', nullable: true },
+              description: { type: 'string', description: 'Deal type label', nullable: true },
+            },
+          },
+          dealNumber: {
+            type: 'number',
+            description: 'Sequence of this deal in the company financing history',
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/company_financials.ts

@@ -0,0 +1,175 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanyFinancialsTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> =
+  {
+    id: 'pitchbook_company_financials',
+    name: 'PitchBook Company Financials',
+    description:
+      'Retrieve reported financials for a private company across every available fiscal period. Annual data is returned by default.',
+    version: '1.0.0',
+
+    params: {
+      apiKey: {
+        type: 'string',
+        required: true,
+        visibility: 'user-only',
+        description: 'PitchBook API key',
+      },
+      pbId: {
+        type: 'string',
+        required: true,
+        visibility: 'user-or-llm',
+        description:
+          'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+      },
+      currency: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+      },
+    },
+
+    request: {
+      url: (params) => `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/financials`,
+      method: 'GET',
+      headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+    },
+
+    transformResponse: async (response: Response) => {
+      await throwIfNotOk(response, 'Failed to fetch company financials')
+      const data = await response.json()
+
+      return {
+        success: true,
+        output: {
+          companyId: data.companyId ?? null,
+          items: data.items ?? [],
+        },
+      }
+    },
+
+    outputs: {
+      companyId: { type: 'string', description: 'PitchBook company ID' },
+      items: {
+        type: 'array',
+        description: 'Records returned',
+        items: {
+          type: 'object',
+          properties: {
+            period: { type: 'string', description: 'Fiscal period the figures cover' },
+            endDate: { type: 'string', description: 'End date (YYYY-MM-DD)' },
+            enterpriseValue: {
+              type: 'object',
+              description: 'Enterprise value',
+              nullable: true,
+              properties: {
+                nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+                currency: { type: 'string', description: 'Currency of amount' },
+                amount: { type: 'number', description: 'Value in the requested currency' },
+                estimated: {
+                  type: 'boolean',
+                  description: 'Whether the value is a PitchBook estimate',
+                },
+                nativeAmount: {
+                  type: 'number',
+                  description: 'Value in the currency it was originally reported in',
+                },
+              },
+            },
+            revenue: {
+              type: 'object',
+              description: 'Revenue',
+              nullable: true,
+              properties: {
+                nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+                currency: { type: 'string', description: 'Currency of amount' },
+                amount: { type: 'number', description: 'Value in the requested currency' },
+                estimated: {
+                  type: 'boolean',
+                  description: 'Whether the value is a PitchBook estimate',
+                },
+                nativeAmount: {
+                  type: 'number',
+                  description: 'Value in the currency it was originally reported in',
+                },
+              },
+            },
+            netIncome: {
+              type: 'object',
+              description: 'Net income',
+              properties: {
+                nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+                currency: { type: 'string', description: 'Currency of amount' },
+                amount: { type: 'number', description: 'Value in the requested currency' },
+                estimated: {
+                  type: 'boolean',
+                  description: 'Whether the value is a PitchBook estimate',
+                },
+                nativeAmount: {
+                  type: 'number',
+                  description: 'Value in the currency it was originally reported in',
+                },
+              },
+            },
+            ebitda: {
+              type: 'object',
+              description: 'EBITDA',
+              properties: {
+                nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+                currency: { type: 'string', description: 'Currency of amount' },
+                amount: { type: 'number', description: 'Value in the requested currency' },
+                estimated: {
+                  type: 'boolean',
+                  description: 'Whether the value is a PitchBook estimate',
+                },
+                nativeAmount: {
+                  type: 'number',
+                  description: 'Value in the currency it was originally reported in',
+                },
+              },
+            },
+            totalAssets: {
+              type: 'object',
+              description: 'Total assets',
+              nullable: true,
+              properties: {
+                nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+                currency: { type: 'string', description: 'Currency of amount' },
+                amount: { type: 'number', description: 'Value in the requested currency' },
+                estimated: {
+                  type: 'boolean',
+                  description: 'Whether the value is a PitchBook estimate',
+                },
+                nativeAmount: {
+                  type: 'number',
+                  description: 'Value in the currency it was originally reported in',
+                },
+              },
+            },
+            totalDebt: {
+              type: 'object',
+              description: 'Total debt',
+              nullable: true,
+              properties: {
+                nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+                currency: { type: 'string', description: 'Currency of amount' },
+                amount: { type: 'number', description: 'Value in the requested currency' },
+                estimated: {
+                  type: 'boolean',
+                  description: 'Whether the value is a PitchBook estimate',
+                },
+                nativeAmount: {
+                  type: 'number',
+                  description: 'Value in the currency it was originally reported in',
+                },
+              },
+            },
+          },
+        },
+      },
+    },
+  }

apps/sim/tools/pitchbook/company_general_service_providers.ts

@@ -0,0 +1,141 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanyGeneralServiceProvidersTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_company_general_service_providers',
+  name: 'PitchBook Company General Service Providers',
+  description: 'Retrieve the current and former general service providers engaged by a company',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/general-service-providers`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch company general service providers')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        companyId: data.companyId ?? null,
+        currentGeneralServices: data.currentGeneralServices ?? [],
+        formerGeneralServices: data.formerGeneralServices ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    companyId: { type: 'string', description: 'PitchBook company ID', nullable: true },
+    currentGeneralServices: {
+      type: 'array',
+      description: 'Current general service relationships',
+      items: {
+        type: 'object',
+        properties: {
+          serviceProviderId: { type: 'string', description: 'PitchBook service provider ID' },
+          serviceProviderName: { type: 'string', description: 'Service provider name' },
+          serviceProviderTypes: {
+            type: 'array',
+            description: 'Types the service provider is classified as',
+            items: {
+              type: 'object',
+              properties: {
+                primary: { type: 'boolean', description: 'Whether this is the primary entry' },
+                type: {
+                  type: 'object',
+                  description: 'Type as a code and description pair',
+                  properties: {
+                    description: {
+                      type: 'string',
+                      description: 'Human-readable label for the code',
+                    },
+                    code: { type: 'string', description: 'PitchBook code' },
+                  },
+                },
+              },
+            },
+          },
+          serviceProvided: {
+            type: 'object',
+            description: 'Service provided, as a code and description pair',
+            properties: {
+              description: { type: 'string', description: 'Human-readable label for the code' },
+              code: { type: 'string', description: 'PitchBook code' },
+            },
+          },
+        },
+      },
+    },
+    formerGeneralServices: {
+      type: 'array',
+      description: 'Former general service relationships',
+      items: {
+        type: 'object',
+        properties: {
+          serviceProviderId: { type: 'string', description: 'PitchBook service provider ID' },
+          serviceProviderName: { type: 'string', description: 'Service provider name' },
+          serviceProviderTypes: {
+            type: 'array',
+            description: 'Types the service provider is classified as',
+            items: {
+              type: 'object',
+              properties: {
+                primary: { type: 'boolean', description: 'Whether this is the primary entry' },
+                type: {
+                  type: 'object',
+                  description: 'Type as a code and description pair',
+                  properties: {
+                    description: {
+                      type: 'string',
+                      description: 'Human-readable label for the code',
+                    },
+                    code: { type: 'string', description: 'PitchBook code' },
+                  },
+                },
+              },
+            },
+          },
+          serviceProvided: {
+            type: 'object',
+            description: 'Service provided, as a code and description pair',
+            properties: {
+              description: { type: 'string', description: 'Human-readable label for the code' },
+              code: { type: 'string', description: 'PitchBook code' },
+            },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/company_industries.ts

@@ -0,0 +1,122 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanyIndustriesTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> =
+  {
+    id: 'pitchbook_company_industries',
+    name: 'PitchBook Company Industries',
+    description:
+      'Retrieve the industry classification, verticals, keywords, and emerging spaces assigned to a company',
+    version: '1.0.0',
+
+    params: {
+      apiKey: {
+        type: 'string',
+        required: true,
+        visibility: 'user-only',
+        description: 'PitchBook API key',
+      },
+      pbId: {
+        type: 'string',
+        required: true,
+        visibility: 'user-or-llm',
+        description:
+          'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+      },
+      currency: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+      },
+    },
+
+    request: {
+      url: (params) => `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/industries`,
+      method: 'GET',
+      headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+    },
+
+    transformResponse: async (response: Response) => {
+      await throwIfNotOk(response, 'Failed to fetch company industries')
+      const data = await response.json()
+
+      return {
+        success: true,
+        output: {
+          companyId: data.companyId ?? null,
+          industries: data.industries ?? [],
+          verticals: data.verticals ?? [],
+          keywords: data.keywords ?? [],
+          emergingSpaces: data.emergingSpaces ?? [],
+        },
+      }
+    },
+
+    outputs: {
+      companyId: { type: 'string', description: 'PitchBook company ID' },
+      industries: {
+        type: 'array',
+        description: 'Industry classifications, most specific first. One entry is flagged primary.',
+        items: {
+          type: 'object',
+          properties: {
+            industrySector: {
+              type: 'object',
+              description: 'Top-level sector',
+              properties: {
+                code: { type: 'string', description: 'Sector code' },
+                description: { type: 'string', description: 'Sector label' },
+              },
+            },
+            industryGroup: {
+              type: 'object',
+              description: 'Industry group within the sector',
+              properties: {
+                code: { type: 'string', description: 'Group code' },
+                description: { type: 'string', description: 'Group label' },
+              },
+            },
+            industryCode: {
+              type: 'object',
+              description: 'Most specific industry classification',
+              properties: {
+                code: { type: 'string', description: 'Industry code' },
+                description: { type: 'string', description: 'Industry label' },
+              },
+            },
+            primary: { type: 'boolean', description: 'Whether this is the primary industry' },
+          },
+        },
+      },
+      verticals: {
+        type: 'array',
+        description: 'Verticals the company operates in',
+        items: {
+          type: 'object',
+          properties: {
+            code: { type: 'string', description: 'Vertical code' },
+            description: { type: 'string', description: 'Vertical label' },
+          },
+        },
+      },
+      keywords: {
+        type: 'array',
+        description: 'Keywords associated with the company',
+        items: { type: 'string', description: 'Keyword' },
+      },
+      emergingSpaces: {
+        type: 'array',
+        description: 'Analyst-defined emerging spaces the company is placed in',
+        items: {
+          type: 'object',
+          properties: {
+            code: { type: 'string', description: 'Emerging space code' },
+            description: { type: 'string', description: 'Emerging space label' },
+          },
+        },
+      },
+    },
+  }

apps/sim/tools/pitchbook/company_investors.ts

@@ -0,0 +1,107 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanyInvestorsTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> =
+  {
+    id: 'pitchbook_company_investors',
+    name: 'PitchBook Company Investors',
+    description:
+      'Retrieve every investor in a company, current and former, with the type of investor and when they invested',
+    version: '1.0.0',
+
+    params: {
+      apiKey: {
+        type: 'string',
+        required: true,
+        visibility: 'user-only',
+        description: 'PitchBook API key',
+      },
+      pbId: {
+        type: 'string',
+        required: true,
+        visibility: 'user-or-llm',
+        description:
+          'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+      },
+      currency: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+      },
+    },
+
+    request: {
+      url: (params) => `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/investors`,
+      method: 'GET',
+      headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+    },
+
+    transformResponse: async (response: Response) => {
+      await throwIfNotOk(response, 'Failed to fetch company investors')
+      const data = await response.json()
+
+      return {
+        success: true,
+        output: {
+          countAllInvestors: data.countAllInvestors ?? 0,
+          investors: data.investors ?? [],
+        },
+      }
+    },
+
+    outputs: {
+      countAllInvestors: { type: 'number', description: 'Total number of investors on record' },
+      investors: {
+        type: 'array',
+        description: 'Investors in the company, current and former',
+        items: {
+          type: 'object',
+          properties: {
+            companyId: { type: 'string', description: 'PitchBook company ID' },
+            investorId: { type: 'string', description: 'PitchBook investor ID' },
+            investorName: { type: 'string', description: 'Investor name' },
+            investorTypes: {
+              type: 'array',
+              description: 'Types the investor is classified as, one flagged primary',
+              items: {
+                type: 'object',
+                properties: {
+                  type: {
+                    type: 'object',
+                    description: 'Investor type',
+                    properties: {
+                      code: { type: 'string', description: 'Investor type code' },
+                      description: { type: 'string', description: 'Investor type label' },
+                    },
+                  },
+                  primary: { type: 'boolean', description: 'Whether this is the primary type' },
+                },
+              },
+            },
+            investorSince: {
+              type: 'string',
+              description: 'Date the investor first invested (YYYY-MM-DD)',
+              nullable: true,
+            },
+            investorExit: {
+              type: 'string',
+              description: 'Date the investor exited (YYYY-MM-DD)',
+              nullable: true,
+            },
+            investorStatus: {
+              type: 'object',
+              description: 'Whether the investor is current or former',
+              nullable: true,
+              properties: {
+                code: { type: 'string', description: 'Status code', nullable: true },
+                description: { type: 'string', description: 'Status label', nullable: true },
+              },
+            },
+          },
+        },
+      },
+    },
+  }

apps/sim/tools/pitchbook/company_most_recent_debt_financing.ts

@@ -0,0 +1,132 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanyMostRecentDebtFinancingTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_company_most_recent_debt_financing',
+  name: 'PitchBook Company Most Recent Debt Financing',
+  description:
+    'Retrieve a company most recent debt financing, including each debt instrument raised',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/most-recent-debt-financing`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch most recent debt financing')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        companyId: data.companyId ?? null,
+        lastDebtFinancingDealId: data.lastDebtFinancingDealId ?? null,
+        lastDebtFinancingDate: data.lastDebtFinancingDate ?? null,
+        lastDebtFinancing: data.lastDebtFinancing ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    companyId: { type: 'string', description: 'PitchBook company ID', nullable: true },
+    lastDebtFinancingDealId: {
+      type: 'string',
+      description: 'PitchBook deal ID of the most recent debt financing',
+      nullable: true,
+    },
+    lastDebtFinancingDate: {
+      type: 'string',
+      description: 'Date of the most recent debt financing (YYYY-MM-DD)',
+      nullable: true,
+    },
+    lastDebtFinancing: {
+      type: 'array',
+      description: 'Debt instruments in the most recent debt financing',
+      items: {
+        type: 'object',
+        properties: {
+          lastDebtFinancingType: {
+            type: 'object',
+            description: 'Type of the most recent debt financing',
+            properties: {
+              code: { type: 'string', description: 'PitchBook code' },
+              description: { type: 'string', description: 'Human-readable label for the code' },
+            },
+          },
+          lastDebtFinancingAmount: {
+            type: 'object',
+            description: 'Amount of the most recent debt financing',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          seniority: { type: 'json', description: 'Seniority of the debt', nullable: true },
+          security: { type: 'json', description: 'Security backing the debt', nullable: true },
+          subordination: { type: 'json', description: 'Subordination terms', nullable: true },
+          term: { type: 'json', description: 'Term of the debt', nullable: true },
+          additionalDebtCharacteristics: {
+            type: 'object',
+            description: 'Other characteristics of the debt',
+            properties: {
+              unitranche: { type: 'boolean', description: 'Whether the debt is unitranche' },
+              syndicated: { type: 'boolean', description: 'Whether the debt is syndicated' },
+              mezzanine: { type: 'boolean', description: 'Whether the debt is mezzanine' },
+              covLite: { type: 'boolean', description: 'Whether the debt is covenant-lite' },
+              warrants: { type: 'boolean', description: 'Whether warrants are attached' },
+              convertible: {
+                type: 'boolean',
+                description: 'Whether the instrument is convertible',
+              },
+              rate: { type: 'json', description: 'Interest rate', nullable: true },
+            },
+          },
+          lenders: {
+            type: 'array',
+            description: 'Lenders on the debt',
+            items: { type: 'json' },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/company_most_recent_financials.ts

@@ -0,0 +1,165 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanyMostRecentFinancialsTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_company_most_recent_financials',
+  name: 'PitchBook Company Most Recent Financials',
+  description:
+    'Retrieve the most recent reported financials for a private company: revenue, net income, EBITDA, assets, and debt',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/most-recent-financials`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch most recent financials')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        companyId: data.companyId ?? null,
+        period: data.period ?? null,
+        endDate: data.endDate ?? null,
+        enterpriseValue: data.enterpriseValue ?? null,
+        revenue: data.revenue ?? null,
+        netIncome: data.netIncome ?? null,
+        ebitda: data.ebitda ?? null,
+        totalAssets: data.totalAssets ?? null,
+        totalDebt: data.totalDebt ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    companyId: { type: 'string', description: 'PitchBook company ID', nullable: true },
+    period: { type: 'number', description: 'Fiscal period the figures cover', nullable: true },
+    endDate: { type: 'string', description: 'Period end date (YYYY-MM-DD)', nullable: true },
+    enterpriseValue: {
+      type: 'object',
+      description: 'Enterprise value',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    revenue: {
+      type: 'object',
+      description: 'Revenue',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    netIncome: {
+      type: 'object',
+      description: 'Net income',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    ebitda: {
+      type: 'object',
+      description: 'EBITDA',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    totalAssets: {
+      type: 'object',
+      description: 'Total assets',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    totalDebt: {
+      type: 'object',
+      description: 'Total debt',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/company_most_recent_financing.ts

@@ -0,0 +1,210 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanyMostRecentFinancingTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_company_most_recent_financing',
+  name: 'PitchBook Company Most Recent Financing',
+  description:
+    'Retrieve a company most recent financing round: date, size, type, and last known valuation',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/most-recent-financing`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch most recent financing')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        companyId: data.companyId ?? null,
+        lastFinancingDealId: data.lastFinancingDealId ?? null,
+        lastFinancingDate: data.lastFinancingDate ?? null,
+        lastFinancingSize: data.lastFinancingSize ?? null,
+        lastFinancingSizeStatus: data.lastFinancingSizeStatus ?? null,
+        lastFinancingValuation: data.lastFinancingValuation ?? null,
+        lastFinancingValuationStatus: data.lastFinancingValuationStatus ?? null,
+        lastFinancingDealType: data.lastFinancingDealType ?? null,
+        lastFinancingDealType2: data.lastFinancingDealType2 ?? null,
+        lastFinancingDealType3: data.lastFinancingDealType3 ?? null,
+        lastFinancingDealClass: data.lastFinancingDealClass ?? null,
+        lastKnownValuation: data.lastKnownValuation ?? null,
+        lastKnownValuationDate: data.lastKnownValuationDate ?? null,
+        lastKnownValuationDealType: data.lastKnownValuationDealType ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    companyId: { type: 'string', description: 'PitchBook company ID', nullable: true },
+    lastFinancingDealId: {
+      type: 'string',
+      description: 'PitchBook deal ID of the most recent financing',
+      nullable: true,
+    },
+    lastFinancingDate: {
+      type: 'string',
+      description: 'Date of the most recent financing (YYYY-MM-DD)',
+      nullable: true,
+    },
+    lastFinancingSize: {
+      type: 'object',
+      description: 'Size of the most recent financing',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    lastFinancingSizeStatus: {
+      type: 'string',
+      description: 'Whether the financing size is actual or estimated',
+      nullable: true,
+    },
+    lastFinancingValuation: {
+      type: 'object',
+      description: 'Valuation at the most recent financing',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    lastFinancingValuationStatus: {
+      type: 'string',
+      description: 'Whether the valuation is actual or estimated',
+      nullable: true,
+    },
+    lastFinancingDealType: {
+      type: 'object',
+      description: 'Primary deal type of the most recent financing',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    lastFinancingDealType2: {
+      type: 'object',
+      description: 'Secondary deal type of the most recent financing',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    lastFinancingDealType3: {
+      type: 'object',
+      description: 'Tertiary deal type of the most recent financing',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    lastFinancingDealClass: {
+      type: 'object',
+      description: 'Deal class of the most recent financing',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    lastKnownValuation: {
+      type: 'object',
+      description: 'Most recent known valuation of the company',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    lastKnownValuationDate: {
+      type: 'string',
+      description: 'Date of the last known valuation (YYYY-MM-DD)',
+      nullable: true,
+    },
+    lastKnownValuationDealType: {
+      type: 'object',
+      description: 'Deal type the last known valuation came from',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/company_search.ts

@@ -0,0 +1,246 @@
+import type { PitchbookCompanySearchParams, PitchbookSearchResponse } from '@/tools/pitchbook/types'
+import {
+  buildSearchQuery,
+  mapStats,
+  PITCHBOOK_API_BASE,
+  pitchbookAuthHeaders,
+  throwIfNotOk,
+} from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanySearchTool: ToolConfig<
+  PitchbookCompanySearchParams,
+  PitchbookSearchResponse
+> = {
+  id: 'pitchbook_company_search',
+  name: 'PitchBook Company Search',
+  description:
+    'Search PitchBook for companies by name, location, industry, funding, deal activity, and more',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    companyNames: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated company names, PitchBook IDs, websites, or tickers',
+    },
+    keywords: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Keywords associated with the company or appearing in its business description',
+    },
+    city: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'City the company is located in',
+    },
+    stateProvince: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'State or province the company is located in',
+    },
+    country: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Country the company is located in (e.g. USA)',
+    },
+    locationType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Restrict location matching to HQ_ONLY, NON_HQ_ONLY, or ANY',
+    },
+    ownershipStatus: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook ownership status code',
+    },
+    businessStatus: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook business status code',
+    },
+    dateFounded: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Founding date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range',
+    },
+    industry: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook industry code',
+    },
+    verticals: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook vertical code',
+    },
+    dealType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook deal type code (e.g. evc for early-stage VC)',
+    },
+    dealSize: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Deal size in millions. Use >100, <100, or 10^100 for a range',
+    },
+    dealDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Deal date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range',
+    },
+    totalRaised: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Total raised to date in millions. Use >100, <100, or 10^100 for a range',
+    },
+    investorNames: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated investor names, PitchBook IDs, websites, or tickers',
+    },
+    employeeCount: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Employee count. Use >100, <100, or 10^100 for a range',
+    },
+    revenue: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Revenue in millions. Use >100, <100, or 10^100 for a range',
+    },
+    filterCurrency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code the monetary filters on this search are expressed in, e.g. setting EUR means dealSize is read as millions of euros. Distinct from `currency`, which converts the values PitchBook returns.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+    page: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Page of results to return, starting at 1',
+    },
+    perPage: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'How many results to return per page',
+    },
+    additionalFilters: {
+      type: 'json',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Any other documented search filter, as a JSON object of query parameter names to values (e.g. {"emergingSpaces": "AGTECH"}). A dedicated field always wins over the same key set here.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const query = buildSearchQuery(
+        {
+          companyNames: params.companyNames,
+          keywords: params.keywords,
+          city: params.city,
+          stateProvince: params.stateProvince,
+          country: params.country,
+          locationType: params.locationType,
+          ownershipStatus: params.ownershipStatus,
+          businessStatus: params.businessStatus,
+          dateFounded: params.dateFounded,
+          industry: params.industry,
+          verticals: params.verticals,
+          dealType: params.dealType,
+          dealSize: params.dealSize,
+          dealDate: params.dealDate,
+          totalRaised: params.totalRaised,
+          investorNames: params.investorNames,
+          employeeCount: params.employeeCount,
+          revenue: params.revenue,
+          currency: params.filterCurrency,
+        },
+        {
+          page: params.page,
+          perPage: params.perPage,
+          additionalFilters: params.additionalFilters,
+        }
+      )
+      return `${PITCHBOOK_API_BASE}/companies/search${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to search companies')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        stats: mapStats(data.stats),
+        items: data.items ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    stats: {
+      type: 'object',
+      description: 'Paging envelope for the result set',
+      properties: {
+        total: { type: 'number', description: 'Total number of matching results' },
+        perPage: { type: 'number', description: 'Results returned per page' },
+        page: { type: 'number', description: 'Current page number' },
+        lastPage: { type: 'number', description: 'Number of the last available page' },
+      },
+    },
+    items: {
+      type: 'array',
+      description: 'Companies matching the search criteria',
+      items: {
+        type: 'object',
+        properties: {
+          companyId: { type: 'string', description: 'PitchBook company ID' },
+          companyName: { type: 'string', description: 'Company name' },
+          website: { type: 'string', description: 'Company website', nullable: true },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/company_similar_companies.ts

@@ -0,0 +1,81 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanySimilarCompaniesTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_company_similar_companies',
+  name: 'PitchBook Similar Companies',
+  description:
+    'Retrieve companies PitchBook scores as similar to a given company, flagging which are direct competitors',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/similar-companies`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch similar companies')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        similarCompanies: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    similarCompanies: {
+      type: 'array',
+      description: 'Similar companies, most similar first',
+      items: {
+        type: 'object',
+        properties: {
+          companyId: {
+            type: 'string',
+            description: 'PitchBook ID of the company compared against',
+          },
+          similarCompanyId: { type: 'string', description: 'PitchBook ID of the similar company' },
+          similarCompanyName: { type: 'string', description: 'Name of the similar company' },
+          similarityScore: {
+            type: 'number',
+            description: 'Similarity score between 0 and 1, higher is more similar',
+          },
+          competitor: {
+            type: 'boolean',
+            description: 'Whether PitchBook classifies the company as a direct competitor',
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/company_social_analytics.ts

@@ -0,0 +1,164 @@
+import type {
+  PitchbookCompanySocialAnalyticsParams,
+  PitchbookResponse,
+} from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanySocialAnalyticsTool: ToolConfig<
+  PitchbookCompanySocialAnalyticsParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_company_social_analytics',
+  name: 'PitchBook Company Social Analytics',
+  description:
+    'Retrieve web and social growth and size metrics for a company, with percentile ranks',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+    },
+    compare: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Benchmark the signals against a peer set: SIMILAR_COMPANIES, INDUSTRY, VERTICALS, or ALL_COMPANIES',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      if (params.compare) qs.set('compare', params.compare.trim())
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/social-analytics${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch company social analytics')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        companyId: data.companyId ?? null,
+        growthRate: data.growthRate ?? null,
+        growthRatePercentile: data.growthRatePercentile ?? null,
+        growthRateChange: data.growthRateChange ?? null,
+        growthRatePercentChange: data.growthRatePercentChange ?? null,
+        webGrowthRate: data.webGrowthRate ?? null,
+        webGrowthRatePercentile: data.webGrowthRatePercentile ?? null,
+        socialGrowthRate: data.socialGrowthRate ?? null,
+        socialGrowthRatePercentile: data.socialGrowthRatePercentile ?? null,
+        sizeMultiple: data.sizeMultiple ?? null,
+        sizeMultiplePercentile: data.sizeMultiplePercentile ?? null,
+        sizeMultipleChange: data.sizeMultipleChange ?? null,
+        sizeMultiplePercentChange: data.sizeMultiplePercentChange ?? null,
+        webSizeMultiple: data.webSizeMultiple ?? null,
+        webSizeMultiplePercentile: data.webSizeMultiplePercentile ?? null,
+        socialSizeMultiple: data.socialSizeMultiple ?? null,
+        socialSizeMultiplePercentile: data.socialSizeMultiplePercentile ?? null,
+        twitterFollowers: data.twitterFollowers ?? null,
+        twitterFollowersChange: data.twitterFollowersChange ?? null,
+        twitterFollowersPercentChange: data.twitterFollowersPercentChange ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    companyId: { type: 'string', description: 'PitchBook company ID', nullable: true },
+    growthRate: { type: 'number', description: 'Overall growth rate', nullable: true },
+    growthRatePercentile: {
+      type: 'number',
+      description: 'Percentile of the overall growth rate',
+      nullable: true,
+    },
+    growthRateChange: {
+      type: 'number',
+      description: 'Change in the overall growth rate',
+      nullable: true,
+    },
+    growthRatePercentChange: {
+      type: 'number',
+      description: 'Percent change in the overall growth rate',
+      nullable: true,
+    },
+    webGrowthRate: { type: 'number', description: 'Web traffic growth rate', nullable: true },
+    webGrowthRatePercentile: {
+      type: 'number',
+      description: 'Percentile of the web growth rate',
+      nullable: true,
+    },
+    socialGrowthRate: {
+      type: 'number',
+      description: 'Social following growth rate',
+      nullable: true,
+    },
+    socialGrowthRatePercentile: {
+      type: 'number',
+      description: 'Percentile of the social growth rate',
+      nullable: true,
+    },
+    sizeMultiple: { type: 'number', description: 'Overall size multiple', nullable: true },
+    sizeMultiplePercentile: {
+      type: 'number',
+      description: 'Percentile of the size multiple',
+      nullable: true,
+    },
+    sizeMultipleChange: {
+      type: 'number',
+      description: 'Change in the size multiple',
+      nullable: true,
+    },
+    sizeMultiplePercentChange: {
+      type: 'number',
+      description: 'Percent change in the size multiple',
+      nullable: true,
+    },
+    webSizeMultiple: { type: 'number', description: 'Web size multiple', nullable: true },
+    webSizeMultiplePercentile: {
+      type: 'number',
+      description: 'Percentile of the web size multiple',
+      nullable: true,
+    },
+    socialSizeMultiple: { type: 'number', description: 'Social size multiple', nullable: true },
+    socialSizeMultiplePercentile: {
+      type: 'number',
+      description: 'Percentile of the social size multiple',
+      nullable: true,
+    },
+    twitterFollowers: { type: 'number', description: 'Twitter/X follower count', nullable: true },
+    twitterFollowersChange: {
+      type: 'number',
+      description: 'Change in follower count',
+      nullable: true,
+    },
+    twitterFollowersPercentChange: {
+      type: 'number',
+      description: 'Percent change in follower count',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/company_updates.ts

@@ -0,0 +1,82 @@
+import type { PitchbookResponse, PitchbookUpdatesParams } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanyUpdatesTool: ToolConfig<PitchbookUpdatesParams, PitchbookResponse> = {
+  id: 'pitchbook_company_updates',
+  name: 'PitchBook Company Updates',
+  description:
+    'Check which company datasets changed in a window, so a sync only refetches what moved',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+    },
+    sinceDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange.',
+    },
+    trailingRange: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Report changes over the last N days. Use this or sinceDate.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      if (params.sinceDate) qs.set('sinceDate', params.sinceDate)
+      if (params.trailingRange !== undefined && params.trailingRange !== null) {
+        qs.set('trailingRange', String(params.trailingRange))
+      }
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/updates${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch updates')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        updates: data.updates ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    updates: {
+      type: 'json',
+      description:
+        'Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object.',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/company_vc_exit_predictions.ts

@@ -0,0 +1,113 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCompanyVcExitPredictionsTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_company_vc_exit_predictions',
+  name: 'PitchBook VC Exit Predictions',
+  description:
+    'Retrieve PitchBook machine-learning exit predictions for a VC-backed company. Requires at least two funding rounds in the past six years.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/vc-exit-predictions`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch VC exit predictions')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        companyId: data.companyId ?? null,
+        predictionDate: data.predictionDate ?? null,
+        opportunityScore: data.opportunityScore ?? null,
+        successClass: data.successClass ?? null,
+        successProbability: data.successProbability ?? null,
+        noexitProbability: data.noexitProbability ?? null,
+        exitClass: data.exitClass ?? null,
+        ipoProbability: data.ipoProbability ?? null,
+        mergeracquisitionProbability: data.mergeracquisitionProbability ?? null,
+        vcDealNumber: data.vcDealNumber ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    companyId: { type: 'string', description: 'PitchBook company ID', nullable: true },
+    predictionDate: {
+      type: 'string',
+      description: 'Date the prediction was generated (YYYY-MM-DD)',
+      nullable: true,
+    },
+    opportunityScore: {
+      type: 'number',
+      description: 'PitchBook opportunity score',
+      nullable: true,
+    },
+    successClass: {
+      type: 'string',
+      description: 'Predicted outcome class, such as Success',
+      nullable: true,
+    },
+    successProbability: {
+      type: 'number',
+      description: 'Probability of a successful outcome, as a percentage',
+      nullable: true,
+    },
+    noexitProbability: {
+      type: 'number',
+      description: 'Probability of no exit, as a percentage',
+      nullable: true,
+    },
+    exitClass: {
+      type: 'string',
+      description: 'Most likely exit type, such as IPO or M&A',
+      nullable: true,
+    },
+    ipoProbability: {
+      type: 'number',
+      description: 'Probability of an IPO exit, as a percentage',
+      nullable: true,
+    },
+    mergeracquisitionProbability: {
+      type: 'number',
+      description: 'Probability of an M&A exit, as a percentage',
+      nullable: true,
+    },
+    vcDealNumber: {
+      type: 'number',
+      description: 'Number of VC deals the prediction is based on',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/contracts_history.ts

@@ -0,0 +1,87 @@
+import type { PitchbookContractsHistoryParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookContractsHistoryTool: ToolConfig<
+  PitchbookContractsHistoryParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_contracts_history',
+  name: 'PitchBook Contracts History',
+  description:
+    'Retrieve the API contracts on the account with their pricing model, term, and credit balances',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    activeContract: {
+      type: 'boolean',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Set true for only active contracts, false for only past ones. Omit to return every contract.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      if (params.activeContract !== undefined && params.activeContract !== null) {
+        qs.set('activeContract', String(params.activeContract))
+      }
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/contracts/history${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch contracts history')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        contracts: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    contracts: {
+      type: 'array',
+      description: 'Contracts on the account',
+      items: {
+        type: 'object',
+        properties: {
+          contractNumber: { type: 'string', description: 'Contract identifier' },
+          activeContract: {
+            type: 'boolean',
+            description: 'Whether the contract is currently active',
+          },
+          pricingModel: { type: 'string', description: 'Pricing model of the contract' },
+          startDate: { type: 'string', description: 'Start date (YYYY-MM-DD)' },
+          endDate: { type: 'string', description: 'End date (YYYY-MM-DD)', nullable: true },
+          creditsUsed: { type: 'number', description: 'Credits consumed' },
+          creditsChanged: { type: 'number', description: 'Net credits added or removed' },
+          creditsExpired: { type: 'number', description: 'Credits that expired' },
+          creditsRemaining: { type: 'number', description: 'Credits still available' },
+          overageUsed: { type: 'number', description: 'Overage credits consumed' },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/cost_of_calls.ts

@@ -0,0 +1,75 @@
+import type { PitchbookCostOfCallsParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCostOfCallsTool: ToolConfig<PitchbookCostOfCallsParams, PitchbookResponse> = {
+  id: 'pitchbook_cost_of_calls',
+  name: 'PitchBook Cost of Calls',
+  description:
+    'Retrieve the credit cost of every API endpoint under a given pricing model, for first-time and refresh calls',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pricingModel: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Pricing model to price against: SUBSCRIPTION or PAY_PER_CALL',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      if (params.pricingModel) qs.set('pricingModel', params.pricingModel)
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/calls/costs${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch cost of calls')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        costs: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    costs: {
+      type: 'array',
+      description: 'Credit cost per endpoint',
+      items: {
+        type: 'object',
+        properties: {
+          group: { type: 'string', description: 'Endpoint group' },
+          endpoint: { type: 'string', description: 'Endpoint name' },
+          initialCost: { type: 'number', description: 'Credit cost of a first-time call' },
+          refreshCost: {
+            type: 'number',
+            description: 'Credit cost of re-requesting data already pulled',
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/credit_history.ts

@@ -0,0 +1,90 @@
+import type { PitchbookResponse, PitchbookUsageWindowParams } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCreditHistoryTool: ToolConfig<PitchbookUsageWindowParams, PitchbookResponse> =
+  {
+    id: 'pitchbook_credit_history',
+    name: 'PitchBook Credit History',
+    description:
+      'Retrieve API credit usage and remaining balance per contract, for up to the last 90 days',
+    version: '1.0.0',
+
+    params: {
+      apiKey: {
+        type: 'string',
+        required: true,
+        visibility: 'user-only',
+        description: 'PitchBook API key',
+      },
+      sinceDate: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange.',
+      },
+      trailingRange: {
+        type: 'number',
+        required: false,
+        visibility: 'user-or-llm',
+        description: 'Report changes over the last N days. Use this or sinceDate.',
+      },
+      currency: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+      },
+    },
+
+    request: {
+      url: (params) => {
+        const qs = new URLSearchParams()
+        if (params.sinceDate) qs.set('sinceDate', params.sinceDate)
+        if (params.trailingRange !== undefined && params.trailingRange !== null) {
+          qs.set('trailingRange', String(params.trailingRange))
+        }
+        const query = qs.toString()
+        return `${PITCHBOOK_API_BASE}/credits/history${query ? `?${query}` : ''}`
+      },
+      method: 'GET',
+      headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+    },
+
+    transformResponse: async (response: Response) => {
+      await throwIfNotOk(response, 'Failed to fetch credit history')
+      const data = await response.json()
+
+      return {
+        success: true,
+        output: {
+          credits: Array.isArray(data) ? data : [],
+        },
+      }
+    },
+
+    outputs: {
+      credits: {
+        type: 'array',
+        description: 'Credit usage per contract over the window',
+        items: {
+          type: 'object',
+          properties: {
+            contractNumber: { type: 'string', description: 'Contract identifier' },
+            activeContract: {
+              type: 'boolean',
+              description: 'Whether the contract is currently active',
+            },
+            pricingModel: { type: 'string', description: 'Pricing model of the contract' },
+            creditsUsed: { type: 'number', description: 'Credits consumed' },
+            creditsChanged: { type: 'number', description: 'Net credits added or removed' },
+            creditsExpired: { type: 'number', description: 'Credits that expired' },
+            creditsRemaining: { type: 'number', description: 'Credits still available' },
+            overageUsed: { type: 'number', description: 'Overage credits consumed' },
+          },
+        },
+      },
+    },
+  }

apps/sim/tools/pitchbook/credit_news.ts

@@ -0,0 +1,114 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCreditNewsTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_credit_news',
+  name: 'PitchBook Credit News Article',
+  description:
+    'Retrieve one credit analysis article in full, including its body text, authors, topics, and the issuer, lender, and sponsor it covers',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'Credit news article ID, e.g. 1312103. Article IDs come from a credit news search.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/credit-analysis/credit-news/${params.pbId.trim()}`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch credit news article')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        articleId: data.articleId ?? null,
+        title: data.title ?? null,
+        authors: data.authors ?? [],
+        regions: data.regions ?? [],
+        publishDate: data.publishDate ?? null,
+        assetClasses: data.assetClasses ?? [],
+        topics: data.topics ?? [],
+        issuer: data.issuer ?? null,
+        lender: data.lender ?? null,
+        sponsor: data.sponsor ?? null,
+        articleBody: data.articleBody ?? null,
+        attachments: data.attachments ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    articleId: { type: 'number', description: 'Credit news article ID', nullable: true },
+    title: { type: 'string', description: 'Title', nullable: true },
+    authors: {
+      type: 'array',
+      description: 'Authors of the article',
+      items: {
+        type: 'object',
+        properties: {
+          authorName: { type: 'string', description: 'Author name' },
+        },
+      },
+    },
+    regions: {
+      type: 'array',
+      description: 'Geographic regions the article covers',
+      items: { type: 'string' },
+    },
+    publishDate: {
+      type: 'string',
+      description: 'Publication timestamp (ISO 8601)',
+      nullable: true,
+    },
+    assetClasses: {
+      type: 'array',
+      description: 'Asset classes the article covers',
+      items: { type: 'string' },
+    },
+    topics: {
+      type: 'array',
+      description: 'Topics the article covers',
+      items: { type: 'string' },
+    },
+    issuer: {
+      type: 'object',
+      description: 'Issuer the article is about',
+      properties: {
+        pbId: { type: 'string', description: 'PitchBook entity ID' },
+        name: { type: 'string', description: 'Name' },
+      },
+    },
+    lender: { type: 'json', description: 'Lender the article is about', nullable: true },
+    sponsor: { type: 'json', description: 'Sponsor the article is about', nullable: true },
+    articleBody: { type: 'string', description: 'Full text of the article', nullable: true },
+    attachments: {
+      type: 'array',
+      description: 'Attachments on the article',
+      items: { type: 'json' },
+    },
+  },
+}

apps/sim/tools/pitchbook/credit_news_bulk.ts

@@ -0,0 +1,151 @@
+import type { PitchbookCreditNewsBulkParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCreditNewsBulkTool: ToolConfig<
+  PitchbookCreditNewsBulkParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_credit_news_bulk',
+  name: 'PitchBook Credit News Bulk',
+  description:
+    'Retrieve many credit analysis articles in full in a single call, reporting which IDs were found, missing, or duplicated',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    articleIds: {
+      type: 'array',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'Credit news article IDs to fetch, e.g. [11041384, 2142401]',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/credit-analysis/credit-news`,
+    method: 'POST',
+    headers: (params) => ({
+      ...pitchbookAuthHeaders(params.apiKey, params.currency),
+      'Content-Type': 'application/json',
+    }),
+    body: (params) => ({
+      items: (params.articleIds ?? []).map((articleId) => ({ articleId: Number(articleId) })),
+    }),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch credit news articles')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        stats: data.stats ?? null,
+        found: data.found ?? [],
+        notFound: data.notFound ?? [],
+        duplicates: data.duplicates ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    stats: {
+      type: 'object',
+      description: 'Summary statistics for the response',
+      properties: {
+        total: { type: 'number', description: 'Total number of matching results' },
+        found: { type: 'number', description: 'Articles that were found' },
+        notFound: { type: 'number', description: 'Article IDs that were not found' },
+        duplicates: {
+          type: 'number',
+          description: 'Article IDs that were requested more than once',
+        },
+      },
+    },
+    found: {
+      type: 'array',
+      description: 'Articles that were found',
+      items: {
+        type: 'object',
+        properties: {
+          articleId: { type: 'number', description: 'Credit news article ID' },
+          title: { type: 'string', description: 'Title' },
+          authors: {
+            type: 'array',
+            description: 'Authors of the article',
+            items: {
+              type: 'object',
+              properties: {
+                authorName: { type: 'string', description: 'Author name' },
+              },
+            },
+          },
+          regions: {
+            type: 'array',
+            description: 'Geographic regions the article covers',
+            items: { type: 'string' },
+          },
+          publishDate: { type: 'string', description: 'Publication timestamp (ISO 8601)' },
+          assetClasses: {
+            type: 'array',
+            description: 'Asset classes the article covers',
+            items: { type: 'string' },
+          },
+          topics: {
+            type: 'array',
+            description: 'Topics the article covers',
+            items: { type: 'string' },
+          },
+          issuer: {
+            type: 'object',
+            description: 'Issuer the article is about',
+            nullable: true,
+            properties: {
+              pbId: { type: 'string', description: 'PitchBook entity ID' },
+              name: { type: 'string', description: 'Name' },
+            },
+          },
+          lender: { type: 'json', description: 'Lender the article is about', nullable: true },
+          sponsor: { type: 'json', description: 'Sponsor the article is about', nullable: true },
+          articleBody: { type: 'string', description: 'Full text of the article' },
+          attachments: {
+            type: 'array',
+            description: 'Attachments on the article',
+            items: { type: 'json' },
+          },
+          deal: {
+            type: 'object',
+            description: 'Deal the record belongs to',
+            nullable: true,
+            properties: {
+              dealId: { type: 'string', description: 'PitchBook deal ID' },
+            },
+          },
+        },
+      },
+    },
+    notFound: {
+      type: 'array',
+      description: 'Article IDs that were not found',
+      items: { type: 'json' },
+    },
+    duplicates: {
+      type: 'array',
+      description: 'Article IDs that were requested more than once',
+      items: { type: 'json' },
+    },
+  },
+}

apps/sim/tools/pitchbook/credit_news_most_recent.ts

@@ -0,0 +1,152 @@
+import type { PitchbookCreditNewsRecentParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import {
+  mapStats,
+  PITCHBOOK_API_BASE,
+  pitchbookAuthHeaders,
+  throwIfNotOk,
+} from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCreditNewsMostRecentTool: ToolConfig<
+  PitchbookCreditNewsRecentParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_credit_news_most_recent',
+  name: 'PitchBook Most Recent Credit News',
+  description:
+    'Retrieve the most recently published credit analysis articles and their descriptions, without article bodies',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    page: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Page of results to return, starting at 1. Increment it to reach older articles.',
+    },
+    perPage: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'How many results to return per page, between 1 and 250. Defaults to 25.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      if (params.page !== undefined && params.page !== null) qs.set('page', String(params.page))
+      if (params.perPage !== undefined && params.perPage !== null) {
+        qs.set('perPage', String(params.perPage))
+      }
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/credit-analysis/credit-news/most-recent${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch most recent credit news')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        stats: mapStats(data.stats),
+        items: data.items ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    stats: {
+      type: 'object',
+      description: 'Summary statistics for the response',
+      properties: {
+        total: { type: 'number', description: 'Total number of matching results' },
+        perPage: { type: 'number', description: 'Results returned per page' },
+        page: { type: 'number', description: 'Current page number' },
+        lastPage: { type: 'number', description: 'Number of the last available page' },
+      },
+    },
+    items: {
+      type: 'array',
+      description: 'Records returned',
+      items: {
+        type: 'object',
+        properties: {
+          articleId: { type: 'number', description: 'Credit news article ID' },
+          title: { type: 'string', description: 'Title' },
+          authors: {
+            type: 'array',
+            description: 'Authors of the article',
+            items: {
+              type: 'object',
+              properties: {
+                authorName: { type: 'string', description: 'Author name' },
+              },
+            },
+          },
+          regions: {
+            type: 'array',
+            description: 'Geographic regions the article covers',
+            items: { type: 'string' },
+          },
+          publishDate: { type: 'string', description: 'Publication timestamp (ISO 8601)' },
+          assetClasses: {
+            type: 'array',
+            description: 'Asset classes the article covers',
+            items: { type: 'string' },
+          },
+          topics: {
+            type: 'array',
+            description: 'Topics the article covers',
+            items: { type: 'string' },
+          },
+          issuer: {
+            type: 'object',
+            description: 'Issuer the article is about',
+            nullable: true,
+            properties: {
+              pbId: { type: 'string', description: 'PitchBook entity ID' },
+              name: { type: 'string', description: 'Name' },
+            },
+          },
+          lender: {
+            type: 'object',
+            description: 'Lender the article is about',
+            nullable: true,
+            properties: {
+              pbId: { type: 'string', description: 'PitchBook entity ID' },
+              name: { type: 'string', description: 'Name' },
+            },
+          },
+          sponsor: {
+            type: 'object',
+            description: 'Sponsor the article is about',
+            nullable: true,
+            properties: {
+              pbId: { type: 'string', description: 'PitchBook entity ID' },
+              name: { type: 'string', description: 'Name' },
+            },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/credit_news_search.ts

@@ -0,0 +1,208 @@
+import type { PitchbookCreditNewsSearchParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import {
+  mapStats,
+  PITCHBOOK_API_BASE,
+  pitchbookAuthHeaders,
+  throwIfNotOk,
+} from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookCreditNewsSearchTool: ToolConfig<
+  PitchbookCreditNewsSearchParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_credit_news_search',
+  name: 'PitchBook Credit News Search',
+  description:
+    'Search PitchBook credit analysis news by author, region, asset class, topic, issuer, lender, sponsor, and date',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    authors: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Article author name. Separate multiple values with a comma.',
+    },
+    regions: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Region the article covers: United States or Europe.',
+    },
+    assetClasses: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Asset class the article covers. Separate multiple values with a comma.',
+    },
+    topics: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Topic the article covers. Separate multiple values with a comma.',
+    },
+    issuer: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Issuer name. Separate multiple values with a comma.',
+    },
+    lender: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Lender name. Separate multiple values with a comma.',
+    },
+    sponsor: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Sponsor name. Separate multiple values with a comma.',
+    },
+    sinceDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Publication date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range.',
+    },
+    page: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Page of results to return, starting at 1',
+    },
+    perPage: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'How many results to return per page, between 1 and 250. Defaults to 25.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      if (params.authors) qs.set('authors', params.authors)
+      if (params.regions) qs.set('regions', params.regions)
+      if (params.assetClasses) qs.set('assetClasses', params.assetClasses)
+      if (params.topics) qs.set('topics', params.topics)
+      if (params.issuer) qs.set('issuer', params.issuer)
+      if (params.lender) qs.set('lender', params.lender)
+      if (params.sponsor) qs.set('sponsor', params.sponsor)
+      if (params.sinceDate) qs.set('sinceDate', params.sinceDate)
+      if (params.page !== undefined && params.page !== null) qs.set('page', String(params.page))
+      if (params.perPage !== undefined && params.perPage !== null) {
+        qs.set('perPage', String(params.perPage))
+      }
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/credit-analysis/credit-news/search${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to search credit news')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        stats: mapStats(data.stats),
+        items: data.items ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    stats: {
+      type: 'object',
+      description: 'Summary statistics for the response',
+      properties: {
+        total: { type: 'number', description: 'Total number of matching results' },
+        perPage: { type: 'number', description: 'Results returned per page' },
+        page: { type: 'number', description: 'Current page number' },
+        lastPage: { type: 'number', description: 'Number of the last available page' },
+      },
+    },
+    items: {
+      type: 'array',
+      description: 'Records returned',
+      items: {
+        type: 'object',
+        properties: {
+          articleId: { type: 'number', description: 'Credit news article ID' },
+          title: { type: 'string', description: 'Title' },
+          authors: {
+            type: 'array',
+            description: 'Authors of the article',
+            items: {
+              type: 'object',
+              properties: {
+                authorName: { type: 'string', description: 'Author name' },
+              },
+            },
+          },
+          regions: {
+            type: 'array',
+            description: 'Geographic regions the article covers',
+            items: { type: 'string' },
+          },
+          publishDate: { type: 'string', description: 'Publication timestamp (ISO 8601)' },
+          assetClasses: {
+            type: 'array',
+            description: 'Asset classes the article covers',
+            items: { type: 'string' },
+          },
+          topics: {
+            type: 'array',
+            description: 'Topics the article covers',
+            items: { type: 'string' },
+          },
+          issuer: {
+            type: 'object',
+            description: 'Issuer the article is about',
+            nullable: true,
+            properties: {
+              pbId: { type: 'string', description: 'PitchBook entity ID' },
+              name: { type: 'string', description: 'Name' },
+            },
+          },
+          lender: {
+            type: 'object',
+            description: 'Lender the article is about',
+            nullable: true,
+            properties: {
+              pbId: { type: 'string', description: 'PitchBook entity ID' },
+              name: { type: 'string', description: 'Name' },
+            },
+          },
+          sponsor: {
+            type: 'object',
+            description: 'Sponsor the article is about',
+            nullable: true,
+            properties: {
+              pbId: { type: 'string', description: 'PitchBook entity ID' },
+              name: { type: 'string', description: 'Name' },
+            },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/deal_bio.ts

@@ -0,0 +1,191 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookDealBioTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_deal_bio',
+  name: 'PitchBook Deal Bio',
+  description:
+    'Retrieve the summary of a deal: company, date, size, status, type, and which detail datasets are available for it',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T and come from a deal search or a company deals lookup.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/deals/${params.pbId.trim()}/bio`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch deal bio')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        dealId: data.dealId ?? null,
+        dealNumber: data.dealNumber ?? null,
+        companyId: data.companyId ?? null,
+        companyName: data.companyName ?? null,
+        dealAnnouncedDate: data.dealAnnouncedDate ?? null,
+        dealDate: data.dealDate ?? null,
+        dealSize: data.dealSize ?? null,
+        dealSizeStatus: data.dealSizeStatus ?? null,
+        dealStatus: data.dealStatus ?? null,
+        dealType1: data.dealType1 ?? null,
+        dealType2: data.dealType2 ?? null,
+        dealType3: data.dealType3 ?? null,
+        dealClass: data.dealClass ?? null,
+        valuationAvailable: data.valuationAvailable ?? false,
+        capTableAvailable: data.capTableAvailable ?? false,
+        trancheInfoAvailable: data.trancheInfoAvailable ?? false,
+        debtLenderInfoAvailable: data.debtLenderInfoAvailable ?? false,
+      },
+    }
+  },
+
+  outputs: {
+    dealId: { type: 'string', description: 'PitchBook deal ID', nullable: true },
+    dealNumber: {
+      type: 'number',
+      description: 'Sequence of this deal in the company financing history',
+      nullable: true,
+    },
+    companyId: {
+      type: 'string',
+      description: 'PitchBook ID of the company in the deal',
+      nullable: true,
+    },
+    companyName: { type: 'string', description: 'Name of the company in the deal', nullable: true },
+    dealAnnouncedDate: {
+      type: 'string',
+      description: 'Date the deal was announced (YYYY-MM-DD)',
+      nullable: true,
+    },
+    dealDate: { type: 'string', description: 'Date the deal closed (YYYY-MM-DD)', nullable: true },
+    dealSize: {
+      type: 'object',
+      description: 'Size of the deal',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    dealSizeStatus: {
+      type: 'string',
+      description: 'Whether the deal size is actual or estimated',
+      nullable: true,
+    },
+    dealStatus: {
+      type: 'object',
+      description: 'Status of the deal, such as Completed',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    dealType1: {
+      type: 'object',
+      description: 'Primary deal type',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    dealType2: {
+      type: 'object',
+      description: 'Secondary deal type, such as the round letter',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    dealType3: {
+      type: 'object',
+      description: 'Tertiary deal type',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    dealClass: {
+      type: 'object',
+      description: 'Deal class, such as Venture Capital',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    valuationAvailable: {
+      type: 'boolean',
+      description: 'Whether valuation data exists for this deal',
+    },
+    capTableAvailable: {
+      type: 'boolean',
+      description: 'Whether cap table history exists for this deal',
+    },
+    trancheInfoAvailable: {
+      type: 'boolean',
+      description: 'Whether tranche information exists for this deal',
+    },
+    debtLenderInfoAvailable: {
+      type: 'boolean',
+      description: 'Whether debt and lender information exists for this deal',
+    },
+  },
+}

apps/sim/tools/pitchbook/deal_cap_table_history.ts

@@ -0,0 +1,150 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookDealCapTableHistoryTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_deal_cap_table_history',
+  name: 'PitchBook Deal Cap Table History',
+  description:
+    'Retrieve the cap table as of a deal, one row per stock series with its terms and ownership',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/deals/${params.pbId.trim()}/cap-table-history`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch deal cap table history')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        capTable: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    capTable: {
+      type: 'array',
+      description: 'Stock series on the cap table as of the deal',
+      items: {
+        type: 'object',
+        properties: {
+          dealId: { type: 'string', description: 'PitchBook deal ID' },
+          dealNumber: {
+            type: 'number',
+            description: 'Sequence of the deal in the company financing history',
+          },
+          companyId: { type: 'string', description: 'PitchBook company ID' },
+          companyName: { type: 'string', description: 'Company name' },
+          stockSeries: { type: 'string', description: 'Stock series' },
+          numberOfSharesAuthorized: { type: 'number', description: 'Shares authorized' },
+          parValue: {
+            type: 'object',
+            description: 'Par value per share',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          dividendRate: { type: 'number', description: 'Dividend rate' },
+          dividendAmount: { type: 'json', description: 'Dividend amount', nullable: true },
+          originalIssuePrice: {
+            type: 'object',
+            description: 'Original issue price per share',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          liquidationPrice: {
+            type: 'object',
+            description: 'Liquidation price per share',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          liquidationPreferenceMultiple: {
+            type: 'number',
+            description: 'Liquidation preference multiple',
+          },
+          conversionPrice: {
+            type: 'object',
+            description: 'Conversion price per share',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          percentOwned: { type: 'number', description: 'Percentage owned' },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/deal_debt_lenders.ts

@@ -0,0 +1,148 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookDealDebtLendersTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_deal_debt_lenders',
+  name: 'PitchBook Deal Debt and Lenders',
+  description:
+    'Retrieve the debt raised in a deal and the lenders behind it, with rate, maturity, seniority, and covenant terms',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/deals/${params.pbId.trim()}/debt-lenders`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch deal debt and lenders')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        dealId: data.dealId ?? null,
+        dealNumber: data.dealNumber ?? null,
+        company: data.company ?? null,
+        debts: data.debts ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    dealId: { type: 'string', description: 'PitchBook deal ID', nullable: true },
+    dealNumber: {
+      type: 'number',
+      description: 'Sequence of the deal in the company financing history',
+      nullable: true,
+    },
+    company: {
+      type: 'object',
+      description: 'Company the record belongs to',
+      properties: {
+        id: { type: 'string', description: 'PitchBook person ID' },
+        name: { type: 'string', description: 'Name' },
+      },
+    },
+    debts: {
+      type: 'array',
+      description: 'Debt instruments in the deal',
+      items: {
+        type: 'object',
+        properties: {
+          debtSize: { type: 'json', description: 'Size of the debt instrument', nullable: true },
+          paymentInKind: {
+            type: 'json',
+            description: 'Whether interest is paid in kind',
+            nullable: true,
+          },
+          debtType: {
+            type: 'object',
+            description: 'Type of debt',
+            properties: {
+              code: { type: 'string', description: 'PitchBook code' },
+              description: { type: 'string', description: 'Human-readable label for the code' },
+            },
+          },
+          seniority: { type: 'json', description: 'Seniority of the debt', nullable: true },
+          security: { type: 'json', description: 'Security backing the debt', nullable: true },
+          subordination: { type: 'json', description: 'Subordination terms', nullable: true },
+          term: { type: 'json', description: 'Term of the debt', nullable: true },
+          additionalDebtCharacteristics: {
+            type: 'object',
+            description: 'Other characteristics of the debt',
+            properties: {
+              unitranche: { type: 'boolean', description: 'Whether the debt is unitranche' },
+              syndicated: { type: 'boolean', description: 'Whether the debt is syndicated' },
+              mezzanine: { type: 'boolean', description: 'Whether the debt is mezzanine' },
+              covLite: { type: 'boolean', description: 'Whether the debt is covenant-lite' },
+              warrants: { type: 'boolean', description: 'Whether warrants are attached' },
+              convertible: {
+                type: 'boolean',
+                description: 'Whether the instrument is convertible',
+              },
+              rate: { type: 'json', description: 'Interest rate', nullable: true },
+            },
+          },
+          maturityDate: { type: 'json', description: 'Maturity date (YYYY-MM-DD)', nullable: true },
+          spreadInterestRate: {
+            type: 'json',
+            description: 'Spread over the reference interest rate',
+            nullable: true,
+          },
+          lenders: {
+            type: 'array',
+            description: 'Lenders on the debt',
+            items: {
+              type: 'object',
+              properties: {
+                lenderId: { type: 'string', description: 'PitchBook ID of the lender' },
+                lenderName: { type: 'string', description: 'Name of the lender' },
+                firmType: { type: 'string', description: 'Type of the associated firm' },
+                serviceProviderType: {
+                  type: 'object',
+                  description: 'Service provider type',
+                  properties: {
+                    code: { type: 'string', description: 'PitchBook code' },
+                    description: {
+                      type: 'string',
+                      description: 'Human-readable label for the code',
+                    },
+                  },
+                },
+                lenderSize: {
+                  type: 'json',
+                  description: 'Amount provided by the lender',
+                  nullable: true,
+                },
+              },
+            },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/deal_detailed.ts

@@ -0,0 +1,395 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookDealDetailedTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_deal_detailed',
+  name: 'PitchBook Deal Detailed',
+  description:
+    'Retrieve the full detail of a deal: synopsis, percent acquired, round, invested capital, ownership, debt, and stock split',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T and come from a deal search or a company deals lookup.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/deals/${params.pbId.trim()}/detailed`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch deal detail')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        dealId: data.dealId ?? null,
+        dealNumber: data.dealNumber ?? null,
+        companyId: data.companyId ?? null,
+        companyName: data.companyName ?? null,
+        dealDate: data.dealDate ?? null,
+        dealSize: data.dealSize ?? null,
+        dealSizeStatus: data.dealSizeStatus ?? null,
+        dealStatus: data.dealStatus ?? null,
+        percentAcquired: data.percentAcquired ?? null,
+        raisedToDate: data.raisedToDate ?? null,
+        vcRound: data.vcRound ?? null,
+        vcRoundUpDownFlat: data.vcRoundUpDownFlat ?? null,
+        totalInvestedCapital: data.totalInvestedCapital ?? null,
+        investorOwnership: data.investorOwnership ?? null,
+        stockSplit: data.stockSplit ?? null,
+        dealType1: data.dealType1 ?? null,
+        dealType2: data.dealType2 ?? null,
+        dealType3: data.dealType3 ?? null,
+        dealClass: data.dealClass ?? null,
+        dealSynopsis: data.dealSynopsis ?? null,
+        totalInvestedEquity: data.totalInvestedEquity ?? null,
+        debtType1: data.debtType1 ?? null,
+        debtType2: data.debtType2 ?? null,
+        debtType3: data.debtType3 ?? null,
+        debtAmount1: data.debtAmount1 ?? null,
+        debtAmount2: data.debtAmount2 ?? null,
+        debtAmount3: data.debtAmount3 ?? null,
+        debtRaisedInRound: data.debtRaisedInRound ?? null,
+        contingentPayout: data.contingentPayout ?? null,
+        valuationAvailable: data.valuationAvailable ?? false,
+        capTableAvailable: data.capTableAvailable ?? false,
+        trancheInfoAvailable: data.trancheInfoAvailable ?? false,
+        debtLenderInfoAvailable: data.debtLenderInfoAvailable ?? false,
+      },
+    }
+  },
+
+  outputs: {
+    dealId: { type: 'string', description: 'PitchBook deal ID', nullable: true },
+    dealNumber: {
+      type: 'number',
+      description: 'Sequence of this deal in the company financing history',
+      nullable: true,
+    },
+    companyId: {
+      type: 'string',
+      description: 'PitchBook ID of the company in the deal',
+      nullable: true,
+    },
+    companyName: { type: 'string', description: 'Name of the company in the deal', nullable: true },
+    dealDate: { type: 'string', description: 'Date the deal closed (YYYY-MM-DD)', nullable: true },
+    dealSize: {
+      type: 'object',
+      description: 'Size of the deal',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    dealSizeStatus: {
+      type: 'string',
+      description: 'Whether the deal size is actual or estimated',
+      nullable: true,
+    },
+    dealStatus: {
+      type: 'object',
+      description: 'Status of the deal, such as Completed',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    percentAcquired: {
+      type: 'number',
+      description: 'Percentage of the company acquired in the deal',
+      nullable: true,
+    },
+    raisedToDate: {
+      type: 'object',
+      description: 'Total the company had raised as of this deal',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    vcRound: {
+      type: 'string',
+      description: 'Venture round label, such as 1st Round',
+      nullable: true,
+    },
+    vcRoundUpDownFlat: {
+      type: 'string',
+      description: 'Whether the round was up, down, or flat versus the previous one',
+      nullable: true,
+    },
+    totalInvestedCapital: {
+      type: 'object',
+      description: 'Total capital invested in the deal',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    investorOwnership: {
+      type: 'number',
+      description: 'Percentage of the company owned by investors after the deal',
+      nullable: true,
+    },
+    stockSplit: {
+      type: 'string',
+      description: 'Stock split applied at the deal, such as 1:1',
+      nullable: true,
+    },
+    dealType1: {
+      type: 'object',
+      description: 'Primary deal type',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    dealType2: {
+      type: 'object',
+      description: 'Secondary deal type, such as the round letter',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    dealType3: {
+      type: 'object',
+      description: 'Tertiary deal type',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    dealClass: {
+      type: 'object',
+      description: 'Deal class, such as Venture Capital',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    dealSynopsis: { type: 'string', description: 'Narrative summary of the deal', nullable: true },
+    totalInvestedEquity: {
+      type: 'object',
+      description: 'Total equity invested in the deal',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    debtType1: {
+      type: 'object',
+      description: 'Primary debt type raised in the deal',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    debtType2: {
+      type: 'object',
+      description: 'Secondary debt type raised in the deal',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    debtType3: {
+      type: 'object',
+      description: 'Tertiary debt type raised in the deal',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    debtAmount1: {
+      type: 'object',
+      description: 'Amount of the primary debt type',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    debtAmount2: {
+      type: 'object',
+      description: 'Amount of the secondary debt type',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    debtAmount3: {
+      type: 'object',
+      description: 'Amount of the tertiary debt type',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    debtRaisedInRound: {
+      type: 'object',
+      description: 'Total debt raised in the round',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    contingentPayout: {
+      type: 'object',
+      description: 'Contingent payout attached to the deal',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    valuationAvailable: {
+      type: 'boolean',
+      description: 'Whether valuation data exists for this deal',
+    },
+    capTableAvailable: {
+      type: 'boolean',
+      description: 'Whether cap table history exists for this deal',
+    },
+    trancheInfoAvailable: {
+      type: 'boolean',
+      description: 'Whether tranche information exists for this deal',
+    },
+    debtLenderInfoAvailable: {
+      type: 'boolean',
+      description: 'Whether debt and lender information exists for this deal',
+    },
+  },
+}

apps/sim/tools/pitchbook/deal_investors.ts

@@ -0,0 +1,154 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookDealInvestorsTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_deal_investors',
+  name: 'PitchBook Deal Investors',
+  description:
+    'Retrieve the investors, sellers, and exiting investors on a deal, including who led it',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T and come from a deal search or a company deals lookup.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/deals/${params.pbId.trim()}/investors/exiters`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch deal investors')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        dealId: data.dealId ?? null,
+        companyId: data.companyId ?? null,
+        companyName: data.companyName ?? null,
+        investors: data.investors ?? [],
+        sellers: data.sellers ?? [],
+        exiters: data.exiters ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    dealId: { type: 'string', description: 'PitchBook deal ID', nullable: true },
+    companyId: {
+      type: 'string',
+      description: 'PitchBook ID of the company in the deal',
+      nullable: true,
+    },
+    companyName: { type: 'string', description: 'Name of the company in the deal', nullable: true },
+    investors: {
+      type: 'array',
+      description: 'Investors participating in the deal',
+      items: {
+        type: 'object',
+        properties: {
+          investorId: { type: 'string', description: 'PitchBook investor ID' },
+          investorName: { type: 'string', description: 'Investor name' },
+          investmentStatus: {
+            type: 'string',
+            description: 'Whether the investor is new or following on',
+            nullable: true,
+          },
+          leadSoleInvestor: {
+            type: 'boolean',
+            description: 'Whether the investor led or solely funded the round',
+          },
+          leadPartnerId: {
+            type: 'string',
+            description: 'PitchBook person ID of the lead partner',
+            nullable: true,
+          },
+          leadPartnerName: {
+            type: 'string',
+            description: 'Name of the lead partner',
+            nullable: true,
+          },
+          investorFunds: {
+            type: 'array',
+            description: 'Funds the investor deployed into the deal',
+            items: {
+              type: 'object',
+              properties: {
+                fundId: { type: 'string', description: 'PitchBook fund ID' },
+                fundName: { type: 'string', description: 'Fund name' },
+              },
+            },
+          },
+          investmentAmount: {
+            type: 'object',
+            description: 'Amount this investor put into the deal',
+            nullable: true,
+            properties: {
+              amount: {
+                type: 'number',
+                description: 'Value in the requested currency',
+                nullable: true,
+              },
+              currency: { type: 'string', description: 'Currency of amount', nullable: true },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+                nullable: true,
+              },
+              nativeCurrency: {
+                type: 'string',
+                description: 'Currency of nativeAmount',
+                nullable: true,
+              },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          formOfPayment: {
+            type: 'object',
+            description: 'How the investment was paid',
+            nullable: true,
+            properties: {
+              code: { type: 'string', description: 'Payment form code', nullable: true },
+              description: { type: 'string', description: 'Payment form label', nullable: true },
+            },
+          },
+        },
+      },
+    },
+    sellers: {
+      type: 'array',
+      description: 'Parties selling in the deal',
+      items: { type: 'object' },
+    },
+    exiters: {
+      type: 'array',
+      description: 'Investors exiting through the deal',
+      items: { type: 'object' },
+    },
+  },
+}

apps/sim/tools/pitchbook/deal_multiples.ts

@@ -0,0 +1,107 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookDealMultiplesTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_deal_multiples',
+  name: 'PitchBook Deal Multiples',
+  description:
+    'Retrieve the valuation multiples for a deal against revenue, EBITDA, EBIT, cash flow, and net income',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/deals/${params.pbId.trim()}/multiples`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch deal multiples')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        dealId: data.dealId ?? null,
+        dealNumber: data.dealNumber ?? null,
+        companyId: data.companyId ?? null,
+        companyName: data.companyName ?? null,
+        dealSizeToCashFlow: data.dealSizeToCashFlow ?? null,
+        dealSizeToEBIT: data.dealSizeToEBIT ?? null,
+        dealSizeToEBITDA: data.dealSizeToEBITDA ?? null,
+        dealSizeToNetIncome: data.dealSizeToNetIncome ?? null,
+        dealSizeToRevenue: data.dealSizeToRevenue ?? null,
+        debtRaisedInRoundToEBITDA: data.debtRaisedInRoundToEBITDA ?? null,
+        debtRaisedInRoundToEquity: data.debtRaisedInRoundToEquity ?? null,
+        impliedEvToCashFlow: data.impliedEvToCashFlow ?? null,
+        impliedEvToEBIT: data.impliedEvToEBIT ?? null,
+        impliedEvToEBITDA: data.impliedEvToEBITDA ?? null,
+        impliedEvToNetIncome: data.impliedEvToNetIncome ?? null,
+        impliedEvToRevenue: data.impliedEvToRevenue ?? null,
+        valuationToCashFlow: data.valuationToCashFlow ?? null,
+        valuationToEBIT: data.valuationToEBIT ?? null,
+        valuationToEBITDA: data.valuationToEBITDA ?? null,
+        valuationToNetIncome: data.valuationToNetIncome ?? null,
+        valuationToRevenue: data.valuationToRevenue ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    dealId: { type: 'string', description: 'PitchBook deal ID', nullable: true },
+    dealNumber: {
+      type: 'number',
+      description: 'Sequence of the deal in the company financing history',
+      nullable: true,
+    },
+    companyId: { type: 'string', description: 'PitchBook company ID', nullable: true },
+    companyName: { type: 'string', description: 'Company name', nullable: true },
+    dealSizeToCashFlow: { type: 'number', description: 'Deal size to cash flow', nullable: true },
+    dealSizeToEBIT: { type: 'number', description: 'Deal size to EBIT', nullable: true },
+    dealSizeToEBITDA: { type: 'number', description: 'Deal size to EBITDA', nullable: true },
+    dealSizeToNetIncome: { type: 'json', description: 'Deal size to net income', nullable: true },
+    dealSizeToRevenue: { type: 'number', description: 'Deal size to revenue', nullable: true },
+    debtRaisedInRoundToEBITDA: {
+      type: 'json',
+      description: 'Debt raised in round to EBITDA',
+      nullable: true,
+    },
+    debtRaisedInRoundToEquity: {
+      type: 'json',
+      description: 'Debt raised in round to equity',
+      nullable: true,
+    },
+    impliedEvToCashFlow: { type: 'number', description: 'Implied EV to cash flow', nullable: true },
+    impliedEvToEBIT: { type: 'number', description: 'Implied EV to EBIT', nullable: true },
+    impliedEvToEBITDA: { type: 'number', description: 'Implied EV to EBITDA', nullable: true },
+    impliedEvToNetIncome: { type: 'json', description: 'Implied EV to net income', nullable: true },
+    impliedEvToRevenue: { type: 'number', description: 'Implied EV to revenue', nullable: true },
+    valuationToCashFlow: { type: 'number', description: 'Valuation to cash flow', nullable: true },
+    valuationToEBIT: { type: 'number', description: 'Valuation to EBIT', nullable: true },
+    valuationToEBITDA: { type: 'number', description: 'Valuation to EBITDA', nullable: true },
+    valuationToNetIncome: { type: 'json', description: 'Valuation to net income', nullable: true },
+    valuationToRevenue: { type: 'number', description: 'Valuation to revenue', nullable: true },
+  },
+}

apps/sim/tools/pitchbook/deal_search.ts

@@ -0,0 +1,211 @@
+import type { PitchbookDealSearchParams, PitchbookSearchResponse } from '@/tools/pitchbook/types'
+import {
+  buildSearchQuery,
+  mapStats,
+  PITCHBOOK_API_BASE,
+  pitchbookAuthHeaders,
+  throwIfNotOk,
+} from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookDealSearchTool: ToolConfig<
+  PitchbookDealSearchParams,
+  PitchbookSearchResponse
+> = {
+  id: 'pitchbook_deal_search',
+  name: 'PitchBook Deal Search',
+  description:
+    'Search PitchBook for deals by company, investor, deal type, size, date, and valuation',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    companyNames: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated company names, PitchBook IDs, websites, or tickers',
+    },
+    investorNames: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated investor names, PitchBook IDs, websites, or tickers',
+    },
+    keywords: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Keywords associated with the companies involved',
+    },
+    country: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Country of the companies involved (e.g. USA)',
+    },
+    locationType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Restrict location matching to HQ_ONLY, NON_HQ_ONLY, or ANY',
+    },
+    industry: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook industry code of the companies involved',
+    },
+    verticals: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook vertical code of the companies involved',
+    },
+    dealType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook deal type code (e.g. evc for early-stage VC)',
+    },
+    dealStatus: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Deal status code, distinguishing completed, failed, and upcoming deals',
+    },
+    dealSize: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Deal size in millions. Use >100, <100, or 10^100 for a range',
+    },
+    dealDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Deal date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range',
+    },
+    postValuation: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Post-money valuation in millions. Use >100, <100, or 10^100 for a range',
+    },
+    revenue: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Revenue of the companies involved in millions. Use >100, <100, or 10^100 for a range',
+    },
+    filterCurrency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code the monetary filters on this search are expressed in, e.g. setting EUR means dealSize is read as millions of euros. Distinct from `currency`, which converts the values PitchBook returns.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+    page: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Page of results to return, starting at 1',
+    },
+    perPage: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'How many results to return per page',
+    },
+    additionalFilters: {
+      type: 'json',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Any other documented search filter, as a JSON object of query parameter names to values (e.g. {"emergingSpaces": "AGTECH"}). A dedicated field always wins over the same key set here.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const query = buildSearchQuery(
+        {
+          companyNames: params.companyNames,
+          investorNames: params.investorNames,
+          keywords: params.keywords,
+          country: params.country,
+          locationType: params.locationType,
+          industry: params.industry,
+          verticals: params.verticals,
+          dealType: params.dealType,
+          dealStatus: params.dealStatus,
+          dealSize: params.dealSize,
+          dealDate: params.dealDate,
+          postValuation: params.postValuation,
+          revenue: params.revenue,
+          currency: params.filterCurrency,
+        },
+        {
+          page: params.page,
+          perPage: params.perPage,
+          additionalFilters: params.additionalFilters,
+        }
+      )
+      return `${PITCHBOOK_API_BASE}/deals/search${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to search deals')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        stats: mapStats(data.stats),
+        items: data.items ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    stats: {
+      type: 'object',
+      description: 'Paging envelope for the result set',
+      properties: {
+        total: { type: 'number', description: 'Total number of matching results' },
+        perPage: { type: 'number', description: 'Results returned per page' },
+        page: { type: 'number', description: 'Current page number' },
+        lastPage: { type: 'number', description: 'Number of the last available page' },
+      },
+    },
+    items: {
+      type: 'array',
+      description: 'Deals matching the search criteria',
+      items: {
+        type: 'object',
+        properties: {
+          dealId: { type: 'string', description: 'PitchBook deal ID' },
+          companyId: { type: 'string', description: 'PitchBook ID of the company in the deal' },
+          companyName: { type: 'string', description: 'Name of the company in the deal' },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/deal_service_providers.ts

@@ -0,0 +1,118 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookDealServiceProvidersTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_deal_service_providers',
+  name: 'PitchBook Deal Service Providers',
+  description:
+    'Retrieve the service providers that worked on a deal and which party each represented',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/deals/${params.pbId.trim()}/service-providers`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch deal service providers')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        serviceProviders: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    serviceProviders: {
+      type: 'array',
+      description: 'Service providers that worked on the deal',
+      items: {
+        type: 'object',
+        properties: {
+          dealId: { type: 'string', description: 'PitchBook deal ID' },
+          companyId: { type: 'string', description: 'PitchBook company ID' },
+          companyName: { type: 'string', description: 'Company name' },
+          serviceProviderId: { type: 'string', description: 'PitchBook service provider ID' },
+          serviceProviderName: { type: 'string', description: 'Service provider name' },
+          serviceProviderTypes: {
+            type: 'array',
+            description: 'Types the service provider is classified as',
+            items: {
+              type: 'object',
+              properties: {
+                type: {
+                  type: 'object',
+                  description: 'Type as a code and description pair',
+                  properties: {
+                    description: {
+                      type: 'string',
+                      description: 'Human-readable label for the code',
+                    },
+                    code: { type: 'string', description: 'PitchBook code' },
+                  },
+                },
+                primary: { type: 'boolean', description: 'Whether this is the primary entry' },
+              },
+            },
+          },
+          serviceProvided: {
+            type: 'object',
+            description: 'Service provided, as a code and description pair',
+            properties: {
+              code: { type: 'string', description: 'PitchBook code' },
+              description: { type: 'string', description: 'Human-readable label for the code' },
+            },
+          },
+          serviceProvidedToId: {
+            type: 'string',
+            description: 'PitchBook ID of the party the service was provided to',
+          },
+          serviceProvidedToName: {
+            type: 'string',
+            description: 'Name of the party the service was provided to',
+          },
+          leadPartnerId: {
+            type: 'json',
+            description: 'PitchBook person ID of the lead partner',
+            nullable: true,
+          },
+          leadPartnerName: {
+            type: 'json',
+            description: 'Name of the lead partner',
+            nullable: true,
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/deal_stock_info.ts

@@ -0,0 +1,126 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookDealStockInfoTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_deal_stock_info',
+  name: 'PitchBook Deal Stock Info',
+  description:
+    'Retrieve the share terms of a deal: price per share, shares acquired, and the preference, dividend, and voting rights attached',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/deals/${params.pbId.trim()}/stock-info`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch deal stock info')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        dealId: data.dealId ?? null,
+        dealNumber: data.dealNumber ?? null,
+        companyId: data.companyId ?? null,
+        companyName: data.companyName ?? null,
+        series: data.series ?? null,
+        pricePerShare: data.pricePerShare ?? null,
+        stockType: data.stockType ?? null,
+        numberOfSharesAcquired: data.numberOfSharesAcquired ?? null,
+        sharesSought: data.sharesSought ?? null,
+        conversionRatio: data.conversionRatio ?? null,
+        liquidationPreferences: data.liquidationPreferences ?? null,
+        liquidationParticipating: data.liquidationParticipating ?? null,
+        dividendRights: data.dividendRights ?? null,
+        cumulativeness: data.cumulativeness ?? null,
+        antiDilutionProvisions: data.antiDilutionProvisions ?? null,
+        redemptionRights: data.redemptionRights ?? null,
+        boardVotingRights: data.boardVotingRights ?? null,
+        generalVotingRights: data.generalVotingRights ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    dealId: { type: 'string', description: 'PitchBook deal ID', nullable: true },
+    dealNumber: {
+      type: 'number',
+      description: 'Sequence of the deal in the company financing history',
+      nullable: true,
+    },
+    companyId: { type: 'string', description: 'PitchBook company ID', nullable: true },
+    companyName: { type: 'string', description: 'Company name', nullable: true },
+    series: { type: 'string', description: 'Stock series', nullable: true },
+    pricePerShare: {
+      type: 'object',
+      description: 'Price per share',
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency' },
+        currency: { type: 'string', description: 'Currency of amount' },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    stockType: { type: 'json', description: 'Type of stock', nullable: true },
+    numberOfSharesAcquired: { type: 'number', description: 'Shares acquired', nullable: true },
+    sharesSought: { type: 'number', description: 'Shares sought', nullable: true },
+    conversionRatio: { type: 'string', description: 'Conversion ratio', nullable: true },
+    liquidationPreferences: {
+      type: 'string',
+      description: 'Liquidation preference terms',
+      nullable: true,
+    },
+    liquidationParticipating: {
+      type: 'string',
+      description: 'Whether the preference participates',
+      nullable: true,
+    },
+    dividendRights: { type: 'string', description: 'Dividend rights terms', nullable: true },
+    cumulativeness: {
+      type: 'string',
+      description: 'Whether dividends are cumulative',
+      nullable: true,
+    },
+    antiDilutionProvisions: {
+      type: 'string',
+      description: 'Anti-dilution provisions',
+      nullable: true,
+    },
+    redemptionRights: { type: 'json', description: 'Redemption rights terms', nullable: true },
+    boardVotingRights: { type: 'string', description: 'Board voting rights terms', nullable: true },
+    generalVotingRights: {
+      type: 'string',
+      description: 'General voting rights terms',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/deal_tranche_info.ts

@@ -0,0 +1,154 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookDealTrancheInfoTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_deal_tranche_info',
+  name: 'PitchBook Deal Tranche Info',
+  description:
+    'Retrieve the tranches a deal was funded in, with each tranche date, size, and investors',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/deals/${params.pbId.trim()}/tranche-info`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch deal tranche information')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        dealId: data.dealId ?? null,
+        dealNumber: data.dealNumber ?? null,
+        company: data.company ?? null,
+        tranches: data.tranches ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    dealId: { type: 'string', description: 'PitchBook deal ID', nullable: true },
+    dealNumber: {
+      type: 'number',
+      description: 'Sequence of the deal in the company financing history',
+      nullable: true,
+    },
+    company: {
+      type: 'object',
+      description: 'Company the record belongs to',
+      properties: {
+        id: { type: 'string', description: 'PitchBook person ID' },
+        name: { type: 'string', description: 'Name' },
+      },
+    },
+    tranches: {
+      type: 'array',
+      description: 'Tranches making up the deal',
+      items: {
+        type: 'object',
+        properties: {
+          trancheSize: {
+            type: 'object',
+            description: 'Size of the tranche',
+            nullable: true,
+            properties: {
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+            },
+          },
+          trancheSizeStatus: {
+            type: 'string',
+            description: 'Whether the tranche size is actual or estimated',
+          },
+          trancheDate: { type: 'string', description: 'Date of the tranche (YYYY-MM-DD)' },
+          financingType: {
+            type: 'object',
+            description: 'Type of financing',
+            properties: {
+              description: { type: 'string', description: 'Human-readable label for the code' },
+              code: { type: 'string', description: 'PitchBook code' },
+            },
+          },
+          stockType: {
+            type: 'object',
+            description: 'Type of stock',
+            nullable: true,
+            properties: {
+              description: { type: 'string', description: 'Human-readable label for the code' },
+              code: { type: 'string', description: 'PitchBook code' },
+            },
+          },
+          stockSeriesType: { type: 'string', description: 'Type of the stock series' },
+          conversionStatus: { type: 'json', description: 'Conversion status', nullable: true },
+          conversionDate: {
+            type: 'json',
+            description: 'Conversion date (YYYY-MM-DD)',
+            nullable: true,
+          },
+          investor: {
+            type: 'object',
+            description: 'Investor on the record',
+            nullable: true,
+            properties: {
+              name: { type: 'string', description: 'Name' },
+              id: { type: 'string', description: 'PitchBook person ID' },
+            },
+          },
+          investor2: {
+            type: 'object',
+            description: 'Second investor on the record',
+            nullable: true,
+            properties: {
+              id: { type: 'string', description: 'PitchBook person ID' },
+              name: { type: 'string', description: 'Name' },
+            },
+          },
+          investor3: {
+            type: 'object',
+            description: 'Third investor on the record',
+            nullable: true,
+            properties: {
+              id: { type: 'string', description: 'PitchBook person ID' },
+              name: { type: 'string', description: 'Name' },
+            },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/deal_updates.ts

@@ -0,0 +1,80 @@
+import type { PitchbookResponse, PitchbookUpdatesParams } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookDealUpdatesTool: ToolConfig<PitchbookUpdatesParams, PitchbookResponse> = {
+  id: 'pitchbook_deal_updates',
+  name: 'PitchBook Deal Updates',
+  description: 'Check which deal datasets changed in a window, so a sync only refetches what moved',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T.',
+    },
+    sinceDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange.',
+    },
+    trailingRange: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Report changes over the last N days. Use this or sinceDate.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      if (params.sinceDate) qs.set('sinceDate', params.sinceDate)
+      if (params.trailingRange !== undefined && params.trailingRange !== null) {
+        qs.set('trailingRange', String(params.trailingRange))
+      }
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/deals/${params.pbId.trim()}/updates${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch updates')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        updates: data.updates ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    updates: {
+      type: 'json',
+      description:
+        'Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object.',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/deal_valuation.ts

@@ -0,0 +1,109 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookDealValuationTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_deal_valuation',
+  name: 'PitchBook Deal Valuation',
+  description: 'Retrieve the pre-money and post-money valuation recorded for a deal',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook deal ID, e.g. 52721-65T. Deal IDs end in T and come from a deal search or a company deals lookup.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/deals/${params.pbId.trim()}/valuation`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch deal valuation')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        dealId: data.dealId ?? null,
+        dealNumber: data.dealNumber ?? null,
+        companyId: data.companyId ?? null,
+        companyName: data.companyName ?? null,
+        preValuation: data.preValuation ?? null,
+        postValuation: data.postValuation ?? null,
+        postValuationStatus: data.postValuationStatus ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    dealId: { type: 'string', description: 'PitchBook deal ID', nullable: true },
+    dealNumber: {
+      type: 'number',
+      description: 'Sequence of this deal in the company financing history',
+      nullable: true,
+    },
+    companyId: {
+      type: 'string',
+      description: 'PitchBook ID of the company in the deal',
+      nullable: true,
+    },
+    companyName: { type: 'string', description: 'Name of the company in the deal', nullable: true },
+    preValuation: {
+      type: 'object',
+      description: 'Pre-money valuation',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    postValuation: {
+      type: 'object',
+      description: 'Post-money valuation',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    postValuationStatus: {
+      type: 'string',
+      description: 'Whether the post-money valuation is actual or estimated',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/entity_affiliates.ts

@@ -0,0 +1,68 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookEntityAffiliatesTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> =
+  {
+    id: 'pitchbook_entity_affiliates',
+    name: 'PitchBook Entity Affiliates',
+    description: 'Retrieve the affiliated entities linked to an entity and how each is related',
+    version: '1.0.0',
+
+    params: {
+      apiKey: {
+        type: 'string',
+        required: true,
+        visibility: 'user-only',
+        description: 'PitchBook API key',
+      },
+      pbId: {
+        type: 'string',
+        required: true,
+        visibility: 'user-or-llm',
+        description:
+          'PitchBook entity ID of a company, investor, or service provider, e.g. 51261-67.',
+      },
+      currency: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+      },
+    },
+
+    request: {
+      url: (params) => `${PITCHBOOK_API_BASE}/entities/${params.pbId.trim()}/affiliates`,
+      method: 'GET',
+      headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+    },
+
+    transformResponse: async (response: Response) => {
+      await throwIfNotOk(response, 'Failed to fetch entity affiliates')
+      const data = await response.json()
+
+      return {
+        success: true,
+        output: {
+          affiliates: Array.isArray(data) ? data : [],
+        },
+      }
+    },
+
+    outputs: {
+      affiliates: {
+        type: 'array',
+        description: 'Entities affiliated with the given entity',
+        items: {
+          type: 'object',
+          properties: {
+            entityId: { type: 'string', description: 'PitchBook entity ID' },
+            affiliateId: { type: 'string', description: 'PitchBook ID of the affiliate' },
+            affiliateName: { type: 'string', description: 'Name of the affiliate' },
+            affiliateType: { type: 'string', description: 'Relationship to the affiliate' },
+          },
+        },
+      },
+    },
+  }

apps/sim/tools/pitchbook/entity_locations.ts

@@ -0,0 +1,102 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookEntityLocationsTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_entity_locations',
+  name: 'PitchBook Entity Locations',
+  description: 'Retrieve the headquarters and every alternate office on record for an entity',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook entity ID of a company, investor, or service provider, e.g. 51261-67.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/entities/${params.pbId.trim()}/locations`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch entity locations')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        entityId: data.entityId ?? null,
+        hqOffice: data.hqOffice ?? null,
+        alternateOffices: data.alternateOffices ?? [],
+        alternateOfficesCount: data.alternateOfficesCount ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    entityId: { type: 'string', description: 'PitchBook entity ID', nullable: true },
+    hqOffice: {
+      type: 'object',
+      description: 'Headquarters office',
+      properties: {
+        location: { type: 'string', description: 'Office label' },
+        addressLine1: { type: 'string', description: 'Address line 1' },
+        addressLine2: { type: 'json', description: 'Address line 2', nullable: true },
+        city: { type: 'string', description: 'City' },
+        stateProvince: { type: 'string', description: 'State or province' },
+        postCode: { type: 'string', description: 'Postal code' },
+        country: { type: 'string', description: 'Country' },
+        phone: { type: 'string', description: 'Phone number' },
+        fax: { type: 'json', description: 'Fax number', nullable: true },
+        email: { type: 'string', description: 'Email address' },
+        globalRegion: { type: 'string', description: 'Global region' },
+        globalSubRegion: { type: 'string', description: 'Global sub-region' },
+      },
+    },
+    alternateOffices: {
+      type: 'array',
+      description: 'Other offices on record',
+      items: {
+        type: 'object',
+        properties: {
+          location: { type: 'string', description: 'Office label' },
+          addressLine1: { type: 'string', description: 'Address line 1', nullable: true },
+          addressLine2: { type: 'string', description: 'Address line 2', nullable: true },
+          city: { type: 'string', description: 'City', nullable: true },
+          stateProvince: { type: 'string', description: 'State or province', nullable: true },
+          postCode: { type: 'string', description: 'Postal code', nullable: true },
+          country: { type: 'string', description: 'Country' },
+          phone: { type: 'json', description: 'Phone number', nullable: true },
+          fax: { type: 'json', description: 'Fax number', nullable: true },
+          email: { type: 'string', description: 'Email address' },
+          globalRegion: { type: 'string', description: 'Global region' },
+          globalSubRegion: { type: 'string', description: 'Global sub-region' },
+        },
+      },
+    },
+    alternateOfficesCount: {
+      type: 'number',
+      description: 'How many other offices are on record',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/entity_news.ts

@@ -0,0 +1,101 @@
+import type { PitchbookEntityNewsWindowParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookEntityNewsTool: ToolConfig<
+  PitchbookEntityNewsWindowParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_entity_news',
+  name: 'PitchBook Entity News',
+  description: 'Retrieve recent news articles PitchBook has associated with an entity',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook entity ID of a company, investor, or service provider, e.g. 51261-67.',
+    },
+    sinceDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Publication window, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange.',
+    },
+    trailingRange: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'How many days back to pull news for (e.g. 20)',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      if (params.sinceDate) qs.set('sinceDate', params.sinceDate.trim())
+      if (params.trailingRange !== undefined && params.trailingRange !== null) {
+        qs.set('trailingRange', String(params.trailingRange))
+      }
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/entities/${params.pbId.trim()}/news${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch entity news')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        news: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    news: {
+      type: 'array',
+      description: 'News articles associated with the entity, most recent first',
+      items: {
+        type: 'object',
+        properties: {
+          entityId: { type: 'string', description: 'PitchBook entity ID the article is about' },
+          title: { type: 'string', description: 'Article headline' },
+          byline: { type: 'string', description: 'Article summary or byline', nullable: true },
+          source: {
+            type: 'string',
+            description: 'Publication the article came from',
+            nullable: true,
+          },
+          publishDate: {
+            type: 'string',
+            description: 'Publication timestamp (ISO 8601)',
+            nullable: true,
+          },
+          url: { type: 'string', description: 'Link to the article', nullable: true },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/entity_people.ts

@@ -0,0 +1,131 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookEntityPeopleTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_entity_people',
+  name: 'PitchBook Entity People',
+  description:
+    'Retrieve the people at an entity: primary contact, current and former team, and current and former board members',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook entity ID of a company, investor, or service provider, e.g. 51261-67.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/entities/${params.pbId.trim()}/people`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch entity people')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        entityId: data.entityId ?? null,
+        primaryContact: data.primaryContact ?? null,
+        currentTeam: data.currentTeam ?? [],
+        formerTeam: data.formerTeam ?? [],
+        currentBoardMembersAndObservers: data.currentBoardMembersAndObservers ?? [],
+        formerBoardMembersAndObservers: data.formerBoardMembersAndObservers ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    entityId: { type: 'string', description: 'PitchBook entity ID', nullable: true },
+    primaryContact: {
+      type: 'object',
+      description: 'Primary contact at the entity',
+      nullable: true,
+      properties: {
+        personId: { type: 'string', description: 'PitchBook person ID', nullable: true },
+        fullName: { type: 'string', description: 'Full name', nullable: true },
+        title: { type: 'string', description: 'Job title', nullable: true },
+        phone: { type: 'string', description: 'Phone number', nullable: true },
+        fax: { type: 'string', description: 'Fax number', nullable: true },
+        email: { type: 'string', description: 'Email address', nullable: true },
+      },
+    },
+    currentTeam: {
+      type: 'array',
+      description: 'People currently working at the entity',
+      items: {
+        type: 'object',
+        properties: {
+          id: { type: 'string', description: 'PitchBook person ID' },
+          name: { type: 'string', description: 'Full name' },
+          title: { type: 'string', description: 'Job title', nullable: true },
+          positionStart: {
+            type: 'string',
+            description: 'Date the position started (YYYY-MM-DD)',
+            nullable: true,
+          },
+          infoAvailable: {
+            type: 'boolean',
+            description: 'Whether a full person profile is available for them',
+          },
+        },
+      },
+    },
+    formerTeam: {
+      type: 'array',
+      description: 'People who previously worked at the entity',
+      items: {
+        type: 'object',
+        properties: {
+          id: { type: 'string', description: 'PitchBook person ID' },
+          name: { type: 'string', description: 'Full name' },
+          title: { type: 'string', description: 'Job title', nullable: true },
+          positionStart: {
+            type: 'string',
+            description: 'Date the position started (YYYY-MM-DD)',
+            nullable: true,
+          },
+          positionFinish: {
+            type: 'string',
+            description: 'Date the position ended (YYYY-MM-DD)',
+            nullable: true,
+          },
+          infoAvailable: {
+            type: 'boolean',
+            description: 'Whether a full person profile is available for them',
+          },
+        },
+      },
+    },
+    currentBoardMembersAndObservers: {
+      type: 'array',
+      description: 'Current board members and observers',
+      items: { type: 'object' },
+    },
+    formerBoardMembersAndObservers: {
+      type: 'array',
+      description: 'Former board members and observers',
+      items: { type: 'object' },
+    },
+  },
+}

apps/sim/tools/pitchbook/entity_updates.ts

@@ -0,0 +1,82 @@
+import type { PitchbookResponse, PitchbookUpdatesParams } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookEntityUpdatesTool: ToolConfig<PitchbookUpdatesParams, PitchbookResponse> = {
+  id: 'pitchbook_entity_updates',
+  name: 'PitchBook Entity Updates',
+  description:
+    'Check which entity datasets changed in a window, so a sync only refetches what moved',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook entity ID of a company, investor, or service provider, e.g. 51261-67.',
+    },
+    sinceDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange.',
+    },
+    trailingRange: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Report changes over the last N days. Use this or sinceDate.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      if (params.sinceDate) qs.set('sinceDate', params.sinceDate)
+      if (params.trailingRange !== undefined && params.trailingRange !== null) {
+        qs.set('trailingRange', String(params.trailingRange))
+      }
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/entities/${params.pbId.trim()}/updates${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch updates')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        updates: data.updates ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    updates: {
+      type: 'json',
+      description:
+        'Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object.',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/fund_active_investments.ts

@@ -0,0 +1,73 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookFundActiveInvestmentsTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_fund_active_investments',
+  name: 'PitchBook Fund Active Investments',
+  description: 'Retrieve only the portfolio positions a fund still holds',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/funds/${params.pbId.trim()}/active-investments`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch fund active investments')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        activeInvestments: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    activeInvestments: {
+      type: 'array',
+      description: 'Portfolio positions the fund still holds',
+      items: {
+        type: 'object',
+        properties: {
+          fundId: { type: 'string', description: 'PitchBook fund ID' },
+          targetCompanyId: { type: 'string', description: 'PitchBook ID of the portfolio company' },
+          targetCompanyName: { type: 'string', description: 'Name of the portfolio company' },
+          targetCompanyInvestmentDate: {
+            type: 'string',
+            description: 'Date the position was opened (YYYY-MM-DD)',
+          },
+          investmentDealId: { type: 'string', description: 'PitchBook deal ID of the investment' },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/fund_benchmark.ts

@@ -0,0 +1,116 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookFundBenchmarkTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_fund_benchmark',
+  name: 'PitchBook Fund Benchmark',
+  description:
+    'Retrieve the peer benchmark for a fund: benchmark IRR, DPI, TVPI, RVPI, and the funds it is drawn from',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/funds/${params.pbId.trim()}/benchmark`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch fund benchmark')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        fundId: data.fundId ?? null,
+        fundName: data.fundName ?? null,
+        benchmarkFundType: data.benchmarkFundType ?? null,
+        benchmarkFundSize: data.benchmarkFundSize ?? null,
+        benchmarkFundLocation: data.benchmarkFundLocation ?? null,
+        benchmarkFundVintageYear: data.benchmarkFundVintageYear ?? null,
+        irrBenchmark: data.irrBenchmark ?? null,
+        dpiBenchmark: data.dpiBenchmark ?? null,
+        tvpiBenchmark: data.tvpiBenchmark ?? null,
+        rvpiBenchmark: data.rvpiBenchmark ?? null,
+        numberOfFundsInBenchmark: data.numberOfFundsInBenchmark ?? null,
+        benchmarkFunds: data.benchmarkFunds ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    fundId: { type: 'string', description: 'PitchBook fund ID', nullable: true },
+    fundName: { type: 'string', description: 'Fund name', nullable: true },
+    benchmarkFundType: {
+      type: 'object',
+      description: 'Fund type the benchmark is built from',
+      properties: {
+        code: { type: 'string', description: 'PitchBook code' },
+        description: { type: 'string', description: 'Human-readable label for the code' },
+      },
+    },
+    benchmarkFundSize: {
+      type: 'object',
+      description: 'Fund size bucket the benchmark is built from',
+      properties: {
+        code: { type: 'string', description: 'PitchBook code' },
+        description: { type: 'string', description: 'Human-readable label for the code' },
+      },
+    },
+    benchmarkFundLocation: {
+      type: 'object',
+      description: 'Location the benchmark is built from',
+      properties: {
+        code: { type: 'string', description: 'PitchBook code' },
+        description: { type: 'string', description: 'Human-readable label for the code' },
+      },
+    },
+    benchmarkFundVintageYear: {
+      type: 'number',
+      description: 'Vintage year the benchmark is built from',
+      nullable: true,
+    },
+    irrBenchmark: { type: 'number', description: 'Benchmark IRR', nullable: true },
+    dpiBenchmark: { type: 'number', description: 'Benchmark DPI', nullable: true },
+    tvpiBenchmark: { type: 'number', description: 'Benchmark TVPI', nullable: true },
+    rvpiBenchmark: { type: 'number', description: 'Benchmark RVPI', nullable: true },
+    numberOfFundsInBenchmark: {
+      type: 'number',
+      description: 'How many funds the benchmark is drawn from',
+      nullable: true,
+    },
+    benchmarkFunds: {
+      type: 'array',
+      description: 'Funds making up the benchmark',
+      items: {
+        type: 'object',
+        properties: {
+          fundId: { type: 'string', description: 'PitchBook fund ID' },
+          fundName: { type: 'string', description: 'Fund name' },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/fund_bio.ts

@@ -0,0 +1,168 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookFundBioTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_fund_bio',
+  name: 'PitchBook Fund Bio',
+  description:
+    'Retrieve the profile of a fund: managers, vintage, status, type, size, target, location, and team',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F and come from a fund search.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/funds/${params.pbId.trim()}/bio`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch fund bio')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        fundId: data.fundId ?? null,
+        name: data.name ?? null,
+        fundInvestors: data.fundInvestors ?? [],
+        vintage: data.vintage ?? null,
+        fundStatus: data.fundStatus ?? null,
+        fundType: data.fundType ?? null,
+        fundSize: data.fundSize ?? null,
+        location: data.location ?? null,
+        fundTeam: data.fundTeam ?? [],
+        openDate: data.openDate ?? null,
+        closeDate: data.closeDate ?? null,
+        fundTargetSize: data.fundTargetSize ?? null,
+        sbic: data.sbic ?? false,
+        returnsInfoAvailable: data.returnsInfoAvailable ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    fundId: { type: 'string', description: 'PitchBook fund ID', nullable: true },
+    name: { type: 'string', description: 'Fund name', nullable: true },
+    fundInvestors: {
+      type: 'array',
+      description: 'Managers of the fund, with where it sits in their fund series',
+      items: {
+        type: 'object',
+        properties: {
+          investorId: { type: 'string', description: 'PitchBook investor ID' },
+          investorName: { type: 'string', description: 'Investor name' },
+          fundNo: {
+            type: 'number',
+            description: 'Position in the manager fund series',
+            nullable: true,
+          },
+          firstFund: { type: 'boolean', description: 'Whether this is the manager first fund' },
+        },
+      },
+    },
+    vintage: { type: 'number', description: 'Vintage year of the fund', nullable: true },
+    fundStatus: {
+      type: 'string',
+      description: 'Whether the fund is open or closed',
+      nullable: true,
+    },
+    fundType: { type: 'string', description: 'Type of the fund', nullable: true },
+    fundSize: {
+      type: 'object',
+      description: 'Capital raised by the fund',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    location: {
+      type: 'object',
+      description: 'Office the fund is run from',
+      nullable: true,
+      properties: {
+        location: { type: 'string', description: 'Office label', nullable: true },
+        addressLine1: { type: 'string', description: 'Address line 1', nullable: true },
+        addressLine2: { type: 'string', description: 'Address line 2', nullable: true },
+        city: { type: 'string', description: 'City', nullable: true },
+        stateProvince: { type: 'string', description: 'State or province', nullable: true },
+        postCode: { type: 'string', description: 'Postal code', nullable: true },
+        country: { type: 'string', description: 'Country', nullable: true },
+        phone: { type: 'string', description: 'Phone number', nullable: true },
+        fax: { type: 'string', description: 'Fax number', nullable: true },
+        email: { type: 'string', description: 'Email address', nullable: true },
+        globalRegion: { type: 'string', description: 'Global region', nullable: true },
+        globalSubRegion: { type: 'string', description: 'Global sub-region', nullable: true },
+      },
+    },
+    fundTeam: {
+      type: 'array',
+      description: 'People on the fund team',
+      items: {
+        type: 'object',
+        properties: {
+          personId: { type: 'string', description: 'PitchBook person ID' },
+          personFullName: { type: 'string', description: 'Full name of the person' },
+        },
+      },
+    },
+    openDate: { type: 'string', description: 'Date the fund opened (YYYY-MM-DD)', nullable: true },
+    closeDate: { type: 'string', description: 'Date the fund closed (YYYY-MM-DD)', nullable: true },
+    fundTargetSize: {
+      type: 'object',
+      description: 'Target raise for the fund, as a min and max monetary value',
+      nullable: true,
+      properties: {
+        min: {
+          type: 'json',
+          description: 'Minimum, as a PitchBook monetary value',
+          nullable: true,
+        },
+        max: {
+          type: 'json',
+          description: 'Maximum, as a PitchBook monetary value',
+          nullable: true,
+        },
+      },
+    },
+    sbic: {
+      type: 'boolean',
+      description: 'Whether the fund is a Small Business Investment Company',
+    },
+    returnsInfoAvailable: {
+      type: 'array',
+      description: 'Which returns datasets are available for the fund',
+      items: { type: 'object' },
+    },
+  },
+}

apps/sim/tools/pitchbook/fund_cash_flows.ts

@@ -0,0 +1,166 @@
+import type { PitchbookFundCashFlowsParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookFundCashFlowsTool: ToolConfig<
+  PitchbookFundCashFlowsParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_fund_cash_flows',
+  name: 'PitchBook Fund Cash Flows',
+  description:
+    'Retrieve contributed, distributed, and remaining value for a fund as of a specific quarter',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F.',
+    },
+    period: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'Reporting quarter to fetch, formatted as quarter then year, e.g. 4Q2018',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      `${PITCHBOOK_API_BASE}/funds/${params.pbId.trim()}/cashflows/${params.period.trim()}`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch fund cash flows')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        fundId: data.fundId ?? null,
+        fundName: data.fundName ?? null,
+        asOfQuarter: data.asOfQuarter ?? null,
+        asOfYear: data.asOfYear ?? null,
+        contributed: data.contributed ?? null,
+        percentCalledDown: data.percentCalledDown ?? null,
+        dryPowder: data.dryPowder ?? null,
+        percentDryPowder: data.percentDryPowder ?? null,
+        distributed: data.distributed ?? null,
+        remainingValue: data.remainingValue ?? null,
+        distributedRemaining: data.distributedRemaining ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    fundId: { type: 'string', description: 'PitchBook fund ID', nullable: true },
+    fundName: { type: 'string', description: 'Fund name', nullable: true },
+    asOfQuarter: {
+      type: 'number',
+      description: 'Quarter the figures are reported as of',
+      nullable: true,
+    },
+    asOfYear: {
+      type: 'number',
+      description: 'Year the figures are reported as of',
+      nullable: true,
+    },
+    contributed: {
+      type: 'object',
+      description: 'Capital contributed by limited partners',
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency' },
+        currency: { type: 'string', description: 'Currency of amount' },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    percentCalledDown: {
+      type: 'number',
+      description: 'Percentage of committed capital called down',
+      nullable: true,
+    },
+    dryPowder: {
+      type: 'object',
+      description: 'Uncalled capital available to deploy',
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency' },
+        currency: { type: 'string', description: 'Currency of amount' },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    percentDryPowder: {
+      type: 'number',
+      description: 'Percentage of committed capital still uncalled',
+      nullable: true,
+    },
+    distributed: {
+      type: 'object',
+      description: 'Capital distributed back to limited partners',
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency' },
+        currency: { type: 'string', description: 'Currency of amount' },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    remainingValue: {
+      type: 'object',
+      description: 'Remaining value held in the fund',
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency' },
+        currency: { type: 'string', description: 'Currency of amount' },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    distributedRemaining: {
+      type: 'object',
+      description: 'Distributed plus remaining value',
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency' },
+        currency: { type: 'string', description: 'Currency of amount' },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/fund_commitments.ts

@@ -0,0 +1,87 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookFundCommitmentsTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_fund_commitments',
+  name: 'PitchBook Fund Commitments',
+  description:
+    'Retrieve the limited partners committed to a fund, with commitment date, size, status, and type',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F and come from a fund search.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/funds/${params.pbId.trim()}/commitments`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch fund commitments')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        commitments: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    commitments: {
+      type: 'array',
+      description: 'Limited partner commitments to the fund',
+      items: {
+        type: 'object',
+        properties: {
+          fundId: { type: 'string', description: 'PitchBook fund ID' },
+          limitedPartnerId: { type: 'string', description: 'PitchBook limited partner ID' },
+          limitedPartnerName: { type: 'string', description: 'Limited partner name' },
+          commitmentDate: {
+            type: 'string',
+            description: 'Date of the commitment (YYYY-MM-DD)',
+            nullable: true,
+          },
+          commitmentSize: {
+            type: 'json',
+            description: 'Size of the commitment, as a PitchBook monetary value',
+            nullable: true,
+          },
+          commitmentStatus: {
+            type: 'json',
+            description: 'Status of the commitment, as a code and description pair',
+            nullable: true,
+          },
+          commitmentType: {
+            type: 'json',
+            description: 'Type of the commitment, as a code and description pair',
+            nullable: true,
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/fund_investment_preferences.ts

@@ -0,0 +1,197 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookFundInvestmentPreferencesTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_fund_investment_preferences',
+  name: 'PitchBook Fund Investment Preferences',
+  description:
+    'Retrieve what a fund targets: check size, valuation, geography, industry, vertical, and deal type preferences',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/funds/${params.pbId.trim()}/investment-preferences`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch fund investment preferences')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        fundId: data.fundId ?? null,
+        preferredInvestmentAmount: data.preferredInvestmentAmount ?? null,
+        preferredDealSize: data.preferredDealSize ?? null,
+        preferredCompanyValuation: data.preferredCompanyValuation ?? null,
+        preferredEbitda: data.preferredEbitda ?? null,
+        preferredEbit: data.preferredEbit ?? null,
+        preferredRevenue: data.preferredRevenue ?? null,
+        preferredInvestmentHorizon: data.preferredInvestmentHorizon ?? null,
+        geographicalPreferences: data.geographicalPreferences ?? [],
+        otherInvestmentPreferences: data.otherInvestmentPreferences ?? [],
+        preferredIndustry: data.preferredIndustry ?? [],
+        preferredDealTypes: data.preferredDealTypes ?? [],
+        preferredVerticals: data.preferredVerticals ?? [],
+        assetPreferences: data.assetPreferences ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    fundId: { type: 'string', description: 'PitchBook fund ID', nullable: true },
+    preferredInvestmentAmount: {
+      type: 'json',
+      description: 'Preferred check size',
+      nullable: true,
+    },
+    preferredDealSize: { type: 'json', description: 'Preferred deal size', nullable: true },
+    preferredCompanyValuation: {
+      type: 'json',
+      description: 'Preferred company valuation',
+      nullable: true,
+    },
+    preferredEbitda: { type: 'json', description: 'Preferred EBITDA', nullable: true },
+    preferredEbit: { type: 'json', description: 'Preferred EBIT', nullable: true },
+    preferredRevenue: { type: 'json', description: 'Preferred revenue', nullable: true },
+    preferredInvestmentHorizon: {
+      type: 'json',
+      description: 'Preferred holding period in years',
+      nullable: true,
+    },
+    geographicalPreferences: {
+      type: 'array',
+      description: 'Regions targeted',
+      items: {
+        type: 'object',
+        properties: {
+          regionGroup: {
+            type: 'object',
+            description: 'Broad region as a code and description pair',
+            properties: {
+              code: { type: 'string', description: 'PitchBook code' },
+              description: { type: 'string', description: 'Human-readable label for the code' },
+            },
+          },
+          regionSegment: {
+            type: 'object',
+            description: 'Region segment as a code and description pair',
+            properties: {
+              code: { type: 'string', description: 'PitchBook code' },
+              description: { type: 'string', description: 'Human-readable label for the code' },
+            },
+          },
+          regionCode: {
+            type: 'object',
+            description: 'Country as a code and description pair',
+            properties: {
+              code: { type: 'string', description: 'PitchBook code' },
+              description: { type: 'string', description: 'Human-readable label for the code' },
+            },
+          },
+          regionState: {
+            type: 'json',
+            description: 'State or province as a code and description pair',
+            nullable: true,
+          },
+        },
+      },
+    },
+    otherInvestmentPreferences: {
+      type: 'array',
+      description: 'Other stated preferences',
+      items: {
+        type: 'object',
+        properties: {
+          code: { type: 'string', description: 'PitchBook code' },
+          description: { type: 'string', description: 'Human-readable label for the code' },
+        },
+      },
+    },
+    preferredIndustry: {
+      type: 'array',
+      description: 'Industries targeted',
+      items: {
+        type: 'object',
+        properties: {
+          industryCode: {
+            type: 'json',
+            description: 'Most specific industry classification',
+            nullable: true,
+          },
+          industrySector: {
+            type: 'object',
+            description: 'Top-level sector',
+            properties: {
+              description: { type: 'string', description: 'Human-readable label for the code' },
+              code: { type: 'string', description: 'PitchBook code' },
+            },
+          },
+          industryGroup: {
+            type: 'object',
+            description: 'Industry group within the sector',
+            properties: {
+              description: { type: 'string', description: 'Human-readable label for the code' },
+              code: { type: 'string', description: 'PitchBook code' },
+            },
+          },
+          primary: { type: 'boolean', description: 'Whether this is the primary entry' },
+        },
+      },
+    },
+    preferredDealTypes: {
+      type: 'array',
+      description: 'Deal types targeted',
+      items: {
+        type: 'object',
+        properties: {
+          code: { type: 'string', description: 'PitchBook code' },
+          description: { type: 'string', description: 'Human-readable label for the code' },
+        },
+      },
+    },
+    preferredVerticals: {
+      type: 'array',
+      description: 'Verticals targeted',
+      items: {
+        type: 'object',
+        properties: {
+          code: { type: 'string', description: 'PitchBook code' },
+          description: { type: 'string', description: 'Human-readable label for the code' },
+        },
+      },
+    },
+    assetPreferences: {
+      type: 'array',
+      description: 'Asset classes and subcategories targeted',
+      items: { type: 'json' },
+    },
+  },
+}

apps/sim/tools/pitchbook/fund_investments.ts

@@ -0,0 +1,88 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookFundInvestmentsTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_fund_investments',
+  name: 'PitchBook Fund Investments',
+  description:
+    'Retrieve every investment a fund has made, active and exited, with the deals that opened and closed each position',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/funds/${params.pbId.trim()}/investments`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch fund investments')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        fundId: data.fundId ?? null,
+        fundName: data.fundName ?? null,
+        investments: data.investments ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    fundId: { type: 'string', description: 'PitchBook fund ID', nullable: true },
+    fundName: { type: 'string', description: 'Fund name', nullable: true },
+    investments: {
+      type: 'array',
+      description: 'Investments held',
+      items: {
+        type: 'object',
+        properties: {
+          targetCompanyId: { type: 'string', description: 'PitchBook ID of the portfolio company' },
+          targetCompanyName: { type: 'string', description: 'Name of the portfolio company' },
+          investmentStatus: {
+            type: 'string',
+            description: 'Whether the position is active or exited',
+          },
+          targetCompanyInvestmentDate: {
+            type: 'string',
+            description: 'Date the position was opened (YYYY-MM-DD)',
+          },
+          investmentDealId: { type: 'string', description: 'PitchBook deal ID of the investment' },
+          targetCompanyExitDate: {
+            type: 'string',
+            description: 'Date the position was exited (YYYY-MM-DD)',
+            nullable: true,
+          },
+          exitDealId: {
+            type: 'string',
+            description: 'PitchBook deal ID of the exit',
+            nullable: true,
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/fund_performance.ts

@@ -0,0 +1,96 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookFundPerformanceTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_fund_performance',
+  name: 'PitchBook Fund Performance',
+  description:
+    'Retrieve the most recent reported returns for a fund: IRR, DPI, RVPI, TVPI, NAV, and benchmark quartile',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F and come from a fund search.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/funds/${params.pbId.trim()}/performance`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch fund performance')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        fundId: data.fundId ?? null,
+        fundName: data.fundName ?? null,
+        asOfQuarter: data.asOfQuarter ?? null,
+        asOfYear: data.asOfYear ?? null,
+        irr: data.irr ?? null,
+        dpi: data.dpi ?? null,
+        rvpi: data.rvpi ?? null,
+        tvpi: data.tvpi ?? null,
+        nav: data.nav ?? null,
+        quartile: data.quartile ?? null,
+        numberOfFundsInBenchmark: data.numberOfFundsInBenchmark ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    fundId: { type: 'string', description: 'PitchBook fund ID', nullable: true },
+    fundName: { type: 'string', description: 'Fund name', nullable: true },
+    asOfQuarter: {
+      type: 'number',
+      description: 'Quarter the figures are reported as of',
+      nullable: true,
+    },
+    asOfYear: {
+      type: 'number',
+      description: 'Year the figures are reported as of',
+      nullable: true,
+    },
+    irr: {
+      type: 'number',
+      description: 'Internal rate of return, as a percentage',
+      nullable: true,
+    },
+    dpi: { type: 'number', description: 'Distributions to paid-in multiple', nullable: true },
+    rvpi: { type: 'number', description: 'Residual value to paid-in multiple', nullable: true },
+    tvpi: { type: 'number', description: 'Total value to paid-in multiple', nullable: true },
+    nav: { type: 'number', description: 'Net asset value', nullable: true },
+    quartile: {
+      type: 'number',
+      description: 'Benchmark quartile the fund falls in, 1 being the best',
+      nullable: true,
+    },
+    numberOfFundsInBenchmark: {
+      type: 'number',
+      description: 'How many funds the benchmark is drawn from',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/fund_search.ts

@@ -0,0 +1,218 @@
+import type { PitchbookFundSearchParams, PitchbookSearchResponse } from '@/tools/pitchbook/types'
+import {
+  buildSearchQuery,
+  mapStats,
+  PITCHBOOK_API_BASE,
+  pitchbookAuthHeaders,
+  throwIfNotOk,
+} from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookFundSearchTool: ToolConfig<
+  PitchbookFundSearchParams,
+  PitchbookSearchResponse
+> = {
+  id: 'pitchbook_fund_search',
+  name: 'PitchBook Fund Search',
+  description: 'Search PitchBook for funds by manager, type, size, vintage, and performance',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    fundNames: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated fund names or PitchBook fund IDs',
+    },
+    investorNames: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated names or PitchBook IDs of the fund managers',
+    },
+    fundType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook fund type code',
+    },
+    fundSize: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Fund size in millions. Use >500, <500, or 1^5000 for a range',
+    },
+    dryPowder: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Dry powder in millions. Use >500, <500, or 1^500 for a range',
+    },
+    vintage: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Vintage year. Use >2015, <2015, or 2015^2020 for a range',
+    },
+    city: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'City the fund is located in',
+    },
+    country: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Country the fund is located in (e.g. USA)',
+    },
+    irr: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Internal rate of return as a percentage. Use >20, <20, or 10^20 for a range',
+    },
+    tvpi: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Total value to paid-in multiple. Use >2, <2, or 1^2 for a range',
+    },
+    dpi: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Distributions to paid-in multiple. Use >1, <1, or 1^2 for a range',
+    },
+    industryPreferences: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Preferred industry codes the fund targets',
+    },
+    geographicalPreferences: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Preferred geography codes the fund targets',
+    },
+    filterCurrency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code the monetary filters on this search are expressed in, e.g. setting EUR means dealSize is read as millions of euros. Distinct from `currency`, which converts the values PitchBook returns.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+    page: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Page of results to return, starting at 1',
+    },
+    perPage: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'How many results to return per page',
+    },
+    additionalFilters: {
+      type: 'json',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Any other documented search filter, as a JSON object of query parameter names to values (e.g. {"emergingSpaces": "AGTECH"}). A dedicated field always wins over the same key set here.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const query = buildSearchQuery(
+        {
+          fundNames: params.fundNames,
+          investorNames: params.investorNames,
+          fundType: params.fundType,
+          fundSize: params.fundSize,
+          dryPowder: params.dryPowder,
+          vintage: params.vintage,
+          city: params.city,
+          country: params.country,
+          irr: params.irr,
+          tvpi: params.tvpi,
+          dpi: params.dpi,
+          industryPreferences: params.industryPreferences,
+          geographicalPreferences: params.geographicalPreferences,
+          currency: params.filterCurrency,
+        },
+        {
+          page: params.page,
+          perPage: params.perPage,
+          additionalFilters: params.additionalFilters,
+        }
+      )
+      return `${PITCHBOOK_API_BASE}/funds/search${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to search funds')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        stats: mapStats(data.stats),
+        items: data.items ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    stats: {
+      type: 'object',
+      description: 'Paging envelope for the result set',
+      properties: {
+        total: { type: 'number', description: 'Total number of matching results' },
+        perPage: { type: 'number', description: 'Results returned per page' },
+        page: { type: 'number', description: 'Current page number' },
+        lastPage: { type: 'number', description: 'Number of the last available page' },
+      },
+    },
+    items: {
+      type: 'array',
+      description: 'Funds matching the search criteria',
+      items: {
+        type: 'object',
+        properties: {
+          fundId: { type: 'string', description: 'PitchBook fund ID' },
+          fundName: { type: 'string', description: 'Fund name' },
+          investors: {
+            type: 'array',
+            description: 'Managers of the fund',
+            items: {
+              type: 'object',
+              properties: {
+                investorId: { type: 'string', description: 'PitchBook investor ID' },
+                investorName: { type: 'string', description: 'Investor name' },
+              },
+            },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/fund_team.ts

@@ -0,0 +1,100 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookFundTeamTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_fund_team',
+  name: 'PitchBook Fund Team',
+  description: 'Retrieve the active and former people on a fund team',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/funds/${params.pbId.trim()}/team`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch fund team')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        fundId: data.fundId ?? null,
+        investorIds: data.investorIds ?? [],
+        countActiveTeam: data.countActiveTeam ?? null,
+        active: data.active ?? [],
+        former: data.former ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    fundId: { type: 'string', description: 'PitchBook fund ID', nullable: true },
+    investorIds: {
+      type: 'array',
+      description: 'PitchBook IDs of the fund managers',
+      items: { type: 'string' },
+    },
+    countActiveTeam: {
+      type: 'number',
+      description: 'Number of active team members',
+      nullable: true,
+    },
+    active: {
+      type: 'array',
+      description: 'Active team members',
+      items: {
+        type: 'object',
+        properties: {
+          id: { type: 'string', description: 'PitchBook person ID' },
+          name: { type: 'string', description: 'Name' },
+          title: { type: 'string', description: 'Title' },
+          infoAvailable: {
+            type: 'boolean',
+            description: 'Whether a full PitchBook profile is available',
+          },
+        },
+      },
+    },
+    former: {
+      type: 'array',
+      description: 'Former team members',
+      items: {
+        type: 'object',
+        properties: {
+          id: { type: 'string', description: 'PitchBook person ID' },
+          name: { type: 'string', description: 'Name' },
+          title: { type: 'string', description: 'Title' },
+          infoAvailable: {
+            type: 'boolean',
+            description: 'Whether a full PitchBook profile is available',
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/fund_updates.ts

@@ -0,0 +1,80 @@
+import type { PitchbookResponse, PitchbookUpdatesParams } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookFundUpdatesTool: ToolConfig<PitchbookUpdatesParams, PitchbookResponse> = {
+  id: 'pitchbook_fund_updates',
+  name: 'PitchBook Fund Updates',
+  description: 'Check which fund datasets changed in a window, so a sync only refetches what moved',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook fund ID, e.g. 11373-13F. Fund IDs end in F.',
+    },
+    sinceDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange.',
+    },
+    trailingRange: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Report changes over the last N days. Use this or sinceDate.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      if (params.sinceDate) qs.set('sinceDate', params.sinceDate)
+      if (params.trailingRange !== undefined && params.trailingRange !== null) {
+        qs.set('trailingRange', String(params.trailingRange))
+      }
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/funds/${params.pbId.trim()}/updates${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch updates')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        updates: data.updates ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    updates: {
+      type: 'json',
+      description:
+        'Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object.',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/index.ts

@@ -0,0 +1,92 @@
+export { pitchbookCompanyActiveInvestorsTool } from '@/tools/pitchbook/company_active_investors'
+export { pitchbookCompanyBioTool } from '@/tools/pitchbook/company_bio'
+export { pitchbookCompanyDealServiceProvidersTool } from '@/tools/pitchbook/company_deal_service_providers'
+export { pitchbookCompanyDealsTool } from '@/tools/pitchbook/company_deals'
+export { pitchbookCompanyFinancialsTool } from '@/tools/pitchbook/company_financials'
+export { pitchbookCompanyGeneralServiceProvidersTool } from '@/tools/pitchbook/company_general_service_providers'
+export { pitchbookCompanyIndustriesTool } from '@/tools/pitchbook/company_industries'
+export { pitchbookCompanyInvestorsTool } from '@/tools/pitchbook/company_investors'
+export { pitchbookCompanyMostRecentDebtFinancingTool } from '@/tools/pitchbook/company_most_recent_debt_financing'
+export { pitchbookCompanyMostRecentFinancialsTool } from '@/tools/pitchbook/company_most_recent_financials'
+export { pitchbookCompanyMostRecentFinancingTool } from '@/tools/pitchbook/company_most_recent_financing'
+export { pitchbookCompanySearchTool } from '@/tools/pitchbook/company_search'
+export { pitchbookCompanySimilarCompaniesTool } from '@/tools/pitchbook/company_similar_companies'
+export { pitchbookCompanySocialAnalyticsTool } from '@/tools/pitchbook/company_social_analytics'
+export { pitchbookCompanyUpdatesTool } from '@/tools/pitchbook/company_updates'
+export { pitchbookCompanyVcExitPredictionsTool } from '@/tools/pitchbook/company_vc_exit_predictions'
+export { pitchbookContractsHistoryTool } from '@/tools/pitchbook/contracts_history'
+export { pitchbookCostOfCallsTool } from '@/tools/pitchbook/cost_of_calls'
+export { pitchbookCreditHistoryTool } from '@/tools/pitchbook/credit_history'
+export { pitchbookCreditNewsTool } from '@/tools/pitchbook/credit_news'
+export { pitchbookCreditNewsBulkTool } from '@/tools/pitchbook/credit_news_bulk'
+export { pitchbookCreditNewsMostRecentTool } from '@/tools/pitchbook/credit_news_most_recent'
+export { pitchbookCreditNewsSearchTool } from '@/tools/pitchbook/credit_news_search'
+export { pitchbookDealBioTool } from '@/tools/pitchbook/deal_bio'
+export { pitchbookDealCapTableHistoryTool } from '@/tools/pitchbook/deal_cap_table_history'
+export { pitchbookDealDebtLendersTool } from '@/tools/pitchbook/deal_debt_lenders'
+export { pitchbookDealDetailedTool } from '@/tools/pitchbook/deal_detailed'
+export { pitchbookDealInvestorsTool } from '@/tools/pitchbook/deal_investors'
+export { pitchbookDealMultiplesTool } from '@/tools/pitchbook/deal_multiples'
+export { pitchbookDealSearchTool } from '@/tools/pitchbook/deal_search'
+export { pitchbookDealServiceProvidersTool } from '@/tools/pitchbook/deal_service_providers'
+export { pitchbookDealStockInfoTool } from '@/tools/pitchbook/deal_stock_info'
+export { pitchbookDealTrancheInfoTool } from '@/tools/pitchbook/deal_tranche_info'
+export { pitchbookDealUpdatesTool } from '@/tools/pitchbook/deal_updates'
+export { pitchbookDealValuationTool } from '@/tools/pitchbook/deal_valuation'
+export { pitchbookEntityAffiliatesTool } from '@/tools/pitchbook/entity_affiliates'
+export { pitchbookEntityLocationsTool } from '@/tools/pitchbook/entity_locations'
+export { pitchbookEntityNewsTool } from '@/tools/pitchbook/entity_news'
+export { pitchbookEntityPeopleTool } from '@/tools/pitchbook/entity_people'
+export { pitchbookEntityUpdatesTool } from '@/tools/pitchbook/entity_updates'
+export { pitchbookFundActiveInvestmentsTool } from '@/tools/pitchbook/fund_active_investments'
+export { pitchbookFundBenchmarkTool } from '@/tools/pitchbook/fund_benchmark'
+export { pitchbookFundBioTool } from '@/tools/pitchbook/fund_bio'
+export { pitchbookFundCashFlowsTool } from '@/tools/pitchbook/fund_cash_flows'
+export { pitchbookFundCommitmentsTool } from '@/tools/pitchbook/fund_commitments'
+export { pitchbookFundInvestmentPreferencesTool } from '@/tools/pitchbook/fund_investment_preferences'
+export { pitchbookFundInvestmentsTool } from '@/tools/pitchbook/fund_investments'
+export { pitchbookFundPerformanceTool } from '@/tools/pitchbook/fund_performance'
+export { pitchbookFundSearchTool } from '@/tools/pitchbook/fund_search'
+export { pitchbookFundTeamTool } from '@/tools/pitchbook/fund_team'
+export { pitchbookFundUpdatesTool } from '@/tools/pitchbook/fund_updates'
+export { pitchbookInvestorActiveInvestmentsTool } from '@/tools/pitchbook/investor_active_investments'
+export { pitchbookInvestorBioTool } from '@/tools/pitchbook/investor_bio'
+export { pitchbookInvestorBoardSeatsTool } from '@/tools/pitchbook/investor_board_seats'
+export { pitchbookInvestorDealServiceProvidersTool } from '@/tools/pitchbook/investor_deal_service_providers'
+export { pitchbookInvestorFundsTool } from '@/tools/pitchbook/investor_funds'
+export { pitchbookInvestorGeneralServiceProvidersTool } from '@/tools/pitchbook/investor_general_service_providers'
+export { pitchbookInvestorInvestmentsTool } from '@/tools/pitchbook/investor_investments'
+export { pitchbookInvestorLastClosedFundTool } from '@/tools/pitchbook/investor_last_closed_fund'
+export { pitchbookInvestorPreferencesTool } from '@/tools/pitchbook/investor_preferences'
+export { pitchbookInvestorSearchTool } from '@/tools/pitchbook/investor_search'
+export { pitchbookInvestorUpdatesTool } from '@/tools/pitchbook/investor_updates'
+export { pitchbookLimitedPartnerActualAllocationsTool } from '@/tools/pitchbook/limited_partner_actual_allocations'
+export { pitchbookLimitedPartnerBioTool } from '@/tools/pitchbook/limited_partner_bio'
+export { pitchbookLimitedPartnerCommitmentAggregatesTool } from '@/tools/pitchbook/limited_partner_commitment_aggregates'
+export { pitchbookLimitedPartnerCommitmentPreferencesTool } from '@/tools/pitchbook/limited_partner_commitment_preferences'
+export { pitchbookLimitedPartnerCommitmentsDetailedTool } from '@/tools/pitchbook/limited_partner_commitments_detailed'
+export { pitchbookLimitedPartnerSearchTool } from '@/tools/pitchbook/limited_partner_search'
+export { pitchbookLimitedPartnerServiceProvidersTool } from '@/tools/pitchbook/limited_partner_service_providers'
+export { pitchbookLimitedPartnerTargetAllocationsTool } from '@/tools/pitchbook/limited_partner_target_allocations'
+export { pitchbookLimitedPartnerUpdatesTool } from '@/tools/pitchbook/limited_partner_updates'
+export { pitchbookLookupTableStructureTool } from '@/tools/pitchbook/lookup_table_structure'
+export { pitchbookLookupTablesTool } from '@/tools/pitchbook/lookup_tables'
+export { pitchbookPatentDetailedTool } from '@/tools/pitchbook/patent_detailed'
+export { pitchbookPatentSearchTool } from '@/tools/pitchbook/patent_search'
+export { pitchbookPeopleSearchTool } from '@/tools/pitchbook/people_search'
+export { pitchbookPersonBioTool } from '@/tools/pitchbook/person_bio'
+export { pitchbookPersonContactTool } from '@/tools/pitchbook/person_contact'
+export { pitchbookPersonEducationWorkTool } from '@/tools/pitchbook/person_education_work'
+export { pitchbookSandboxEntitiesTool } from '@/tools/pitchbook/sandbox_entities'
+export { pitchbookSearchTool } from '@/tools/pitchbook/search'
+export { pitchbookServiceProviderBioTool } from '@/tools/pitchbook/service_provider_bio'
+export { pitchbookServiceProviderSearchTool } from '@/tools/pitchbook/service_provider_search'
+export { pitchbookServiceProviderUpdatesTool } from '@/tools/pitchbook/service_provider_updates'
+export { pitchbookServicedCompaniesTool } from '@/tools/pitchbook/serviced_companies'
+export { pitchbookServicedDealsTool } from '@/tools/pitchbook/serviced_deals'
+export { pitchbookServicedFundsTool } from '@/tools/pitchbook/serviced_funds'
+export { pitchbookServicedInvestorsTool } from '@/tools/pitchbook/serviced_investors'
+export { pitchbookServicedLimitedPartnersTool } from '@/tools/pitchbook/serviced_limited_partners'
+export { pitchbookSharedSearchTool } from '@/tools/pitchbook/shared_search'
+export type * from '@/tools/pitchbook/types'
+export { pitchbookUsageReportTool } from '@/tools/pitchbook/usage_report'

apps/sim/tools/pitchbook/investor_active_investments.ts

@@ -0,0 +1,77 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookInvestorActiveInvestmentsTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_investor_active_investments',
+  name: 'PitchBook Investor Active Investments',
+  description: 'Retrieve only the positions an investor still holds',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook investor ID, e.g. 58781-35.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/investors/${params.pbId.trim()}/active-investments`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch investor active investments')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        activeInvestments: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    activeInvestments: {
+      type: 'array',
+      description: 'Positions the investor still holds',
+      items: {
+        type: 'object',
+        properties: {
+          investorId: { type: 'string', description: 'PitchBook investor ID' },
+          companyId: { type: 'string', description: 'PitchBook company ID' },
+          companyName: { type: 'string', description: 'Company name' },
+          investorSince: {
+            type: 'string',
+            description: 'Date the investor first invested (YYYY-MM-DD)',
+          },
+          investmentDealId: { type: 'string', description: 'PitchBook deal ID of the investment' },
+          investmentDate: {
+            type: 'string',
+            description: 'Date the position was opened (YYYY-MM-DD)',
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/investor_bio.ts

@@ -0,0 +1,172 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookInvestorBioTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_investor_bio',
+  name: 'PitchBook Investor Bio',
+  description:
+    'Retrieve the core profile of an investor: names, description, HQ, type, AUM, dry powder, and headcount',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook investor ID, e.g. 58781-35. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/investors/${params.pbId.trim()}/bio`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch investor bio')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        investorId: data.investorId ?? null,
+        investorName: data.investorName ?? null,
+        hqLocation: data.hqLocation ?? null,
+        description: data.description ?? null,
+        investorStatus: data.investorStatus ?? null,
+        assetsUnderManagement: data.assetsUnderManagement ?? null,
+        dryPowder: data.dryPowder ?? null,
+        yearFounded: data.yearFounded ?? null,
+        website: data.website ?? null,
+        countInvestmentProfessionals: data.countInvestmentProfessionals ?? null,
+        investorType: data.investorType ?? [],
+        tradeAssociations: data.tradeAssociations ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    investorId: { type: 'string', description: 'PitchBook investor ID', nullable: true },
+    investorName: {
+      type: 'object',
+      description: 'The names the investor is known by',
+      properties: {
+        formalName: { type: 'string', description: 'Formal name', nullable: true },
+        alsoKnownAs: { type: 'string', description: 'Also-known-as name', nullable: true },
+        legalName: { type: 'string', description: 'Registered legal name', nullable: true },
+        formerlyKnownAs: { type: 'string', description: 'Previous name', nullable: true },
+      },
+    },
+    hqLocation: {
+      type: 'object',
+      description: 'Headquarters location',
+      nullable: true,
+      properties: {
+        city: { type: 'string', description: 'City', nullable: true },
+        stateProvince: { type: 'string', description: 'State or province', nullable: true },
+        postCode: { type: 'string', description: 'Postal code', nullable: true },
+        country: { type: 'string', description: 'Country', nullable: true },
+      },
+    },
+    description: {
+      type: 'object',
+      description: 'Investor description in brief and full form',
+      nullable: true,
+      properties: {
+        brief: { type: 'string', description: 'Short description', nullable: true },
+        full: { type: 'string', description: 'Full description', nullable: true },
+      },
+    },
+    investorStatus: {
+      type: 'object',
+      description: 'Whether the investor is actively investing',
+      nullable: true,
+      properties: {
+        code: { type: 'string', description: 'PitchBook code', nullable: true },
+        description: {
+          type: 'string',
+          description: 'Human-readable label for the code',
+          nullable: true,
+        },
+      },
+    },
+    investorType: {
+      type: 'array',
+      description: 'Types the investor is classified as, one flagged primary',
+      items: {
+        type: 'object',
+        properties: {
+          type: {
+            type: 'object',
+            description: 'Investor type',
+            properties: {
+              code: { type: 'string', description: 'Investor type code' },
+              description: { type: 'string', description: 'Investor type label' },
+            },
+          },
+          primary: { type: 'boolean', description: 'Whether this is the primary type' },
+        },
+      },
+    },
+    assetsUnderManagement: {
+      type: 'object',
+      description: 'Assets under management',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    dryPowder: {
+      type: 'object',
+      description: 'Uncalled capital available to deploy',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    yearFounded: { type: 'number', description: 'Year the investor was founded', nullable: true },
+    website: { type: 'string', description: 'Investor website', nullable: true },
+    countInvestmentProfessionals: {
+      type: 'number',
+      description: 'Number of investment professionals on staff',
+      nullable: true,
+    },
+    tradeAssociations: {
+      type: 'array',
+      description: 'Trade associations the investor belongs to',
+      items: { type: 'object' },
+    },
+  },
+}

apps/sim/tools/pitchbook/investor_board_seats.ts

@@ -0,0 +1,89 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookInvestorBoardSeatsTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_investor_board_seats',
+  name: 'PitchBook Investor Board Seats',
+  description:
+    'Retrieve the board seats an investor holds and previously held across its portfolio',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook investor ID, e.g. 58781-35.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/investors/${params.pbId.trim()}/board-seats`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch investor board seats')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        investorId: data.investorId ?? null,
+        current: data.current ?? [],
+        former: data.former ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    investorId: { type: 'string', description: 'PitchBook investor ID', nullable: true },
+    current: {
+      type: 'array',
+      description: 'Current entries',
+      items: {
+        type: 'object',
+        properties: {
+          personId: { type: 'string', description: 'PitchBook person ID' },
+          personName: { type: 'string', description: 'Full name of the person' },
+          boardCompanyId: {
+            type: 'string',
+            description: 'PitchBook ID of the company the seat is on',
+          },
+          boardCompanyName: { type: 'string', description: 'Name of the company the seat is on' },
+          onBoard: { type: 'boolean', description: 'Whether the person holds a board seat' },
+          boardStartDate: { type: 'string', description: 'Date the seat started (YYYY-MM-DD)' },
+          boardEndDate: {
+            type: 'json',
+            description: 'Date the seat ended (YYYY-MM-DD)',
+            nullable: true,
+          },
+          role: { type: 'string', description: 'Role played' },
+        },
+      },
+    },
+    former: {
+      type: 'array',
+      description: 'Former team members',
+      items: { type: 'json' },
+    },
+  },
+}

apps/sim/tools/pitchbook/investor_deal_service_providers.ts

@@ -0,0 +1,102 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookInvestorDealServiceProvidersTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_investor_deal_service_providers',
+  name: 'PitchBook Investor Deal Service Providers',
+  description:
+    'Retrieve the service providers that worked on an investor deals, and what each was hired for',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook investor ID, e.g. 58781-35.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/investors/${params.pbId.trim()}/deal-service-providers`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch investor deal service providers')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        dealServiceProviders: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    dealServiceProviders: {
+      type: 'array',
+      description: 'Service providers engaged on the investor deals',
+      items: {
+        type: 'object',
+        properties: {
+          investorId: { type: 'string', description: 'PitchBook investor ID' },
+          serviceProviderId: { type: 'string', description: 'PitchBook service provider ID' },
+          serviceProviderName: { type: 'string', description: 'Service provider name' },
+          serviceProviderTypes: {
+            type: 'array',
+            description: 'Types the service provider is classified as',
+            items: {
+              type: 'object',
+              properties: {
+                primary: { type: 'boolean', description: 'Whether this is the primary entry' },
+                type: {
+                  type: 'object',
+                  description: 'Type as a code and description pair',
+                  properties: {
+                    description: {
+                      type: 'string',
+                      description: 'Human-readable label for the code',
+                    },
+                    code: { type: 'string', description: 'PitchBook code' },
+                  },
+                },
+              },
+            },
+          },
+          serviceProvided: {
+            type: 'object',
+            description: 'Service provided, as a code and description pair',
+            properties: {
+              description: { type: 'string', description: 'Human-readable label for the code' },
+              code: { type: 'string', description: 'PitchBook code' },
+            },
+          },
+          dealIdServiceProvided: {
+            type: 'string',
+            description: 'PitchBook deal ID the service was provided on',
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/investor_funds.ts

@@ -0,0 +1,138 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookInvestorFundsTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_investor_funds',
+  name: 'PitchBook Investor Funds',
+  description:
+    'Retrieve the funds an investor manages, with open and closed counts and the min, median, and max fund size',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook investor ID, e.g. 58781-35. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/investors/${params.pbId.trim()}/funds`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch investor funds')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        investorId: data.investorId ?? null,
+        stats: data.stats ?? null,
+        minFundSize: data.minFundSize ?? null,
+        medianFundSize: data.medianFundSize ?? null,
+        maxFundSize: data.maxFundSize ?? null,
+        fundInfo: data.fundInfo ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    investorId: { type: 'string', description: 'PitchBook investor ID', nullable: true },
+    stats: {
+      type: 'object',
+      description: 'Counts of open and closed funds',
+      nullable: true,
+      properties: {
+        totalFundsOpen: { type: 'number', description: 'Number of open funds' },
+        totalFundsClosed: { type: 'number', description: 'Number of closed funds' },
+      },
+    },
+    minFundSize: {
+      type: 'object',
+      description: 'Smallest fund raised',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    medianFundSize: {
+      type: 'object',
+      description: 'Median fund size',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    maxFundSize: {
+      type: 'object',
+      description: 'Largest fund raised',
+      nullable: true,
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency', nullable: true },
+        currency: { type: 'string', description: 'Currency of amount', nullable: true },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+          nullable: true,
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount', nullable: true },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    fundInfo: {
+      type: 'array',
+      description: 'Funds the investor manages',
+      items: {
+        type: 'object',
+        properties: {
+          fundId: { type: 'string', description: 'PitchBook fund ID' },
+          fundName: { type: 'string', description: 'Fund name' },
+          fundType: {
+            type: 'object',
+            description: 'Type of the fund',
+            nullable: true,
+            properties: {
+              code: { type: 'string', description: 'Fund type code', nullable: true },
+              description: { type: 'string', description: 'Fund type label', nullable: true },
+            },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/investor_general_service_providers.ts

@@ -0,0 +1,105 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookInvestorGeneralServiceProvidersTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_investor_general_service_providers',
+  name: 'PitchBook Investor General Service Providers',
+  description: 'Retrieve the current and former general service providers engaged by an investor',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook investor ID, e.g. 58781-35.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      `${PITCHBOOK_API_BASE}/investors/${params.pbId.trim()}/general-service-providers`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch investor general service providers')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        investorId: data.investorId ?? null,
+        currentGeneralServices: data.currentGeneralServices ?? [],
+        formerGeneralServices: data.formerGeneralServices ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    investorId: { type: 'string', description: 'PitchBook investor ID', nullable: true },
+    currentGeneralServices: {
+      type: 'array',
+      description: 'Current general service relationships',
+      items: {
+        type: 'object',
+        properties: {
+          serviceProviderId: { type: 'string', description: 'PitchBook service provider ID' },
+          serviceProviderName: { type: 'string', description: 'Service provider name' },
+          serviceProviderTypes: {
+            type: 'array',
+            description: 'Types the service provider is classified as',
+            items: {
+              type: 'object',
+              properties: {
+                primary: { type: 'boolean', description: 'Whether this is the primary entry' },
+                type: {
+                  type: 'object',
+                  description: 'Type as a code and description pair',
+                  properties: {
+                    description: {
+                      type: 'string',
+                      description: 'Human-readable label for the code',
+                    },
+                    code: { type: 'string', description: 'PitchBook code' },
+                  },
+                },
+              },
+            },
+          },
+          serviceProvided: {
+            type: 'object',
+            description: 'Service provided, as a code and description pair',
+            properties: {
+              description: { type: 'string', description: 'Human-readable label for the code' },
+              code: { type: 'string', description: 'PitchBook code' },
+            },
+          },
+        },
+      },
+    },
+    formerGeneralServices: {
+      type: 'array',
+      description: 'Former general service relationships',
+      items: { type: 'json' },
+    },
+  },
+}

apps/sim/tools/pitchbook/investor_investments.ts

@@ -0,0 +1,95 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookInvestorInvestmentsTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_investor_investments',
+  name: 'PitchBook Investor Investments',
+  description:
+    'Retrieve every investment an investor has made, active and exited, with the deals that opened and closed each position',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook investor ID, e.g. 58781-35. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/investors/${params.pbId.trim()}/investments`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch investor investments')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        investments: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    investments: {
+      type: 'array',
+      description: 'Investments the investor has made, active and exited',
+      items: {
+        type: 'object',
+        properties: {
+          investorId: { type: 'string', description: 'PitchBook investor ID' },
+          companyId: { type: 'string', description: 'PitchBook ID of the portfolio company' },
+          companyName: { type: 'string', description: 'Name of the portfolio company' },
+          investorStatus: {
+            type: 'string',
+            description: 'Whether the investor is a current or former holder',
+            nullable: true,
+          },
+          investmentDate: {
+            type: 'string',
+            description: 'Date the position was opened (YYYY-MM-DD)',
+            nullable: true,
+          },
+          investmentDealId: {
+            type: 'string',
+            description: 'PitchBook deal ID of the investment',
+            nullable: true,
+          },
+          exitDate: {
+            type: 'string',
+            description: 'Date the position was exited (YYYY-MM-DD)',
+            nullable: true,
+          },
+          exitDealId: {
+            type: 'string',
+            description: 'PitchBook deal ID of the exit',
+            nullable: true,
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/investor_last_closed_fund.ts

@@ -0,0 +1,100 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookInvestorLastClosedFundTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_investor_last_closed_fund',
+  name: 'PitchBook Investor Last Closed Fund',
+  description:
+    'Retrieve the most recently closed fund raised by an investor, with its size, type, and vintage',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook investor ID, e.g. 58781-35.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/investors/${params.pbId.trim()}/last-closed-fund`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch investor last closed fund')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        investorId: data.investorId ?? null,
+        fundId: data.fundId ?? null,
+        fundName: data.fundName ?? null,
+        fundVintage: data.fundVintage ?? null,
+        fundSize: data.fundSize ?? null,
+        fundType: data.fundType ?? null,
+        fundCloseDate: data.fundCloseDate ?? null,
+        fundOpenDate: data.fundOpenDate ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    investorId: { type: 'string', description: 'PitchBook investor ID', nullable: true },
+    fundId: { type: 'string', description: 'PitchBook fund ID', nullable: true },
+    fundName: { type: 'string', description: 'Fund name', nullable: true },
+    fundVintage: { type: 'number', description: 'Vintage year of the fund', nullable: true },
+    fundSize: {
+      type: 'object',
+      description: 'Capital raised by the fund',
+      properties: {
+        amount: { type: 'number', description: 'Value in the requested currency' },
+        currency: { type: 'string', description: 'Currency of amount' },
+        nativeAmount: {
+          type: 'number',
+          description: 'Value in the currency it was originally reported in',
+        },
+        nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+        estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+      },
+    },
+    fundType: {
+      type: 'object',
+      description: 'Fund type',
+      properties: {
+        code: { type: 'string', description: 'PitchBook code' },
+        description: { type: 'string', description: 'Human-readable label for the code' },
+      },
+    },
+    fundCloseDate: {
+      type: 'string',
+      description: 'Date the fund closed (YYYY-MM-DD)',
+      nullable: true,
+    },
+    fundOpenDate: {
+      type: 'json',
+      description: 'Date the fund opened (YYYY-MM-DD)',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/investor_preferences.ts

@@ -0,0 +1,259 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookInvestorPreferencesTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_investor_preferences',
+  name: 'PitchBook Investor Preferences',
+  description:
+    'Retrieve what an investor targets: check size, deal size, valuation, revenue, geography, industry, and deal type preferences',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook investor ID, e.g. 58781-35. Use PitchBook Search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/investors/${params.pbId.trim()}/investment-preferences`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch investor preferences')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        investorId: data.investorId ?? null,
+        investorName: data.investorName ?? null,
+        preferredInvestmentAmount: data.preferredInvestmentAmount ?? null,
+        preferredDealSize: data.preferredDealSize ?? null,
+        preferredCompanyValuation: data.preferredCompanyValuation ?? null,
+        preferredEbitda: data.preferredEbitda ?? null,
+        preferredEbit: data.preferredEbit ?? null,
+        preferredRevenue: data.preferredRevenue ?? null,
+        preferredInvestmentHorizon: data.preferredInvestmentHorizon ?? null,
+        geographicalPreferences: data.geographicalPreferences ?? [],
+        otherInvestmentPreferences: data.otherInvestmentPreferences ?? [],
+        preferredIndustry: data.preferredIndustry ?? [],
+        preferredDealTypes: data.preferredDealTypes ?? [],
+        preferredVerticals: data.preferredVerticals ?? [],
+        assetPreferences: data.assetPreferences ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    investorId: { type: 'string', description: 'PitchBook investor ID', nullable: true },
+    investorName: { type: 'string', description: 'Investor name', nullable: true },
+    preferredInvestmentAmount: {
+      type: 'object',
+      description: 'Preferred check size, as a min and max monetary value',
+      nullable: true,
+      properties: {
+        min: {
+          type: 'json',
+          description: 'Minimum, as a PitchBook monetary value',
+          nullable: true,
+        },
+        max: {
+          type: 'json',
+          description: 'Maximum, as a PitchBook monetary value',
+          nullable: true,
+        },
+      },
+    },
+    preferredDealSize: {
+      type: 'object',
+      description: 'Preferred total deal size, as a min and max monetary value',
+      nullable: true,
+      properties: {
+        min: {
+          type: 'json',
+          description: 'Minimum, as a PitchBook monetary value',
+          nullable: true,
+        },
+        max: {
+          type: 'json',
+          description: 'Maximum, as a PitchBook monetary value',
+          nullable: true,
+        },
+      },
+    },
+    preferredCompanyValuation: {
+      type: 'object',
+      description: 'Preferred company valuation, as a min and max monetary value',
+      nullable: true,
+      properties: {
+        min: {
+          type: 'json',
+          description: 'Minimum, as a PitchBook monetary value',
+          nullable: true,
+        },
+        max: {
+          type: 'json',
+          description: 'Maximum, as a PitchBook monetary value',
+          nullable: true,
+        },
+      },
+    },
+    preferredEbitda: {
+      type: 'object',
+      description: 'Preferred EBITDA, as a min and max monetary value',
+      nullable: true,
+      properties: {
+        min: {
+          type: 'json',
+          description: 'Minimum, as a PitchBook monetary value',
+          nullable: true,
+        },
+        max: {
+          type: 'json',
+          description: 'Maximum, as a PitchBook monetary value',
+          nullable: true,
+        },
+      },
+    },
+    preferredEbit: {
+      type: 'object',
+      description: 'Preferred EBIT, as a min and max monetary value',
+      nullable: true,
+      properties: {
+        min: {
+          type: 'json',
+          description: 'Minimum, as a PitchBook monetary value',
+          nullable: true,
+        },
+        max: {
+          type: 'json',
+          description: 'Maximum, as a PitchBook monetary value',
+          nullable: true,
+        },
+      },
+    },
+    preferredRevenue: {
+      type: 'object',
+      description: 'Preferred revenue, as a min and max monetary value',
+      nullable: true,
+      properties: {
+        min: {
+          type: 'json',
+          description: 'Minimum, as a PitchBook monetary value',
+          nullable: true,
+        },
+        max: {
+          type: 'json',
+          description: 'Maximum, as a PitchBook monetary value',
+          nullable: true,
+        },
+      },
+    },
+    preferredInvestmentHorizon: {
+      type: 'object',
+      description: 'Preferred holding period in years',
+      nullable: true,
+      properties: {
+        min: { type: 'number', description: 'Minimum years', nullable: true },
+        max: { type: 'number', description: 'Maximum years', nullable: true },
+      },
+    },
+    geographicalPreferences: {
+      type: 'array',
+      description: 'Regions the investor targets, from broad group down to state',
+      items: {
+        type: 'object',
+        properties: {
+          regionGroup: { type: 'json', description: 'Broad region as a code and description pair' },
+          regionSegment: {
+            type: 'json',
+            description: 'Region segment as a code and description pair',
+          },
+          regionCode: { type: 'json', description: 'Country as a code and description pair' },
+          regionState: {
+            type: 'json',
+            description: 'State or province as a code and description pair',
+          },
+        },
+      },
+    },
+    otherInvestmentPreferences: {
+      type: 'array',
+      description: 'Other stated preferences, such as preferring a minority stake',
+      items: {
+        type: 'object',
+        properties: {
+          code: { type: 'string', description: 'Preference code' },
+          description: { type: 'string', description: 'Preference label' },
+        },
+      },
+    },
+    preferredIndustry: {
+      type: 'array',
+      description: 'Industries the investor targets',
+      items: {
+        type: 'object',
+        properties: {
+          code: { type: 'string', description: 'Industry code' },
+          description: { type: 'string', description: 'Industry label' },
+        },
+      },
+    },
+    preferredDealTypes: {
+      type: 'array',
+      description: 'Deal types the investor targets',
+      items: {
+        type: 'object',
+        properties: {
+          code: { type: 'string', description: 'Deal type code' },
+          description: { type: 'string', description: 'Deal type label' },
+        },
+      },
+    },
+    preferredVerticals: {
+      type: 'array',
+      description: 'Verticals the investor targets',
+      items: {
+        type: 'object',
+        properties: {
+          code: { type: 'string', description: 'Vertical code' },
+          description: { type: 'string', description: 'Vertical label' },
+        },
+      },
+    },
+    assetPreferences: {
+      type: 'array',
+      description: 'Asset classes and subcategories the investor targets',
+      items: {
+        type: 'object',
+        properties: {
+          assetClass: { type: 'json', description: 'Asset class as a code and description pair' },
+          subcategory: { type: 'json', description: 'Subcategory as a code and description pair' },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/investor_search.ts

@@ -0,0 +1,234 @@
+import type {
+  PitchbookInvestorSearchParams,
+  PitchbookSearchResponse,
+} from '@/tools/pitchbook/types'
+import {
+  buildSearchQuery,
+  mapStats,
+  PITCHBOOK_API_BASE,
+  pitchbookAuthHeaders,
+  throwIfNotOk,
+} from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookInvestorSearchTool: ToolConfig<
+  PitchbookInvestorSearchParams,
+  PitchbookSearchResponse
+> = {
+  id: 'pitchbook_investor_search',
+  name: 'PitchBook Investor Search',
+  description:
+    'Search PitchBook for investors by type, location, assets under management, fund profile, and deal activity',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    investorNames: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated investor names, PitchBook IDs, websites, or tickers',
+    },
+    investorType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook investor type code (e.g. LP_BI, LP_E)',
+    },
+    city: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'City the investor is located in',
+    },
+    stateProvince: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'State or province the investor is located in',
+    },
+    country: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Country the investor is located in (e.g. USA)',
+    },
+    locationType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Restrict location matching to HQ_ONLY, NON_HQ_ONLY, or ANY',
+    },
+    aum: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Assets under management in millions. Use >1000, <1000, or 100^1000 for a range',
+    },
+    dryPowder: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Dry powder in millions. Use >500, <500, or 1^500 for a range',
+    },
+    fundType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook fund type code of the investor funds',
+    },
+    fundSize: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Fund size in millions. Use >500, <500, or 1^500 for a range',
+    },
+    dealType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook deal type code the investor has participated in',
+    },
+    dealDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Deal date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range',
+    },
+    dealSize: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Deal size in millions. Use >100, <100, or 10^100 for a range',
+    },
+    preferredDealTypes: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Preferred deal type codes the investor targets',
+    },
+    industryPreferences: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Preferred industry codes the investor targets',
+    },
+    geographicalPreferences: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Preferred geography codes the investor targets',
+    },
+    filterCurrency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code the monetary filters on this search are expressed in, e.g. setting EUR means dealSize is read as millions of euros. Distinct from `currency`, which converts the values PitchBook returns.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+    page: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Page of results to return, starting at 1',
+    },
+    perPage: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'How many results to return per page',
+    },
+    additionalFilters: {
+      type: 'json',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Any other documented search filter, as a JSON object of query parameter names to values (e.g. {"emergingSpaces": "AGTECH"}). A dedicated field always wins over the same key set here.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const query = buildSearchQuery(
+        {
+          investorNames: params.investorNames,
+          investorType: params.investorType,
+          city: params.city,
+          stateProvince: params.stateProvince,
+          country: params.country,
+          locationType: params.locationType,
+          aum: params.aum,
+          dryPowder: params.dryPowder,
+          fundType: params.fundType,
+          fundSize: params.fundSize,
+          dealType: params.dealType,
+          dealDate: params.dealDate,
+          dealSize: params.dealSize,
+          preferredDealTypes: params.preferredDealTypes,
+          industryPreferences: params.industryPreferences,
+          geographicalPreferences: params.geographicalPreferences,
+          currency: params.filterCurrency,
+        },
+        {
+          page: params.page,
+          perPage: params.perPage,
+          additionalFilters: params.additionalFilters,
+        }
+      )
+      return `${PITCHBOOK_API_BASE}/investors/search${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to search investors')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        stats: mapStats(data.stats),
+        items: data.items ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    stats: {
+      type: 'object',
+      description: 'Paging envelope for the result set',
+      properties: {
+        total: { type: 'number', description: 'Total number of matching results' },
+        perPage: { type: 'number', description: 'Results returned per page' },
+        page: { type: 'number', description: 'Current page number' },
+        lastPage: { type: 'number', description: 'Number of the last available page' },
+      },
+    },
+    items: {
+      type: 'array',
+      description: 'Investors matching the search criteria',
+      items: {
+        type: 'object',
+        properties: {
+          investorId: { type: 'string', description: 'PitchBook investor ID' },
+          investorName: { type: 'string', description: 'Investor name' },
+          website: { type: 'string', description: 'Investor website', nullable: true },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/investor_updates.ts

@@ -0,0 +1,81 @@
+import type { PitchbookResponse, PitchbookUpdatesParams } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookInvestorUpdatesTool: ToolConfig<PitchbookUpdatesParams, PitchbookResponse> = {
+  id: 'pitchbook_investor_updates',
+  name: 'PitchBook Investor Updates',
+  description:
+    'Check which investor datasets changed in a window, so a sync only refetches what moved',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook investor ID, e.g. 58781-35.',
+    },
+    sinceDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange.',
+    },
+    trailingRange: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Report changes over the last N days. Use this or sinceDate.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      if (params.sinceDate) qs.set('sinceDate', params.sinceDate)
+      if (params.trailingRange !== undefined && params.trailingRange !== null) {
+        qs.set('trailingRange', String(params.trailingRange))
+      }
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/investors/${params.pbId.trim()}/updates${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch updates')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        updates: data.updates ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    updates: {
+      type: 'json',
+      description:
+        'Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object.',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/limited_partner_actual_allocations.ts

@@ -0,0 +1,229 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookLimitedPartnerActualAllocationsTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_limited_partner_actual_allocations',
+  name: 'PitchBook Limited Partner Actual Allocations',
+  description:
+    'Retrieve a limited partner reported asset allocation across cash, equities, fixed income, private equity, real estate, and alternatives',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook limited partner ID, e.g. 58901-50.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      `${PITCHBOOK_API_BASE}/limited-partners/${params.pbId.trim()}/actual-allocations`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch limited partner actual allocations')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        limitedPartnerId: data.limitedPartnerId ?? null,
+        limitedPartnerName: data.limitedPartnerName ?? null,
+        affiliatedFunds: data.affiliatedFunds ?? null,
+        affiliatedInvestors: data.affiliatedInvestors ?? null,
+        allocations: data.allocations ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    limitedPartnerId: {
+      type: 'string',
+      description: 'PitchBook limited partner ID',
+      nullable: true,
+    },
+    limitedPartnerName: { type: 'string', description: 'Limited partner name', nullable: true },
+    affiliatedFunds: { type: 'number', description: 'Number of affiliated funds', nullable: true },
+    affiliatedInvestors: {
+      type: 'number',
+      description: 'Number of affiliated investors',
+      nullable: true,
+    },
+    allocations: {
+      type: 'array',
+      description: 'Reported asset allocations',
+      items: {
+        type: 'object',
+        properties: {
+          alternativeInvestments: {
+            type: 'json',
+            description: 'Amount allocated to alternative investments',
+            nullable: true,
+          },
+          alternativeInvestmentsPercent: {
+            type: 'json',
+            description: 'Percentage of the portfolio allocated to alternative investments',
+            nullable: true,
+          },
+          privateEquity: {
+            type: 'object',
+            description: 'Amount allocated to private equity',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          privateEquityPercent: {
+            type: 'number',
+            description: 'Percentage of the portfolio allocated to private equity',
+          },
+          realEstate: {
+            type: 'object',
+            description: 'Amount allocated to real estate',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          realEstatePercent: {
+            type: 'number',
+            description: 'Percentage of the portfolio allocated to real estate',
+          },
+          specialOpportunities: {
+            type: 'json',
+            description: 'Amount allocated to special opportunities',
+            nullable: true,
+          },
+          specialOpportunitiePercent: {
+            type: 'json',
+            description: 'Percentage of the portfolio allocated to special opportunities',
+            nullable: true,
+          },
+          hedgeFunds: {
+            type: 'object',
+            description: 'Amount allocated to hedge funds',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          hedgeFundsPercent: {
+            type: 'number',
+            description: 'Percentage of the portfolio allocated to hedge funds',
+          },
+          equities: {
+            type: 'object',
+            description: 'Amount allocated to equities',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          equitiesPercent: {
+            type: 'number',
+            description: 'Percentage of the portfolio allocated to equities',
+          },
+          fixedIncome: {
+            type: 'object',
+            description: 'Amount allocated to fixed income',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          fixedIncomePercent: {
+            type: 'number',
+            description: 'Percentage of the portfolio allocated to fixed income',
+          },
+          cash: {
+            type: 'object',
+            description: 'Amount allocated to cash',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          cashPercent: {
+            type: 'number',
+            description: 'Percentage of the portfolio allocated to cash',
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/limited_partner_bio.ts

@@ -0,0 +1,132 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookLimitedPartnerBioTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> =
+  {
+    id: 'pitchbook_limited_partner_bio',
+    name: 'PitchBook Limited Partner Bio',
+    description:
+      'Retrieve the profile of a limited partner: names, description, type, assets under management, and staff',
+    version: '1.0.0',
+
+    params: {
+      apiKey: {
+        type: 'string',
+        required: true,
+        visibility: 'user-only',
+        description: 'PitchBook API key',
+      },
+      pbId: {
+        type: 'string',
+        required: true,
+        visibility: 'user-or-llm',
+        description:
+          'PitchBook limited partner ID, e.g. 58901-50. Use a limited partner search to resolve a name to an ID.',
+      },
+      currency: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+      },
+    },
+
+    request: {
+      url: (params) => `${PITCHBOOK_API_BASE}/limited-partners/${params.pbId.trim()}/bio`,
+      method: 'GET',
+      headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+    },
+
+    transformResponse: async (response: Response) => {
+      await throwIfNotOk(response, 'Failed to fetch limited partner bio')
+      const data = await response.json()
+
+      return {
+        success: true,
+        output: {
+          limitedPartnerId: data.limitedPartnerId ?? null,
+          limitedPartnerName: data.limitedPartnerName ?? null,
+          description: data.description ?? null,
+          assetsUnderManagement: data.assetsUnderManagement ?? null,
+          yearFounded: data.yearFounded ?? null,
+          website: data.website ?? null,
+          managementStaff: data.managementStaff ?? null,
+          limitedPartnerTypes: data.limitedPartnerTypes ?? [],
+        },
+      }
+    },
+
+    outputs: {
+      limitedPartnerId: { type: 'string', description: 'PitchBook limited partner ID' },
+      limitedPartnerName: {
+        type: 'object',
+        description: 'The names the limited partner is known by',
+        properties: {
+          formalName: { type: 'string', description: 'Formal name', nullable: true },
+          alsoKnownAs: { type: 'string', description: 'Also-known-as name', nullable: true },
+          legalName: { type: 'string', description: 'Registered legal name', nullable: true },
+          formerlyKnownAs: { type: 'string', description: 'Previous name', nullable: true },
+        },
+      },
+      description: {
+        type: 'string',
+        description: 'Description of the limited partner',
+        nullable: true,
+      },
+      limitedPartnerTypes: {
+        type: 'array',
+        description: 'Types the limited partner is classified as, one flagged primary',
+        items: {
+          type: 'object',
+          properties: {
+            type: {
+              type: 'object',
+              description: 'Limited partner type',
+              properties: {
+                code: { type: 'string', description: 'Type code' },
+                description: { type: 'string', description: 'Type label' },
+              },
+            },
+            primary: { type: 'boolean', description: 'Whether this is the primary type' },
+          },
+        },
+      },
+      assetsUnderManagement: {
+        type: 'object',
+        description: 'Assets under management',
+        nullable: true,
+        properties: {
+          amount: {
+            type: 'number',
+            description: 'Value in the requested currency',
+            nullable: true,
+          },
+          currency: { type: 'string', description: 'Currency of amount', nullable: true },
+          nativeAmount: {
+            type: 'number',
+            description: 'Value in the currency it was originally reported in',
+            nullable: true,
+          },
+          nativeCurrency: {
+            type: 'string',
+            description: 'Currency of nativeAmount',
+            nullable: true,
+          },
+          estimated: { type: 'boolean', description: 'Whether the value is a PitchBook estimate' },
+        },
+      },
+      yearFounded: {
+        type: 'number',
+        description: 'Year the limited partner was founded',
+        nullable: true,
+      },
+      website: { type: 'string', description: 'Limited partner website', nullable: true },
+      managementStaff: {
+        type: 'number',
+        description: 'Number of management staff',
+        nullable: true,
+      },
+    },
+  }

apps/sim/tools/pitchbook/limited_partner_commitment_aggregates.ts

@@ -0,0 +1,173 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookLimitedPartnerCommitmentAggregatesTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_limited_partner_commitment_aggregates',
+  name: 'PitchBook Limited Partner Commitment Aggregates',
+  description:
+    'Retrieve a limited partner commitments rolled up by fund type, both active and all-time',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook limited partner ID, e.g. 58901-50.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      `${PITCHBOOK_API_BASE}/limited-partners/${params.pbId.trim()}/commitments-aggregates`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch limited partner commitment aggregates')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        limitedPartnerId: data.limitedPartnerId ?? null,
+        limitedPartnerName: data.limitedPartnerName ?? null,
+        activeCommitmentsInDebtFunds: data.activeCommitmentsInDebtFunds ?? null,
+        activeCommitmentsInPeFunds: data.activeCommitmentsInPeFunds ?? null,
+        activeCommitmentsInReFunds: data.activeCommitmentsInReFunds ?? null,
+        activeCommitmentsInVcFunds: data.activeCommitmentsInVcFunds ?? null,
+        activeCommitmentsInFoFsAnd2nd: data.activeCommitmentsInFoFsAnd2nd ?? null,
+        activeCommitmentsInInfrastructure: data.activeCommitmentsInInfrastructure ?? null,
+        activeCommitmentsInEnergyFunds: data.activeCommitmentsInEnergyFunds ?? null,
+        activeCommitmentsInOtherFunds: data.activeCommitmentsInOtherFunds ?? null,
+        totalActiveCommitments: data.totalActiveCommitments ?? null,
+        totalCommitmentsInDebtFunds: data.totalCommitmentsInDebtFunds ?? null,
+        totalCommitmentsInPeFunds: data.totalCommitmentsInPeFunds ?? null,
+        totalCommitmentsInReFunds: data.totalCommitmentsInReFunds ?? null,
+        totalCommitmentsInVcFunds: data.totalCommitmentsInVcFunds ?? null,
+        totalCommitmentsInFoFsAnd2nd: data.totalCommitmentsInFoFsAnd2nd ?? null,
+        totalCommitmentsInInfrastructure: data.totalCommitmentsInInfrastructure ?? null,
+        totalCommitmentsInEnergyFunds: data.totalCommitmentsInEnergyFunds ?? null,
+        totalCommitmentsInOtherFunds: data.totalCommitmentsInOtherFunds ?? null,
+        totalCommitments: data.totalCommitments ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    limitedPartnerId: {
+      type: 'string',
+      description: 'PitchBook limited partner ID',
+      nullable: true,
+    },
+    limitedPartnerName: { type: 'string', description: 'Limited partner name', nullable: true },
+    activeCommitmentsInDebtFunds: {
+      type: 'json',
+      description: 'Number of active commitments to debt funds',
+      nullable: true,
+    },
+    activeCommitmentsInPeFunds: {
+      type: 'number',
+      description: 'Number of active commitments to PE funds',
+      nullable: true,
+    },
+    activeCommitmentsInReFunds: {
+      type: 'number',
+      description: 'Number of active commitments to real estate funds',
+      nullable: true,
+    },
+    activeCommitmentsInVcFunds: {
+      type: 'number',
+      description: 'Number of active commitments to VC funds',
+      nullable: true,
+    },
+    activeCommitmentsInFoFsAnd2nd: {
+      type: 'json',
+      description: 'Number of active commitments to funds of funds and secondaries',
+      nullable: true,
+    },
+    activeCommitmentsInInfrastructure: {
+      type: 'json',
+      description: 'Number of active commitments to infrastructure funds',
+      nullable: true,
+    },
+    activeCommitmentsInEnergyFunds: {
+      type: 'json',
+      description: 'Number of active commitments to energy funds',
+      nullable: true,
+    },
+    activeCommitmentsInOtherFunds: {
+      type: 'number',
+      description: 'Number of active commitments to other funds',
+      nullable: true,
+    },
+    totalActiveCommitments: {
+      type: 'number',
+      description: 'Number of active commitments',
+      nullable: true,
+    },
+    totalCommitmentsInDebtFunds: {
+      type: 'json',
+      description: 'Number of all commitments to debt funds',
+      nullable: true,
+    },
+    totalCommitmentsInPeFunds: {
+      type: 'number',
+      description: 'Number of all commitments to PE funds',
+      nullable: true,
+    },
+    totalCommitmentsInReFunds: {
+      type: 'number',
+      description: 'Number of all commitments to real estate funds',
+      nullable: true,
+    },
+    totalCommitmentsInVcFunds: {
+      type: 'number',
+      description: 'Number of all commitments to VC funds',
+      nullable: true,
+    },
+    totalCommitmentsInFoFsAnd2nd: {
+      type: 'json',
+      description: 'Number of all commitments to funds of funds and secondaries',
+      nullable: true,
+    },
+    totalCommitmentsInInfrastructure: {
+      type: 'json',
+      description: 'Number of all commitments to infrastructure funds',
+      nullable: true,
+    },
+    totalCommitmentsInEnergyFunds: {
+      type: 'json',
+      description: 'Number of all commitments to energy funds',
+      nullable: true,
+    },
+    totalCommitmentsInOtherFunds: {
+      type: 'number',
+      description: 'Number of all commitments to other funds',
+      nullable: true,
+    },
+    totalCommitments: {
+      type: 'number',
+      description: 'Number of commitments ever made',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/limited_partner_commitment_preferences.ts

@@ -0,0 +1,107 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookLimitedPartnerCommitmentPreferencesTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_limited_partner_commitment_preferences',
+  name: 'PitchBook Limited Partner Commitment Preferences',
+  description:
+    'Retrieve what a limited partner commits to: preferred commitment size, fund types, and geographies',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook limited partner ID, e.g. 58901-50.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      `${PITCHBOOK_API_BASE}/limited-partners/${params.pbId.trim()}/commitment-prefs`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch limited partner commitment preferences')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        limitedPartnerId: data.limitedPartnerId ?? null,
+        limitedPartnerName: data.limitedPartnerName ?? null,
+        preferredCommitmentSize: data.preferredCommitmentSize ?? null,
+        preferredGeography: data.preferredGeography ?? [],
+        preferredFundTypes: data.preferredFundTypes ?? [],
+        preferredDirectInvestmentSize: data.preferredDirectInvestmentSize ?? null,
+        otherInvestmentPreferences: data.otherInvestmentPreferences ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    limitedPartnerId: {
+      type: 'string',
+      description: 'PitchBook limited partner ID',
+      nullable: true,
+    },
+    limitedPartnerName: { type: 'string', description: 'Limited partner name', nullable: true },
+    preferredCommitmentSize: {
+      type: 'json',
+      description: 'Preferred commitment size',
+      nullable: true,
+    },
+    preferredGeography: {
+      type: 'array',
+      description: 'Regions the limited partner targets',
+      items: {
+        type: 'object',
+        properties: {
+          code: { type: 'string', description: 'PitchBook code' },
+          description: { type: 'string', description: 'Human-readable label for the code' },
+        },
+      },
+    },
+    preferredFundTypes: {
+      type: 'array',
+      description: 'Fund types the limited partner targets',
+      items: {
+        type: 'object',
+        properties: {
+          code: { type: 'string', description: 'PitchBook code' },
+          description: { type: 'string', description: 'Human-readable label for the code' },
+        },
+      },
+    },
+    preferredDirectInvestmentSize: {
+      type: 'json',
+      description: 'Preferred direct investment size',
+      nullable: true,
+    },
+    otherInvestmentPreferences: {
+      type: 'array',
+      description: 'Other stated preferences',
+      items: { type: 'json' },
+    },
+  },
+}

apps/sim/tools/pitchbook/limited_partner_commitments_detailed.ts

@@ -0,0 +1,125 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookLimitedPartnerCommitmentsDetailedTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_limited_partner_commitments_detailed',
+  name: 'PitchBook Limited Partner Commitments',
+  description:
+    'Retrieve every fund commitment a limited partner has made, with date, size, status, and the managers behind each fund',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook limited partner ID, e.g. 58901-50.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      `${PITCHBOOK_API_BASE}/limited-partners/${params.pbId.trim()}/commitments-detailed`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch limited partner commitments')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        commitments: Array.isArray(data) ? data : [],
+      },
+    }
+  },
+
+  outputs: {
+    commitments: {
+      type: 'array',
+      description: 'Fund commitments the limited partner has made',
+      items: {
+        type: 'object',
+        properties: {
+          limitedPartnerId: { type: 'string', description: 'PitchBook limited partner ID' },
+          committedFundId: { type: 'string', description: 'PitchBook ID of the fund committed to' },
+          committedFundName: { type: 'string', description: 'Name of the fund committed to' },
+          committedInvestors: {
+            type: 'array',
+            description: 'Managers of the fund committed to',
+            items: {
+              type: 'object',
+              properties: {
+                committedInvestorName: { type: 'string', description: 'Name of the fund manager' },
+                committedInvestorId: {
+                  type: 'string',
+                  description: 'PitchBook ID of the fund manager',
+                },
+              },
+            },
+          },
+          commitmentDate: {
+            type: 'string',
+            description: 'Date of the commitment (YYYY-MM-DD)',
+            nullable: true,
+          },
+          commitmentSize: {
+            type: 'object',
+            description: 'Size of the commitment',
+            nullable: true,
+            properties: {
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+            },
+          },
+          commitmentStatus: {
+            type: 'object',
+            description: 'Status of the commitment',
+            nullable: true,
+            properties: {
+              description: { type: 'string', description: 'Human-readable label for the code' },
+              code: { type: 'string', description: 'PitchBook code' },
+            },
+          },
+          commitmentType: {
+            type: 'object',
+            description: 'Type of the commitment',
+            nullable: true,
+            properties: {
+              description: { type: 'string', description: 'Human-readable label for the code' },
+              code: { type: 'string', description: 'PitchBook code' },
+            },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/limited_partner_search.ts

@@ -0,0 +1,199 @@
+import type {
+  PitchbookLimitedPartnerSearchParams,
+  PitchbookSearchResponse,
+} from '@/tools/pitchbook/types'
+import {
+  buildSearchQuery,
+  mapStats,
+  PITCHBOOK_API_BASE,
+  pitchbookAuthHeaders,
+  throwIfNotOk,
+} from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookLimitedPartnerSearchTool: ToolConfig<
+  PitchbookLimitedPartnerSearchParams,
+  PitchbookSearchResponse
+> = {
+  id: 'pitchbook_limited_partner_search',
+  name: 'PitchBook Limited Partner Search',
+  description:
+    'Search PitchBook for limited partners by type, location, assets under management, and commitment activity',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    limitedPartnerNames: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated limited partner names or PitchBook IDs',
+    },
+    limitedPartnerType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook limited partner type code',
+    },
+    city: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'City the limited partner is located in',
+    },
+    stateProvince: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'State or province the limited partner is located in',
+    },
+    country: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Country the limited partner is located in (e.g. USA)',
+    },
+    locationType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Restrict location matching to HQ_ONLY, NON_HQ_ONLY, or ANY',
+    },
+    aum: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Assets under management in millions. Use >1000, <1000, or 100^1000 for a range',
+    },
+    numberOfCommitments: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Number of fund commitments. Use >1000, <1000, or 10^100 for a range',
+    },
+    commitmentSize: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Commitment size in millions. Use >100, <100, or 10^100 for a range',
+    },
+    commitmentDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Commitment date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range',
+    },
+    fundType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook fund type code the limited partner commits to',
+    },
+    filterCurrency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code the monetary filters on this search are expressed in, e.g. setting EUR means dealSize is read as millions of euros. Distinct from `currency`, which converts the values PitchBook returns.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+    page: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Page of results to return, starting at 1',
+    },
+    perPage: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'How many results to return per page',
+    },
+    additionalFilters: {
+      type: 'json',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Any other documented search filter, as a JSON object of query parameter names to values (e.g. {"emergingSpaces": "AGTECH"}). A dedicated field always wins over the same key set here.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const query = buildSearchQuery(
+        {
+          limitedPartnerNames: params.limitedPartnerNames,
+          limitedPartnerType: params.limitedPartnerType,
+          city: params.city,
+          stateProvince: params.stateProvince,
+          country: params.country,
+          locationType: params.locationType,
+          aum: params.aum,
+          numberOfCommitments: params.numberOfCommitments,
+          commitmentSize: params.commitmentSize,
+          commitmentDate: params.commitmentDate,
+          fundType: params.fundType,
+          currency: params.filterCurrency,
+        },
+        {
+          page: params.page,
+          perPage: params.perPage,
+          additionalFilters: params.additionalFilters,
+        }
+      )
+      return `${PITCHBOOK_API_BASE}/limited-partners/search${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to search limited partners')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        stats: mapStats(data.stats),
+        items: data.items ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    stats: {
+      type: 'object',
+      description: 'Paging envelope for the result set',
+      properties: {
+        total: { type: 'number', description: 'Total number of matching results' },
+        perPage: { type: 'number', description: 'Results returned per page' },
+        page: { type: 'number', description: 'Current page number' },
+        lastPage: { type: 'number', description: 'Number of the last available page' },
+      },
+    },
+    items: {
+      type: 'array',
+      description: 'Limited partners matching the search criteria',
+      items: {
+        type: 'object',
+        properties: {
+          limitedPartnerId: { type: 'string', description: 'PitchBook limited partner ID' },
+          limitedPartnerName: { type: 'string', description: 'Limited partner name' },
+          website: { type: 'string', description: 'Limited partner website', nullable: true },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/limited_partner_service_providers.ts

@@ -0,0 +1,144 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookLimitedPartnerServiceProvidersTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_limited_partner_service_providers',
+  name: 'PitchBook Limited Partner Service Providers',
+  description: 'Retrieve the current and former service providers engaged by a limited partner',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook limited partner ID, e.g. 58901-50.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      `${PITCHBOOK_API_BASE}/limited-partners/${params.pbId.trim()}/service-providers`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch limited partner service providers')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        limitedPartnerId: data.limitedPartnerId ?? null,
+        currentGeneralServices: data.currentGeneralServices ?? [],
+        formerGeneralServices: data.formerGeneralServices ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    limitedPartnerId: {
+      type: 'string',
+      description: 'PitchBook limited partner ID',
+      nullable: true,
+    },
+    currentGeneralServices: {
+      type: 'array',
+      description: 'Current general service relationships',
+      items: {
+        type: 'object',
+        properties: {
+          serviceProviderId: { type: 'string', description: 'PitchBook service provider ID' },
+          serviceProviderName: { type: 'string', description: 'Service provider name' },
+          serviceProviderTypes: {
+            type: 'array',
+            description: 'Types the service provider is classified as',
+            items: {
+              type: 'object',
+              properties: {
+                primary: { type: 'boolean', description: 'Whether this is the primary entry' },
+                type: {
+                  type: 'object',
+                  description: 'Type as a code and description pair',
+                  properties: {
+                    description: {
+                      type: 'string',
+                      description: 'Human-readable label for the code',
+                    },
+                    code: { type: 'string', description: 'PitchBook code' },
+                  },
+                },
+              },
+            },
+          },
+          serviceProvided: {
+            type: 'object',
+            description: 'Service provided, as a code and description pair',
+            properties: {
+              description: { type: 'string', description: 'Human-readable label for the code' },
+              code: { type: 'string', description: 'PitchBook code' },
+            },
+          },
+        },
+      },
+    },
+    formerGeneralServices: {
+      type: 'array',
+      description: 'Former general service relationships',
+      items: {
+        type: 'object',
+        properties: {
+          serviceProviderId: { type: 'string', description: 'PitchBook service provider ID' },
+          serviceProviderName: { type: 'string', description: 'Service provider name' },
+          serviceProviderTypes: {
+            type: 'array',
+            description: 'Types the service provider is classified as',
+            items: {
+              type: 'object',
+              properties: {
+                primary: { type: 'boolean', description: 'Whether this is the primary entry' },
+                type: {
+                  type: 'object',
+                  description: 'Type as a code and description pair',
+                  properties: {
+                    description: {
+                      type: 'string',
+                      description: 'Human-readable label for the code',
+                    },
+                    code: { type: 'string', description: 'PitchBook code' },
+                  },
+                },
+              },
+            },
+          },
+          serviceProvided: {
+            type: 'object',
+            description: 'Service provided, as a code and description pair',
+            properties: {
+              description: { type: 'string', description: 'Human-readable label for the code' },
+              code: { type: 'string', description: 'PitchBook code' },
+            },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/limited_partner_target_allocations.ts

@@ -0,0 +1,316 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookLimitedPartnerTargetAllocationsTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_limited_partner_target_allocations',
+  name: 'PitchBook Limited Partner Target Allocations',
+  description:
+    'Retrieve a limited partner target allocation ranges per asset class, in both value and percentage terms',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook limited partner ID, e.g. 58901-50.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      `${PITCHBOOK_API_BASE}/limited-partners/${params.pbId.trim()}/target-allocations`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch limited partner target allocations')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        limitedPartnerId: data.limitedPartnerId ?? null,
+        limitedPartnerName: data.limitedPartnerName ?? null,
+        targetAllocations: data.targetAllocations ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    limitedPartnerId: {
+      type: 'string',
+      description: 'PitchBook limited partner ID',
+      nullable: true,
+    },
+    limitedPartnerName: { type: 'string', description: 'Limited partner name', nullable: true },
+    targetAllocations: {
+      type: 'array',
+      description: 'Target asset allocations',
+      items: {
+        type: 'object',
+        properties: {
+          policyDescription: { type: 'string', description: 'Allocation policy description' },
+          alternativesMin: { type: 'json', description: 'Alternatives min', nullable: true },
+          alternativesPercentMin: {
+            type: 'json',
+            description: 'Alternatives percent min',
+            nullable: true,
+          },
+          alternativesMax: { type: 'json', description: 'Alternatives max', nullable: true },
+          alternativesPercentMax: {
+            type: 'json',
+            description: 'Alternatives percent max',
+            nullable: true,
+          },
+          privateEquityMin: {
+            type: 'object',
+            description: 'Minimum target allocation to private equity',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          privateEquityPercentMin: {
+            type: 'number',
+            description: 'Minimum target allocation to private equity, as a percentage',
+          },
+          privateEquityMax: {
+            type: 'object',
+            description: 'Maximum target allocation to private equity',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          privateEquityPercentMax: {
+            type: 'number',
+            description: 'Maximum target allocation to private equity, as a percentage',
+          },
+          realEstateMin: {
+            type: 'object',
+            description: 'Minimum target allocation to real estate',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          realEstatePercentMin: {
+            type: 'number',
+            description: 'Minimum target allocation to real estate, as a percentage',
+          },
+          realEstateMax: {
+            type: 'object',
+            description: 'Maximum target allocation to real estate',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          realEstatePercentMax: {
+            type: 'number',
+            description: 'Maximum target allocation to real estate, as a percentage',
+          },
+          specialOpportunitiesMin: {
+            type: 'json',
+            description: 'Minimum target allocation to special opportunities',
+            nullable: true,
+          },
+          specialOpportunitiesPercentMin: {
+            type: 'json',
+            description: 'Minimum target allocation to special opportunities, as a percentage',
+            nullable: true,
+          },
+          specialOpportunitiesMax: {
+            type: 'json',
+            description: 'Maximum target allocation to special opportunities',
+            nullable: true,
+          },
+          specialOpportunitiesPercentMax: {
+            type: 'json',
+            description: 'Maximum target allocation to special opportunities, as a percentage',
+            nullable: true,
+          },
+          hedgeFundsMin: {
+            type: 'json',
+            description: 'Minimum target allocation to hedge funds',
+            nullable: true,
+          },
+          hedgeFundsPercentMin: {
+            type: 'json',
+            description: 'Minimum target allocation to hedge funds, as a percentage',
+            nullable: true,
+          },
+          hedgeFundsMax: {
+            type: 'json',
+            description: 'Maximum target allocation to hedge funds',
+            nullable: true,
+          },
+          hedgeFundsPercentMax: {
+            type: 'json',
+            description: 'Maximum target allocation to hedge funds, as a percentage',
+            nullable: true,
+          },
+          equitiesMin: {
+            type: 'object',
+            description: 'Minimum target allocation to equities',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          equitiesPercentMin: {
+            type: 'number',
+            description: 'Minimum target allocation to equities, as a percentage',
+          },
+          equitiesMax: {
+            type: 'object',
+            description: 'Maximum target allocation to equities',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          equitiesPercentMax: {
+            type: 'number',
+            description: 'Maximum target allocation to equities, as a percentage',
+          },
+          fixedIncomeMin: {
+            type: 'object',
+            description: 'Minimum target allocation to fixed income',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          fixedIncomePercentMin: {
+            type: 'number',
+            description: 'Minimum target allocation to fixed income, as a percentage',
+          },
+          fixedIncomeMax: {
+            type: 'object',
+            description: 'Maximum target allocation to fixed income',
+            properties: {
+              amount: { type: 'number', description: 'Value in the requested currency' },
+              currency: { type: 'string', description: 'Currency of amount' },
+              nativeAmount: {
+                type: 'number',
+                description: 'Value in the currency it was originally reported in',
+              },
+              nativeCurrency: { type: 'string', description: 'Currency of nativeAmount' },
+              estimated: {
+                type: 'boolean',
+                description: 'Whether the value is a PitchBook estimate',
+              },
+            },
+          },
+          fixedIncomePercentMax: {
+            type: 'number',
+            description: 'Maximum target allocation to fixed income, as a percentage',
+          },
+          cashMin: {
+            type: 'json',
+            description: 'Minimum target allocation to cash',
+            nullable: true,
+          },
+          cashPercentMin: {
+            type: 'json',
+            description: 'Minimum target allocation to cash, as a percentage',
+            nullable: true,
+          },
+          cashMax: {
+            type: 'json',
+            description: 'Maximum target allocation to cash',
+            nullable: true,
+          },
+          cashPercentMax: {
+            type: 'json',
+            description: 'Maximum target allocation to cash, as a percentage',
+            nullable: true,
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/limited_partner_updates.ts

@@ -0,0 +1,84 @@
+import type { PitchbookResponse, PitchbookUpdatesParams } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookLimitedPartnerUpdatesTool: ToolConfig<
+  PitchbookUpdatesParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_limited_partner_updates',
+  name: 'PitchBook Limited Partner Updates',
+  description:
+    'Check which limited partner datasets changed in a window, so a sync only refetches what moved',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook limited partner ID, e.g. 58901-50.',
+    },
+    sinceDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange.',
+    },
+    trailingRange: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Report changes over the last N days. Use this or sinceDate.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      if (params.sinceDate) qs.set('sinceDate', params.sinceDate)
+      if (params.trailingRange !== undefined && params.trailingRange !== null) {
+        qs.set('trailingRange', String(params.trailingRange))
+      }
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/limited-partners/${params.pbId.trim()}/updates${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch updates')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        updates: data.updates ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    updates: {
+      type: 'json',
+      description:
+        'Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object.',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/lookup_table_structure.ts

@@ -0,0 +1,60 @@
+import type { PitchbookBaseParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookLookupTableStructureTool: ToolConfig<PitchbookBaseParams, PitchbookResponse> =
+  {
+    id: 'pitchbook_lookup_table_structure',
+    name: 'PitchBook Lookup Table Structure',
+    description:
+      'List the lookup tables backing the search endpoints. Use this to find which table holds the codes a search filter expects.',
+    version: '1.0.0',
+
+    params: {
+      apiKey: {
+        type: 'string',
+        required: true,
+        visibility: 'user-only',
+        description: 'PitchBook API key',
+      },
+      currency: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+      },
+    },
+
+    request: {
+      url: (params) => `${PITCHBOOK_API_BASE}/lookup-tables/structure`,
+      method: 'GET',
+      headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+    },
+
+    transformResponse: async (response: Response) => {
+      await throwIfNotOk(response, 'Failed to fetch lookup table structure')
+      const data = await response.json()
+
+      return {
+        success: true,
+        output: {
+          tables: Array.isArray(data) ? data : [],
+        },
+      }
+    },
+
+    outputs: {
+      tables: {
+        type: 'array',
+        description: 'Lookup tables available',
+        items: {
+          type: 'object',
+          properties: {
+            tableName: { type: 'string', description: 'Lookup table name' },
+            tableDescription: { type: 'string', description: 'What the lookup table contains' },
+          },
+        },
+      },
+    },
+  }

apps/sim/tools/pitchbook/lookup_tables.ts

@@ -0,0 +1,83 @@
+import type { PitchbookLookupTablesParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookLookupTablesTool: ToolConfig<PitchbookLookupTablesParams, PitchbookResponse> =
+  {
+    id: 'pitchbook_lookup_tables',
+    name: 'PitchBook Lookup Tables',
+    description:
+      'Retrieve the codes in one or more lookup tables. These are the codes the search filters expect, such as INDUSTRY or VERTICAL.',
+    version: '1.0.0',
+
+    params: {
+      apiKey: {
+        type: 'string',
+        required: true,
+        visibility: 'user-only',
+        description: 'PitchBook API key',
+      },
+      tableNames: {
+        type: 'string',
+        required: true,
+        visibility: 'user-or-llm',
+        description:
+          'Lookup tables to return, e.g. INDUSTRY or VERTICAL. Separate multiple names with a comma. Use the lookup table structure operation to see what is available.',
+      },
+      currency: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+      },
+    },
+
+    request: {
+      url: (params) => {
+        const qs = new URLSearchParams()
+        qs.set('tableNames', params.tableNames.trim())
+        const query = qs.toString()
+        return `${PITCHBOOK_API_BASE}/lookup-tables${query ? `?${query}` : ''}`
+      },
+      method: 'GET',
+      headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+    },
+
+    transformResponse: async (response: Response) => {
+      await throwIfNotOk(response, 'Failed to fetch lookup tables')
+      const data = await response.json()
+
+      return {
+        success: true,
+        output: {
+          items: data.items ?? [],
+        },
+      }
+    },
+
+    outputs: {
+      items: {
+        type: 'array',
+        description: 'Records returned',
+        items: {
+          type: 'object',
+          properties: {
+            tableName: { type: 'string', description: 'Lookup table name' },
+            tableDescription: { type: 'string', description: 'What the lookup table contains' },
+            codes: {
+              type: 'array',
+              description: 'Codes in the lookup table',
+              items: {
+                type: 'object',
+                properties: {
+                  code: { type: 'string', description: 'PitchBook code' },
+                  description: { type: 'string', description: 'Human-readable label for the code' },
+                },
+              },
+            },
+          },
+        },
+      },
+    },
+  }

apps/sim/tools/pitchbook/patent_detailed.ts

@@ -0,0 +1,172 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookPatentDetailedTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_patent_detailed',
+  name: 'PitchBook Patent Detail',
+  description:
+    'Retrieve the full record for a single patent: title, status, dates, assignees, inventors, citations, and claim counts',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'Patent ID, e.g. EP-3167426-B1. Patent IDs come from a patent search.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/companies/patents/${params.pbId.trim()}/detailed`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch patent detail')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        patentId: data.patentId ?? null,
+        patentTitle: data.patentTitle ?? null,
+        status: data.status ?? null,
+        publicationDate: data.publicationDate ?? null,
+        firstFilingDate: data.firstFilingDate ?? null,
+        expirationDate: data.expirationDate ?? null,
+        filingAuthorityLocation: data.filingAuthorityLocation ?? null,
+        cpcSection: data.cpcSection ?? null,
+        cpcClass: data.cpcClass ?? null,
+        cpcSubclass: data.cpcSubclass ?? null,
+        currentAssigneeNames: data.currentAssigneeNames ?? [],
+        originalAssigneeNames: data.originalAssigneeNames ?? [],
+        mostRecentLegalStatus: data.mostRecentLegalStatus ?? null,
+        mostRecentLegalStatusDate: data.mostRecentLegalStatusDate ?? null,
+        applicationDate: data.applicationDate ?? null,
+        grantDate: data.grantDate ?? null,
+        familyId: data.familyId ?? null,
+        inventors: data.inventors ?? [],
+        documentForwardCitations: data.documentForwardCitations ?? null,
+        documentBackwardCitations: data.documentBackwardCitations ?? null,
+        countOfClaims: data.countOfClaims ?? null,
+        countOfIndependentClaims: data.countOfIndependentClaims ?? null,
+        patentDownloadUrl: data.patentDownloadUrl ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    patentId: { type: 'string', description: 'Patent ID', nullable: true },
+    patentTitle: { type: 'string', description: 'Patent title', nullable: true },
+    status: { type: 'string', description: 'Status', nullable: true },
+    publicationDate: {
+      type: 'string',
+      description: 'Publication date (YYYY-MM-DD)',
+      nullable: true,
+    },
+    firstFilingDate: {
+      type: 'string',
+      description: 'First filing date (YYYY-MM-DD)',
+      nullable: true,
+    },
+    expirationDate: { type: 'json', description: 'Expiration date (YYYY-MM-DD)', nullable: true },
+    filingAuthorityLocation: {
+      type: 'string',
+      description: 'Filing authority location',
+      nullable: true,
+    },
+    cpcSection: {
+      type: 'object',
+      description: 'CPC section',
+      properties: {
+        code: { type: 'string', description: 'PitchBook code' },
+        description: { type: 'string', description: 'Human-readable label for the code' },
+      },
+    },
+    cpcClass: {
+      type: 'object',
+      description: 'CPC class',
+      properties: {
+        code: { type: 'string', description: 'PitchBook code' },
+        description: { type: 'string', description: 'Human-readable label for the code' },
+      },
+    },
+    cpcSubclass: {
+      type: 'object',
+      description: 'CPC subclass',
+      properties: {
+        code: { type: 'string', description: 'PitchBook code' },
+        description: { type: 'string', description: 'Human-readable label for the code' },
+      },
+    },
+    currentAssigneeNames: {
+      type: 'array',
+      description: 'Current assignees',
+      items: { type: 'string' },
+    },
+    originalAssigneeNames: {
+      type: 'array',
+      description: 'Original assignees',
+      items: { type: 'json' },
+    },
+    mostRecentLegalStatus: {
+      type: 'string',
+      description: 'Most recent legal status',
+      nullable: true,
+    },
+    mostRecentLegalStatusDate: {
+      type: 'string',
+      description: 'Date of the most recent legal status (YYYY-MM-DD)',
+      nullable: true,
+    },
+    applicationDate: {
+      type: 'string',
+      description: 'Application date (YYYY-MM-DD)',
+      nullable: true,
+    },
+    grantDate: { type: 'string', description: 'Grant date (YYYY-MM-DD)', nullable: true },
+    familyId: { type: 'string', description: 'Patent family ID', nullable: true },
+    inventors: {
+      type: 'array',
+      description: 'Named inventors',
+      items: { type: 'string' },
+    },
+    documentForwardCitations: {
+      type: 'number',
+      description: 'Number of forward citations',
+      nullable: true,
+    },
+    documentBackwardCitations: {
+      type: 'number',
+      description: 'Number of backward citations',
+      nullable: true,
+    },
+    countOfClaims: { type: 'number', description: 'Number of claims', nullable: true },
+    countOfIndependentClaims: {
+      type: 'number',
+      description: 'Number of independent claims',
+      nullable: true,
+    },
+    patentDownloadUrl: {
+      type: 'string',
+      description: 'Link to download the patent document',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/patent_search.ts

@@ -0,0 +1,182 @@
+import type { PitchbookPatentSearchParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import {
+  mapStats,
+  PITCHBOOK_API_BASE,
+  pitchbookAuthHeaders,
+  throwIfNotOk,
+} from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookPatentSearchTool: ToolConfig<PitchbookPatentSearchParams, PitchbookResponse> =
+  {
+    id: 'pitchbook_patent_search',
+    name: 'PitchBook Patent Search',
+    description:
+      'Search the patents held by a company by status, filing and publication date, authority, and CPC classification',
+    version: '1.0.0',
+
+    params: {
+      apiKey: {
+        type: 'string',
+        required: true,
+        visibility: 'user-only',
+        description: 'PitchBook API key',
+      },
+      pbId: {
+        type: 'string',
+        required: true,
+        visibility: 'user-or-llm',
+        description:
+          'PitchBook company ID, e.g. 10618-03. Use PitchBook Search to resolve a name to an ID.',
+      },
+      status: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'Patent status: Active, Pending, or Inactive. Separate multiple values with a comma.',
+      },
+      publicationDate: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'Publication date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range.',
+      },
+      firstFilingDate: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'First filing date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range.',
+      },
+      filingAuthorityLocation: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'Filing authority location, e.g. EP or US. Separate multiple values with a comma.',
+      },
+      cpcSectionCode: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description: 'CPC section code. Separate multiple values with a comma.',
+      },
+      cpcClassCode: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description: 'CPC class code. Separate multiple values with a comma.',
+      },
+      page: {
+        type: 'number',
+        required: false,
+        visibility: 'user-or-llm',
+        description: 'Page of results to return, starting at 1',
+      },
+      perPage: {
+        type: 'number',
+        required: false,
+        visibility: 'user-or-llm',
+        description: 'How many results to return per page',
+      },
+      currency: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+      },
+    },
+
+    request: {
+      url: (params) => {
+        const qs = new URLSearchParams()
+        if (params.status) qs.set('status', params.status)
+        if (params.publicationDate) qs.set('publicationDate', params.publicationDate)
+        if (params.firstFilingDate) qs.set('firstFilingDate', params.firstFilingDate)
+        if (params.filingAuthorityLocation) {
+          qs.set('filingAuthorityLocation', params.filingAuthorityLocation)
+        }
+        if (params.cpcSectionCode) qs.set('cpcSectionCode', params.cpcSectionCode)
+        if (params.cpcClassCode) qs.set('cpcClassCode', params.cpcClassCode)
+        if (params.page !== undefined && params.page !== null) qs.set('page', String(params.page))
+        if (params.perPage !== undefined && params.perPage !== null) {
+          qs.set('perPage', String(params.perPage))
+        }
+        const query = qs.toString()
+        return `${PITCHBOOK_API_BASE}/companies/${params.pbId.trim()}/patents/search${query ? `?${query}` : ''}`
+      },
+      method: 'GET',
+      headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+    },
+
+    transformResponse: async (response: Response) => {
+      await throwIfNotOk(response, 'Failed to search patents')
+      const data = await response.json()
+
+      return {
+        success: true,
+        output: {
+          companyId: data.companyId ?? null,
+          stats: mapStats(data.stats),
+          items: data.items ?? [],
+        },
+      }
+    },
+
+    outputs: {
+      companyId: { type: 'string', description: 'PitchBook company ID' },
+      stats: {
+        type: 'object',
+        description: 'Summary statistics for the response',
+        properties: {
+          total: { type: 'number', description: 'Total number of matching results' },
+          perPage: { type: 'number', description: 'Results returned per page' },
+          page: { type: 'number', description: 'Current page number' },
+          lastPage: { type: 'number', description: 'Number of the last available page' },
+        },
+      },
+      items: {
+        type: 'array',
+        description: 'Records returned',
+        items: {
+          type: 'object',
+          properties: {
+            patentId: { type: 'string', description: 'Patent ID' },
+            patentTitle: { type: 'string', description: 'Patent title' },
+            status: { type: 'string', description: 'Status' },
+            publicationDate: { type: 'string', description: 'Publication date (YYYY-MM-DD)' },
+            firstFilingDate: { type: 'string', description: 'First filing date (YYYY-MM-DD)' },
+            expirationDate: { type: 'string', description: 'Expiration date (YYYY-MM-DD)' },
+            filingAuthorityLocation: { type: 'string', description: 'Filing authority location' },
+            cpcSection: {
+              type: 'object',
+              description: 'CPC section',
+              properties: {
+                code: { type: 'string', description: 'PitchBook code' },
+                description: { type: 'string', description: 'Human-readable label for the code' },
+              },
+            },
+            cpcClass: {
+              type: 'object',
+              description: 'CPC class',
+              properties: {
+                code: { type: 'string', description: 'PitchBook code' },
+                description: { type: 'string', description: 'Human-readable label for the code' },
+              },
+            },
+            cpcSubclass: {
+              type: 'object',
+              description: 'CPC subclass',
+              properties: {
+                code: { type: 'string', description: 'PitchBook code' },
+                description: { type: 'string', description: 'Human-readable label for the code' },
+              },
+            },
+          },
+        },
+      },
+    },
+  }

apps/sim/tools/pitchbook/people_search.ts

@@ -0,0 +1,226 @@
+import type { PitchbookPeopleSearchParams, PitchbookSearchResponse } from '@/tools/pitchbook/types'
+import {
+  buildSearchQuery,
+  mapStats,
+  PITCHBOOK_API_BASE,
+  pitchbookAuthHeaders,
+  throwIfNotOk,
+} from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookPeopleSearchTool: ToolConfig<
+  PitchbookPeopleSearchParams,
+  PitchbookSearchResponse
+> = {
+  id: 'pitchbook_people_search',
+  name: 'PitchBook People Search',
+  description: 'Search PitchBook for people by name, employer, position, education, and location',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    personNames: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated person names or PitchBook person IDs',
+    },
+    firstName: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'First name of the person',
+    },
+    lastName: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Last name of the person',
+    },
+    email: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Email address of the person',
+    },
+    firmNames: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated firm names, PitchBook IDs, websites, or tickers the person is associated with',
+    },
+    firmType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook firm type code of the associated firm',
+    },
+    positionLevel: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated position level codes (e.g. CEO, CFO, CIO)',
+    },
+    positionTitle: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Position title to match (e.g. Chief Executive Officer)',
+    },
+    department: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Department code the person works in',
+    },
+    university: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'University the person attended',
+    },
+    biography: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Keywords appearing in the person biography',
+    },
+    city: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'City the person is located in',
+    },
+    country: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Country the person is located in (e.g. USA)',
+    },
+    industry: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook industry code of the associated firm',
+    },
+    verticals: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook vertical code of the associated firm',
+    },
+    primaryPositionOnly: {
+      type: 'boolean',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Only match the person primary position rather than any position they hold',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+    page: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Page of results to return, starting at 1',
+    },
+    perPage: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'How many results to return per page',
+    },
+    additionalFilters: {
+      type: 'json',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Any other documented search filter, as a JSON object of query parameter names to values (e.g. {"emergingSpaces": "AGTECH"}). A dedicated field always wins over the same key set here.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const query = buildSearchQuery(
+        {
+          personNames: params.personNames,
+          firstName: params.firstName,
+          lastName: params.lastName,
+          email: params.email,
+          firmNames: params.firmNames,
+          firmType: params.firmType,
+          positionLevel: params.positionLevel,
+          positionTitle: params.positionTitle,
+          department: params.department,
+          university: params.university,
+          biography: params.biography,
+          city: params.city,
+          country: params.country,
+          industry: params.industry,
+          verticals: params.verticals,
+          primaryPositionOnly: params.primaryPositionOnly,
+        },
+        {
+          page: params.page,
+          perPage: params.perPage,
+          additionalFilters: params.additionalFilters,
+        }
+      )
+      return `${PITCHBOOK_API_BASE}/people/search${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to search people')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        stats: mapStats(data.stats),
+        items: data.items ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    stats: {
+      type: 'object',
+      description: 'Paging envelope for the result set',
+      properties: {
+        total: { type: 'number', description: 'Total number of matching results' },
+        perPage: { type: 'number', description: 'Results returned per page' },
+        page: { type: 'number', description: 'Current page number' },
+        lastPage: { type: 'number', description: 'Number of the last available page' },
+      },
+    },
+    items: {
+      type: 'array',
+      description: 'People matching the search criteria',
+      items: {
+        type: 'object',
+        properties: {
+          personId: { type: 'string', description: 'PitchBook person ID' },
+          personName: { type: 'string', description: 'Full name of the person' },
+          firmId: {
+            type: 'string',
+            description: 'PitchBook ID of the firm the person is associated with',
+            nullable: true,
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/person_bio.ts

@@ -0,0 +1,125 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookPersonBioTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_person_bio',
+  name: 'PitchBook Person Bio',
+  description:
+    'Retrieve the profile of a person: name, biography, LinkedIn, primary employer, position, and office',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook person ID, e.g. 53503-66P. Person IDs end in P and come from a people search.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/people/${params.pbId.trim()}/bio`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch person bio')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        personId: data.personId ?? null,
+        personName: data.personName ?? null,
+        biography: data.biography ?? null,
+        linkedInProfileUrl: data.linkedInProfileUrl ?? null,
+        gender: data.gender ?? null,
+        primaryEntityId: data.primaryEntityId ?? null,
+        primaryEntityName: data.primaryEntityName ?? null,
+        primaryEntityType: data.primaryEntityType ?? null,
+        primaryEntityWebsite: data.primaryEntityWebsite ?? null,
+        primaryPosition: data.primaryPosition ?? null,
+        primaryOffice: data.primaryOffice ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    personId: { type: 'string', description: 'PitchBook person ID', nullable: true },
+    personName: {
+      type: 'object',
+      description: 'Parsed name of the person',
+      properties: {
+        full: { type: 'string', description: 'Full name', nullable: true },
+        first: { type: 'string', description: 'First name', nullable: true },
+        last: { type: 'string', description: 'Last name', nullable: true },
+        middle: { type: 'string', description: 'Middle name', nullable: true },
+        prefix: { type: 'string', description: 'Name prefix', nullable: true },
+        suffix: { type: 'string', description: 'Name suffix', nullable: true },
+      },
+    },
+    biography: { type: 'string', description: 'Biography of the person', nullable: true },
+    linkedInProfileUrl: { type: 'string', description: 'LinkedIn profile URL', nullable: true },
+    gender: { type: 'string', description: 'Gender recorded for the person', nullable: true },
+    primaryEntityId: {
+      type: 'string',
+      description: 'PitchBook ID of the primary employer',
+      nullable: true,
+    },
+    primaryEntityName: {
+      type: 'string',
+      description: 'Name of the primary employer',
+      nullable: true,
+    },
+    primaryEntityType: {
+      type: 'string',
+      description: 'Type of the primary employer, such as COMPANY or INVESTOR',
+      nullable: true,
+    },
+    primaryEntityWebsite: {
+      type: 'string',
+      description: 'Website of the primary employer',
+      nullable: true,
+    },
+    primaryPosition: {
+      type: 'string',
+      description: 'Position the person holds at the primary employer',
+      nullable: true,
+    },
+    primaryOffice: {
+      type: 'object',
+      description: 'Office the person works out of',
+      nullable: true,
+      properties: {
+        location: { type: 'string', description: 'Office label', nullable: true },
+        addressLine1: { type: 'string', description: 'Address line 1', nullable: true },
+        addressLine2: { type: 'string', description: 'Address line 2', nullable: true },
+        city: { type: 'string', description: 'City', nullable: true },
+        stateProvince: { type: 'string', description: 'State or province', nullable: true },
+        postCode: { type: 'string', description: 'Postal code', nullable: true },
+        country: { type: 'string', description: 'Country', nullable: true },
+        phone: { type: 'string', description: 'Phone number', nullable: true },
+        fax: { type: 'string', description: 'Fax number', nullable: true },
+        email: { type: 'string', description: 'Email address', nullable: true },
+        globalRegion: { type: 'string', description: 'Global region', nullable: true },
+        globalSubRegion: { type: 'string', description: 'Global sub-region', nullable: true },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/person_contact.ts

@@ -0,0 +1,63 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookPersonContactTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> = {
+  id: 'pitchbook_person_contact',
+  name: 'PitchBook Person Contact',
+  description: 'Retrieve the direct contact details on file for a person',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook person ID, e.g. 53503-66P. Person IDs end in P and come from a people search.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/people/${params.pbId.trim()}/contact`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch person contact')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        personId: data.personId ?? null,
+        fullName: data.fullName ?? null,
+        phone: data.phone ?? null,
+        fax: data.fax ?? null,
+        email: data.email ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    personId: { type: 'string', description: 'PitchBook person ID', nullable: true },
+    fullName: { type: 'string', description: 'Full name of the person', nullable: true },
+    phone: { type: 'string', description: 'Phone number', nullable: true },
+    fax: { type: 'string', description: 'Fax number', nullable: true },
+    email: { type: 'string', description: 'Email address', nullable: true },
+  },
+}

apps/sim/tools/pitchbook/person_education_work.ts

@@ -0,0 +1,206 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookPersonEducationWorkTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_person_education_work',
+  name: 'PitchBook Person Education and Work',
+  description:
+    'Retrieve a person full history: education, company roles, board seats, deal roles, and fund roles',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook person ID, e.g. 53503-66P. Person IDs end in P and come from a people search.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/people/${params.pbId.trim()}/education-work`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch person education and work history')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        personId: data.personId ?? null,
+        fullName: data.fullName ?? null,
+        education: data.education ?? [],
+        companyRoles: data.companyRoles ?? [],
+        boardSeats: data.boardSeats ?? [],
+        currentAdvisoryRoles: data.currentAdvisoryRoles ?? [],
+        dealRoles: data.dealRoles ?? [],
+        fundRoles: data.fundRoles ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    personId: { type: 'string', description: 'PitchBook person ID', nullable: true },
+    fullName: { type: 'string', description: 'Full name of the person', nullable: true },
+    education: {
+      type: 'array',
+      description: 'Institutions the person attended',
+      items: {
+        type: 'object',
+        properties: {
+          institution: { type: 'string', description: 'Institution name' },
+          degree: { type: 'string', description: 'Degree earned', nullable: true },
+          yearOfGraduation: { type: 'number', description: 'Graduation year', nullable: true },
+        },
+      },
+    },
+    companyRoles: {
+      type: 'array',
+      description: 'Positions the person has held at companies',
+      items: {
+        type: 'object',
+        properties: {
+          companyId: { type: 'string', description: 'PitchBook company ID' },
+          companyName: { type: 'string', description: 'Company name' },
+          position: { type: 'string', description: 'Position title', nullable: true },
+          positionType: {
+            type: 'string',
+            description: 'Whether the role is an employee or non-employee position',
+            nullable: true,
+          },
+          positionStatus: {
+            type: 'string',
+            description: 'Whether the position is Current or Former',
+            nullable: true,
+          },
+          positionStart: {
+            type: 'string',
+            description: 'Date the position started (YYYY-MM-DD)',
+            nullable: true,
+          },
+          positionFinish: {
+            type: 'string',
+            description: 'Date the position ended (YYYY-MM-DD)',
+            nullable: true,
+          },
+        },
+      },
+    },
+    boardSeats: {
+      type: 'array',
+      description: 'Board seats the person has held',
+      items: {
+        type: 'object',
+        properties: {
+          boardCompanyId: { type: 'string', description: 'PitchBook ID of the company' },
+          boardCompanyName: { type: 'string', description: 'Name of the company' },
+          boardRepresentingId: {
+            type: 'string',
+            description: 'PitchBook ID of the firm the seat represents',
+            nullable: true,
+          },
+          boardRepresentingName: {
+            type: 'string',
+            description: 'Name of the firm the seat represents',
+            nullable: true,
+          },
+          positionStatus: {
+            type: 'string',
+            description: 'Whether the seat is Current or Former',
+            nullable: true,
+          },
+          boardStart: {
+            type: 'string',
+            description: 'Date the seat started (YYYY-MM-DD)',
+            nullable: true,
+          },
+          boardFinish: {
+            type: 'string',
+            description: 'Date the seat ended (YYYY-MM-DD)',
+            nullable: true,
+          },
+        },
+      },
+    },
+    currentAdvisoryRoles: {
+      type: 'array',
+      description: 'Advisory roles the person currently holds',
+      items: { type: 'object' },
+    },
+    dealRoles: {
+      type: 'array',
+      description: 'Deals the person worked on and who they represented',
+      items: {
+        type: 'object',
+        properties: {
+          dealId: { type: 'string', description: 'PitchBook deal ID' },
+          dealDate: {
+            type: 'string',
+            description: 'Date of the deal (YYYY-MM-DD)',
+            nullable: true,
+          },
+          companyId: { type: 'string', description: 'PitchBook ID of the company in the deal' },
+          companyName: { type: 'string', description: 'Name of the company in the deal' },
+          representingId: {
+            type: 'string',
+            description: 'PitchBook ID of the firm the person represented',
+            nullable: true,
+          },
+          representingName: {
+            type: 'string',
+            description: 'Name of the firm the person represented',
+            nullable: true,
+          },
+        },
+      },
+    },
+    fundRoles: {
+      type: 'array',
+      description: 'Funds the person is associated with',
+      items: {
+        type: 'object',
+        properties: {
+          fundId: { type: 'string', description: 'PitchBook fund ID' },
+          fundName: { type: 'string', description: 'Fund name' },
+          investorId: {
+            type: 'string',
+            description: 'PitchBook ID of the fund manager',
+            nullable: true,
+          },
+          investorName: { type: 'string', description: 'Name of the fund manager', nullable: true },
+          representingId: {
+            type: 'string',
+            description: 'PitchBook ID of the firm the person represented',
+            nullable: true,
+          },
+          representingName: {
+            type: 'string',
+            description: 'Name of the firm the person represented',
+            nullable: true,
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/pitchbook.test.ts

@@ -0,0 +1,389 @@
+/**
+ * @vitest-environment node
+ */
+import { describe, expect, it, vi } from 'vitest'
+
+vi.unmock('@/tools/registry')
+
+import { PitchBookBlock } from '@/blocks/blocks/pitchbook'
+import RECORDED from '@/tools/pitchbook/__fixtures__/recorded-responses.json'
+import { tools } from '@/tools/registry'
+
+/**
+ * The registry is typed `Record<string, ToolConfig>`, so a tool's `url`/`headers`/
+ * `body` builders widen to their union. These narrow one back to a callable and
+ * accept the caller's param object, keeping the assertions type-checked without
+ * an `any` cast at every call site.
+ */
+type ToolParams = Record<string, unknown>
+
+function urlBuilder(toolId: string): (params: ToolParams) => string {
+  const url = tools[toolId].request.url
+  if (typeof url !== 'function') throw new Error(`${toolId} has a static url`)
+  return url as (params: ToolParams) => string
+}
+
+function headerBuilder(toolId: string): (params: ToolParams) => Record<string, string> {
+  const headers = tools[toolId].request.headers
+  if (typeof headers !== 'function') throw new Error(`${toolId} has no header builder`)
+  return headers as (params: ToolParams) => Record<string, string>
+}
+
+function bodyBuilder(toolId: string): (params: ToolParams) => unknown {
+  const body = tools[toolId].request.body
+  if (typeof body !== 'function') throw new Error(`${toolId} has no body builder`)
+  return body as (params: ToolParams) => unknown
+}
+
+function blockParams(input: ToolParams): Record<string, unknown> {
+  const build = PitchBookBlock.tools.config?.params
+  if (!build) throw new Error('PitchBook block declares no params mapper')
+  return build(input) as Record<string, unknown>
+}
+
+describe('pitchbook wiring', () => {
+  const access = PitchBookBlock.tools.access ?? []
+
+  it('registry keys match each tool id', () => {
+    for (const id of access) {
+      expect(tools[id], `missing registry entry ${id}`).toBeDefined()
+      expect(tools[id].id).toBe(id)
+    }
+  })
+
+  it('every operation option maps to an accessible tool', () => {
+    const op = PitchBookBlock.subBlocks.find((s) => s.id === 'operation')
+    const ids = (op?.options as Array<{ id: string }>).map((o) => o.id)
+    expect(ids.length).toBe(access.length)
+    for (const id of ids) {
+      const selected = PitchBookBlock.tools.config?.tool?.({ operation: id })
+      expect(access).toContain(selected)
+    }
+  })
+
+  it('subblock ids are unique', () => {
+    const ids = PitchBookBlock.subBlocks.map((s) => s.id)
+    expect(new Set(ids).size).toBe(ids.length)
+  })
+
+  it('maps prefixed search subblocks onto PitchBook query params', () => {
+    const mapped = blockParams({
+      operation: 'company_search',
+      apiKey: 'k',
+      coNames: 'Databricks',
+      coCountry: 'USA',
+      coDealDate: '>2023-01-01',
+      page: '2',
+      perPage: '50',
+      additionalFilters: '{"locationType":"HQ_ONLY"}',
+    })
+
+    expect(mapped.companyNames).toBe('Databricks')
+    expect(mapped.country).toBe('USA')
+    expect(mapped.dealDate).toBe('>2023-01-01')
+    expect(mapped.coNames).toBeUndefined()
+    expect(mapped.page).toBe(2)
+    expect(mapped.perPage).toBe(50)
+    expect(mapped.additionalFilters).toEqual({ locationType: 'HQ_ONLY' })
+  })
+
+  it('collapses the entity-specific id subblock onto pbId', () => {
+    const mapped = blockParams({
+      operation: 'company_bio',
+      apiKey: 'k',
+      companyId: '10618-03',
+    })
+    expect(mapped.pbId).toBe('10618-03')
+    expect(mapped.companyId).toBeUndefined()
+  })
+
+  it('builds a company search URL with filters, paging, and extras', () => {
+    const url = urlBuilder('pitchbook_company_search')
+    const built = url({
+      apiKey: 'k',
+      companyNames: 'Databricks',
+      dealDate: '>2023-01-01',
+      country: '',
+      page: 2,
+      perPage: 50,
+      additionalFilters: { locationType: 'HQ_ONLY' },
+    })
+    expect(built).toContain('https://api.pitchbook.com/companies/search?')
+    expect(built).toContain('companyNames=Databricks')
+    expect(built).toContain('dealDate=%3E2023-01-01')
+    expect(built).toContain('locationType=HQ_ONLY')
+    expect(built).toContain('page=2')
+    expect(built).toContain('perPage=50')
+    expect(built).not.toContain('country=')
+  })
+
+  it('sends the PB-Token auth header and X-Currency only when set', () => {
+    const headers = headerBuilder('pitchbook_company_bio')
+    expect(headers({ apiKey: 'abc' }).Authorization).toBe('PB-Token abc')
+    expect(headers({ apiKey: 'abc' })['X-Currency']).toBeUndefined()
+    expect(headers({ apiKey: 'abc', currency: 'JPY' })['X-Currency']).toBe('JPY')
+  })
+
+  it('never echoes the API key back in an unauthorized error', async () => {
+    const transform = tools.pitchbook_company_bio.transformResponse!
+    const res = new Response(
+      JSON.stringify({ reason: 'UNAUTHORIZED', message: 'Active API key sk-secret-123 not found' }),
+      { status: 401 }
+    )
+    await expect(transform(res)).rejects.toThrow(/rejected the API key/)
+    const res2 = new Response(
+      JSON.stringify({ reason: 'UNAUTHORIZED', message: 'Active API key sk-secret-123 not found' }),
+      { status: 401 }
+    )
+    await expect(transform(res2)).rejects.not.toThrow(/sk-secret-123/)
+  })
+
+  it('surfaces a non-auth PitchBook error message', async () => {
+    const transform = tools.pitchbook_company_bio.transformResponse!
+    const res = new Response(JSON.stringify({ reason: 'NOT_FOUND', message: 'No company found' }), {
+      status: 404,
+    })
+    await expect(transform(res)).rejects.toThrow('No company found (NOT_FOUND)')
+  })
+
+  it('renames the per-operation filter subblocks onto their API param names', () => {
+    const mapped = blockParams({
+      operation: 'patent_search',
+      apiKey: 'k',
+      companyId: '10618-03',
+      patentStatus: 'Active',
+      patentCpcSectionCode: 'G',
+      patentFilingAuthority: 'EP',
+    })
+    expect(mapped.pbId).toBe('10618-03')
+    expect(mapped.status).toBe('Active')
+    expect(mapped.cpcSectionCode).toBe('G')
+    expect(mapped.filingAuthorityLocation).toBe('EP')
+    expect(mapped.patentStatus).toBeUndefined()
+  })
+
+  it('parses the bulk article id list and posts it as PitchBook expects', async () => {
+    const mapped = blockParams({
+      operation: 'credit_news_bulk',
+      apiKey: 'k',
+      articleIds: '[11041384, 2142401]',
+    })
+    expect(mapped.articleIds).toEqual([11041384, 2142401])
+
+    const body = bodyBuilder('pitchbook_credit_news_bulk')
+    expect(body({ apiKey: 'k', articleIds: [11041384, 2142401] })).toEqual({
+      items: [{ articleId: 11041384 }, { articleId: 2142401 }],
+    })
+  })
+
+  it('builds the updates URL from whichever window field is set', () => {
+    const url = urlBuilder('pitchbook_company_updates')
+    expect(url({ apiKey: 'k', pbId: '1-1', sinceDate: '>2024-03-01' })).toContain(
+      'sinceDate=%3E2024-03-01'
+    )
+    expect(url({ apiKey: 'k', pbId: '1-1', trailingRange: 10 })).toContain('trailingRange=10')
+    expect(url({ apiKey: 'k', pbId: '1-1' })).toBe(
+      'https://api.pitchbook.com/companies/1-1/updates'
+    )
+  })
+
+  it('puts the shared-search entity type in the path, not the query', () => {
+    const url = urlBuilder('pitchbook_shared_search')
+    const built = url({ apiKey: 'k', entityType: 'COMPANIES', searchId: 'abc', hash: 'def' })
+    expect(built).toBe('https://api.pitchbook.com/COMPANIES/search?searchId=abc&hash=def')
+  })
+
+  it('trims identifiers before putting them in the path or query', () => {
+    const bio = urlBuilder('pitchbook_company_bio')
+    expect(bio({ apiKey: 'k', pbId: '  10618-03\n' })).toBe(
+      'https://api.pitchbook.com/companies/10618-03/bio'
+    )
+
+    const cash = urlBuilder('pitchbook_fund_cash_flows')
+    expect(cash({ apiKey: 'k', pbId: ' 11373-13F ', period: ' 4Q2018 ' })).toBe(
+      'https://api.pitchbook.com/funds/11373-13F/cashflows/4Q2018'
+    )
+
+    const shared = urlBuilder('pitchbook_shared_search')
+    expect(
+      shared({ apiKey: 'k', entityType: ' COMPANIES ', searchId: ' abc ', hash: ' def ' })
+    ).toBe('https://api.pitchbook.com/COMPANIES/search?searchId=abc&hash=def')
+  })
+
+  it('omits activeContract unless the user picks a side, since PitchBook is tri-state', () => {
+    const cfg = PitchBookBlock.tools.config
+    const run = (contractFilter?: string) =>
+      blockParams({ operation: 'contracts_history', apiKey: 'k', contractFilter })
+
+    expect(run('all').activeContract).toBeUndefined()
+    expect(run(undefined).activeContract).toBeUndefined()
+    expect(run('active').activeContract).toBe(true)
+    expect(run('past').activeContract).toBe(false)
+
+    const url = urlBuilder('pitchbook_contracts_history')
+    expect(url({ apiKey: 'k' })).toBe('https://api.pitchbook.com/contracts/history')
+    expect(url({ apiKey: 'k', activeContract: true })).toContain('activeContract=true')
+    expect(url({ apiKey: 'k', activeContract: false })).toContain('activeContract=false')
+  })
+
+  it('maps every recorded PitchBook response without dropping or inventing keys', async () => {
+    let checked = 0
+    for (const [toolId, body] of Object.entries(RECORDED) as Array<[string, unknown]>) {
+      const tool = tools[toolId]
+      expect(tool, `no tool registered for ${toolId}`).toBeDefined()
+      const result = await tool.transformResponse!(
+        new Response(JSON.stringify(body), { status: 200 })
+      )
+      expect(result.success, `${toolId} did not succeed`).toBe(true)
+
+      const declared = Object.keys(tool.outputs ?? {}).sort()
+      const produced = Object.keys(result.output).sort()
+      expect(produced, `${toolId} output keys drifted from its declared outputs`).toEqual(declared)
+
+      for (const [key, value] of Object.entries(result.output)) {
+        expect(value, `${toolId}.${key} is undefined`).not.toBeUndefined()
+        const declaredType = tool.outputs?.[key]?.type
+        if (declaredType === 'array') {
+          expect(Array.isArray(value), `${toolId}.${key} declared array but is not`).toBe(true)
+        }
+      }
+      checked++
+    }
+    expect(checked).toBe(Object.keys(RECORDED).length)
+  })
+
+  it('renames a filter only for the operation that owns it, so stale advanced values cannot leak', () => {
+    // coCountry belongs to company_search; dealCountry to deal_search. The
+    // serializer emits both when both hold values, whatever operation is active.
+    const asCompany = blockParams({
+      operation: 'company_search',
+      apiKey: 'k',
+      coCountry: 'USA',
+      dealCountry: 'FRA',
+    })
+    expect(asCompany.country).toBe('USA')
+
+    const asDeal = blockParams({
+      operation: 'deal_search',
+      apiKey: 'k',
+      coCountry: 'USA',
+      dealCountry: 'FRA',
+    })
+    expect(asDeal.country).toBe('FRA')
+
+    // A filter owned by neither operation is cleared, not passed through.
+    const asPeople = blockParams({
+      operation: 'people_search',
+      apiKey: 'k',
+      coCountry: 'USA',
+      dealCountry: 'FRA',
+    })
+    expect(asPeople.country).toBeUndefined()
+  })
+
+  it('reads only the ID subblock its operation owns, so a stale ID cannot retarget the call', () => {
+    // A leftover dealId must not hijack a company lookup — that would spend
+    // credits fetching the wrong resource with no visible cue.
+    const asCompany = blockParams({
+      operation: 'company_bio',
+      apiKey: 'k',
+      companyId: '10618-03',
+      dealId: '52721-65T',
+      entityId: '51261-67',
+    })
+    expect(asCompany.pbId).toBe('10618-03')
+
+    const asDeal = blockParams({
+      operation: 'deal_bio',
+      apiKey: 'k',
+      companyId: '10618-03',
+      dealId: '52721-65T',
+    })
+    expect(asDeal.pbId).toBe('52721-65T')
+
+    // An operation that takes no entity ID must not inherit one.
+    const asSearch = blockParams({
+      operation: 'company_search',
+      apiKey: 'k',
+      companyId: '10618-03',
+      dealId: '52721-65T',
+    })
+    expect(asSearch.pbId).toBeUndefined()
+  })
+
+  it('exposes every window and paging field its operation actually accepts', () => {
+    const visibleFor = (operation: string) =>
+      new Set(
+        PitchBookBlock.subBlocks
+          .filter((sub) => {
+            const condition = sub.condition
+            if (!condition || condition.field !== 'operation') return true
+            const values = Array.isArray(condition.value) ? condition.value : [condition.value]
+            return values.includes(operation)
+          })
+          .map((sub) => sub.id)
+      )
+
+    // Each tool declares these; the canvas must offer them too.
+    expect(visibleFor('entity_news').has('sinceDate')).toBe(true)
+    expect(visibleFor('shared_search').has('page')).toBe(true)
+    expect(visibleFor('shared_search').has('perPage')).toBe(true)
+    expect(visibleFor('company_social_analytics').has('compare')).toBe(true)
+  })
+
+  it('clears cleared numeric fields instead of sending an empty string', () => {
+    const mapped = blockParams({
+      operation: 'company_search',
+      apiKey: 'k',
+      page: '',
+      perPage: 'abc',
+      trailingRange: '',
+    })
+    expect(mapped.page).toBeUndefined()
+    expect(mapped.perPage).toBeUndefined()
+    expect(mapped.trailingRange).toBeUndefined()
+
+    const url = urlBuilder('pitchbook_company_search')
+    expect(url({ apiKey: 'k', page: undefined, perPage: undefined })).not.toContain('page=')
+  })
+
+  it('parses additionalFilters even when a model passes it as a JSON string', () => {
+    const url = urlBuilder('pitchbook_company_search')
+    const built = url({ apiKey: 'k', additionalFilters: '{"locationType":"HQ_ONLY"}' })
+    expect(built).toContain('locationType=HQ_ONLY')
+    expect(built).not.toContain('0=%7B')
+  })
+
+  it('sends a Content-Type on the one POST endpoint', () => {
+    const headers = headerBuilder('pitchbook_credit_news_bulk')
+    expect(headers({ apiKey: 'k' })['Content-Type']).toBe('application/json')
+  })
+
+  it('returns the sandbox list for any entity type, not just companies', async () => {
+    const transform = tools.pitchbook_sandbox_entities.transformResponse!
+    const investors = await transform(
+      new Response(
+        JSON.stringify({
+          entityTypeCounts: { investors: 2 },
+          investors: [{ investorId: '1-1', investorName: 'A' }],
+        }),
+        { status: 200 }
+      )
+    )
+    expect(investors.output.entities).toEqual([{ investorId: '1-1', investorName: 'A' }])
+  })
+
+  it('normalizes an array-root response and a missing nested field', async () => {
+    const deals = await tools.pitchbook_company_deals.transformResponse!(
+      new Response(JSON.stringify([{ dealId: '1-T' }]), { status: 200 })
+    )
+    expect(deals.output.deals).toEqual([{ dealId: '1-T' }])
+
+    const bio = await tools.pitchbook_company_bio.transformResponse!(
+      new Response(JSON.stringify({ companyId: '10618-03' }), { status: 200 })
+    )
+    expect(bio.output.companyId).toBe('10618-03')
+    expect(bio.output.website).toBeNull()
+    expect(bio.output.universe).toEqual([])
+  })
+})

apps/sim/tools/pitchbook/sandbox_entities.ts

@@ -0,0 +1,103 @@
+import type { PitchbookResponse, PitchbookSandboxEntitiesParams } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+/**
+ * PitchBook returns the sandbox list under a key named after the requested
+ * entity type (`companies` for COMPANIES, and so on for the other six types).
+ * Only the COMPANIES shape is recorded in the published docs, so rather than
+ * guessing the other six key names this picks whichever array the payload
+ * carries alongside the `entityTypeCounts` summary.
+ */
+function pickEntityList(data: Record<string, unknown>): unknown[] {
+  for (const [key, value] of Object.entries(data)) {
+    if (key !== 'entityTypeCounts' && Array.isArray(value)) return value
+  }
+  return []
+}
+
+export const pitchbookSandboxEntitiesTool: ToolConfig<
+  PitchbookSandboxEntitiesParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_sandbox_entities',
+  name: 'PitchBook Sandbox Entities',
+  description:
+    'List the entities a sandbox API key is allowed to query, so test workflows have real IDs to run against',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    entityType: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'Entity type to list: COMPANIES, INVESTORS, LIMITED_PARTNERS, SERVICE_PROVIDERS, PEOPLE, DEALS, or FUNDS. The matching array on the response is named after it, so COMPANIES returns a companies array.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      qs.set('entityType', params.entityType.trim())
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/sandbox-entities${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch sandbox entities')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        entityTypeCounts: data.entityTypeCounts ?? null,
+        entities: pickEntityList(data),
+      },
+    }
+  },
+
+  outputs: {
+    entities: {
+      type: 'array',
+      description:
+        'Entities the sandbox key may query. PitchBook names this array after the requested entity type, so it is surfaced under a stable `entities` key rather than the type-specific one.',
+      items: {
+        type: 'object',
+        properties: {
+          companyId: {
+            type: 'string',
+            description: 'PitchBook ID of the entity, keyed by its own entity type',
+            optional: true,
+          },
+          companyName: {
+            type: 'string',
+            description: 'Name of the entity, keyed by its own entity type',
+            optional: true,
+          },
+        },
+      },
+    },
+    entityTypeCounts: {
+      type: 'json',
+      description: 'Count of available sandbox entities, keyed by entity type',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/search.ts

@@ -0,0 +1,165 @@
+import type { PitchbookGeneralSearchParams, PitchbookSearchResponse } from '@/tools/pitchbook/types'
+import {
+  buildSearchQuery,
+  mapStats,
+  PITCHBOOK_API_BASE,
+  pitchbookAuthHeaders,
+  throwIfNotOk,
+} from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookSearchTool: ToolConfig<
+  PitchbookGeneralSearchParams,
+  PitchbookSearchResponse
+> = {
+  id: 'pitchbook_search',
+  name: 'PitchBook Search',
+  description:
+    'Search across every PitchBook entity type at once by name, PitchBook ID, website, or ticker. Use this to resolve a company, investor, or fund to its PitchBook ID before calling a profile operation.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    query: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'What to look up: an entity name, a PitchBook ID, a website, a ticker, or an exchange-qualified ticker. Names and websites match partially once the term is long enough; IDs and tickers match exactly.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+    page: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Page of results to return, starting at 1',
+    },
+    perPage: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'How many results to return per page',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const query = buildSearchQuery(
+        { query: params.query },
+        { page: params.page, perPage: params.perPage }
+      )
+      return `${PITCHBOOK_API_BASE}/search?${query}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to run PitchBook search')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        stats: mapStats(data.stats),
+        items: data.items ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    stats: {
+      type: 'object',
+      description: 'Paging envelope for the result set',
+      properties: {
+        total: { type: 'number', description: 'Total number of matching results' },
+        perPage: { type: 'number', description: 'Results returned per page' },
+        page: { type: 'number', description: 'Current page number' },
+        lastPage: { type: 'number', description: 'Number of the last available page' },
+      },
+    },
+    items: {
+      type: 'array',
+      description:
+        'Matching entities. Entries carry pbId/name for companies, investors, and service providers, and fundId/fundName for funds, so check which is populated before using an ID.',
+      items: {
+        type: 'object',
+        properties: {
+          pbId: {
+            type: 'string',
+            description: 'PitchBook entity ID, null for fund results',
+            nullable: true,
+          },
+          name: {
+            type: 'string',
+            description: 'Entity name, null for fund results',
+            nullable: true,
+          },
+          fundId: {
+            type: 'string',
+            description: 'PitchBook fund ID, present only on fund results',
+            optional: true,
+            nullable: true,
+          },
+          fundName: {
+            type: 'string',
+            description: 'Fund name, present only on fund results',
+            optional: true,
+            nullable: true,
+          },
+          website: {
+            type: 'string',
+            description: 'Entity website, absent on fund results',
+            optional: true,
+            nullable: true,
+          },
+          pitchBookProfileLink: {
+            type: 'string',
+            description: 'Link to the entity profile in the PitchBook platform',
+            optional: true,
+            nullable: true,
+          },
+          primaryFirmType: {
+            type: 'object',
+            description: 'Primary type of the entity',
+            optional: true,
+            nullable: true,
+            properties: {
+              pbId: { type: 'string', description: 'PitchBook entity ID' },
+              type: { type: 'string', description: 'Entity type (e.g. COMPANY, INVESTOR)' },
+            },
+          },
+          otherFirmTypes: {
+            type: 'array',
+            description: 'Additional types the entity is also classified as',
+            optional: true,
+            items: {
+              type: 'object',
+              properties: {
+                pbId: { type: 'string', description: 'PitchBook entity ID' },
+                type: { type: 'string', description: 'Entity type (e.g. COMPANY, INVESTOR)' },
+              },
+            },
+          },
+          stockTicker: {
+            type: 'string',
+            description: 'Stock ticker when the entity is publicly traded',
+            optional: true,
+            nullable: true,
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/service_provider_bio.ts

@@ -0,0 +1,125 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookServiceProviderBioTool: ToolConfig<
+  PitchbookProfileParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_service_provider_bio',
+  name: 'PitchBook Service Provider Bio',
+  description:
+    'Retrieve the profile of a service provider: names, types, description, and how many companies, deals, investors, funds, and limited partners it has serviced',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description:
+        'PitchBook service provider ID, e.g. 11356-75. Use a service provider search to resolve a name to an ID.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => `${PITCHBOOK_API_BASE}/service-providers/${params.pbId.trim()}/bio`,
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch service provider bio')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        serviceProviderId: data.serviceProviderId ?? null,
+        serviceProviderName: data.serviceProviderName ?? null,
+        description: data.description ?? null,
+        website: data.website ?? null,
+        employees: data.employees ?? null,
+        servicedCompanies: data.servicedCompanies ?? null,
+        servicedDeals: data.servicedDeals ?? null,
+        servicedInvestors: data.servicedInvestors ?? null,
+        servicedFunds: data.servicedFunds ?? null,
+        servicedLimitedPartners: data.servicedLimitedPartners ?? null,
+        serviceProviderTypes: data.serviceProviderTypes ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    serviceProviderId: {
+      type: 'string',
+      description: 'PitchBook service provider ID',
+      nullable: true,
+    },
+    serviceProviderName: {
+      type: 'object',
+      description: 'The names the service provider is known by',
+      properties: {
+        formalName: { type: 'string', description: 'Formal name', nullable: true },
+        alsoKnownAs: { type: 'string', description: 'Also-known-as name', nullable: true },
+        legalName: { type: 'string', description: 'Registered legal name', nullable: true },
+        formerlyKnownAs: { type: 'string', description: 'Previous name', nullable: true },
+      },
+    },
+    serviceProviderTypes: {
+      type: 'array',
+      description: 'Types the service provider is classified as, one flagged primary',
+      items: {
+        type: 'object',
+        properties: {
+          type: {
+            type: 'object',
+            description: 'Service provider type',
+            properties: {
+              code: { type: 'string', description: 'Type code' },
+              description: { type: 'string', description: 'Type label' },
+            },
+          },
+          primary: { type: 'boolean', description: 'Whether this is the primary type' },
+        },
+      },
+    },
+    description: {
+      type: 'string',
+      description: 'Description of the service provider',
+      nullable: true,
+    },
+    website: { type: 'string', description: 'Service provider website', nullable: true },
+    employees: { type: 'number', description: 'Employee count', nullable: true },
+    servicedCompanies: {
+      type: 'number',
+      description: 'Number of companies serviced',
+      nullable: true,
+    },
+    servicedDeals: { type: 'number', description: 'Number of deals serviced', nullable: true },
+    servicedInvestors: {
+      type: 'number',
+      description: 'Number of investors serviced',
+      nullable: true,
+    },
+    servicedFunds: { type: 'number', description: 'Number of funds serviced', nullable: true },
+    servicedLimitedPartners: {
+      type: 'number',
+      description: 'Number of limited partners serviced',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/service_provider_search.ts

@@ -0,0 +1,191 @@
+import type {
+  PitchbookSearchResponse,
+  PitchbookServiceProviderSearchParams,
+} from '@/tools/pitchbook/types'
+import {
+  buildSearchQuery,
+  mapStats,
+  PITCHBOOK_API_BASE,
+  pitchbookAuthHeaders,
+  throwIfNotOk,
+} from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookServiceProviderSearchTool: ToolConfig<
+  PitchbookServiceProviderSearchParams,
+  PitchbookSearchResponse
+> = {
+  id: 'pitchbook_service_provider_search',
+  name: 'PitchBook Service Provider Search',
+  description:
+    'Search PitchBook for service providers by type, location, and the deals they have worked on',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    serviceProviderNames: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated service provider names or PitchBook IDs',
+    },
+    serviceProviderType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook service provider type code',
+    },
+    city: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'City the service provider is located in',
+    },
+    stateProvince: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'State or province the service provider is located in',
+    },
+    country: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Country the service provider is located in (e.g. USA)',
+    },
+    locationType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Restrict location matching to HQ_ONLY, NON_HQ_ONLY, or ANY',
+    },
+    numberOfDeals: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Number of deals worked on. Use >50, <50, or 10^50 for a range',
+    },
+    dealType: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'PitchBook deal type code of the deals worked on',
+    },
+    dealDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Deal date filter. Use >YYYY-MM-DD, <YYYY-MM-DD, or YYYY-MM-DD^YYYY-MM-DD for a range',
+    },
+    dealSize: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Deal size in millions. Use >450, <450, or 10^450 for a range',
+    },
+    serviceTypesOnDeal: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Service type codes provided on the deal',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+    page: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Page of results to return, starting at 1',
+    },
+    perPage: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'How many results to return per page',
+    },
+    additionalFilters: {
+      type: 'json',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Any other documented search filter, as a JSON object of query parameter names to values (e.g. {"emergingSpaces": "AGTECH"}). A dedicated field always wins over the same key set here.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const query = buildSearchQuery(
+        {
+          serviceProviderNames: params.serviceProviderNames,
+          serviceProviderType: params.serviceProviderType,
+          city: params.city,
+          stateProvince: params.stateProvince,
+          country: params.country,
+          locationType: params.locationType,
+          numberOfDeals: params.numberOfDeals,
+          dealType: params.dealType,
+          dealDate: params.dealDate,
+          dealSize: params.dealSize,
+          serviceTypesOnDeal: params.serviceTypesOnDeal,
+        },
+        {
+          page: params.page,
+          perPage: params.perPage,
+          additionalFilters: params.additionalFilters,
+        }
+      )
+      return `${PITCHBOOK_API_BASE}/service-providers/search${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to search service providers')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        stats: mapStats(data.stats),
+        items: data.items ?? [],
+      },
+    }
+  },
+
+  outputs: {
+    stats: {
+      type: 'object',
+      description: 'Paging envelope for the result set',
+      properties: {
+        total: { type: 'number', description: 'Total number of matching results' },
+        perPage: { type: 'number', description: 'Results returned per page' },
+        page: { type: 'number', description: 'Current page number' },
+        lastPage: { type: 'number', description: 'Number of the last available page' },
+      },
+    },
+    items: {
+      type: 'array',
+      description: 'Service providers matching the search criteria',
+      items: {
+        type: 'object',
+        properties: {
+          serviceProviderId: { type: 'string', description: 'PitchBook service provider ID' },
+          serviceProviderName: { type: 'string', description: 'Service provider name' },
+          website: { type: 'string', description: 'Service provider website', nullable: true },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/pitchbook/service_provider_updates.ts

@@ -0,0 +1,84 @@
+import type { PitchbookResponse, PitchbookUpdatesParams } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookServiceProviderUpdatesTool: ToolConfig<
+  PitchbookUpdatesParams,
+  PitchbookResponse
+> = {
+  id: 'pitchbook_service_provider_updates',
+  name: 'PitchBook Service Provider Updates',
+  description:
+    'Check which service provider datasets changed in a window, so a sync only refetches what moved',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'PitchBook API key',
+    },
+    pbId: {
+      type: 'string',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'PitchBook service provider ID, e.g. 11356-75.',
+    },
+    sinceDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Window to report changes over, carrying its operator in the value: >YYYY-MM-DD for after a date, <YYYY-MM-DD for before one, or YYYY-MM-DD^YYYY-MM-DD for a range. Use this or trailingRange.',
+    },
+    trailingRange: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Report changes over the last N days. Use this or sinceDate.',
+    },
+    currency: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const qs = new URLSearchParams()
+      if (params.sinceDate) qs.set('sinceDate', params.sinceDate)
+      if (params.trailingRange !== undefined && params.trailingRange !== null) {
+        qs.set('trailingRange', String(params.trailingRange))
+      }
+      const query = qs.toString()
+      return `${PITCHBOOK_API_BASE}/service-providers/${params.pbId.trim()}/updates${query ? `?${query}` : ''}`
+    },
+    method: 'GET',
+    headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+  },
+
+  transformResponse: async (response: Response) => {
+    await throwIfNotOk(response, 'Failed to fetch updates')
+    const data = await response.json()
+
+    return {
+      success: true,
+      output: {
+        updates: data.updates ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    updates: {
+      type: 'json',
+      description:
+        'Map of dataset name to whether it changed in the window. Keys are PitchBook dataset names, so read it as a plain object.',
+      nullable: true,
+    },
+  },
+}

apps/sim/tools/pitchbook/serviced_companies.ts

@@ -0,0 +1,84 @@
+import type { PitchbookProfileParams, PitchbookResponse } from '@/tools/pitchbook/types'
+import { PITCHBOOK_API_BASE, pitchbookAuthHeaders, throwIfNotOk } from '@/tools/pitchbook/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const pitchbookServicedCompaniesTool: ToolConfig<PitchbookProfileParams, PitchbookResponse> =
+  {
+    id: 'pitchbook_serviced_companies',
+    name: 'PitchBook Serviced Companies',
+    description: 'Retrieve the companies a service provider currently and formerly serves',
+    version: '1.0.0',
+
+    params: {
+      apiKey: {
+        type: 'string',
+        required: true,
+        visibility: 'user-only',
+        description: 'PitchBook API key',
+      },
+      pbId: {
+        type: 'string',
+        required: true,
+        visibility: 'user-or-llm',
+        description: 'PitchBook service provider ID, e.g. 11356-75.',
+      },
+      currency: {
+        type: 'string',
+        required: false,
+        visibility: 'user-or-llm',
+        description:
+          'ISO currency code to convert monetary values into, sent as the X-Currency header (e.g. USD, EUR, JPY). Defaults to the currency on the account preferences.',
+      },
+    },
+
+    request: {
+      url: (params) =>
+        `${PITCHBOOK_API_BASE}/service-providers/${params.pbId.trim()}/serviced-companies`,
+      method: 'GET',
+      headers: (params) => pitchbookAuthHeaders(params.apiKey, params.currency),
+    },
+
+    transformResponse: async (response: Response) => {
+      await throwIfNotOk(response, 'Failed to fetch serviced companies')
+      const data = await response.json()
+
+      return {
+        success: true,
+        output: {
+          serviceProviderId: data.serviceProviderId ?? null,
+          serviceProviderName: data.serviceProviderName ?? null,
+          currentGeneralServices: data.currentGeneralServices ?? [],
+          formerGeneralServices: data.formerGeneralServices ?? [],
+        },
+      }
+    },
+
+    outputs: {
+      serviceProviderId: { type: 'string', description: 'PitchBook service provider ID' },
+      serviceProviderName: { type: 'string', description: 'Service provider name' },
+      currentGeneralServices: {
+        type: 'array',
+        description: 'Current general service relationships',
+        items: {
+          type: 'object',
+          properties: {
+            entityId: { type: 'string', description: 'PitchBook entity ID' },
+            entityName: { type: 'string', description: 'Entity name' },
+            serviceProvided: {
+              type: 'object',
+              description: 'Service provided, as a code and description pair',
+              properties: {
+                code: { type: 'string', description: 'PitchBook code' },
+                description: { type: 'string', description: 'Human-readable label for the code' },
+              },
+            },
+          },
+        },
+      },
+      formerGeneralServices: {
+        type: 'array',
+        description: 'Former general service relationships',
+        items: { type: 'json' },
+      },
+    },
+  }