deal-search

Deal Document Search

Search across all documents in a deal's data room using hybrid search (dense + sparse + rerank).

Usage

/deal-search <deal_id> <query>

Arguments

• deal_id (required) — The deal to search within.
• query (required) — Natural language search query.

Execution

1. Call search_deal_documents with the deal_id and query.
2. Present results with:
   • Document name and page number
   • Relevant excerpt (highlighted match)
   • Relevance score
3. If the query implies a financial figure, cross-reference with get_financial_snapshot to check consistency.

Examples

• /deal-search deal123 customer concentration risk
• /deal-search deal123 revenue recognition policy
• /deal-search deal123 change of control provisions
• /deal-search deal123 EBITDA adjustments and add-backs

Document navigation primitives

Semantic search (above) answers "what's relevant to this meaning." These tools answer "I know (or can find) exactly where this is" — literal path- and structure-based access to the same data-room text, complementing search_deal_documents (semantic) and grep_filing (SEC-filing chunks).

• List — mcp__ololand__list_deal_files(deal_id) returns every document's data-room path, file_id, category, size, and modified time. Call this before read_deal_file / grep_deal_files to see what exists.
• Read — mcp__ololand__read_deal_file(path, deal_id, offset, limit) reads a known document's full text by data-room path, paginated by line (frontmatter stripped, file_id carried for citation).
• Grep — mcp__ololand__grep_deal_files(pattern, deal_id, glob, case_sensitive, max_results) is literal/regex pattern matching over the markdown mirror — use this instead of search_deal_documents when the user needs an exact string or regex match, not a meaning-based hit. glob scopes to a folder/type, e.g. financials/*.
• Read a structural section — mcp__ololand__read_section(deal_id, file_id, section) reads a named section end-to-end (e.g. "Item 7. MD&A", "Note 11", "Risk Factors", "Consolidated Balance Sheet"). Section matching is case-insensitive substring; requires file_id from list_deal_files. Documents without structural sections return the full document instead (matched_field="document"); a near-miss on a structured document returns available_sections to retry against.
• Read a structured table — mcp__ololand__read_table(deal_id, file_id, table_label) returns a document-graph TableNode as typed rows × columns with cell-level span IDs — not chunked text, so the row/column structure survives. Returns an error if the graph has no matching table; there is no chunk-based fallback for this one, deliberately, since chunking would destroy exactly the structure this tool exists to preserve.
• Read a financial-statement note — mcp__ololand__read_note(deal_id, file_id, note_number) reads a numbered note in full, including its outgoing cross_references — follow a Note 11 → Note 8 → Note 18 chain with repeated calls, or list_cross_references for the whole graph at once.