Deterministic tools return statutory math and registry facts. The two AI-reasoning tools map free text to the correct framework and draft narratives; their structure, verdicts, and sources are still computed and grounded by us.
get_jurisdiction_facts
DeterministicAuthoritative program facts for a jurisdiction: administering authority, primary government sources, refundability, the Credit Index composite score and rank, and canonical page URLs. Deterministic, sourced from our registries.
| Parameter | Type | Req | Notes |
|---|
| jurisdiction | string | yes | Country name, ISO code, or slug (e.g. 'Canada', 'CA'). |
example arguments
{ "jurisdiction": "Canada" }
estimate_rd_credit
DeterministicStatutory benefit estimate from our bespoke engines for the United States, United Kingdom, Canada, Australia, Ireland, Germany, and the UAE. Returns illustrative figures with the parameters used and the as-of date.
| Parameter | Type | Req | Notes |
|---|
| jurisdiction | string | yes | Country name, ISO code, or slug. |
| qualifyingSpend | number | yes | Qualifying / eligible R&D expenditure in local currency. |
| priorQreAverage | number | no | US: average QREs over the prior three years (0 for first-time). |
| ukCompanyType | string | no | UK: profitable | loss-making | rd-intensive-sme. |
| isCcpc / province | boolean / string | no | Canada: CCPC flag and province code. |
| aggregatedTurnover | number | no | Australia: aggregated turnover (drives refundable vs not). |
example arguments
{ "jurisdiction": "United States", "qualifyingSpend": 2000000, "priorQreAverage": 1200000 }
check_eligibility
DeterministicScore a project against the US four-part test from four yes/no inputs and return a deterministic verdict with the specific gaps. Use for a quick self-assessment; use analyze_project for a free-text description.
| Parameter | Type | Req | Notes |
|---|
| permittedPurpose | boolean | yes | Developing/improving a product, process, software, technique, or formula. |
| technological | boolean | yes | Relies on engineering or the hard sciences. |
| uncertainty | boolean | yes | Outcome or method was uncertain at the outset. |
| experimentation | boolean | yes | Alternatives evaluated through a systematic process. |
example arguments
{ "permittedPurpose": true, "technological": true, "uncertainty": true, "experimentation": true }
rank_incentives
DeterministicThe Global R&D Incentive Index: jurisdictions ranked by a composite of generosity, cash value & speed, eligibility breadth, and administrative ease. Optionally filter by region or limit the count.
| Parameter | Type | Req | Notes |
|---|
| region | string | no | North America | Latin America | Europe | Asia-Pacific | Middle East & Africa. |
| limit | number | no | Maximum jurisdictions to return (default 10). |
example arguments
{ "region": "Europe", "limit": 5 }
find_advisors
DeterministicSearch the Credit Index directory for listed R&D and innovation-incentive advisory firms. Returns firm names with canonical Credit Index profile URLs you can cite.
| Parameter | Type | Req | Notes |
|---|
| query | string | yes | Keywords: sector, technology, program, or need. |
| jurisdiction | string | no | Optional country name/code/slug to bias the search. |
example arguments
{ "query": "biotech SR&ED Ontario" }
analyze_project
AI reasoningDeep eligibility analysis of a free-text project description against the correct jurisdiction framework. Returns a per-element verdict with quoted evidence, business components, product-vs-uncertainty language flags, an evidence map, and a first draft technical narrative.
| Parameter | Type | Req | Notes |
|---|
| description | string | yes | What was built and the hard technical problems faced. |
| jurisdiction | string | yes | Country name, ISO code, or slug. |
| industry | string | no | Sector context. |
| roughSpend | number | no | Rough qualifying R&D spend in local currency. |
| artifacts | string | no | Real artifacts: commit messages, tickets, PR descriptions, design docs. |
example arguments
{
"description": "We built a real-time inventory sync engine and had to reconcile out-of-order updates from 40 warehouse systems with conflicting clocks; we prototyped three conflict-resolution strategies and load-tested each.",
"jurisdiction": "United States",
"roughSpend": 900000
}
draft_documentation
AI reasoningProduce a filing-ready documentation pack: per-business-component technical narratives in the jurisdiction's exact filing structure, an experimentation ledger, an artifact-to-claim audit trail, an evidence index, documentation gaps, and a filing checklist. Paste artifacts to ground the audit trail.
| Parameter | Type | Req | Notes |
|---|
| description | string | yes | The projects and work to document. |
| jurisdiction | string | yes | Country name, ISO code, or slug. |
| artifacts | string | no | One artifact per line; indexed A1..An and cited inline. |
| taxYear | string | no | Tax year / period. |
| roughSpend | number | no | Rough qualifying spend. |
example arguments
{
"description": "Two components: (1) a learned search-ranking model; (2) a distributed rate limiter.",
"jurisdiction": "United States",
"artifacts": "PR #1841 add hybrid logical clocks\nJIRA RANK-77 offline eval harness"
}