eu_applicant_portfolio

Retrieves a combined portfolio of EU trademarks and registered community designs for a given applicant. Searches trademarks (via owner search) and designs (via applicant name) in parallel, then produces summary statistics including jurisdictions, Nice classes, Locarno classes, and live/total counts.

Parameters

Parameter	Type	Required	Description
applicantName	string	Yes	Name of the applicant/owner to search
includeDesigns	boolean	No	Include EU design registrations (default: true)
status	string	No	Filter by status: all (default), live, dead, or pending
limit	number	No	Maximum results per IP type (default: 20, range: 10-100)
compact	boolean	No	Return top 10 per category with total counts (default: false)

Example

Request

{
  "name": "eu_applicant_portfolio",
  "arguments": {
    "applicantName": "NextEra Digital Solutions",
    "status": "live",
    "limit": 10
  }
}

Response

{
  "applicantName": "NextEra Digital Solutions",
  "trademarks": [
    {
      "id": "EU-018734521",
      "applicationNumber": "018734521",
      "name": "NEXTERA",
      "jurisdiction": "EU",
      "status": "registered",
      "filingDate": "2023-02-14",
      "registrationDate": "2023-08-30",
      "niceClasses": [9, 35, 42],
      "owner": "NextEra Digital Solutions B.V."
    },
    {
      "id": "EU-018891234",
      "applicationNumber": "018891234",
      "name": "NEXTERA CLOUD",
      "jurisdiction": "EU",
      "status": "pending",
      "filingDate": "2024-01-08",
      "niceClasses": [9, 42],
      "owner": "NextEra Digital Solutions B.V."
    }
  ],
  "totalTrademarks": 2,
  "designs": [
    {
      "id": "EU-D-009123456-0001",
      "designNumber": "009123456-0001",
      "jurisdiction": "EU",
      "status": "registered",
      "filingDate": "2023-07-20",
      "registrationDate": "2023-07-20",
      "expiryDate": "2028-07-20",
      "locarnoClasses": ["14.04"]
    }
  ],
  "totalDesigns": 1,
  "summary": {
    "totalTrademarks": 2,
    "totalDesigns": 1,
    "liveTrademarks": 2,
    "liveDesigns": 1,
    "jurisdictions": ["EU"],
    "niceClasses": [9, 35, 42],
    "locarnoClasses": ["14.04"]
  },
  "metadata": {
    "executionTimeMs": 1850,
    "designsIncluded": true,
    "designsAvailable": true
  }
}

Notes

• Trademark and design searches run in parallel for performance. If one fails, the other still returns results — check metadata.warnings for partial failures.
• Design results include enriched applicant names from the Persons API when available.
• Use compact: true for streaming UIs to reduce payload size (returns top 10 per category with totalTrademarks/totalDesigns counts).
• Requires at least one provider to be configured. EUIPO credentials are needed for design results.

Related Tools

• eu_person_lookup — find applicant identifiers by name
• trademark_search — broader trademark search across all jurisdictions
• eu_design_search — detailed design search with more filters