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Search insider filings

search_filings
Read-only

Search recent SEC Form 4 insider-trading filings (deduplicated, primary only).

Returns filings with company, insider, role, and transaction detail. Use this to answer "which insiders bought/sold " or "recent large insider purchases" questions.

Input Schema

NameRequiredDescriptionDefault
daysNoLook-back window in days
limitNo
offsetNo
tickerNoStock ticker, e.g. AAPL
min_valueNoMinimum transaction value (USD)
transaction_typeNoSEC code: P=purchase, S=sale, A=award, M=option exercise, G=gift

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.9/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=true and openWorldHint=true, so safety is covered. The description adds non-obvious behavioral context: results are deduplicated and limited to primary filings, and it names the returned fields (company, insider, role, transaction detail). It does not disclose pagination or default-window behavior, keeping it from a 5.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Three short sentences, front-loaded with the core verb and resource, followed by return contents and usage examples. Nothing is redundant, though the parenthetical about deduplication slightly interrupts the opening clause.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With no output schema, the description correctly describes what comes back (company, insider, role, transaction detail), and covers filtering intent for a 6-parameter read tool. It omits pagination/window defaults and the 90-day cap, which an agent would have to infer from the schema.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 67% and the description mentions no parameter at all; days/ticker/min_value/transaction_type are documented in the schema, while limit and offset are undocumented in both places. The description neither compensates for the gap nor adds syntax guidance, so the baseline 3 fits.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb (Search) and resource (recent SEC Form 4 insider-trading filings) with a scoping qualifier (deduplicated, primary only). It is clear what the tool returns, but it does not name any sibling tool, so it falls short of full sibling differentiation.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides concrete usage contexts ('which insiders bought/sold <ticker>', 'recent large insider purchases'), which tells the agent when to reach for it. It gives no exclusions or pointers to alternatives such as get_unfiltered_purchases, so it stops short of a 5.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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