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Get Institution Derivatives

get_institution_derivatives
Read-only

Get an institution's reported PUT/CALL derivative positions by CIK (13F options), with pagination and sorting.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikYesSEC CIK number of the institution
limitNoMaximum results to return (default: 20)
offsetNoOffset for pagination (default: 0)
periodNoFiling period to filter (e.g., "2025-Q1")
sortByNoColumn to sort by
sortOrderNoSort direction

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataNo

TDQS

A3.6/5.0
Behavior3/5

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

Annotations provide readOnlyHint=true, which matches. Description adds pagination/sorting behavior but no additional safety notes, recency, or other constraints. Fair for a read tool.

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

Conciseness5/5

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

Single sentence, no extra words. All key elements present: verb, resource, identifier, features. Efficient.

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?

Given 6 parameters, output schema, and annotations, the description adequately covers core purpose. Lacks error handling or edge cases, but sufficient for a retrieval tool with rich 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 100%, so parameters are fully defined. Description mentions 'pagination' (implied by limit/offset) and 'sorting' but adds no semantics beyond the schema. Baseline 3 is appropriate.

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

Purpose5/5

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

Clearly states verb 'Get', resource 'PUT/CALL derivative positions', identifier 'by CIK (13F options)', and features 'pagination and sorting'. Distinguishes from siblings like get_institution_holdings by focusing on derivatives.

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

Usage Guidelines2/5

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

No explicit when-to-use or when-not-to-use. Lacks comparisons to sibling tools or exclusions. Agent must infer that this is for options data from the context.

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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TDQS

A3.8/5.0
Disambiguation3/5

Many tools have distinct purposes, but there are several groups of closely related tools (e.g., multiple insider trading and politician tools) that could cause confusion. Overall, an agent can generally distinguish tools, but the boundaries between some are fuzzy.

Naming Consistency5/5

All tool names use a consistent verb_noun pattern (get_, search_, screen_) with snake_case. This makes the tool set predictable and easy to navigate.

Tool Count1/5

With 91 tools, the server is far too large. The number of tools is excessive for a single MCP server, leading to cognitive overload and suggesting it should be split into multiple focused servers.

Completeness4/5

The tool surface covers an impressively wide domain including company data, insider trading, institutional holdings, political trading, and SEC filings. Minor gaps exist (e.g., no options or bonds), but the coverage is comprehensive for the stated purpose.