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beatandraise.com SEC Filings

Search Filings

search_filings
Read-onlyIdempotent

Full-text search across all SEC filing content.

Returns matching documents, relevance-ranked, with facets by form type and year. With limit 10 or less (the default), each result carries an excerpt: the passage of the document where the most query terms meet, to judge the hit without opening it. Page on with page= for more; a larger limit returns no excerpts. For every occurrence in one document, use search_document. Use this to find filings mentioning specific topics like "revenue growth", "cybersecurity risk", "stock buyback", etc.

Coverage: filings from 2020 onwards, except Forms 3/4/5, 144, N-PORT, 13F and D. A search for an earlier year finds nothing (the response's coverage_note says so); for older filings, list them with get_filings (cik, form, from_date, to_date; back to 1993) and read them with search_document or get_document. Users who need older years searched can email support@beatandraise.com.

Args: query: Search query (e.g. "revenue growth", "cybersecurity risk factors") form: Filter by SEC form type (e.g. "10-K", "10-Q", "8-K") cik: The company's CIK, if known (search_companies gives it): narrows the search to that company's filings. E.g. for Clear Channel Outdoor's merger background, cik="0001334978" with query="go-shop confidentiality agreement", not the company name in query. Without it every company's filings are searched, and a name in query is matched as words. year: Filter by filing year (e.g. "2025") limit: Results per page (1-100, default 10; excerpts only up to 10) page: Page number (0-indexed)

Input Schema

NameRequiredDescriptionDefault
cikNo
formNo
pageNo
yearNo
limitNo
queryYes

Output Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.9/5.0
Behavior5/5

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

Annotations already declare readOnly/idempotent/openWorld, so the bar is low, yet the description adds substantial behavior beyond them: relevance ranking, facets by form type and year, excerpt inclusion conditioned on limit<=10, pagination via page=, and a coverage_note in the response. Nothing important about the call's behavior is left implicit.

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?

Front-loaded with what it does, then return shape, then routing, then coverage, then args — a logical order with no filler. The Args block restates some of the body (e.g. limit/excerpts) and the support email adds a little bulk, but the redundancy is mild and aids scanning.

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

Completeness5/5

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

Covers query semantics, filtering, result shape, excerpt behavior, pagination, and coverage boundaries, and an output schema exists so return values need no further explanation. Complete enough for an agent to call it correctly on the first try.

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

Parameters5/5

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

Schema coverage is 0%, so the description must compensate and does: it documents all six parameters with examples, including the critical cik-vs-company-name guidance with a worked example and the limit/excerpt interaction that the schema cannot express. This is exactly what a low-coverage schema needs.

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?

States a specific verb+resource ('Full-text search across all SEC filing content') and immediately differentiates from siblings: search_document for exhaustive occurrences in one document, get_filings for older filings. An agent can route correctly without opening another schema.

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

Usage Guidelines5/5

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

Explicit routing rules: use search_document for every occurrence in one document, get_filings + get_document for pre-2020 filings, and a concrete exclusion list of forms not covered. Also states the non-obvious failure mode (a search for an earlier year returns nothing).

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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