Filings Intel MCP

Insider Transactions

insider_transactions

Read-onlyIdempotent

List recent insider ownership filings (Form 3/4/5) for a company — the filings officers, directors, and 10% owners submit when they buy or sell shares. Returns the filings with dates and links.

Input Schema

TableJSON Schema

Name	Required	Description	Default
`limit`	No	Maximum number of results to return.
`query`	Yes	Ticker, name, or CIK

Output Schema

TableJSON Schema

Name	Required	Description
`cik`	No
`note`	No
`company`	No
`filings`	No
`provenance`	No	Where this answer came from. served_at is when Datakoot answered (UTC); upstream lists the official sources consulted. Datakoot may serve a briefly cached copy, so the source's own observation can be older than served_at.

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedOct 8, 2026

addedOutput schema / properties / provenance

Added value: +{
+  "description": "Where this answer came from. served_at is when Datakoot answered (UTC); upstream lists the official sources consulted. Datakoot may serve a briefly cached copy, so the source's own observation can be older than served_at.",
+  "properties": {
+    "may_be_cached": {
+      "type": "boolean"
+    },
+    "publisher": {
+      "type": "string"
+    },
+    "served_at": {
+      "format": "date-time",
+      "type": "string"
+    },
+    "upstream": {
+      "items": {
+        "type": "string"
+      },
+      "type": "array"
+    }
+  },
+  "type": "object"
+}

Changed1 schema field changedOct 3, 2026

changedOutput schema / (root)

Previous value: -nullNew value: +{
+  "additionalProperties": true,
+  "properties": {
+    "cik": {},
+    "company": {},
+    "filings": {},
+    "note": {}
+  },
+  "type": "object"
+}

First observedSep 6, 2026

TDQS

A3.5/5.0

Behavior3/5

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

Annotations already establish readOnly, idempotent, non-destructive, open-world behavior, so the safety profile is covered. The description adds domain framing (Form 3/4/5 and who submits them), but says nothing about freshness, lookback window, ordering, or pagination behavior beyond the limit parameter.

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?

A single front-loaded sentence that leads with the action and resource, with the em-dash clause earning its place by defining the Form 3/4/5 jargon. No filler or redundant restatement of the title.

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?

An output schema exists, so return values need not be explained, and annotations carry the safety profile; the description is therefore adequate for a simple two-parameter lookup. It is slightly thin on which sibling to prefer and on how far back 'recent' reaches, but nothing essential to calling it correctly is missing.

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% and the schema already documents both params, including that query accepts ticker, name, or CIK and that limit defaults to 15. The description adds no syntax, matching, or formatting detail beyond the schema, so the baseline 3 applies.

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?

The description states a specific verb and resource ('List recent insider ownership filings (Form 3/4/5)') and even defines who files them, so the agent knows exactly what this returns. It does not, however, differentiate itself from the close siblings recent_filings and filing_search, which an agent could reasonably confuse for this data.

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

Usage Guidelines3/5

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

Usage is only implied — the agent can infer it should call this when it needs insider buy/sell activity, but there is no explicit when-to-use, no prerequisite, and no routing away from recent_filings or filing_search. With two similarly named filing-oriented siblings, the absence of a disambiguating statement is a real gap.

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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