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filing_digest

Digest for a filter over the last N days: material 8-K events, insider (Form 4) activity, new registrations, and periodic reports. Best summary signal for a desk.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikNo
daysNoLookback days (default 7).
formNo
itemNo
tickerNo
companyNo
minEventScoreNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

B3.2/5.0
Behavior2/5

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

No annotations are provided, and the description does not disclose behavioral traits such as authentication requirements, rate limits, or whether inputs are required. It also fails to describe the output format, which is critical given no output schema.

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?

The description is very concise at two sentences with no filler, though it could be slightly more structured. Every sentence provides relevant information.

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

Completeness2/5

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

Given the tool has 7 parameters (most undocumented), no output schema, and no annotations, the description is incomplete. It fails to explain filtering options, required parameters, output structure, or limitations.

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

Parameters2/5

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

Schema coverage is only 14% (only 'days' has a description). The description mentions 'last N days' linking to 'days' but does not explain the other 6 parameters (cik, ticker, company, form, item, minEventScore), leaving their semantics unclear.

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?

The description clearly states the tool provides a digest of multiple filing types (material 8-K, insider activity, new registrations, periodic reports) over a time filter. It distinguishes from siblings by being a composite summary rather than a specific search or monitoring tool.

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?

The description says 'Best summary signal for a desk,' implying use for quick overviews, but it provides no explicit guidance on when not to use it or how it compares to alternatives like search_filings or insider_activity.

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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