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whats_new_since

Return SEC filings that are NEW since a cursor token (your bookmark). Pass the cursor from a prior call to get only filings since then. Filter by form type, ticker, CIK, 8-K item code, and minimum event severity. This is the fresh-filing delta feed's core lock-in primitive. Monitoring/research over public EDGAR data — not investment advice.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikNo
formNoForm types, e.g. ['8-K','4'].
itemNo8-K item code, e.g. '5.02'.
limitNoMax filings to return (default 100).
cursorNoOpaque cursor from a previous response; omit for first call.
tickerNo
minEventScoreNoSeverity floor 1-10 (material events only).

TDQS

A3.6/5.0
Behavior3/5

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

With no annotations, the description carries the full burden. It discloses the filtering capabilities and declares it is for monitoring/research only, but does not mention rate limits, authentication, idempotency, or potential side effects. Basic behavioral context provided.

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 concise at three sentences, front-loaded with the core function. The phrase 'core lock-in primitive' is somewhat jargon-y but does not detract significantly. Well-structured for quick comprehension.

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

Completeness3/5

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

For a 7-parameter tool with no output schema, the description explains the cursor mechanism and filters but lacks details on output format, pagination behavior, default values (e.g., limit default 100), and how to obtain the initial cursor. Adequate but not comprehensive.

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?

71% schema description coverage; the description lists filter parameters (form, ticker, etc.) but does not add detailed semantics beyond what the schema already provides. Parameters without schema descriptions (cik, ticker) are mentioned but not explained further, so only marginal added value.

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 that the tool returns new SEC filings since a cursor token, with a specific verb 'Return' and resource 'SEC filings'. It distinguishes itself from sibling tools by emphasizing the delta feed mechanism, making the purpose unambiguous.

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 implies iterative usage with the cursor but does not explicitly state when to use this tool versus alternatives like search_filings or insider_activity. No guidance on prerequisites or scenarios to avoid.

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
Disambiguation5/5

Each tool targets a distinct aspect of SEC filings research: company_watch for a company overview, filing_digest for recent summaries, insider_activity for insider transactions, search_filings for ad-hoc full-text search, and whats_new_since for incremental updates. No ambiguity between them.

Naming Consistency5/5

All tool names use descriptive snake_case with a clear verb_noun or noun_verb pattern (e.g., company_watch, insider_activity, search_filings). The naming style is consistent and intuitive.

Tool Count5/5

With 5 tools, the server is well-scoped for its domain of SEC EDGAR data access. Each tool serves a clear purpose without unnecessary overlap, and the count is appropriate for the feature set.

Completeness4/5

The tool set covers key use cases: company monitoring, insider activity, full-text search, and incremental updates. Minor gaps could include direct retrieval of a single filing by accession number or more granular filtering, but the core workflows are complete.

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