Skip to main content
Glama

EdgarStack

Manage the filing watchlist

manage_watchlist
Destructive

List, add or remove companies on the customer's filing watchlist (up to 10), or check it now. EdgarStack checks every weekday morning and emails a digest when a watched company files a new 10-K, 10-Q or 8-K: a link to each filing, what an 8-K is about, and for 10-K/10-Q which sentences changed in Risk Factors / MD&A versus the previous filing. "check" runs that check immediately and emails the digest if anything is new. Adding a company starts tracking from its current filings, so the first alert comes with its next filing.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "action": "<action>"
    },
    "name": "manage_watchlist"
  }
}

Input Schema

NameRequiredDescriptionDefault
actionYes
tickerNoRequired for add and remove

Schema Changelog

Changes observed during successful MCP inspections.

No schema history has been recorded yet.

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already flag destructiveHint=true and non-idempotent, and the description adds real context beyond that: a 10-company cap, weekday-morning scheduling, email digest contents, and the important caveat that a newly added company won't alert until its next filing. It does not say what remove does to existing alert history, or whether repeated 'check' calls re-send a digest — small gaps for a destructive, non-idempotent tool.

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 purpose and action set lead, followed by the digest mechanism and then the add-tracking caveat — a sensible order. The middle sentence on digest contents (links, 8-K topic, changed Risk Factors/MD&A sentences) is long and only indirectly needed to decide which action to call, so it costs some tightness.

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?

With only two parameters, no nesting and no output schema, the description carries the right load: it describes the observable outcome (an emailed digest) in place of a return contract and covers all four actions. It is slightly thin on what 'list' yields and on whether 'check' is safe to repeat, but nothing critical to correct invocation is absent.

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 50%: the 'action' enum is fully self-describing and 'ticker' says it is required for add and remove. The description adds the useful constraint that the list is capped at 10 companies, which bears on 'add', but gives no ticker format (e.g., symbol vs. name, casing) and never mentions 'list' parameters. Baseline 3 fits since the enum does most of the work.

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 names concrete verbs (list, add, remove, check) against a specific resource (the customer's filing watchlist), and the enumerated actions map exactly to the 'action' enum. Nothing in the sibling list (diff_filing_sections, screen_companies, etc.) overlaps with watchlist management, so an agent can route correctly without opening the schema.

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

Usage Guidelines4/5

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

It effectively explains the intent behind each action: 'check' means run the scheduled job now, add means begin tracking from current filings. What's missing is any explicit exclusion or pointer to a sibling (e.g., use get_filing_section to read a filing you were emailed about), so guidance is clear but not routing-complete.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

Resources