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Edgrapi — SEC EDGAR Financials

Full-text search across SEC filings

search_filings
Read-onlyIdempotent

Search the full text of every SEC filing since 2001 (the EDGAR full-text index). Returns matching filing documents with company, form, date, 8-K item codes, and a SEC.gov link. Quote a phrase for exact match; filter by form and date range.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
qYesSearch query. Quote a phrase ("climate change") for an exact match; space-separated terms are ANDed.
enddtNoOnly filings on/before this date, YYYY-MM-DD.
formsNoComma-separated form filter, e.g. '8-K' or '10-K,10-Q'.
limitNoResults to return, 1-100 (default 20).
offsetNoPagination offset into the result set (default 0).
startdtNoOnly filings on/after this date, YYYY-MM-DD.

TDQS

A3.8/5.0
Behavior4/5

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

With annotations already declaring readOnlyHint, openWorldHint, idempotentHint, and non-destructive behavior, the description adds useful context: it covers filings since 2001, returns a SEC.gov link, includes 8-K item codes, and describes exact-match behavior. It does not go into pagination or rate limits, but the safety profile is already established by annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Three sentences with the core purpose and scope front-loaded, followed by return format and query tips. Every sentence contributes information and none repeats the schema verbatim.

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?

Because there is no output schema, the description names the key returned fields (company, form, date, 8-K item codes, SEC.gov link), which is sufficient for an agent to interpret results. The remaining minor gap is that it does not describe pagination behavior, though limit and offset are fully documented in the schema.

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 description coverage is 100%, so the input schema already documents every parameter. The description's 'quote a phrase' and 'filter by form and date range' guidance adds no new semantics beyond the schema definitions for q, forms, startdt, and enddt.

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 identifies a specific verb and resource: 'Search the full text of every SEC filing since 2001 (the EDGAR full-text index).' It also names concrete return fields. However, it does not explicitly explain how this differs from the sibling get_filings, leaving the distinction implicit.

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 usage via 'Quote a phrase for exact match; filter by form and date range,' which gives query tips. It never states when to prefer this tool over siblings such as get_filings, nor does it mention any exclusions.

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

A4.1/5.0
Disambiguation5/5

Each tool targets a distinct SEC EDGAR resource and action: company info, filings, fundamentals, ratios, insider trades, activist stakes, fund holdings, events, and narrative sections. There is no overlap in purpose, and descriptions clarify any potential ambiguity (e.g., get_activist vs get_holdings).

Naming Consistency5/5

All tools follow a consistent 'get_' prefix followed by a singular or plural noun (e.g., get_company, get_filings, get_ratios). The pattern is uniform and predictable, making it easy to infer behavior from the name.

Tool Count5/5

Nine tools is well-scoped for a financial data server covering company profiles, regulatory filings, and derived metrics. Each tool has a clear, non-redundant role, neither feeling sparse nor bloated.

Completeness4/5

The surface covers the core EDGAR resources: company metadata, filings, financial statements, ratios, insider activity, activist filings, fund holdings, material events, and narrative sections. Minor gaps exist (e.g., direct search for specific filing types or proxy statements), but agents can accomplish most research workflows without dead ends.

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