IPOGrid IPO Calendar & Filing Research

Get Company

get_company

Read-onlyIdempotent

Fetch one issuer by SEC CIK after discovery with list_companies. Optional enrichments add terms and research context; anonymous requests allow only latest_terms, classification, and news.

Input Schema

TableJSON Schema

Name	Required	Description	Default
`cik`	Yes	SEC Central Index Key, with or without leading zeroes (for example 1907085 or 0001907085).
`include`	No	Optional detail sections. Authenticated lockup_schedule includes normalized holder classes, numeric tranche quantities, resolved dates, anchors and offsets, exceptions, conditions, and evidence. Anonymous requests silently omit consensus, financial_snapshot, filings, comps, and lockup_schedule.

Output Schema

TableJSON Schema

Name	Required	Description	Default
`data`	Yes	Issuer detail with the requested and permitted enrichment sections.

Schema Changelog

Changes observed during successful MCP inspections.

Changed2 schema fields changedJul 24, 2026

changedInput schema / properties / include / description

Previous value: -"Optional detail sections. Anonymous requests silently omit consensus, financial_snapshot, filings, comps, and lockup_schedule."New value: +"Optional detail sections. Authenticated lockup_schedule includes normalized holder classes, numeric tranche quantities, resolved dates, anchors and offsets, exceptions, conditions, and evidence. Anonymous requests silently omit consensus, financial_snapshot, filings, comps, and lockup_schedule."

addedOutput schema / properties / data / properties

Added value: +{
+  "lockupSchedule": {
+    "anyOf": [
+      {
+        "additionalProperties": false,
+        "description": "Complete normalized offering-document lockup terms: ownership classes, numeric quantities, exact or estimated release dates, anchors and offsets, transfer exceptions, triggers, conditions, and source evidence. Available only through authenticated API and MCP access.",
+        "properties": {
+          "aggregatePercentOfOutstanding": {
+            "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+          },
+          "aggregateSharesSubjectToLockup": {
+            "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+          },
+          "confidence": {
+            "default": 0,
+            "maximum": 1,
+            "minimum": 0,
+            "type": "number"
+          },
+          "consentParties": {
+            "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+          },
+          "earliestMaterialReleaseDate": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "earlyReleaseTriggers": {
+            "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+          },
+          "evidence": {
+            "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+          },
+          "exceptions": {
+            "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+          },
+          "foundAnything": {
+            "default": false,
+            "type": "boolean"
+          },
+          "lockedParties": {
+            "default": [],
+            "items": {
+              "type": "string"
+            },
+            "type": "array"
+          },
+          "lockupAgreementsFound": {
+            "default": null,
+            "type": [
+              "boolean",
+              "null"
+            ]
+          },
+          "lockupGroups": {
+            "default": [],
+            "items": {
+              "additionalProperties": false,
+              "properties": {
+                "earlyReleaseTriggers": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+                },
+                "evidence": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+                },
+                "exceptions": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+                },
+                "holderClassKey": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "lockupPeriodDays": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                },
+                "lockupPeriodText": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "ownershipScope": {
+                  "default": "unknown",
+                  "enum": [
+                    "exclusive_class",
+                    "aggregate",
+                    "subset",
+                    "unknown"
+                  ],
+                  "type": "string"
+                },
+                "parentHolderClassKey": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "partyDescription": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "percentOfOutstanding": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                },
+                "releaseDate": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "releaseDateText": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "securityDescription": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "sharesSubjectToLockup": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                },
+                "startAnchor": {
+                  "anyOf": [
+                    {
+                      "enum": [
+                        "prospectus_date",
+                        "pricing_date",
+                        "closing_date",
+                        "first_trade_date",
+                        "other",
+                        "unknown"
+                      ],
+                      "type": "string"
+                    },
+                    {
+                      "type": "null"
+                    }
+                  ],
+                  "default": null
+                },
+                "startAnchorDate": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "startAnchorText": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "transferExceptions": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+                }
+              },
+              "type": "object"
+            },
+            "type": "array"
+          },
+          "lockupPeriodDays": {
+            "default": null,
+            "type": [
+              "number",
+              "null"
+            ]
+          },
+          "lockupPeriodText": {
+            "default": null,
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "ownershipSummary": {
+            "anyOf": [
+              {
+                "additionalProperties": false,
+                "properties": {
+                  "excludedAggregateOrSubsetRows": {
+                    "minimum": 0,
+                    "type": "integer"
+                  },
+                  "reconciliationStatus": {
+                    "enum": [
+                      "consistent",
+                      "partial",
+                      "conflict",
+                      "unknown"
+                    ],
+                    "type": "string"
+                  },
+                  "restrictedPercentOfOutstanding": {
+                    "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                  },
+                  "restrictedSharesTotal": {
+                    "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                  },
+                  "totalSharesOutstandingPostOffering": {
+                    "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                  }
+                },
+                "required": [
+                  "reconciliationStatus",
+                  "excludedAggregateOrSubsetRows"
+                ],
+                "type": "object"
+              },
+              {
+                "type": "null"
+              }
+            ],
+            "default": null
+          },
+          "releaseSchedule": {
+            "items": {
+              "additionalProperties": false,
+              "description": "One normalized release tranche, including quantities, holder linkage, anchor offsets, conditions, and a resolved exact or estimated calendar date.",
+              "properties": {
+                "anchorDate": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "anchorEvent": {
+                  "anyOf": [
+                    {
+                      "enum": [
+                        "ipo_date",
+                        "prospectus_date",
+                        "pricing_date",
+                        "closing_date",
+                        "first_trade_date",
+                        "business_combination_completion_date",
+                        "offering_sales_commencement_date",
+                        "earnings_release_date",
+                        "explicit_date",
+                        "other",
+                        "unknown"
+                      ],
+                      "type": "string"
+                    },
+                    {
+                      "type": "null"
+                    }
+                  ],
+                  "default": null
+                },
+                "anchorReferenceDate": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "conditions": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+                },
+                "estimatedReleaseDate": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "evidence": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+                },
+                "holderCategories": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+                },
+                "holderClassKey": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "holderClassPercentOfOutstanding": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                },
+                "holderClassShares": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                },
+                "isCompleteRelease": {
+                  "default": null,
+                  "type": [
+                    "boolean",
+                    "null"
+                  ]
+                },
+                "isDateEstimated": {
+                  "type": "boolean"
+                },
+                "materialityBasis": {
+                  "default": "unresolved",
+                  "enum": [
+                    "percent_of_outstanding",
+                    "share_count",
+                    "complete_holder_class",
+                    "all_restricted_shares",
+                    "all_shareholders",
+                    "unquantified_partial_holder_class",
+                    "unresolved"
+                  ],
+                  "type": "string"
+                },
+                "materialityConfidence": {
+                  "default": "low",
+                  "enum": [
+                    "high",
+                    "medium",
+                    "low"
+                  ],
+                  "type": "string"
+                },
+                "offsetDays": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                },
+                "offsetMonths": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                },
+                "offsetTradingDays": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                },
+                "quantitySource": {
+                  "default": "unresolved",
+                  "enum": [
+                    "explicit",
+                    "derived",
+                    "unresolved"
+                  ],
+                  "type": "string"
+                },
+                "releaseDate": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "releaseDateText": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "releasePercentOfHolderClass": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                },
+                "releasePercentOfOutstanding": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                },
+                "releaseScope": {
+                  "default": "unknown",
+                  "enum": [
+                    "specified_shares",
+                    "issuer_outstanding",
+                    "holder_class",
+                    "all_restricted_shares",
+                    "all_shareholders",
+                    "unknown"
+                  ],
+                  "type": "string"
+                },
+                "releaseTimingText": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+                },
+                "resolvedReleaseDate": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "sharesEligibleForSale": {
+                  "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodDays"
+                }
+              },
+              "required": [
+                "resolvedReleaseDate",
+                "isDateEstimated"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          },
+          "releasedParties": {
+            "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+          },
+          "source": {
+            "additionalProperties": false,
+            "properties": {
+              "accessionNumber": {
+                "type": "string"
+              },
+              "filingDate": {
+                "type": "string"
+              },
+              "formType": {
+                "type": "string"
+              },
+              "primaryDocument": {
+                "type": "string"
+              },
+              "secUrl": {
+                "format": "uri",
+                "type": "string"
+              }
+            },
+            "required": [
+              "accessionNumber",
+              "filingDate",
+              "formType",
+              "primaryDocument",
+              "secUrl"
+            ],
+            "type": "object"
+          },
+          "sourceSections": {
+            "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+          },
+          "startAnchor": {
+            "anyOf": [
+              {
+                "enum": [
+                  "prospectus_date",
+                  "pricing_date",
+                  "closing_date",
+                  "first_trade_date",
+                  "other",
+                  "unknown"
+                ],
+                "type": "string"
+              },
+              {
+                "type": "null"
+              }
+            ],
+            "default": null
+          },
+          "startAnchorDate": {
+            "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+          },
+          "startAnchorText": {
+            "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockupPeriodText"
+          },
+          "transferExceptions": {
+            "$ref": "#/properties/data/properties/lockupSchedule/anyOf/0/properties/lockedParties"
+          }
+        },
+        "required": [
+          "releaseSchedule",
+          "source",
+          "earliestMaterialReleaseDate"
+        ],
+        "type": "object"
+      },
+      {
+        "type": "null"
+      }
+    ],
+    "description": "Complete normalized offering-document lockup terms: ownership classes, numeric quantities, exact or estimated release dates, anchors and offsets, transfer exceptions, triggers, conditions, and source evidence. Available only through authenticated API and MCP access."
+  }
+}

Changed2 schema fields changedJul 22, 2026

changedInput schema / properties / include / description

Previous value: -"Optional detail sections. Anonymous requests silently omit consensus, financial_snapshot, filings, and comps."New value: +"Optional detail sections. Anonymous requests silently omit consensus, financial_snapshot, filings, comps, and lockup_schedule."

changedInput schema / properties / include / items / enum

Previous value: -[
-  "latest_terms",
-  "classification",
-  "consensus",
-  "financial_snapshot",
-  "filings",
-  "news",
-  "comps"
-]New value: +[
+  "latest_terms",
+  "classification",
+  "consensus",
+  "financial_snapshot",
+  "filings",
+  "news",
+  "comps",
+  "lockup_schedule"
+]

Changed3 schema fields changedJul 16, 2026

addedInput schema / properties / cik / description

Added value: +"SEC Central Index Key, with or without leading zeroes (for example 1907085 or 0001907085)."

addedInput schema / properties / include / description

Added value: +"Optional detail sections. Anonymous requests silently omit consensus, financial_snapshot, filings, and comps."

changedOutput schema / (root)

Previous value: -nullNew value: +{
+  "$schema": "http://json-schema.org/draft-07/schema#",
+  "additionalProperties": false,
+  "properties": {
+    "data": {
+      "additionalProperties": {},
+      "description": "Issuer detail with the requested and permitted enrichment sections.",
+      "type": "object"
+    }
+  },
+  "required": [
+    "data"
+  ],
+  "type": "object"
+}

Changed1 schema field changedApr 12, 2026

changedInput schema / properties / include / items / enum

Previous value: -[
-  "latest_terms",
-  "classification",
-  "consensus",
-  "financial_snapshot",
-  "filings",
-  "news"
-]New value: +[
+  "latest_terms",
+  "classification",
+  "consensus",
+  "financial_snapshot",
+  "filings",
+  "news",
+  "comps"
+]

First observedApr 12, 2026

TDQS

A4.6/5.0

Behavior5/5

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

Annotations already provide readOnlyHint, idempotentHint, destructiveHint false. The description adds significant behavioral detail: it explains that optional enrichments add terms and research context, and that anonymous requests are limited to certain sections. This is valuable beyond the 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?

The description is two sentences, front-loaded with the primary action, and every sentence provides essential information without redundancy.

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?

Given the presence of an output schema and detailed annotations, the description covers the key behavioral aspects: auth-dependent behavior, prerequisite, and optional enrichments. It is sufficiently complete for an AI agent to understand when and how to use the tool.

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

Parameters4/5

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

The input schema already describes both parameters (cik and include) with clear descriptions. The description adds context by explaining that include sections are optional and that anonymous requests silently omit some sections. This adds meaning beyond the schema.

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 fetches one issuer by SEC CIK, includes a prerequisite (after discovery with list_companies), and distinguishes from sibling tools like list_companies that list multiple issuers.

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?

The description gives clear context for use: it's used after discovery with list_companies. It also explains the difference between anonymous and authenticated requests regarding enrichments. However, it does not explicitly list alternatives or when not to use it.

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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