Skip to main content
Glama

KeyVex

get_crowdfunding_offerings

Read-only

Returns SEC Form C filings — Regulation Crowdfunding offerings, 2016-05→present: startup raises on Wefunder / StartEngine / Republic and other funding portals. One record per filing with the issuer (legal form, jurisdiction, incorporation date, website), the PORTAL (name + CIK + CRD), offering terms (security type — SAFEs appear as 'Other' with the description, price, target and maximum amounts, deadline, oversubscription), and the issuer's own DISCLOSED FINANCIALS (total assets, cash, revenue, net income, debt — current + prior fiscal year, dollars) plus employee count. Use this when the user asks about: startup crowdfunding activity, what a company raised on a portal, portal market share, early-stage issuers in a state, or revenue/assets of a crowdfunding company. filing_type maps the form family: 'offering' (C, C/A) | 'progress_update' (C-U) | 'annual_report' (C-AR — re-discloses financials yearly) | 'termination' (C-TR). is_withdrawal covers the -W variants. One issuer CIK typically has a chain: C → C-U → C-AR… — filter cik + sort asc to read it. Financial fields are null where a variant omits them. Reg A+ (Form 1-A 'mini-IPOs') is a different form family — planned as its own dataset; Reg D private placements are in get_private_placements. Pure-publisher posture: issuer-reported numbers as filed, parsed by KeyVex — Form C financials are self-reported and generally unaudited (reviewed at most); treat them accordingly.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikNoIssuer CIK (any zero-padding).
limitNoMaximum filings. Default 50, max 500.
sinceNoFiling date lower bound (YYYY-MM-DD inclusive).
untilNoFiling date upper bound (YYYY-MM-DD inclusive).
sort_orderNoSort by filing date. Default desc.
filing_typeNoForm-family filter (see description).
issuer_nameNoCase-insensitive substring against issuer (or SPV co-issuer) name.
portal_nameNoCase-insensitive substring against the funding portal (e.g. 'wefunder', 'startengine').
jurisdictionNoIssuer's state/country of organization (two-letter, e.g. 'DE').
accession_numberNoDirect lookup by EDGAR accession number.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.8/5.0
Behavior5/5

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

Annotations already establish read-only, non-destructive, open-world behavior. The description goes well beyond them: it discloses the pure-publisher posture, that financials are issuer-reported and generally unaudited, that fields are null where a variant omits them, and the C → C-U → C-AR chain structure — genuinely useful context an agent needs to interpret results.

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?

Dense but well front-loaded: what it returns first, then usage, then enum mapping, then exclusions and caveats. Every sentence carries information, though the block is long enough that a tighter edit is conceivable.

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

Completeness5/5

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

With no output schema, the description carries the full burden and does so — it enumerates the returned fields (issuer, portal, offering terms, financials, employee count) and flags the caveats that affect interpretation. Nothing material is missing for correct invocation.

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?

Schema coverage is 100%, so the baseline is 3. The description adds real value beyond the schema: it maps filing_type enum values to form families, explains the cik + sort asc pattern for reading filing chains, and notes null-semantics for financial fields. Minor gap: it references is_withdrawal, which is not an exposed parameter.

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?

States the specific resource (SEC Form C filings / Reg CF offerings), the covered period (2016-05→present), and the exact record shape. It explicitly names and excludes sibling form families (Reg A+ via get_reg_a_offerings, Reg D via get_private_placements), so an agent can disambiguate without opening a schema.

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

Usage Guidelines5/5

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

Gives an explicit 'Use this when the user asks about:' list of concrete intents (portal market share, early-stage issuers in a state, revenue/assets of a crowdfunding company) and routes alternative form families to named sibling tools. Both when-to-use and when-not-to-use are present.

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