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Glama

13F manager portfolio

manager_holdings

An institutional manager's 13F holdings for the latest quarter. Pass a CIK for the portfolio, or a name to search managers first. Examples: {manager:'1067983'} (Berkshire's book), {manager:'bridgewater'} (search). Paid: call without x_payment to receive this call's exact terms (amount, asset, network), sign them, then call again with x_payment. The free pricing tool lists every price at once.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
managerYesManager CIK (digits) for holdings, or a name fragment to search
x_paymentNoOptional signed x402 payment payload (base64, what the X-PAYMENT header carries). Omit to receive the exact payment terms; sign them (e.g. @x402/fetch) and call again with this argument to settle and get the data.

TDQS

A4.7/5.0
Behavior4/5

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

With no annotations, the description carries the transparency burden. It discloses the two-step paid call mechanism, the latest-quarter scope, and the search behavior. It doesn't detail the response format or error handling, but the essential behavioral traits are covered, earning above baseline.

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?

Four sentences cover purpose, usage, examples, payment flow, and an alternative tool. Each sentence contributes non-redundant information, though the density is somewhat high. It's concise without being terse.

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?

The tool has a complex payment flow and dual-mode parameter. The description covers how to use both modes, the paid two-step sequence, and the free pricing alternative. Given the lack of an output schema, it sets sufficient expectations for a holdings query.

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

Parameters5/5

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

Although the schema already covers both parameters at 100%, the description adds significant value: explaining the dual CIK/name search mode, giving examples, and clarifying the x_payment workflow with signing instructions. This goes well beyond the schema alone.

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 returns an institutional manager's 13F holdings for the latest quarter, distinguishing it from sibling tools like holdings_changes and security_holders. It supports both CIK and name search, making the purpose and scope explicit.

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?

It provides explicit usage instructions: pass a CIK for a specific portfolio or a name to search, with concrete examples. The payment flow is explained (call without x_payment to get terms, then sign and call again), and it points to the pricing tool as an alternative for price lists, helping the agent decide when not to use this tool.

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

A4.2/5.0
Disambiguation5/5

Each tool targets a distinct data area or action: coverage vs find_data vs request_data are clearly separate (metadata, search, and suggestion box), and the three holdings tools (holdings_changes, manager_holdings, security_holders) each address a different question (changes, portfolio, owners). No two tools have ambiguous boundaries.

Naming Consistency5/5

All tool names use consistent lowercase snake_case (coverage, find_data, fx_rate, request_data, etc.). While some are verb phrases and others are noun phrases, the naming style is uniform and predictable, making it easy to guess tool purposes.

Tool Count5/5

Twelve tools is a well-scoped size for a financial data API server. Each tool covers a distinct data domain, and there is no excessive redundancy or crowding. The count is within the ideal 3-15 range.

Completeness4/5

The tool set covers a broad range of financial data needs: SEC filings, holdings, insider activity, IPO, macro, and FX. Minor gaps exist (e.g., no direct company fundamentals or full filing text), but the request_data tool provides a path to fill missing datasets, so agents are not at a dead end.

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