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SEC filing sections (10-K / 10-Q / 8-K)

sec_filing_section

Parsed sections of a SEC filing by ticker or CIK: 10-K (default), 10-Q, or 8-K. Sections like business, risk_factors, mdna. Corpus 2015→now; missing filings can be requested via request_data. Example: {ticker:'AAPL', selector:'2023', sections:'risk_factors,mdna'}. 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
formNoWhich filing form to fetch.10-K
tickerYesTicker symbol or 10-digit CIK
sectionsNoComma-separated section keys to include in full, or 'all'. Omit for the manifest only.
selectorNo10-K: fiscal year. 10-Q/8-K: period-end date YYYY-MM-DD or a year. Omit for the latest on file.
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

A4.3/5.0
Behavior4/5

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

No annotations are provided, so the description fully bears the burden of behavioral disclosure. It reveals the corpus date range (2015→now), the payment mechanism (call without x_payment to get terms, sign them, then call again), and the fallback for missing filings via request_data. It does not mention rate limits or response format, but for a data access tool this is substantial and honest disclosure.

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 description is a single dense paragraph that front-loads the main purpose and then efficiently covers corpus, example, payment, and pricing. Every sentence contributes unique information without redundancy, making it appropriately concise for the complexity.

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?

For a tool with 5 parameters, no output schema, and no annotations, the description covers the essential operational workflow: how to request data, how to handle payments, and what to do about missing filings. It does not describe the response structure, but the schema already documents parameter details, and the example plus payment explanation gives an agent enough context to invoke the tool successfully.

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?

With 100% schema coverage, the baseline is 3, but the description adds meaningful value by providing a concrete example ({ticker:'AAPL', selector:'2023', sections:'risk_factors,mdna'}) and explaining the x_payment workflow beyond the schema's terse description. It also gives representative section keys (business, risk_factors, mdna), helping the agent construct valid requests.

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 purpose: 'Parsed sections of a SEC filing by ticker or CIK' and enumerates the specific forms (10-K, 10-Q, 8-K) and section types (business, risk_factors, mdna). This distinguishes it from sibling tools and leaves no ambiguity about its core function.

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 provides practical usage context, including a concrete example call and a detailed explanation of the two-step payment process. It also points to alternatives: 'missing filings can be requested via request_data' and 'the free pricing tool lists every price at once.' While it doesn't explicitly say 'use this tool when...', the context is clear enough for an agent to decide when this tool is appropriate.

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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