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enterprise-mcp-gateway

regulatory-filings__get_13f_delta

Read-only

[Regulatory Filings] Compute the position delta between a 13F filer's two most recent filings. Returns new positions, increased stakes, reduced stakes, and full exits per CUSIP — the actionable signal WhaleWisdom Premium charges $999/yr for.

Args: filer_cik: Filer CIK (e.g. "0001067983" for Berkshire) or fund name days_back: Lookback window for filings comparison (default 90 — informational)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
days_backNo
filer_cikYes

TDQS

A4.3/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true. Beyond that, the description specifies the output (new positions, increased/reduced stakes, full exits) and mentions the days_back parameter's significance, adding useful behavioral context.

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

Conciseness3/5

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

The description is front-loaded with purpose but includes a marketing sentence about WhaleWisdom Premium that adds little functional value. Within the main content, it is reasonably structured.

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?

No output schema, but the description clearly states what the tool returns. It covers both parameters and the data source. Missing edge cases (e.g., insufficient filings) but adequate for typical use.

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?

With 0% schema description coverage, the description fully explains both parameters: filer_cik (CIK or fund name with example) and days_back (lookback window, default, informational note).

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 uses a specific verb ('Compute') and resource ('position delta between a 13F filer's two most recent filings'), clearly distinguishing it from sibling tools like get_form_13f_holdings which return raw holdings rather than delta.

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 explains when to use (to see changes between filings) and implies value, but does not explicitly state when not to use or compare with alternatives like get_form_13f_holdings.

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

B3.2/5.0
Disambiguation2/5

Many tools have overlapping functionality across categories (e.g., multiple search_arxiv, search_google_scholar, real estate tools, DNS/WHOIS checks). An agent would struggle to differentiate between similar tools from different categories, leading to ambiguity.

Naming Consistency3/5

Tools follow a 'category__verb_noun' pattern mostly, but verbs vary (get, search, screen, check, etc.) and some categories use different orders (e.g., 'get_repo_stats' vs 'search_repos'). The consistency is acceptable but not uniform across the entire set.

Tool Count2/5

With 152 tools, the server is excessively large for a single MCP server. While it aims to be an all-in-one gateway, the sheer number overwhelms the agent and likely exceeds practical limits for coherent selection.

Completeness3/5

The server covers a wide range of domains (finance, real estate, news, developer tools, etc.) but has notable gaps (e.g., social media APIs, CRM tools). Coverage is broad but not exhaustive, and some niche areas (e.g., global stock exchanges) are over-represented.

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