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SEC EDGAR Fundamentals

Company Reference Profile

company_profile

Resolves an exchange ticker to its SEC filer and returns that filer's reference data in one call: the zero-padded ten-digit CIK that identifies it in EDGAR, its official registrant name, its SIC industry classification code with the code's description, the exchanges its securities trade on, and the fiscal year end that determines where its fiscal quarters fall. Reach for this first — to confirm a ticker is a real SEC filer, to resolve it to a CIK, to establish industry or sector context, to choose peers to compare against, or to learn a filer's fiscal calendar before reading quarterly figures or lining its periods up against another company whose year ends elsewhere. Returns the CIK and registrant name together with the SIC code and description, the exchange list and the fiscal year end. See /.well-known/x402 for current pricing.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYesExchange ticker symbol of a single SEC filer, case-insensitive, such as AAPL, MSFT or KO.

TDQS

A3.9/5.0
Behavior3/5

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

With no annotations provided, the description carries the full burden. It discloses the return fields and mentions pricing at /.well-known/x402, but does not describe error handling for invalid tickers, rate limits, authentication requirements, or any side effects. Useful context, but significant behavioral details remain uncovered.

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 somewhat long with a comprehensive list of use cases, but every sentence adds relevant information. It is front-loaded with the core action and return values, and the pricing note is a useful contextual detail. Minor redundancy in the list of return items, but overall efficient.

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 single-parameter tool with no output schema, the description thoroughly covers the return values (CIK, registrant name, SIC code and description, exchanges, fiscal year end) and provides clear context for when to use it. It does not address invalid-ticker behavior or other edge cases, but the tool is simple enough that this is a minor gap.

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

Parameters3/5

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

Schema description coverage is 100%, and the schema already documents the ticker parameter format (case-insensitive, pattern, max length). The tool description adds no additional semantic meaning beyond what the schema provides, so the baseline of 3 applies.

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 resolves an exchange ticker to its SEC filer and returns specific reference data (CIK, registrant name, SIC code and description, exchanges, fiscal year end). It uses a specific verb-resource pair and is easily distinguished from sibling tools like get_financials or list_filings.

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 explicitly enumerates use cases ('confirm a ticker is a real SEC filer', 'resolve it to a CIK', 'establish industry or sector context', 'choose peers', 'learn a filer's fiscal calendar') and positions itself as 'reach for this first'. It lacks explicit exclusions or alternative tool references, so it does not fully meet the 'when-not' criterion.

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

A4.3/5.0
Disambiguation5/5

Every tool targets a distinct resource and action: company reference, financial statements, single-metric history, cross-company comparison, filing history, insider transactions, insider aggregation, and vocabulary lookup. Cross-references between insider tools make boundaries explicit and prevent misselection.

Naming Consistency4/5

Names are all snake_case and mostly follow predictable verb_noun conventions like get_*, list_*, and screen_*. A few noun-phrase names (company_profile, insider_profile, issuer_insider_activity) and adjective-noun names (latest_insider_filings) break the strict pattern, but the meaning remains clear.

Tool Count5/5

Twelve tools is well within the ideal range for a focused SEC EDGAR fundamentals server. Each tool covers a meaningful slice of either financial data or insider ownership data, and none feels redundant or unnecessary.

Completeness4/5

The server covers the core read-only workflows well: company identity, normalized financials, metric history, cross-company comparison, filing history, insider transactions, insider profiles, and vocabulary support. Minor gaps exist—no company search by name/CIK and no raw filing text retrieval—but common fundamental and insider questions can be answered without dead ends.

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